Partners

June 21, 2022 | Online | 10:00 am – 4:15 pm ET

Event Partner

Bronze Partner

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Avetta leads the world in connecting leading global organizations across several industries, including oil/gas, telecom, construction materials, facilities management and many others, with qualified and vetted suppliers, contractors and vendors. We contribute to the advancement of our clients’ sustainable growth by protecting supply chains from a wide range of potential risks through trusted contractor prequalification, safety training and monitoring, regulatory compliance, insurance/financial stability and other areas of risk.

The company brings unmatched access and visibility to its clients’ supply chain risk management process through its innovative and configurable technology, coupled with highly experienced human knowledge and insight. Avetta currently serves more than 450 enterprise companies and 100K suppliers across 120+ countries.

Company profile: Borger Group of Companies is a 103-year-old fourth generation family owned and operated group, with greater than 350 team members and a fleet exceeding 250 pieces of equipment. The group is comprised of three main divisions: Underground Utility Installation, Earthmoving Services, and Transportation Services.

For more information, please visit: www.borger.ca

Agora is a leading wealthtech, multi-dealer custodian focused on transforming advisors’ and dealers‘ capacity to adapt to rapidly changing client expectations, technology demands and client-focused reforms. Agora’s leading, cloud-based, digital platform enables advisors to eliminate manual workflows, integrate core software functions among various applications, and consolidate accounts. These capabilities enhance the advice proposition, improve client servicing, and lower costs. Agora is honoured to have been named a WP 5-Star Wealth Technology Provider for 2021

For more information, please visit https://agoracorp.ca

SideDrawer is an API-based document management platform that improves the secure collection and delivery of data and documents from clients. The SideDrawer SaaS product is used by advisors, planners, executors and other professionals to securely collect and share sensitive client data and documents. SideDrawer’s infrastructure agnostic APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-core, but critical document management workflows.

For more information, please visit https://www.sidedrawer.com/

Founded in 1987, Croesus is a WealthTech leader offering advanced, intuitive, and secure wealth management solutions. Croesus’ solutions include a portfolio management system, centralized portfolio rebalancing and application programming interfaces to facilitate connections between systems. Croesus has won several industry recognition as a high-quality product supplier and a remarkable employer.

For more information about us and what we can do for you, please visit https://www.croesus.com/

Pascal WealthTech designs digital technology to make the financial advisor’s world better. From our all-in-one Advisor Success Platform to our behavioural finance risk tolerance product InvestorEQ and our client engagement and loyalty program Living Wealth, we empower advisors with the modern digital solutions they need to grow their business.

For more information, please visit www.pascalwealthtech.com.

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.