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| Next month In|Vest 2019 kicks off in NYC and the audience continues to grow. We don’t want you to miss joining this influential network on 1,500+ professionals representing the entire wealth management ecosystem.
The following companies have just signed on to showcase their products in live demos at In|Vest. You won’t want to miss seeing how these innovators will shape the digital future of wealth management.
55ip’s investment strategy engine empowers advisors with a differentiated investment capabilities and intelligent automation to offer custom, advisor-branded strategies and active tax management at scale to improve client outcomes.
BondIT enables advisors to increase revenue in a fraction of the time by automating portfolio construction, rebalancing, and trade idea workflow in fixed income. Driven by algorithms enhanced by AI & machine learning, BondIT is both robust in handling large data universes, and customizable in handling unique and variable data universes.
Regardless of firm size, the ability to serve an array of client demographics is invaluable. From simple cash flow planning and goal-based assessments to detailed tax analysis and estate planning, NaviPlan has a number of features that empower financial professionals to best serve any client who walks through their doors.
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, more than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.
Contact Ingrid Olsen
Sponsor or Demo (212) 803-8841
PRESENTING PARTNERS To unsubscribe from promotional messages please click here. Customer Service: (212) 803-6075One State Street Plaza, 27th Floor |
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