Webinars

The Future of Enterprise WealthTech Webinar

Unlock Your Access to the Future of Enterprise Wealthtech Webinar

Enterprise wealth management firms are under intense pressure from the COVID-19 crisis and have to deal with issues much different from RIAs and others. How are they reacting and how are the vendors who provide their core technology platforms supporting them? What are the trends, how are firms reacting and what can we expect in the next 6 to 12 months that this pandemic could last? Hear from the leaders of the top wealth tech vendors including: 

  • Stuart DePina, President, Envestnet
  • Cheryl Nash, CEO, Tegra118
  • John Lunny, CEO, Vestmark
  • Randy Bullard, Global Head of Wealth, Charles River Development
  • Eric Clarke, CEO, Orion Advisor Tech

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