2017 Sponsors & Exhibitors

Platinum Sponsor



Salesforce


Salesforce

www.salesforce.com
Salesforce is empowering wealth management firms to connect with their clients in a whole new way. The Salesforce platform sets the global standard for client relationship management, engagement and intelligence by integrating sales, service, marketing, community, analytics, AI, and app development in the world’s #1 trusted cloud for any size firm.

Gold Sponsor



Fiserv


Fiserv

www.fiserv.com
Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and deliver financial services experiences that are in step with the way people live and work today. For over 30 years, Fiserv has been a trusted leader in financial services technology, helping clients achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and insights and optimization. Fiserv is a member of the FORTUNE® 500 and has been named among the FORTUNE Magazine World's Most Admired Companies® for four consecutive years, ranking first in its category for innovation in 2016 and 2017. For more information, visit fiserv.com.

Silver Sponsors



Accenture


Accenture

www.accenture.com
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world’s largest delivery network – Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With more than 394,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.



Appway Inc.


Appway Inc.

www.appway.com
Appway builds software for today, and innovates for the technology of the future. With over ten years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions. Headquartered in Switzerland with offices around the globe, Appway’s award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.




eSign Live



eSignLive by VASCO®

www.esignlive.com
eSignLive™ is the electronic signature solution behind some of the world’s most trusted brands. Regulated industries and analyst firms recognize eSignLive’s solutions for their ability to balance the highest levels of security and compliance with ease-of-use while automating any process – from the simplest, internal signings to the most complex, customer-facing transactions.

Bronze Sponsors



A.T. Kearney


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. To learn more about A.T. Kearney, please visit www.atkearney.com.



EY


EY

www.ey.com
The global wealth and asset management sector has rebounded from the global financial crisis to face a rapidly evolving regulatory environment and changing client base. Organizations are keenly focused on efficiently adapting to change, managing complex risks and growth in an increasingly crowded field. EY’s Global Wealth & Asset Management Sector brings together a worldwide team of professionals to help you succeed — a team with deep experience in providing assurance, tax, transaction and advisory services. The Sector team works to anticipate market trends, identify their implications and develop points of view on relevant sector issues. working together, we can help you meet your goals and compete more effectively.



Riedel Strategy


Riedel Strategy

www.riedelstrategy.com

Riedel Strategy is a market research and applied social science consultancy driven to illuminate the human side of
the financial services industry. Their research has delivered dramatic results for clients and has been featured in The New York Times, The Wall Street Journal and numerous financial trade publications.

Exhibitors



Chetu, Inc.


Chetu, Inc.

www.chetu.com/finance/financial-management.php
Chetu, Inc. provides custom software development services for the Wealth Management Industry. We develop solutions across on-site, mobile, web, & cloud-based platforms. Our experience includes: estate planning applications, digital advisory investment platforms, liquidity reporting solutions, wealth management CRM integrations, portfolio modeling and rebalancing, client profitability & analysis. Chetu also develops financial management dashboards integrated to banking and credit institutions, brokerage calculation solutions, asset servicing, and more. For more information, please visit: http://www.chetu.com/finance/financial-management.php



Envestnet, Inc.


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®. Please visit www.envestnet.com.



Fidelity Clearing & Custody SolutionsSM


Fidelity

www.fidelity.com
Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management consulting to broker-dealers, banks, insurance companies, registered investment advisors—including strategic acquirers and professional asset managers—and retirement recordkeepers.



IHS Markit


IHS Markit

www.ihsmarkit.com
For 25 years, Markit Digital has advanced the industry with design, technology and data innovations—building world-class websites, mobile apps and report capabilities.

Designed for investment and wealth management workflows, Markit Digital provides a data and managed service platform that addresses financial institution’s challenges, delivering secure, scalable, modular, efficient and innovative capabilities. At its core is the ability to consume client’s proprietary data, user data and third party content (structured and unstructured data) to deliver personalized digital experiences that lead to actions and engagement, and therefore to more business.



United Capital


United Capital

www.unitedcp.com
United Capital is the largest Financial Life Management Company and a Registered Investment Adviser (RIA) with 80 offices nationwide. The company offers a breakthrough approach that goes beyond conventional financial planning and investment management. Financial Life Management has been designed to help people clearly articulate the life they want, ensure they have the resources to live it and prepare for the unexpected surprises along the way. Based on a decade of research and application, United Capital’s proprietary digital tools create dynamic, truly individualized plans and portfolios – to prioritize the choices people need to live better today an prepare for a better tomorrow.



Vestwell


Vestwell

www.vestwell.com
Vestwell is a turnkey 401(k) & 403(b) platform that equips Advisors with the ability to offer clients a retirement plan seamlessly and below average industry costs. We assist Advisors and Employers by providing Fiduciary services that reduce risks inherent in offering retirement plans while easing the burden of administrating plans.

Supporting Sponsors



Gfk


Gfk

www.gfk.com
GfK is the trusted source of relevant market and consumer information that enables its clients to make smarter decisions. More than 13,000 market research experts combine their passion with GfK’s long-standing data science experience. This allows GfK to deliver vital global insights matched with local market intelligence from more than 100 countries. By using innovative technologies and data sciences, GfK turns big data into smart data, enabling its clients to improve their competitive edge and enrich consumers’ experiences and choices.



