Tue May 17 CDT (1 day ago)
In your timezone (EDT): Tue May 17 1:00am - Tue May 17 1:00am
This summit will share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue and brings together advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.
President and CEO, Pascal WealthTech
Business Product Manager, Croesus
Co Head US Software Equity Research, Citi
Director, Field Technology Services, Manulife Securities
President, Advisor Practice Management
Wealth Management Advisor, Portfolio Manager, National Bank Financial Wealth Management
Partner & Senior Financial Consultant, Woodgate Financial Inc.
CFP, Carte Wealth Management
Ali M. Qureshi
Chief Revenue Officer & Co-Founder, SideDrawer
Founder & CEO, CapIntel
Head of Practice Management, Agora Dealer Services Corp.
• Pascal WealthTech
• Side Drawer
• Mako Fintech