From Schwab IMPACT® 2018, I connected with John Connor, Vice President of Digital Advisor Solutions for Schwab Advisor Services to tour the “Tech Alley” section of The Exchange exhibit hall.
Watch the Tech Alley Tour on Youtube: https://youtu.be/V4oW-JO1nv0
We toured seven of the technology providers exhibiting during IMPACT® 2018, including:
- YCharts: https://ycharts.com/
- LifeYield: https://www.lifeyield.com/
- RedBlack Software: https://www.redblacksoftware.com/
- MoneyGuidePro: https://www.moneyguidepro.com/ifa/
- Advyzon: https://main.yhlsoft.com/main/index.html
- Addepar: https://addepar.com/
- SS&C Salentica: https://www.salentica.com/
IMPACT® 2018 coverage sponsored by Envestnet | Tamarac. Sign up for a demo at http://www.fppad.com/tamarac
Music: Hysterical by Strength to Last, licensed via Soundstripe: https://soundstripe.grsm.io/billwinterberg
