Finlocity

June 29 & 30, 2021 | Login Opens: 10:45 AM | Program: 11 AM - 3 PM EDT

The 2nd Annual XCELLR8 RIA & WealthTech Online Summit provides an opportunity for Registered Investment Advisors and the Back-Office Executives & Supervisors that support them to conveniently watch presentations from subject matter experts showcasing exciting technology solutions designed with RIAs in mind and hear best-practices from industry peers during the Executive Panel Discussions. Don’t miss this opportunity to learn about innovations and techniques that may prove beneficial to your firm.

Register

WHO SHOULD ATTEND?

Registered Investment Advisors

RIA Back-Office Execs & Supervisors

10:45 AM

11:00 AM

11:30 AM

11:35AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

1:15 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

Summit Kick-Off 

Login Open

    Attendees Login to Main Session

WEALTH MANAGEMENT TRACK

“Automating Portfolio 

Management”


AdvisorPeak

5-Minute Intermission

Attendees Remain Online

FIDUCIARY  TRACK

"Protecting Your Most Valuable Asset...Client Data"


Entreda by Smarsh

5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Harnessing the Power of 

Social Media”


AdvisorStream

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Developing a Durable 

Operations Plan"


Executive Panel

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

"Using the Cloud to Deliver 

Superior Service"


INVENT

5-Minute Intermission

Attendees Remain Online

SUCCESSION PLANNING TRACK

"RIA Transitions

Made Easy"


Forms Logic

5-Minute Intermission

Attendees Remain Online

FINANCIAL WELLNESS TRACK

"ESG & Impact Investing in 

the New Era"

Prize Drawing #1

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU TOMORROW!

Summit Day 2

Login Open

    Attendees Login to Main Session

FINANCIAL WELLNESS TRACK

“Wealth Accumulation 

Planning Simplified"


5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Growing AUM with 

Digital Marketing"


Snappy Kraken

5-Minute Intermission

Attendees Remain Online

WEALTH MANAGEMENT TRACK

"Leveraging Your Client Advisory Board to Optimize Client-facing Tech"


The Client Driven Practice

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Selecting the Ideal Tech Stack 

for Your Practice"


Executive Panel

5-Minute Intermission

Attendees Remain Online

FIDUCIARY  TRACK

"Streamlining Your 

Compliance Process"


RIA Compliance Technology

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

"Using Transcription Services to Improve Client Service


CopyTalk

5-Minute Intermission

Attendees Remain Online

SUCCESSION PLANNING TRACK

"Succession Planning as a 
Growth Strategy”

Prize Drawing #2

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU NEXT TIME!

Disclaimer: The Finlocity XCELLR8 RIA & WealthTech 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.