Insights from FutureProof festival 2022, California

Insights from FutureProof Festival 2022, Huntington Beach California

“Attending financial advice and technology conferences around the world has been a big part of my life for the last decade, but I’ve never been to anything quite like Future Proof!

A combined Financial Planning Fintech, Social Science and Music festival over three days on Huntington Beach. California, which was already one of my favourite places in the world.” – Ian McKenna

Over 1700 delegates, including 900 financial advisors representing 800 firms from the US and around the world attended this stunning event.

Below you can see videos from some of the many exceptional exhibitors explaining in 60 seconds or less why their products really make a difference for their customers…

In the US SS&C a wide range of solutions across all areas of financial services including financial advice. The Advent Portfolio Exchange, Black Diamond Wealth Platform and SS&C Personalized Financial Wellness Center are just three examples.

The Advent Portfolio Exchange: https://www.advent.com/solutions/advent-portfolio-exchange/

Black Diamond Wealth Platform: https://blackdiamond.advent.com

SS&C Personalized Financial Wellness Center: https://www.ssctech.com/products/personalized-financial-wellness-center

Company	SS&C
Website	www.ssctech.com
Location	Kansas City, Missouri & Windsor, Connecticut,

Born in Australia Practifi have aim to offer a private wealth-style technology solution that can support the broader higher net wealth community. They have also done great work in the US and have a powerful integration with Salesforce.

Company	Practifi
Website	www.practifi.com
Location	Sydney, Australia

FlyerFT specialise in providing the technology behind trading flows and do so for a range of the best-known companies in the industry including

ASX, TD Ameritrade, Envestnet, Morningstar, Orion Pershing, and Riskalyze, to name, just a few.

Company	Flyer Financial Technologies
Website	flyerft.com
Location	New York, United States

Is a digital first custody platform including natural language processing with artificial intelligence and machine learning.

Company	Entrustody
Website	www.entrustody.com
Location	Boston, United States

Aim to help advisers increase productivity and profitability with paperless tools to help onboard clients faster, store documents securely and a range of other benefits.

Company	Docupace
Website	www.docupace.com
Location	Los Angeles, California

A company with an outstanding reputation for providing world class analysis of funds, performance model portfolios and in the US exceptional adviser software.

Historically their stunning US software has not found its way into international markets but with the acquisition in recent years of Finametrica and the non-Australian assets of Premium including their investment platform and the Wealthcraft, MS Dynamics based CRM/Practice Management System, Morningstar have the potential to offer an exceptional proposition globally.

If you are an American advisor celebrate all that they offer you. If you are in the rest of the world prey that they recognise at some point that there are over 7.5 billion people in the world who are not American. The problem is after decades of ignoring the rest of the world, despite their potential are you happy to bet your business that they have learned America isn’t the only country with a financial service industry.

They have a wealth of world-class thought leaders and do some incredible work in behaviour Finance and ESG. Their biggest weakness as a company is an unhealthy preoccupation with the US market.

Company	MorningStar
Website	www.morningstar.co.uk
Location	Chicago, United States

FP Alpha use artificial intelligence and machine learning to enable Advisers normally operate. In addition, their system can now ingest certain types of documents and produce recommendations based on these.

Company	FP Alpha
Website	fpalpha.com
Location	New York, United States

LinkedIn’s Jessica Olivera gives some great guidance on how to get the best out of your LinkedIn posts.

Company	Linkedin
Website	www.linkedin.com/jessicaolives
Location	Los Angeles, California

Provide medium to enterprise-level RIAs & Networks with advanced compliance solutions.

Company	Smartria
Website	smart-ria.com
Location	Knoxville, United States

Provide a comprehensive range of technology services for advisers including digital onboarding CRM, fee billing, portfolio management, rebalancing and client portal.