Wealth Management
JUNE 20, 2025
Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.
Wealth Management
JUNE 27, 2025
Related: AI Notetaker Jump Rolls Out Integration With RightCapital I have yet to receive a demo, but the application, which can be implemented via API or, more often, directly embedded, and used by advisory shops or institutions to power onboarding and the harvesting of data from prospects or clients and plan generation.
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Wealth Management
JUNE 20, 2025
Related: Fynancial Wins Best in Show at Wealth Management EDGE Tech Demos “Data lakes are an important part of the foundational infrastructure of a firm that is growing, especially for a firm that is acquiring,” said Cook. She noted that while everyone has their own technology already, “there is a power to having a single chassis.”
Wealth Management
JUNE 11, 2025
Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.
Nerd's Eye View
SEPTEMBER 5, 2022
FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. FMG acquires Vestorly to map its curation capabilities onto FMG’s existing digital marketing tools.
Inside Information
AUGUST 28, 2024
The exhibit hall is a one-day (rather intense) affair of meetings and demos, and then the rest of the conference is devoted to serious sessions about how to build the firm of the future and explore new revenue models to serve nontraditional (aka non-AUM) clients.
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