Future Proof Festival is the largest wealth festival in the world and the most anticipated event in finance. InvestSuite is one of the seven finalists to showcase demos at Future Proof Fintech Demo Drop.
“We couldn’t be more excited to highlight these seven innovative fintech companies at this year’s Future Proof Festival,” said Matt Middleton, CEO of Advisor Circle. “The Fintech Demo Drop was created to spotlight the latest tools and solutions that help wealth management executives and financial advisors operate their businesses more effectively and serve their clients better. We congratulate each finalist on their unique and compelling solutions, all of which hold transformative potential for the industry. InvestSuite is recognised for its StoryTeller tool, which enables wealth managers and institutions to create personalised and engaging portfolio performance reports for their clients."
David Connor, our Managing Director of North America, will present our StoryTeller solution live at Future Proof, to thousands of financial advisors and industry peers.
"The Fintech Demo Drop was created to spotlight the latest tools and solutions that help wealth management executives and financial advisors operate their businesses more effectively and serve their clients better. We congratulate each finalist on their unique and compelling solutions, all of which hold transformative potential for the industry."
Matt Middleton - CEO of Advisor Circle
