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Welcome to the AdviceTech.LIVE Community!  

We're financial professionals too, fintech innovators, managers of firms, paraplanners, leaders and educators, students and mentors.  Frankly we're all part of the future of this industry - and we recognize that collectively we will shape the financial lives and experiences of millions of people with our actions. 

We also know that this profession is ultimately about lifting others - so let's also do our part together.  

We encourage you to get to know each other in this Community - so we can wave or nod when we pass each other along our respective journeys. 

-Team Asset-Map (your Hosts)

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Welcome to the AdviceTech.LIVE Community!  

We're financial professionals too, fintech innovators, managers of firms, paraplanners, leaders and educators, students and mentors.  Frankly we're all part of the future of this industry - and we recognize that collectively we will shape the financial lives and experiences of millions of people with our actions. 

We also know that this profession is ultimately about lifting others - so let's also do our part together.  

We encourage you to get to know each other in this Community - so we can wave or nod when we pass each other along our respective journeys. 

-Team Asset-Map (your Hosts)

Forgot Password?
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    A Virtual Showcase of Advisor Technologies

    COMING BACK IN 2023

    Event replays exclusively available to registrants now!

    It's worth more than just your time.



    Wealth Management.com
    Winner 2021

    "AdviceTech.LIVE takes home the Wealthie award for Technology Event supporting Diversity, Equity and Inclusion through it's Benefactor partner investment in the CFP Board's D&I Inclusion initiative."



    Snappy Kraken 
    Jolt Award 2022

    "Sometimes innovation is the product of necessity and AdviceTech.Live is a great example of just that."



    Three Crowns 
    Top Conferences for 2022

    "A virtual conference has to be very good to get our recommendation... and [AdviceTech.LIVE] has cracked the code for how to make a virtual event feel beneficial instead of like a slog."

    2000+ Expected Attendees

    20+ Leading Technology Vendors

    $50,000+ Fundraising Goal

    See live speed demonstrations of the newest builds from these advicetechs.

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    Supporting our community -as a community.

    2020 Benefacto Partner

    2020

    CFP Center for Financial Planning

    Diversity and Inclusion Initiative

    The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.

    Foundation for Financial Planning

    2021

    Foundation for Financial Planning

    Our mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. We envision a future in which all people can benefit from quality financial advice.

    2022 AdviceTech Futures Scholarship

    2022

    Higher Learning Community Funding

    Let's invest in the next generation, and through accessibility and literacy, help them become the designers of the next age of advice delivery through scholarship and fellowship.  Texas Tech University, Univ. of Wisconsin Green Bay, FinServ and American College of Financial Services - we support your efforts!

    About The Event

    Join this crowd-sourced event of fintech companies, professional advisors, thought leaders and media as we create a total immersion program to see what's new from 20 companies and join forces in supporting good works through our Benefactor Partners 2022. At least 50% of ticket sales go to our chosen benefactor partners so that we can all contribute to supportive initiatives in our community. AT.L is all about building a community co-hosted event where newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans. That is why all enrolled students of financial services education are provided free access so we can inspire them to invent the next generation of advice delivery.

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