WealthTech Winners Circle Create Fearless Investors Riskalyze CEO Aaron Klein shares how advisors can use Riskalyze to transform fear-bound investors who make bad short-term decisions into fearless investors who make great short-term decisions. In this episode you will learn: Why Riskalyze exists to help advisors guide investors’ short-term decisions About the features of Riskalyze’s new connected trading technology What challenges advisors are facing with technology right now What tech opportunities advisors might be missing out on Aaron’s thoughts about how self-directed investing services and AI fit into today's financial space

WealthTech Winners Circle

Use Technology to Start Conversations About Longevity

Whealthcare Interim CEO Kevin Ruth explains how advisors can use technology to gather information from their clients on sensitive topics related to longevity.
In this episode you will learn:

• How the Whealthcare Academy and Education Center assists advisors with tough conversations
• Examples of advisors' challenges with adoption and integration
• Whether robo advisors will play a role in the future of financial planning
• How AI can help advisors become more productive
• Why every firm should be focused on longevity right now

WealthTech Winners Circle Delegate to Technology Betterment for Advisors General Manager Jon Mauney shares how the company is leading the way for advisors to improve their technology game for the next generation of clients. In this episode you will learn: How Betterment for Advisors began About the features of its portfolio-construction tool that is designed for Dimensional-approved advisors What the biggest tech challenges are for advisors Why it's important to reassess your technology stack every few years WealthTech Winners Circle Are You Automating These 5 Critical Growth Objectives Yet? Robert Sofia, co-founder and CEO, Snappy Kraken, uncovers valuable practices that advisors can automate and why he believes we're close to a time when spending hours on a financial plan will be obsolete. In this episode you will learn: Where the name Snappy Kraken originated from – and advice for advisors who are choosing a company name What tech challenges Robert sees Advisors struggling with Examples of how to provide a great technology experience for clients

Diamond Sponsor

Program And Wi-Fi Sponsor