Speed Demos

Time is the most valuable resource you have. Financial Advisors & Teams who are researching firm or technology change options easily waste a tremendous amount of time and become overwhelmed sitting through long demos. Our Speed Demo Series is designed to make it easier to get a quick but also robust overview of best-in-class Aggregators & Fintech options.

Aggregators

When researching potential firms to partner with for your firm, it can quickly become overwhelming. In this series, we give the leadership of select Aggregators 8 minutes to pitch their story and share their value proposition.

FinTech

There are a tremendous amount of Fintech options for Financial Advisors and Firms. In this series, we give best-in-class firms 8 minutes to lay out the value their technology could bring your firm and client experience.

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