Wealthies Circle - Digital Forums

Join these technology visionaries who are creating and designing the wealth management model of the future to get a glimpse into the future for advice.

Hear from top broker-dealer CTOs on what systems, technologies, applications and infrastructure they are investing in to deliver an outstanding advisor and client experience, while driving productivity and increasing capacity.

Join our panel of industry thought leaders as they showcase the pros, cons and tradeoffs of the top technology tools bringing productivity, efficiencies and a new client experience for optimizing technology investments.