Digital Transformation Happens Here

Final day to catch July 4 savings! Download Brochure for details.

The countdown to In|Vest 2019 is on! If you don’t have your ticket, you have 10 days until pre-registration closes. Don’t miss this important opportunity to join the wealth management ecosystem this July 16-17 in NYC.

Throughout the event, catch a series of quick, live product demos that give the audience a glimpse of the digital future of wealth management. Here are a few of the firms you’ll see on stage at In|Vest.

Vymo is a mobile-first intelligent personal sales assistant for field sales teams. It automatically captures data from multiple sources to predict what a sales rep or manager can do next.

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Trendrating provides an innovative, well proven set of analytics to assess and rate the quality of price trends.

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Smartleaf has reimagined and re-engineered the way portfolios are managed, enabling wealth advisory firms to deliver ultra-high levels of customization and optimized tax management at unprecedented scale.

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Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients.

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You can still catch our July 4 $200 savings! Download Brochure for details.

Contact

Ingrid Olsen
(212) 803-8456
Grace Leaper
(646) 851-0822

Sponsor or Demo

Stacy Gellman

(212) 803-8841

PRESENTING PARTNERS

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One State Street Plaza, 27th Floor
New York, NY 10004

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