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 509,000 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.
eMoney 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 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s 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.
Apex Clearing is a custody and clearing engine that’s powering the future of digital wealth management. Our proprietary enterprise-grade technology delivers unmatched speed, efficiency and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new generation of investors. We help our clients provide the seamless digital experiences today’s consumers expect with the throughput and scalability needed by fast-growing, high-volume financial services businesses. Founded in 2012, Apex Clearing is registered with the SEC, a member of FINRA and a participant in SIPC. For more information, visit www.apexclearing.com.
Broadridge, a global Fintech leader and S&P 500® company with $4 billion in revenues, provides communications, technology, data and analytics. We help drive business transformation with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue. Our Broadridge Wealth Platform seamlessly connects all parts of the business – from trading, portfolio management and financial planning to marketing and multi-channel communications — to optimize advisor productivity, client experience and operations. As a partner to 25,000 advisors servicing 17 million client accounts, we are uniquely positioned to help wealth management firms get ahead of today’s challenges and capitalize on what’s next.
Grapevine6 is a patented social and digital sales engagement platform that accelerates sales and marketing efforts. Launched in 2013, Grapevine6 uses artificial intelligence to provide the content that moves sales opportunities through the pipeline in a more efficient and effective way. Grapevine6 solves the content challenges faced in deploying employee advocacy, content marketing and social selling, and works with existing sales and marketing investments to increase ROI. The company was designated a Leader by Forrester in The Forrester New Wave™: Sales Social Engagement Tools, Q2 2019. Headquartered in Toronto and led by an award-winning team of engineers, Grapevine6 is now powering the global social selling program at some of the largest technology and financial services companies in the world. Follow Grapevine6 on LinkedIn, Twitter and Facebook. For more information visit Grapevine6.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. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia. Learn more at 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.
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