AUGUST 19, 2021: 11 am - 6 pm EDT
The Themes: How can tech 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.
Spend one full day with the humans and tech 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 out 2021 themes.
2000+ Expected Attendees
20 Leading Technology Vendors
$50,000+ Fundraising Goal
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.
Our Sponsors
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.