2026 Sponsors
Event Sponsors
CapIntel
CapIntel is a B2B fintech company serving financial institutions across North America. Its intuitive platform helps advisors grow their business by transforming complex investment strategies into clear, goals-based client conversations. Guided by a vision to create confidence in the moments that shape financial futures, CapIntel empowers advisors to communicate recommendations with clarity—helping clients better understand their options and move forward with conviction. By embedding intelligence directly into advisor workflows, CapIntel enables firms to deliver personalized, high-quality experiences at scale. Supporting over 2 million investors across North America, CapIntel is setting a new standard for how advice is delivered, understood and valued. See www.capintel.com for more information.
DXC
DXC is an enterprise technology and innovation partner that helps global enterprises and public sector organizations run efficiently and modernize their systems. We provide end-to-end solutions across every technology domain, keeping critical systems resilient, compliant, scalable, streamlined and protected with our Business Process Services, Cloud & Infrastructure, Cybersecurity, Enterprise Applications, Infrastructure Protection, Managed Applications, Modernization as a Service and Modern Workplace solutions.
DXC has been delivering transformation for over 60 years, across every major technology shift from mainframe to cloud to AI. With consistent leadership, disciplined financial performance and long-standing customer relationships, DXC is the stable partner enterprises rely on to run today’s critical systems and build what’s next with confidence.
Fi-Tek
Fi-Tek is a premier financial technology company focused on innovative, industry-leading solutions and products that address the complex needs of the front, middle and back offices of Wealth Trust organizations, RIAs and Family Offices. Leveraging AI at the core, Fi-Tek’s Global Wealth Enterprise Solution (GWES) has proven track record of more than 25 years in the successful serving the industry’s top-tier organizations, catering to their evolving needs.
Flyer Financial Technologies
Flyer is redefining the operational backbone of modern wealth management. As the industry shifts toward hyper-personalization and multi-asset diversification, Flyer’s cloud-native Co-Pilot platform provides the precision, scale and integrations executive leaders need to grow without requiring additional headcount.
Co-Pilot’s Portfolio Management Solution and Order Management Solution unify the entire investment lifecycle.
Real-time advisor to trader automation so advisors can quarterback the process while traders do the work.
Sophisticated UMA sleeve-level governance provides managed account platforms and Rep-as-PM programs the flexibility to implement their best thinking.
Dedicated fixed income tools allow advisors to view inventory and build portfolios eliminating the need for multiple tools and separate systems.
Automated tax-loss harvesting so clients get the most out of their investment advice
Institutional-grade trading via the Flyer Trading Network (FTN) means access to new execution venues without the wait or maintenance.
By eliminating the friction between portfolio management and execution, Flyer enables firms to reduce operational drag, ensure rigorous compliance, and deliver superior advisor experiences. Discover why the industry’s leading brands trust Flyer to power their global trading and portfolio intelligence.
SS&C Black Diamond Wealth Solutions
SS&C Black Diamond Wealth Solutions is the premier wealth management technology and services suite, expertly crafted to enable advisory firms to simplify their tech stack, streamline operations, and better serve their clients.
As the cornerstone of all essential functions, Black Diamond drives workflow efficiencies across portfolio accounting, investment management, advisor-client communications, compliance, CRM, and beyond. It combines exceptional support with remarkable adaptability, allowing firms to tailor their tech stack to fit their specific needs. Strategic third-party partnerships provide additional flexibility and capability.
As part of SS&C Technologies, a global leader in financial services software, Black Diamond benefits from a strong foundation that ensures unparalleled access and innovation. Whether your firm is just starting out or scaling new heights, Black Diamond delivers a seamless experience for both advisors and clients, equipping firms with the tools needed for confident and sustainable growth.
Tandems
Tandems’ platform combines advanced, finance-specific artificial intelligence with seamless integration across data sources and workflows to help institutions deliver personalized advice and outcomes at scale. The company’s modular ecosystem includes capabilities for elevating meeting effectiveness, identifying growth opportunities, and delivering tailored investment experiences, all while adhering to rigorous security, privacy, and regulatory standards. Verticalized AI models are tuned for hundreds of real-world financial use cases and can be deployed rapidly, allowing firms to accelerate modernization without extensive infrastructure overhaul.
Serving thousands of advisors and millions of client accounts, Tandems strives to amplify human expertise rather than replace it, freeing professionals to focus on strategic guidance and relationship-driven outcomes.