2016 Sponsors & Exhibitors

Platinum Sponsor



Salesforce


Salesforce

www.salesforce.com
Today, everything and everyone is connected. Across wealth management and insurance higher client expectations are resulting in lower satisfaction scores and higher attrition rates. Your advisors need a next generation client engagement platform to grow their book of business. Introducing Salesforce Financial Services Cloud. The world's #1 CRM, reinvented for wealth management.

Gold Sponsors



CAPCO


Capco

www.capco.com
Capco, an FIS™ company, is a global business and technology consultancy dedicated solely to the financial services industry. Capco delivers innovative solutions in Banking & Payments, Capital Markets, and Wealth & Asset Management. These are designed to withstand the accelerating pace of the market, continual regulatory change and increasing consumer demand.



fiserv


Fiserv

www.fiserv.com/
Fiserv is a leading global solution provider for the financial services industry. Our Investment Services division is an industry innovator. Our Unified Wealth Platform serves more than 350 investment firms with over 4.5 million investment portfolios and $1.3 trillion in assets managed on our platform. Fiserv drives innovations that transform experiences for more than 14,500 clients worldwide. Visit us at Booth 2016 at www.fiserv.com.



IBM


IBM

http://www.ibm.com
IBM is a cognitive and cloud solutions company headquartered in Armonk, NY. It offers a wide range of technology solutions and consulting services for the Financial Services industry. Utilizing a broad portfolio of advanced analytics for Wealth Management, surveillance, and regulatory compliance, IBM is helping clients in today's complex and digitally interconnected world.
Vanare Vanare
www.vanare.com
Vanare | NestEgg is a wealth management platform built on Roboadvisor DNA that supports managing client relationships through both traditional face-to-face advice and completely digital, low-touch interaction. We help firms serve HNW and mass affluent client, reach scale profitably, and connect with the next generation.

Silver Sponsor



CAPCO


A.T. Kearney

www.atkearney.com
A.T. Kearney is a leading global management consulting firm with offices in more than 40 countries. Since 1926, we have been trusted advisors to the world's foremost organizations. A.T. Kearney is a partner-owned firm, committed to helping clients achieve immediate impact and growing advantage on their most mission-critical issues.



eSign Live


eSignLiveTM by VASCO®

www.esignlive.com
eSignLiveTM is the electronic signature solution behind some of the world's most trusted brands. Regulated industries and top analyst firms recognize eSignLive's products and services for their ability to balance the highest levels of security and compliance with ease-of-use while automating any process - from the simplest, internal signing workflow to the most complex, customer-facing transactions. Available in the cloud and on-premises, the eSignLive solution offers a scalable platform to support an organization's digital transformation strategy across the enterprise - today and tomorrow.



InvestCloud


InvestCloud

www.investcloud.com
InvestCloud is the largest digital partner to financial advisors and institutions for retaining clients and growing your business in the digital age.



MyVest


MyVest

www.myvest.com
MyVest is leading the evolution of the wealth management industry from product- to client-centricity, from manual to scalable processes, from the account to the household - to help more families secure their financial future. MyVest's cloud-based software platform enables holistic, digital wealth management across the enterprise in a single, unified system.

Bronze Sponsor

Deloitte

Deloitte
www.deloitte.com
Deloitte's Center for Financial Services (DCFS), part of the firm's U.S. Financial Services practice, is a source of up-to-the-minute insights on the most important issues facing senior-level decision-makers within banks, capital markets firms, mutual fund companies, private equity firms, hedge funds, insurance carriers, and real estate organizations.

EMI


EMI

emiboston.com
EMI makes marketing that works. Specializing in financial services and technology, we create imaginative, sound, results-oriented programs for transformers, disrupters and top performers. Founded in Boston 25 years ago, we apply domain expertise, data analytics and brand thinking to develop effective content marketing, eCRM, lead generation, sales enablement and social programs that drive profitable growth. Find out why some of the some of the most successful brands in the investments, retirement, banking, payments and fintech sectors work with us to execute product launches, accelerate sales performance and increase marketing ROI.



EY


Ernst & Young

www.ey.com
EY is a recognized leader providing assurance, tax, transaction and advisory services to the global financial services marketplace. Our team of professionals span many disciplines and offer a well-rounded understanding of business issues and challenges as well as integrated services to our clients. They include audit, tax, operations, process improvement, risk, analytics, transactions, customer experience and technology professionals with deep subject matter knowledge who assist clients in enhancing their business opportunities. In so doing, we play a critical role in building a better working world for our people, our clients and our communities.



