Upcoming Events

Stay up-to-date on upcoming webinars and conferences we’re participating in!

AdvisorPeak Partner Webinar: Learn How AdvisorPeak and StratiFi Work Together

On Wednesday, March 3rd at 4pm EST, Janson Evans, Head of Sales at AdvisorPeak, will be demonstrating AdvisorPeak’s trading and rebalancing software for StratiFi clients.

This webinar will demonstrate how StratiFi and AdvisorPeak work together to reduce risk in portfolios and identify situations for executing trades.

Join AdvisorPeak at the Finlocity Alts Investing Conference

The XCELLR8 Alts Investing Online Summit on Thursday, March 11, 2021 will provide an opportunity for Investment Managers, Asset Managers, and Wealth Advisors to engage industry subject matter experts and thought leaders. Hear best-practices and learn about new solutions that can benefit your practice.

CEO Roundtable Panel: The 3 Major Technology Challenges Facing Modern Advisors—And What You Can Do About Them!

Today’s advisor technology landscape is filled with stand-alone options and all-in-one solutions, all of which come with unique functionality, cost, and integration considerations.

Please join us on Thursday, March 18th at 4pm EST for a panel discussion addressing the challenges advisors face in building an effective, cost-efficient tech stack powered by clean data.

Learn More & Register →

Join AdvisorPeak at the Finlocity Advisor Fintech Summit

The XCELLR8 Advisor FinTech Online Summit on April 28th and 29th, 2021 will provide an opportunity for attendees to meet and listen in on analysts, solution partners, and leaders from some of the most innovative organizations in the industry. The event will consist of online Panel Discussions and Presentations by subject matter experts.

Finlocity’s RIA and WealthTech Summit

More information about Finlocity’s WealthTech conference on June 29th and 30th, 2021 will be coming soon!

AdvisorPeak will attend the 2021 T3—Technology Tools For Today—Advisor Conference

“One big, in-person event for the T3 community. Two tracks: One for enterprise and one for advisors. All under one roof. Everyone gets a suite. And a party, too.”

Save the date! The 2021 T3 Conference will take place in Denton, TX at the Denton Convention Center from September 27 to October 1, 2021.

Join The Conference →

Join Us At Bob Veres’ Insiders Forum

“Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information, a master study group, provider of newsletters and articles as well as a general “curator” of information found throughout the financial advisory profession.

Intended for experienced fiduciary financial advisory business professionals, the conference is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.”

Conference will take place in Nashville, TN from October 6th to 8th, 2021.

Learn More & Join →

#XYPN Live 2021 Conference

“At #XYPNLIVE, you’ll find a jam-packed session schedule, acclaimed keynotes, add-on opportunities, and peer-to-peer networking. But you’ll also discover so much more.

Setting #XYPNLIVE apart: a full-day dedicated to connecting you with partners, one-on-one advice, a commitment to inclusivity, and a supportive, family-friendly environment.”

Conference will take place in Denver, CO from November 8th to 12th, 2021.

Learn More & Join →