May 18, 2021 | 10:00 am to 5:20 pm EST

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Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions to banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. In addition, Broadridge’s technology and operations platforms underpin the daily trading of on average more than U.S. $10 trillion of equities, fixed income and other securities globally. A certifiedGreat Place to Work®, Broadridge is a part of the S&P 500® Index, employing over 12,000 associates in 17 countries.

For more information about us and what we can do for you, please visit

Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor’s world better.

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The Fintech Impact Podcast is one of the top fintech podcasts in the world. Hosted by financial planner Jason Pereira, the podcast is an in-depth dive into what's happening in the world of fintech; the players, the trends, and how it is impacting incumbents, consumers, and our future relationship with money.

Agora Dealer Services is an innovative carrying dealer delivering powerful capabilities to dealers and their advisors through its Online Wealth Office. Our leading-edge nominee platform, fund management, and workflow solutions set a new standard for the independent advice channel.

Built exclusively for mutual fund dealers and advisors, Agora's platform creates deeper connections and better outcomes. We invite you to learn more at

Quintessence (Q) Wealth is a Partnership of Portfolio Managers - exclusively for advisors that want to own their practice and transcend the investment dealer world to become true fiduciaries.

We are a state-of-the-art support platform, and advisory practice accelerator – integrating wealth management with financial planning and a cutting-edge client experience. We compliment that with the most comprehensive array of digital marketing, IT, cyber security, and compliance solutions. All this empowers our Partners to focus on serving their clients at scale with hyper-personalization. With our advanced tools and resources at their side, QW Partners not only stand out, but can stand atop in an increasingly competitive and rapidly changing industry.

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