RECORDED SUMMIT | April 28 & 29, 2021
The XCELLR8 Advisor FinTech Online Summit provided an opportunity for attendees to see the latest in Advisor-facing technologies. Emerging tech innovators will showcased their latest developments and shared insights on the advantages gained through utilizing their solutions. The event featured presentations by subject matter experts and spirited Peer-to-Peer Advisor Panel discussions on important topics.
WHO ATTENDED
Solution Track Recordings
FINANCIAL PLANNING TRACK
"Shifting Tides: Setting The Modern Advisor
Up for Success"
Advicent Solutions
PORTFOLIO MANAGEMENT TRACK
"Innovations in Portfolio
Insight & Rebalancing"
AdvisorPeak
PEER-TO-PEER TRACK
"Building Client Value with an
Integrated Tech Stack"
EXECUTIVE PANEL
DATA MANAGEMENT TRACK
"Using CRM as Your Golden
Source of Data"
Redtail Technology
BUSINESS PROCESSING TRACK
"How to Become a
Back-Office Hero"
Docupace Technologies
PRACTICE MANAGEMENT TRACK
“Using Advanced Analytics and AI to Grow
Your Client Base"
FIS Global
RISK MANAGEMENT TRACK
"Managing Portfolio
Risk & Design"
RiXtrema
PEER-TO-PEER TRACK
"Best Practices for Using Tech
in Your Practice"
EXECUTIVE PANEL
Sponsored by: Nest Egg Guru
BUSINESS PROCESSING TRACK
"Harvesting the Benefits of
Next Gen SmartForms"
Forms Logic
SYSTEMS MANAGEMENT TRACK
"Unifying Applications in the Cloud"
INVENT
CLIENT ENGAGEMENT TRACK
"5 Advisor Recommendations to
Supercharge your Marketing"
AdvisorStream
DATA MANAGEMENT TRACK
"Data's Not Art”
Skience
RISK MANAGEMENT TRACK
"Improving Cybersecurity
Controls"
Entreda by Smarsh
CLIENT ENGAGEMENT TRACK
"5X Your ROI with
Cold-to-Gold Marketing"
Snappy Kraken
Solution Sponsors
Disclaimer: The Finlocity XCELLR8 Advisor FinTech Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.
