Insights from FutureProof Festival 2022, Huntington Beach California

September 11th – 14th 2022

“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…

AdvisorEngine is a digital wealth management platform designed for financial advisors, aiming to enhance their advisory services. The platform offers a suite of tools that cover client onboarding, risk profiling, portfolio management, and reporting. By integrating technology and data analytics, AdvisorEngine helps advisors streamline operations, improve client engagement, and make data-driven decisions. The platform’s scalability and flexibility cater to independent advisors, RIA firms, and larger financial institutions.

Name Craig Ramsay – Chief Operating Officer
Company  Advisor Engine
Location New York, United States

DFD.AI is a technology company specializing in deep learning and artificial intelligence solutions. Their focus is on developing advanced algorithms and software that enable businesses to harness the power of AI for various applications, such as data analysis, natural language processing, and computer vision. By providing tailored AI services, DFD.AI aims to help organizations improve efficiency, enhance decision-making, and gain a competitive edge in an increasingly data-driven world.

Name Devon Drew – CEO
Company  DFD Partners
Location United States

Docupace is a financial technology platform that offers workflow automation and document management solutions for financial services firms. By providing secure, cloud-based tools, Docupace streamlines back-office operations, enhances compliance, and improves efficiency. The platform supports straight-through processing, electronic signatures, and integration with various industry applications. With its focus on simplifying complex processes, Docupace aims to help financial professionals save time, reduce costs, and deliver a better experience for their clients.

Name Michael Drumm – VP Enterprise Business Solutions
Company  Docupace
Location Los Angeles, California

Entrustody is a financial technology platform that provides digital asset custody solutions for institutional investors, exchanges, and financial service providers. The platform offers secure storage, management, and transfer of digital assets, including cryptocurrencies and security tokens. By utilizing advanced security measures, such as multi-signature wallets and cold storage, Entrustody ensures the safety of clients’ digital assets. The platform aims to facilitate seamless and secure digital asset management, supporting the growing demand for institutional-grade custody services.

Name Tony Stich – Chief Revenue Officer
Company  Entrustody
Location Boston, United States

FlyerFT is a financial technology firm specializing in trading flow solutions for well-known industry players such as ASX, TD Ameritrade, Envestnet, Morningstar, Orion Pershing, and Riskalyze. By providing innovative technology and seamless integration, FlyerFT enables these companies to optimize their trading processes, streamline operations, and enhance overall performance. The company’s focus is on delivering reliable, secure, and efficient trading solutions to support the evolving needs of its diverse clientele.

 Name Shannon Rosic – Former VP of Marketing
Company  Flyer Financial Technologies
Location New York, United States

FP Alpha is a financial technology platform utilizing artificial intelligence and machine learning to enhance the capabilities of financial advisors. The platform streamlines the advisory process by ingesting specific document types and generating tailored recommendations based on the information provided. By leveraging advanced technologies, FP Alpha aims to optimize advisor efficiency, improve client engagement, and support the delivery of personalized financial advice, ultimately contributing to better financial outcomes.

Name Josh Grossberg – Former Head of Sales and Business Development
Company  FP Alpha
Location New York, United States

Intelliflo is a leading technology provider whose innovative solutions are designed to enhance the efficiency and productivity of financial advisors, wealth managers, and other professionals in the financial services industry. With a strong emphasis on harnessing the power of digital technology, Intelliflo’s software helps financial businesses streamline their operations, deliver superior client service, and achieve greater business success.

Name Anthony Valente / Lisa Jacobs
Company  Intelliflo
Location UK, US and Australia

LOGICLY is designed to help you streamline your investment research and analysis, by putting you in the driver’s seat when delivering strong outcomes for your clients. With LOGICLY, you get comprehensive portfolio management capabilities, real-time alerts and advanced analytics right at your fingertips. 

Name Lindsay Tewell – Head of Sales
Company  Logicly
Location New York, United States
LinkedIn’s Jessica Olivera gives some great guidance on how to get the best out of your LinkedIn posts.

Name Jessica Oliveira – Senior Creator Manager
Company  Linkedin
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.

Name Thomas Aviles – Vice President, Business Development
Company  MorningStar
Location Chicago, United States

Orion Advisor Solutions is a comprehensive wealth management platform designed for financial advisors, offering integrated tools such as portfolio accounting, trading, reporting, and client experience management. The platform streamlines operations, enhances client engagement, and supports independent advisors, RIA firms, and larger institutions.

In October 2021, Orion acquired Redtail Technology, a leading provider of client relationship management (CRM) software for financial advisors. This acquisition expanded Orion’s suite of advisor-focused solutions, integrating Redtail’s CRM capabilities to create a more holistic and efficient experience for users. By combining their technology and expertise, Orion and Redtail aim to empower financial professionals to better manage their practices and deliver personalized, data-driven advisory services.

Company  Orion
Location United States

Hailing from Australia Practifi have aim to offer a private wealth-style technology solution that can support the broader higher net wealth community. These aim to streamline operations and enhance client engagement. The platform offers a comprehensive suite of tools, including CRM, workflow automation, and reporting capabilities, allowing advisors to manage their practices efficiently. By integrating with various third-party applications, Practifi supports a unified ecosystem for advisors. The platform’s objective is to improve collaboration, increase productivity, and help financial advisors deliver better, more personalized client experiences. hey have also done great work in the US and have a powerful integration with Salesforce. 

Name Glenn Elliot – Co-Founder and Board Member
Company  Practifi
Location Sydney, Australia

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:

Black Diamond Wealth Platform:

SS&C Personalized Financial Wellness Center: 

Name Tom Fish – Account Executive
Company  SS&C
Location Kansas City, Missouri & Windsor, Connecticut,

Smartria is a compliance management software designed for Registered Investment Advisors (RIAs) and compliance consultants. The platform helps users manage and streamline their regulatory compliance processes, reducing the risk of violations and penalties. Key features include automated monitoring, customizable workflows, document management, and reporting tools. By consolidating compliance tasks in a single platform, Smart RIA allows financial professionals to focus on their core advisory services while maintaining regulatory compliance.

Name Mac Bartine – CEO
Company  Smartria
Location Knoxville, United States

YCharts is a financial data and investment research platform designed for investment professionals. It offers comprehensive market data, analytics, and communication tools to support data-driven decision-making in wealth management. Users can access historical data, generate visualizations, compare investments, and analyze performance metrics. By providing a versatile and user-friendly platform, YCharts enables financial advisors, asset managers, and analysts to streamline their research processes and enhance investment strategies.

Name Caleb Eplett
Company  YCharts
Location Chicago, United States