Recorded Sessions
The 2nd Annual XCELLR8 RIA & WealthTech Online Summit provided an opportunity for Registered Investment Advisors and the Back-Office Executives & Supervisors to conveniently watch presentations from subject matter experts showcasing exciting technology solutions designed with RIAs in mind and best-practices from industry peers during the Executive Panel Discussions.
WHO ATTENDED
Recorded Sessions
WEALTH MANAGEMENT TRACK
“Automating Portfolio Management”
AdvisorPeak
FIDUCIARY TRACK
"Improving Cybersecurity Controls"
Entreda
MARKETING TRACK
"Driving Revenue & Growth Through Data-Powered Digital Marketing”
AdvisorStream
PEER-TO-PEER TRACK
"Developing a Durable Operations Plan"
EXECUTIVE PANEL
PRACTICE MANAGEMENT TRACK
"Using the Cloud to Deliver Superior Service"
INVENT
SUCCESSION PLANNING TRACK
"RIA Transitions Made Easy"
Forms Logic
FINANCIAL WELLNESS TRACK
"Systematic Tactical Investment Strategies to
Beat the Market"
ETFConcepts
FINANCIAL WELLNESS TRACK
“Blockchain and Crypto for RIAs”
BTCS
MARKETING TRACK
"How to Master The Digital Prospecting Formula"
Snappy Kraken
WEALTH MANAGEMENT TRACK
"Avoiding Tech Disaster by Leveraging Your Client Advisory Board"
The Client Driven Practice
PEER-TO-PEER TRACK
"Selecting the Ideal Tech Stack for Your Practice"
EXECUTIVE PANEL
FIDUCIARY TRACK
"Increase the Value of your RIA using Compliance Technology"
RIA Compliance Technology
PRACTICE MANAGEMENT TRACK
"Increasing Advisor Productivity with Digital Communication”
CopyTalk
TECHNOLOGY TRACK
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.