Oranj


Oranj

www.runoranj.com
Oranj is a client & prospect engagement solution that helps you spend less time managing current clients and more time finding new ones. Our simple scalable software enables Advisors to onboard & close new clients faster and have real-time collaboration with existing clients.

Supporting Sponsors

AllocateRite AllocateRite
www.allocaterite.com
Introducing AllocateRite, a next-generation digital platform that's smartly engineered for advisors and investors who are looking for better returns at a lower cost. Our new products are revolutionizing the investing landscape by offering highly liquid, fully transparent and dynamically-traded solutions that deliver long-term risk-managed outperformance in the market.
Apex Apex
www.apexclearing.com
Apex Clearing is a recognized technology leader, focused on shaping the future of finance. Our customers range from entrepreneurial retail companies to sophisticated institutional brokers. For these clients, we deliver clearing and execution, risk management, portfolio financing, fully paid securities lending and stock loan services.
Fidelity Institutional Wealth Services Fidelity Institutional Wealth Services
fiws.fidelity.com
Fidelity Investments offers a comprehensive clearing and custody platform, trading capabilities, business process and operations consulting to banks, broker-dealers, registered investment advisors, professional asset managers, strategic acquirers, retirement advisors and recordkeepers, and insurance companies.
FutureAdvisor FutureAdvisor
www.futureadvisor.com
FutureAdvisor's mission is to enable a better financial outcome for everyday families via their existing financial institution relationships. The company offers a holistic wealth management solution, including digital marketing expertise, an award-winning customer-facing experience, and personalized, tax-efficient portfolio management at scale. FutureAdvisor was recently acquired by BlackRock.


Wells Fargo


Wells Fargo Wealth and Investment Management

www.wellsfargo.com/
Wells Fargo Wealth and Investment Management (WIM) is one of the largest wealth managers in the U.S., with $1.6 trillion in client assets. WIM includes Wells Fargo Private Bank, serving high-net-worth individuals and families; Wells Fargo Advisors, the third-largest brokerage firm in the U.S.; Wells Fargo Retirement, which manages $334 billion in employer-sponsored retirement plan assets for 4 million Americans; and Abbot Downing, serving ultra-high-net-worth individuals and families.




Exhibitors


AcquireMedia


Acquire Media

www.acquiremedia.com
Acquire Media's real-time news services offer cutting-edge solutions to solve vital information problems. We specialize in content aggregation and delivery for financial professionals. Our content indexing and classification engines add value to pinpoint the most relevant information without delay. Our services are available through our applications, feeds, or custom integration.


Advicent


Advicent

www.advicentsolutions.com
Advicent is the leading provider of SaaS technology solutions for the financial services industry, offering financial planning, marketing, and application building tools. Through innovative products and services, we help financial professionals and their clients understand and impact their financial future.


Advicent


Advisor Software

www.advisorsoftware.com


Advizr


Advizr

www.advizr.com
Advizr is digitizing financial planning. Advizr has automated advice delivery, empowering more advisors to participate in holistic advice and allowing more clients to receive financial plans regardless of their net worth. Its intuitive, powerful and sleek interface enables advisors to create and deliver plans in minutes.


Berkery


Berkery Noyes

www.berkerynoyes.com
Berkery Noyes is an independent investment bank providing mergers and acquisitions (M&A) advisory services to middle-market leaders in several industries, including the financial information and technology sector. The firm represents wealth management, capital markets, payments, banking and other related companies. Debt and equity financing is available through Berkery Noyes Securities, LLC.




Discovery Data


Discovery Data

www.discoveryco.com
Discovery Data offers a single consolidated view of the financial services industry to help you identify, reach and do business with all BD and RIA firms, 680,000 reps, 2,300 trust companies and 1.8 million agents. In addition, we provide a data hygiene program, Salesforce data integration app and market insight.




eMoney


eMoney Advisor, LLC

www.emoneyadvisor.com
eMoney Advisor, LLC ("eMoney"), based in Radnor, Pennsylvania, is the only wealth-planning platform for financial advisors and firms that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.®.


Envestnet


Envestnet, Inc

www.envestnet.com
Envestnet, Inc. (NYSE: ENV) is a leading provider of open-architecture platforms that unify and fortify the wealth management process. Envestnet provides institutional-quality research and advanced portfolio solutions through Envestnet | PMC®.


