A Virtual Showcase of Advisor Technologies
Client Engagement + Financial Wellness + Advice Accessibility
This year's AT.L is all about addressing the biggest pain points financial professionals face in delivering advice today. The theme focuses on new advisor-facing technology that specifically addresses these pain points by rethinking the problem. 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.
AUGUST 19th 2021: 11 am - 5 pm EDT
2000+ Expected Attendees
20 Leading Technology Vendors
$50,000+ Fundraising Goal
One full day with the people 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.
The Themes: How can we 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.
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 AT.L 2021 Benefactor Partner is the Foundation for Financial Planning, an organization of professionals that seeks to provide financial guidance to those families in need. 50% of all ticket sales benefit the Foundation.