Fintech

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Thursday

4:15 PM ET

1:15 PM PT

Technology’s Role in the Drivers of AUM Growth

The drive to grow your firm’s AUM may only be second to the entrepreneurial spirit it took to start your practice in the first place. The question becomes, how do you find the resources you need without disrupting your current business? Hear how PA-based Almanack Investment Partners developed the perfect combination of technology partners to fuel their assets under advisement from $200 million to $3.9 billion in just over 5 years. Learn more.

This Addepar led discussion will cover:

• Tools that can power organic and advisor acquisition-led growth
• Technology trends that market leaders are applying to their practices
• Where’s the balance between scalability and customization?
• Tips that any growth-oriented firm should consider before starting the buying process

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Matt Saunders

Product Marketing Manager
Addepar

PRESENTER

Dominic Tully

Account Manager
Addepar

PRESENTER

James Judge, CFA, MBA

Senior Director
Almanack