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  • Catch the 2nd Annual XCELLR8

    RIA and WealthTech Summit!

    Now Restreaming on The Finlocity Channel™

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  • September 15 & 16, 2021 | 11 AM - 2 PM EDT

    The 2nd Annual XCELLR8 Retirement & PlanTech Online Summit provides an opportunity for Retirement Planning practitioners and the firms that support them to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology & investment solutions designed for the Retirement Planning and Qualified Plans marketplace. 

    Register
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Broker/Dealers

RIAs

Family Offices

Wealth Advisors

Banks & Trusts

Insurance
​Professionals

ONLINE SUMMITS

2021 Leadership Series

Recently Recorded

Booths & Videos

September 15 & 16, 2021

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October 26 & 27, 2021

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RESTREAM


XCELLR8 RIA & WealthTech Summit

Day 2

Recorded 6/30

The Finlocity Channel
Booths

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XCELLR8™

Our online summits give senior executives the opportunity to meet and network.

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The Finlocity Channel™

Watch recently recorded Summit sessions.

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FinServ Hub™

Easy access to solution information and demonstrations of the latest innovations.

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VideoVault™

A Video archive with our most insightful webinars, webcasts, and online summits

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Community Members

Proudly serving members from leading financial institutions

THE MATERIAL PROVIDED ON THIS WEBSITE IS NOT INTENDED AS A RECOMMENDATION OR AS INVESTMENT ADVICE OF ANY KIND. SUCH MATERIAL IS NOT PROVIDED IN A FIDUCIARY CAPACITY,  MAY NOT BE RELIED UPON FOR OR IN CONNECTION WITH THE MAKING OF INVESTMENT DECISIONS AND DOES NOT CONSTITUTE A SOLICITATION OF AN OFFER TO BUY OR SELL SECURITIES.   ALL CONTENT HAS BEEN PROVIDED FOR INFORMATIONAL OR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS LEGAL OR  TAX ADVICE AND/OR A LEGAL OPINION.   FINLOCITY COMMUNITY, LLC ©COPYRIGHT 2021. ALL RIGHTS RESERVED.


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