ETNA


ETNA

www.etnasoft.com
ETNA Trader is a white label online trading platform for brokers, trading firms and FinTech startups. ETNA Trader suite comes with an HTML5 web trading front end, native mobile trading apps for iOS and Android, OMS with with order routing and back office software to manage users, accounts, positions, risk and compliance. It's a full stack platform to operate a brokerage business. Being highly customizable it can also be leveraged as a foundation by 3rd party FinTech developers. In 2015 ETNA released an OMS API to enable trading capabilities for companies building their proprietary trading front ends or alternative investing platforms, such as roboadvisors and social investing.



Financial Planning


Financial Planning

The Financial Planning Network covers the wealth management community with content that deeply engages the market’s primary constituencies: independent, wirehouse, regional broker-dealer and bank advisors. The Network’s brands – Financial Planning, On Wall Street and Bank Investment Consultant – deliver deep perspective from each of the advisory channels by focusing on practice and client management, retirement trends and investment products. The Financial Planning Network’s editors and expert contributors provide award-winning insights and analysis essential to advisors’ success.



FlockTamer


FlockTamer

www.flocktamer.com
Real Time News Powered by Twitter and Curated by Humans™ A free, customizable, on demand news service, relevant to your interests and available on desktop or mobile with no Twitter login required.


FolioDynamix


FolioDynamix

www.foliodynamix.com
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research, as well as overlay account options. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution.




Folio Institutional


Folio Institutional

www.folioinstitutional.com
Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Our patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities, and fully integrate billing, performance reporting, and other services.




GuideVine


GuideVine

www.guidevine.com
GuideVine matches investors seeking financial expertise to advisors that fit their needs. Our goal is to make these searches smarter, transparent and more personal while allowing individuals to engage how they want to. For advisors, GuideVine is a digital marketing partner, improving brand awareness and connecting them with highly motivated prospects.




HiddenLevers


HiddenLevers

www.hiddenlevers.com
HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.




Invessence


Invessence

www.invessence.com
Invessence provides digital wealth management technology that enables asset managers, broker-dealers, and advisors to deliver their investment solutions at scale. Our flexible technology provides a dynamic user experience for both the advisor and investor by simplifying the entire investing process into a streamlined online solution.




Invessence


LiquidHub

www.liquidhub.com/
LiquidHub is a Gold Salesforce partner with over 11 years of unmatched experience implementing Salesforce.com for Wealth Management firms of all sizes. We have completed over 1000 migrations and have created an industry-specific framework to manage complex relationships, standardize firm-wide communication standards, and add operational efficiencies with workflow.




Invessence


Narrative Science

www.narrativescience.com/
Narrative Science is the leader in advanced natural language generation for the enterprise. Its Quill™ platform is an intelligent system that analyzes structured data from disparate sources, understands what is interesting and important, and then automatically generates perfectly written narratives to convey the right meaning from the data for any intended audience, at machine scale.




NexJ Systems


NexJ Systems

www.nexj.com
NexJ Systems Inc. develops and delivers industry-specific customer relationship, customer process, and customer data management for financial services. Our solutions integrate information from multiple systems into a unified customer view to help firms better understand and share information to increase loyalty, drive cross-sell, and collaborate to improve the customer experience.




orion


Orion

www.orionadvisor.com
Orion was built by advisors, for advisors. The market didn't have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because they're ones we've experienced ourselves. So, we've come up with innovative, advanced solutions to problems you face every day. Like you, we aren't content with what exists. We look ahead to uncover what's next.




Polly Portfolio


Polly Portfolio

www.pollyport.com
Polly Portfolio provides technology for wealth and asset managers that empowers financial advisors and clients to utilize investment research exactly how they want. Transforms investment research from static and prescriptive to interactive and conversational. Incorporates client opinions into dynamic investment models. Enables low friction/high frequency digital interactions.




PrairieSmarts


PrairieSmarts

www.prairiesmarts.com
Risk Communicated. Clients happy. Business good. We're out to change the way people think about portfolio risk. Previously managed billions of dollars of risk exposure. Subpar risk calculations result in subpar results. And to us, that's unacceptable. We've got massive computing power and we want to share it with you.




Quovo


Quovo

www.quovo.com
Quovo is the leading data aggregation service for the next generation of wealth management platforms. Quovo provides account aggregation and analytics services for investment advisors, broker-dealers, banks, and fintech companies.




