Moxtra provides a client engagement platform designed for the mobile era. Moxtra solutions deliver high-touch and personalized digital experiences to enhance omni-channel client engagement and accelerate transactions. It is designed to meet the...
Gold Sponsor
Accenture - Platinum Sponsor
Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40...
Platinum Sponsor
FactSet - Silver Sponsor
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh...
Silver Sponsor
NexJ Systems Inc - Silver Sponsor
NexJ Systems provides Intelligent Customer Management software for wealth management firms. The Intelligent Customer Management suite is comprised of award winning-products that use artificial intelligence to improve customer service and increase...
Silver Sponsor
www.3di-ltd.com - Silver Sponsor
3D Innovations Who We Are 3Di is a global financial data management consultancy specializing in helping investment managers, investment banks, brokerages, and other companies to gain control over their market, reference and derived data, and...
Silver Sponsor
EValue - Associate
EValue is the UK’s market leader in the provision of digital, personal finance advice products and services. These products combine expert actuarial knowledge, pioneering asset modelling and risk management. Primarily they are used in the UK by...
Associate
NIIT Tech - Bronze Sponsor
NIIT Technologies is a leading global IT solutions organization, enabling its clients to achieve real world business impact through unparalleled domain expertise working at the intersection of emerging technologies. The Company focuses on three key ...
Bronze Sponsor
ABAKA - Exhibitor
ABAKA provides financial institutions, of any size, anywhere in the world, the software to thrive in the digital savings age. We do this by building, delivering and supporting conversational AI technology to power affordable and accessible advice on ...
Exhibitor
daaimon - Exhibitor
daaimon is an independent research library, generation and sharing platform offering a low cost investment research solution. Buyside investors now have the opportunity to share their own research and earn credits when other users download their...
Exhibitor
Finlight - Exhibitor
Today, savvy Family Offices & UHNWIs (SFOs) have been moving away from private banking to manage their financial assets as they are looking to increase control and lower management fees. However, alternative solutions have proved unsatisfactory...
Exhibitor
Tiller Investments Ltd - Exhibitor
We offer a configurable online wealth management platform for wealth managers, banks and asset managers. Find out how we can help improve revenues with our digital solutions – come speak with us at booth 13.
Exhibitor
Wealthtack - Exhibitor
Wealthtack is a CRM / client development application built on the Salesforce.com® Lightning Platform , specifically designed for the HNW and UHNW Wealth Manager. Out of the box it delivers a set of tools that help address a broad range of ...
