ABAKA is UK's first digital retirement enterprise SaaS platform, powered by Artificial Intelligence. Our innovative technologies enable financial institutions to power digital retirement solutions and deliver scalable and affordable advice on pensions, savings and investments to their retail customers. ABAKA’s library of modular applications helps our enterprise clients to power conversational AI, personalised and behavioural nudges, big data insights, financial dashboards and amazing customer experiences. Visit www.abaka.me for more information.
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 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 492,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com/wealth.
Addepar, a wealth management platform that specializes in data aggregation and performance reporting to help investors [with complex assets] make informed decisions. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley’s Fintech Award for making a significant impact on the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City. For more information, visit https://addepar.com/.
CGI Wealth360 is an end-to-end solutions suite that helps wealth managers anticipate change, offer creative options and increase efficiencies in managing their clients’ investments by optimizing front-office sales, middle-office decision-making and back-office administration. To learn more, visit https://www.cgi.com/en/banking-capital-markets/wealth-management.
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 60,000 financial professionals across firms of all sizes use the eMoney platform to serve 4.4 million households throughout the U.S. Visit us at www.emoneyadvisor.com.
HealthEquity administers health savings accounts (HSAs) and other consumer directed benefits for nearly 12 million members in partnership with employers, benefits advisors and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “purple” service. For more information, visit www.healthequity.com.
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. Headquartered in San Francisco, we operate as a subsidiary of TIAA. For more information, visit www.myvest.com.
Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future. Visit us at www.advicent.com.