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

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. To learn more, 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

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

Additional sponsors to be announced soon.

Interested in sponsoring this event? Please contact us at