Riskalyze


Riskalyze

www.riskalyze.com
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage $139 billion on Riskalyze's platform in pursuit of its mission to align the world's investments with each investor's Risk Number. To learn more, visit www.riskalyze.com.




TriNet


TriNet

www.trinet.com
TriNet provides HR solutions to small and midsize businesses so you can focus on what your company does best. Our bundled HR products, TriNet Cloud applications and strategic services simplify your HR. Tailored by industry, TriNet's bundled HR products cover the core services of payroll, benefits, risk & compliance, an HR team and a cloud platform. TriNet partners with more than 12,000 clients in a variety of industries (as of 12/31/15). We managed more than $31 billion in payroll and payroll taxes in 2015.




United Capital


United Capital

www.unitedcp.com
United Capital is the largest national Financial Life Management Company and a Registered Investment Adviser (RIA) with over 80 offices. They offer a new discipline that goes beyond conventional financial planning and investment management to help people identify life goals, know if they have the resources to achieve their goals and to understand how they are prepared for life's surprises. From over a decade of research, investment and application, their digital tools provide a unique method to create dynamic, individualized plans and portfolios which help prioritize the choices people need to make to prepare for tomorrow and live better today.




Vestmark


Vestmark

www.vestmark.com
Vestmark is the premier technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Vestmark supports the managed account ecosystem of asset managers, sponsors, and their advisors with complete technology solutions and services, including the Vestmark Manager Marketplace and back to middle office outsourcing services. Using Vestmark's technology and services, our clients have been able to gather more assets, increase operating efficiency, and minimize risk. Since 2001, the VestmarkONE technology platform has grown to manage over 1.5 million accounts, representing over $500 billion in assets under management




Disrupt | Demo Participants


CircleBlack


CircleBlack

www.CircleBlack.com
CircleBlack, a wealth innovation company, focuses on delivering modern technology that strengthens the bond between advisors and clients. CircleBlack helps advisors scale their practices using world-class account and data aggregation, providing performance reporting on all assets including held-away assets, and delivering personalized targeted content on mobile devices.


Doxim


Doxim

www.doxim.com
Doxim's fully digitized Client Onboarding automates the account opening process, allowing advisors to focus on building client relationships and uncovering additional sales and service opportunities, rather than shuffling paper. It makes for much faster, error free account opening, any time anywhere, significantly enhancing the client experience.


Grapevine6


Grapevine6

www.grapevine6.com
Grapevine6 for Wealth Platform is a lead gen and marketing platform that fits in a Financial Advisor's pocket. Advisors discover and engage with HNW/UHNW clients at the right time, with the right content, in a safe and simple way. Major companies like Scotiabank, Manulife, AMEX and SAP are using Grapevine6 with more to come in 2016.



IBM


IBM

http://www.ibm.com
IBM is a cognitive and cloud solutions company headquartered in Armonk, NY. It offers a wide range of technology solutions and consulting services for the Financial Services industry. Utilizing a broad portfolio of advanced analytics for Wealth Management, surveillance, and regulatory compliance, IBM is helping clients in today's complex and digitally interconnected world.


Right Capital


Right Capital

www.rightcapital.com
RightCapital provides a revolutionary financial planning tool redefining the financial planning experience. Advisors cut down the time and cost of creating plans and improve user experience. Designed to promote interaction and collaboration, RightCapital provides a simple and powerful planning tool and PFM portal to create financial plans in real time.


SwipeStox


SwipeStox

www.swipestox.com
SwipeStox is a mobile social trading app that allows everyone to trade Forex, Indices, and CFDs - simply by copying successful trades by others! Everyone can swipe through the trades experienced traders have created, copy them and profit from their knowledge. Our mission is to bring social trading to every smartphone worldwide.


Xignite


Xignite

www.xignite.com
Named one of the ten coolest brands in banking, Xignite, Inc. provides cloud-based financial market data APIs to help emerging companies and established enterprises deliver real-time and reference market data to their digital assets, such as websites and apps. Xignite's clients include more than 1,000 financial services, media and software companies from disruptive fintech firms, such asBetterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, Stocktwits, Wealthfrontand Yodlee, to leading financial institutions, exchanges and market data vendors.

Interesting in Sponsoring or Exhibiting?
To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Stacy Gellman at (212) 803-8841.