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Join Leading Financial Advisor Technology Experts at Tiburon CEO Summit XXXVII

Technology is a central tenet of the future growth of the financial advisor market and Tiburon Strategic Advisors is pleased to welcome four of the financial industry's premier technology companies to the Financial Advisor Technology CEO Roundtable Discussion at the upcoming Tiburon CEO Summit XXXVII, to be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA.

FinTech is continuously evolving, with new applications and platforms being created for all facets of the financial services industry, addressing the entire client lifecycle from new account acquisition & profiling, to planning & portfolio construction, data aggregation, risk analysis & reporting to marketing automation. Understanding these technologies, trends, and developments is a critical part of a successful financial advisor platform.

Join leading financial advisor technology executives at Tiburon CEO Summit XXXVII  to better understand the changing dynamics. Profiles of these CEO Roundtable panelists can be found below and the most up to date agenda can be found here

Tiburon CEO Summit XXXVII will feature over twenty sessions focusing on in-depth discussions of Tiburon research and leading-edge business models through fireside chats with Chuck Schwab & Ken Fisher, Tiburon Talks (akin to TED Talks), panel discussions, and CEO roundtable sessions.

Senior executives at current Tiburon member firms can confirm their attendance here:

Join as a Tiburon Member today and your firm will receive member benefits through to the end of 2020. This means that all title qualified executives at your firm could attend the next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.

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Financial Advisor Technology CEO Roundtable Discussion

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Pam Cytron
Pendo Systems

Pendo Systems provides global financial institutions with the tools, technology, and processes to access their data and become fully data transparent. The Pendo Machine Learning Platform is the first, production-ready, infinitely scalable machine learning tool capable of transforming unstructured data into AI ready datasets that enable financial service enterprises to fully participate in the AI revolution. All AI platforms have been designed to run on structured data sets, the Pendo Machine Learning platform enables you to quickly and easily turn your unstructured documents into structured, AI ready data.

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Praveen Ghanta

HiddenLevers is a premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

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Michael Pinsker
Docupace Technologies

Docupace Technologies is a premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA compliant Straight-thru-Processing (STP) platform. Driven by increased levels of competition, privacy issues, document protection and government regulation, industry-leading firms are adopting the company’s solutions in order to sustain profitability and audit-risk assurance.

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John Wise

InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
The InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.


Email Sarah Sage if you have any questions about Tiburon Membership and how you and your firm can begin to benefit immediately.