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Advisor Tech Virtual Summit

April 12, 2017

The Advisor Tech Virtual Summit brings together thousands of financial advisors to address the latest technology trends and opinions on improving the efficiency and scale of today’s advisory practice in a renowned, cutting-edge online environment. Advisors from across the country will have the chance to be introduced and educated on the latest products and services that will help advance their productivity, service, and performance of their businesses. This innovative online forum has been developed as the ideal platform for experts throughout the technology world to share ideas, and educate advisors on their unique offerings without the burdens and cost of travel.

Advisor Tech Summit

Meet the Advisory Board

Take a look inside our Advisor Tech Virtual Summit advisory board.

Virtual Networking Lounge

Virtual Networking Lounge

Connect and network with other virtual attendees and industry experts in real time.

Virtual Auditorium

Virtual Auditorium

Meet us in the auditorium to launch each educational session: live or on demand.

Learn more about the Advisor Tech Virtual Summit

The Advisor Tech Virtual Summit will focus on

  • Account Aggregation
  • Advisor-Support Robos
  • Client Portals
  • Compliance
  • CRM
  • Document Management
  • Financial Planning
  • Innovation
  • Portfolio Management
  • Rebalancing
  • Wealth Reporting