The right financial technology investment can be a huge boon for advisory firms, while the wrong choice could add unnecessary complexity to your tech stack, silo off important client information and increase administrative work.
Pairing wealthtech firms and top RIA investors brings suspense and cements the event’s biggest deal to date
The panel shares their predictions and takeaway points for the future of wealthtech as we move into 2021.
The panel discusses emerging fintech solutions on their radar, and the trend for advisors are starting to move into the tech space armed with a deep knowledge of their industry.
Tim and Joel discuss the premium price for human services amidst the wave of mergers and acquisitions, and how new players always move in the ensuing market gap.
Gavin and Joel discuss how technology is allowing advisors to reach the mass market while also having a positive impact on high net worth individuals.
The INVENT Elite team discusses the complex but solvable problem of balancing customization with integration, and the cloud native connective tissue that can make it all work.
Oleg and Joel discuss the bridging of the gap between financial services and software, the enhanced value proposition it enables and the need to get on board before its too late.
INVENT Elite thought leaders discuss what the workplace of the future might look like, the financial implications for firms and advisors and the changing dynamics of client-advisor matching.
Gavin, Joel and Suzanne discuss how the widespread adoption of technology is dictating the long term success of advisory firms in completely unprecedented ways.