Cognizant


Cognizant

www.cognizant.com
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 230 on the Fortune 500 and is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at www.cognizant.com or follow us @Cognizant.

Disrupt|Demo Participants



Advicent


Advicent

www.advicentsolutions.com
Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future.



Advizr


Advizr

www.advizr.com
Advizr is one of the most advanced financial planning solutions available on the market today. 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 and sleek interface enables advisors to create and deliver comprehensive plans in minutes.



Agreement Express


Agreement Express

www.agreementexpress.com
Agreement Express is the leading client onboarding platform for financial services. The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels, while providing deep analytics that enable proactive and personalized client advice. The platform is the first of its kind to help top performing firms gather, use, and reuse client data to improve and evolve rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital onboarding to their clients and grow their business.



CircleBlack


CircleBlack

www.circleblack.com
CircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their 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 any device, including smartphones and tablets. In addition, CircleBlack enables advisors to substantially increase their revenues by managing clients' held-away assets, particularly 401 (k) accounts. Visit www.circleblack.com or download the highly rated CircleBlack app for phone or tablet.



Comarch Financial Services


Comarch Financial Services

www.finance.comarch.com
Comarch Financial Services provide state-of-the-art software for major financial institutions from insurance, banking and capital markets. Our expertise and flexibility have gained worldwide recognition with a significant portfolio of clients among insurers, banks, brokerage houses, asset management companies, mutual and pension funds, factors, and capital groups in more than 30 countries. With 17 years’ experience in the financial sector, we deliver proven and innovative IT solutions designed specifically to effectively support financial companies in empowering their business, by increasing revenues and building strong relationships with their customers and business partners.

For more information please visit our website: www.finance.comarch.com or contact our representatives at the conference!



eMoney Advisor, LLC


eMoney Advisor, LLC

www.emoneyadvisor.com
eMoney is the only wealth-planning platform for financial professionals that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. Created by advisors for advisors, eMoney's award-winning software transforms advisors’ ability to implement comprehensive financial plans and prepare their clients for a secure financial future.



FolioDynamix


FolioDynamix

www.foliodynamix.com
FolioDynamix offers unified wealth management technology, advisory services and turnkey managed account solutions to support the entire advisory lifecycle – propose, research, model, manage, report, govern. Eliminate silos, empower advisors and accelerate growth. FolioDynamix is an Actua company (Nasdaq: ACTA). www.foliodynamix.com.



InvestCloud


InvestCloud

www.investcloud.com
Headquartered in Los Angeles, InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular apps. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms and banks.



Jemstep


Jemstep

www.jemstep.com
Jemstep provides an innovative digital platform that enhances the way advisors run their businesses. Our platform allows advisors to prospect for and serve clients more efficiently, and to use the latest digital technology to deliver their valued advice. We designed Jemstep Advisor Pro to integrate seamlessly within an advisor’s existing business, standardizing and automating workflow so that advisors can focus on the high value services that they enjoy and clients appreciate.



MX


MX

www.mx.com/
MX is the world leader in unified financial data, enabling financial institutions and fintech providers to collect, refine and present actionable data that empowers the world to become financially strong. Founded in 2010, MX is one of the fastest growing fintech providers, partnering with more than 1,000 financial institutions and 35 digital banking providers. For more information, visit www.mx.com.



NexJ Systems


NexJ Systems

www.nexj.com
NexJ provides enterprise customer management solutions to the financial services and insurance industries. Our solutions, which integrate information from multiple systems into a unified view, include industry-specific customer relationship management (CRM) to enable collaboration across countries, regions and teams; customer process management (CPM) for client onboarding with KYC and AML for regulatory compliance; and customer data management (CDM) to support digital transformation and customer analytics across the enterprise.



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 and close new clients faster and have real-time collaboration with existing clients.



Riskalyze


Riskalyze

ww.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 $380 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.



Salesforce


Salesforce

www.salesforce.com
Salesforce is empowering wealth management firms to connect with their clients in a whole new way. The Salesforce platform sets the global standard for client relationship management, engagement and intelligence by integrating sales, service, marketing, community, analytics, AI, and app development in the world’s #1 trusted cloud for any size firm.



United Income


United Income

www.unitedincome.com
United Income is a holistic money management solution for retail clients. Our unique approach reflects a deeply held belief that technology allows us to understand consumer finance in ways that have not been possible before. We use this unique understanding of how the world works to bring retirement dreams to life.



Xignite


Xignite

www.xignite.com
Named one of the ten coolest brands in banking, Xignite, Inc. provides cloud-based real-time and reference market data to financial services and fintech companies for easy integration with websites, apps, and software. Xignite’s clients include large financial services organizations, BMO, BlackRock, Charles Schwab, and TIAA, as well as leading FinTech disruptors such as Betterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, SoFi, StockTwits, Wealthfront and Yodlee. Visit http://www.xignite.com or follow on Twitter @xignite.

Interested 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.