Join our FinTech partners for lunchtime presentations on the exhibit hall floor. Learn about their innovations to improve your business.
11:10 AM - 11:20 AM Advyzon 11:25 AM - 11:35 AM College Aid Pro 11:40 AM - 11:50 AM eMoney Advisor 11:55 AM - 12:05 PM MoneyTree Software, an Accutech Company 12:10 PM - 12:20 PM YourStake
11:10 AM - 11:20 AM Advyzon, "If You Think Your Tech Stack Is Optimized, Think Again: The Benefits of a Comprehensive Solution" Description: Efficiency, ease of use, streamlined onboarding, and a superior client experience are among the benefits of consolidating technologies. Advyzon offers a comprehensive solution that combines customizable performance reporting, flexible billing, robust client relationship management, trading and rebalancing, a customizable client portal and mobile app, secure and compliant document storage, seamless prospecting, investment management, and powerful business intelligence in a single, integrated platform. Hear why the benefits of consolidation outweigh the risks and why you should optimize your technology stack even if you don’t currently have problems.
11:25 AM - 11:35 AM College Aid Pro, "Got College?" Description: 73% of parents polled state that paying for college is the greatest financial challenge they face. Yet most advisors ignore the problem due to a lack of training and solutions to help families effectively navigate the college funding and financial aid maze. Until now! College Aid Pro™ (CAP) takes the hassle out of late-stage college planning and enables you to instantaneously shop over 3,500 schools and find which ones will give you the most, free money and scholarships with the click of a button. Your clients will be blown away and saying, “I never knew a service like this existed.”
11:40 AM - 11:50 AM eMoney Advisor, "eMoney and The Modern Planning Experience " Description: Technology disruptions, increased regulations, evolving fee structures, and most importantly our clients are demanding a more Modern Planning Experience. eMoney enhances and enables the personalized, timely, digestible, and scalable relationships of the Modern Planning Experience. Join to learn how the industry got here and how eMoney creates engagement and scale.
11:55 AM - 12:05 PM MoneyTree Software, an Accutech Company, "Making the Complex Simple – An Update on Moneytree Financial Planning Software" Description: For over 40 years, Moneytree Financial Planning Software has helped advisors make the complex simple by providing comprehensive holistic planning for advisors. Ranked #1 in Technical Accuracy (Kitces 2022), Moneytree has built a legacy of providing deep technical analysis for the most experienced advisors. Acquired in 2019 by Accutech Systems Corporation, Moneytree is reinventing itself to build upon its legacy. Come take a quick look at what we are up to.
12:10 PM - 12:20 PM YourStake, "Preparing for the Future of Your Practice" Description: Exceedingly, clients are becoming more active when it comes to working with their advisors and are looking to invest with their values in mind. Join Gabe Rissman, co-founder of YourStake on how to offer personalized investments for your clients and deliver portfolios that have higher values alignment without giving-up performance. Beyond building better portfolios, discover new ways to report on investment impact and other tools to offer more to your clients beyond their usual statements.
