Profile

A digital platform for financial advisors which allows their clients to meaningfully engage with their financial goals, products, and ultimately their financial advisor. To do this, we:

  • Consolidate your clients’ data in one portal.
  • Provide an intuitive digital tool for your clients.
  • Digitize and scale your financial advice.
  • We built the Wealthstack engagement platform with your end client in mind.
  • Build predictive models for key financial moments.

Event details

Date: April 20 - 22, 2021

Participants

65 in total