Premier Sponsor

Accenture is a global professional services company with leading capabilities in digital, cloud and security. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Song, Technology and Operations services — all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities. Visit us at

Platinum Sponsors

Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 800 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland. For more information, visit

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. To learn more, visit

FNZ is the global platform provider in the wealth management sector, partnering with over 650 of the world’s leading financial institutions and over 8,000 wealth management firms. With over 4,500 employees in 21 countries, FNZ’s mission is to open-up wealth, empowering all people to create wealth through personal investment, aligned with things they care about the most, on their own terms. FNZ has over $1.5 trillion in assets under administration. 

FNZ combines technology, infrastructure, and investment operations in a single state-of-the-art platform that frees its institutional customers to create hyper personalized and innovative products and services that are seamlessly aligned with the needs of their clients.  

To date, FNZ has enabled over 20 million people, from all wealth segments, to invest in an effective, simple, and transparent way, making wealth management accessible to everyone.

NexJ is a best-in-class boutique Integrated Advisor Desktop company focused exclusively on financial services with specific domain expertise in Wealth Management.  We have consistently proven our proficiency in delivering Integrated Advisor Desktops to Wealth Management clients such as RBC Wealth Management, Wells Fargo Advisors and UBS.  We are very proud of the incredibly deep, strategic partnerships we have created with our clients as they addressed the most challenging and ambitious transformational change within their businesses. For more information, visit

A leading global provider of technology and solutions for risk and return management, enabling you to manage your investment decisions.

Ortec Finance models and maps the relevant uncertainties in order to help monitoring your goals and decisions. Founded by leading experts in the fields of Econometrics and Technology, Ortec Finance has achieved an outstanding reputation in the past 35 years, built on reliability. With over 500 clients in 20+ countries, Ortec Finance plays a vital role in helping clients improve investment decision making and managing uncertainty.

Headquartered in Rotterdam, The Netherlands, with offices in Amsterdam, London, Toronto, Zurich, New York and Melbourne. Some key facts:

  • 20+ countries represented
  • 500+ customers
  • 96% retention rate
  • 3 trillion euros in assets managed by our clients
  • 92.3% of surveyed clients are very satisfied with Ortec Finance as their solution provider

The OPAL solution provides forward looking insights into whether clients are on track related to their investment objectives, to support timely advice, efficiently, at scale

For more information visit:

Smartleaf Asset Management, LLC (“SAM”) is a subsidiary of Smartleaf, Inc. SAM leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with the ability to outsource the management of highly customized, tax-optimized portfolios, including those with direct index cores. SAM’s mission is to make managing personalized portfolios simple. Really simple. For more information on SAM, visit

TIFIN Wealth uses AI to transform client personalization and intelligence for wealth intermediaries. We work with financial advisors, wealth enterprises, workplaces, and consumer fintechs to advance personalization-led growth. Learn more at

Unblu is a Swiss-based software company founded in 2008, with subsidiaries in Germany, Bulgaria, UK, USA and Canada. Unblu helps the world’s leading wealth management firms deliver the in-person experience online. As the preferred engagement and collaboration platform of over 160 financial institutions worldwide, Unblu delivers meaningful, secure and compliant interactions using digital tools that surpass clients expectations. For more information visit

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and over 5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. To learn more, visit

Gold Sponsor

The future of investment technology 

bondIT develops next-gen front-office investment technology. We combine innovative portfolio management technology with AI-driven credit analytics to improve the performance, accuracy and efficiency of our clients’ investment processes and businesses.  bondIT empowers asset managers, asset owners, investment advisors and financial institutions with a wide range of customizable tools to build, manage and monitor their portfolios.  Our uniquely scalable solutions help clients automate crucial parts of their investment processes -- so they can manage more accounts and strategies, improve outcomes and deliver bespoke solutions with the highest degrees of efficiency.  For more information, visit

Supporting Sponsor

SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with financial institutions and professionals, corporations, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future.

Our end-to-end wealth and investment management platforms, delivered as flexible outsourced infrastructure solutions, include investment processing, operations outsourcing, fund administration, data management, operations reporting, cybersecurity, and cloud services. SEI provides wealth and asset management organizations around the globe with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market.

Services provided by SEI through its subsidiaries and affiliates.

To learn more, visit

Interested in sponsoring this event? Please contact us at [email protected].