Attendee Type

EXPIRES
JUNE 19

EXPIRES
JULY 14

DAY OF REGISTRATION

 

Financial Institution/Wealth Management Firm

 

FREE

 

FREE

 

FREE

 

Non-Wealth Management Firm/Other (Tech Providers, Software Vendors, B2B Solution Providers and Consultants)

 

 

$495

 

 

$695

 

 

$745

Aite Group’s Digital Innovation in Wealth Management Roundtable & Networking Forum 2020 is an invite-only event and all attendees must be qualified to attend. 

Qualification Criteria
Aite Group's Digital Innovation in Wealth Management Roundtable & Networking Forum is open to qualified attendees only. Qualified attendees include senior-level wealth management executives (i.e., Directors, VPs, C-level), or their equivalent; involved in the purchase, evaluation or recommendation of IT or wealth management products/services; and/or responsible for wealth management within their organizations. 

Not qualified to attend are analysts, venture capitalists, sales, marketing or consulting staff from non-sponsoring vendor companies. Opportunities for IT executives representing high tech vendors or high tech consulting firms to participate must align with the overall audience and event experience, as well as the goals of participating sponsors. Aite Group reserves the right to limit the number of such participants per company and as part of the event overall. All participants are subject to Aite Group approval.

Additional criteria for qualification are available upon request. We thank you for your understanding as we maintain the quality of this audience.

Payments
We accept American Express, Discover, Visa, and MasterCard. Full Payment must be received 10 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed.

Substitutions and Cancellations
Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (10 Days prior to start date). All cancellations must be made in writing, submitted within 60 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future Aite Group event to be used in the same year.

Discounts
All discount offers are for new registrations only and cannot be applied to the registrations submitted prior to receiving the offer. No refunds on current registrations will be issued.

Disclaimer:  Aite Group reserves the right to cancel an event at any time. Aite Group reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information, please contact us at +1.617.338-6050.

View our privacy policy here.
For all other inquiries including consideration for event attendance, please contact us at events@aitegroup.com.