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.
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 |
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.
Company | MorningStar |
Website | www.morningstar.co.uk |
Location | Chicago, United States |
Company | FP Alpha |
Website | fpalpha.com |
Location | New York, United States |
Company | |
Website | www.linkedin.com/jessicaolives |
Location | Los Angeles, California |
Company |
Smartria |
Website | smart-ria.com |
Location | Knoxville, United States |
Company | Advisor Engine |
Website | www.advisorengine.com |
Location | New York, United States |