WHAT IS THE WP WEALTHTECH SUMMIT?

Today’s advisor is at a crossroads. Technology is advancing at a rapid pace and changing everything along the way.

The WP WealthTech Summit will share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.

WP’s WealthTech Summit brings together advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.

EVENT PARTNER

WHAT’S WAITING FOR YOU AT THIS UNMISSABLE VIRTUAL EVENT

Forward-looking, thought-provoking sessions with practical guidance designed to equip you with the knowledge and strategies to answer your toughest questions

The chance to interact with industry professionals, disruptors, tech enthusiasts and your peers from across Canada

A look at the innovations of tomorrow during our Tech Showcase – a first in Canada. Tech providers will showcase their platforms and products to help drive productivity, improve client interaction, and ultimately increase profits

The opportunity to make powerful connections and forge new relationships

2021 Partners

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