Venue
1 Hotel South Beach
1 Hotel South Beach, 2341 Collins Ave, Miami Beach, FL 33139, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Sep 5 EDT - Fri Sep 7 EDT (about 3 years ago)
Location 1 Hotel South Beach
2341 Collins Ave, Miami Beach, FL 33139, USA
Region Americas
Details

Ascent is the premier Orion event of the year for users looking to learn, train and build a deeper understanding of how our platform can fuel their business’ growth.

Top Five Reasons to Attend:
1. Get The Inside Scoop - Ascent 2018 is the only place where you’ll get an inside look at Orion’s technology roadmap for the next year. Be here and be on the inside.

2. Grow Your Network - Use this time to extend your network with other successful advisory firms, connect with our integration partners and finally meet that Orion expert who’s been so helpful over chat

3. Learning, Your Way - Choose your own learning track to customize your experience and return from Ascent with tangible takeaways that will improve your day-to-day work.

4. Appreciation Events You’ll Appreciate - Last year we entertained you with a U2 concert, mountain climbing, and a tour of local breweries. This year’s activities will be just as memorable. Make sure to experience it!

5. Location, Location, Location - The beach will be a short walk from your hotel room door, and a contemporary art museum, innovative and unique restaurants, and a vibrant nightlife are all only minutes away.

Speakers

2018 Speakers

Billy Beane
Executive VP of Baseball Operations for the Oakland A’s

Dick Hoyt
Inspirational Athlete and Speaker

Josh Brown
CEO, Ritholtz Wealth Management, Industry Leader

Joe Duran
Senior Vice President, Gregory FCA

Dean Karnazes
Athlete / Author / Speaker

Sponsors & Partners

2018 Sponsors

PLATINUM SPONSOR:
• SaleMove

GOLD SPONSORS:
• tca by EXTRADE
• Quantum
• TD Ameritrade Institutional

SILVER SPONSORS:
• MindFlash
• ADVISORY WORLD
• investment POD
• ADVICENT
• BLACKROCK
• eMoney
• BROOKSTONE CAPITAL MANAGEMENT
• riskalyze
• FundChoice
• everplans
• FLYER
• Quovo
• Russell Investments
• iCapital NETWORK
• Selequity

BRONZE SPONSORS:
• Dimensional
• EQUITY ADVISOR SOLUTIONS
• MARKET COUNSEL The Adviser's Advisor
• RIA in a Box
• kwanti
• Chicago Clearing CORPORATION
• MoneyGuidePro
• REDTAIL
• Allianz
• VERA
• Hidden Levers
• totum
• finmason
• my529
• Sawtooth
• UNITED CAPITAL
• asset-map
• charles SCHWAB
• WEALTHACCESS
• MORNINGSTAR
• bluepay

SPONSORS:
• GREGORY FCA
• MOSAIK CONSULTING
• ActiFi Accelerating advisor success
• AP AdvicePay
• RIGHTCAPITAL
• BOSS Back Office Support Service
• MAX your best interest