Financial Technology Conference

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)

An All-day Live

Virtual Conference

Showcasing the Newest

Advisor Fintech

AUGUST 19, 2021: 11 am - 6 pm EDT

DAYS

HOURS

MINUTES

SECONDS

See 10-minute new product demos from...

...and hear from expert panelists shaping advice delivery...

Time and Attention: Your most valuable assets

No planes. No hotels. No masks. Just total immersion to hear and see from the tech leaders that are shaping the advice industry.

Attend panels between demonstrations to hear about the future of financial advice delivery across our 2021 themes.

answering how tech can help solve these challenges.

Client Engagement

Helping professionals and customers get on the same page requires facilitating both involvement and engagement. Learn about the next generation of solutions that inspire ownership of the advice process.

Financial Wellness

Communicating financial wellness is one of the bigger challenges for all professionals. See the companies that are making strides to help advisors communicate.

Advice Accessibility

To impact more people, we must lower the barriers to advice delivery. Hear from the companies that are innovating to make advice more accessible to more households.

In support of our 2021 Benefactor Partner.

We can Make a Difference Together

AdviceTech.LIVE is about all of us coming together, learning AND making a difference - no matter how big or small. From our sponsors to attendees, it's time for us to create momentum for change by investing in a cause that speaks directly to our industry of service. This year's AdviceTech.LIVE 2021 Benefactor Partner is the Foundation for Financial Planning (FFP), a nonprofit that each year brings pro bono financial guidance to thousands of families in need. 50% of all ticket sales will benefit FFP and its charitable programs.

Don't forget to get your swag on!

2000+ Expected Attendees

20+ Leading Technology Vendors

$50,000+ Fundraising Goal

About The Event

This year's AT.L is all about addressing the biggest pain points financial professionals face in delivering advice today; Accessibility, Wellness and Engagement. These 2021 themes will focus on new advisor-facing technology that specifically addresses these pain points. Be prepared to see tech you've never seen and always wanted. Join this crowd-sourced event of fintechs, advisors, 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 Partner 2021 - The Foundation for Financial Planning.