AppriseLabs

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AppriseLabs

AppriseLabs

@AppriseLabs

We provide innovative and collaborative presentation tools for financial advisors to use with their clients.

Berwyn, PA Katılım Ocak 2019
49 Takip Edilen169 Takipçiler
AppriseLabs
AppriseLabs@AppriseLabs·
Our breakout session starts in a couple minutes! Head to the Pacific Ballroom to see our interactive technology in action.
T3 Technology Tools@t3techhub

Edmund Walters of @AppriseLabs gives a #T32020 breakout session on how Advisors can demonstrate their value to clients and prospects in new ways by utilizing interactive technology. Find Him in the Pacific Ballroom in 10 minutes.

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Gavin Spitzner
Gavin Spitzner@gspitzner·
If this impromptu sro @AppriseLabs demo by Edmond Walters in exhibit hall is any indication, their upcoming session is going to be 🔥🔥🔥 #T32020
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AppriseLabs
AppriseLabs@AppriseLabs·
At #T32020? Don't forget to come to our breakout session (The Future of Interactive Planning) at 4:40 in the Pacific Ballroom!
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Becca
Becca@Apprise_Becca·
Who’s going to #T32020? Stop by our booth for a demo, and be sure to catch Edmond’s breakout session Wednesday at 4:40, where he’ll discuss the future of interactive planning!
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AppriseLabs
AppriseLabs@AppriseLabs·
Jud lived a very purposeful life. He loved his family, his company, and his customers and advisors. I will miss my friend and mapping our ideas on napkins together. - Edmond
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ThinkAdvisor
ThinkAdvisor@ThinkAdvisor·
At Envestnet's Advisor Summit Thurs., key execs shared their vision of what the office of the future is set to look like & how that office can drive client engagement & business growth for advisors. trib.al/6arPX5o #ThinkAdvisorTech @ENVintel #ENVSummit $ENV
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AppriseLabs
AppriseLabs@AppriseLabs·
Thank you @ENVintel for putting on an amazing conference! We enjoyed meeting everyone, demoing our software, and exploring Austin. Stay weird! #ENVSummit
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Joel Bruckenstein
Joel Bruckenstein@FinTechie·
Standing room only for Apprise Labs session #ENVSummit
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Gavin Spitzner
Gavin Spitzner@gspitzner·
Edmond Walters, founder of @eMoneyAdvisor and now head of @AppriseLabs has clearly been busy in the seven months since his non-compete with Fidelity ended. “We must earn the right to get the good data from the client by delivering a return on the relationship.” #ENVSummit
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AppriseLabs
AppriseLabs@AppriseLabs·
Interested in seeing a demo? Have a question? We have a breakout session at 1:15 in room 15 on the 4th floor! #ENVSummit
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AppriseLabs
AppriseLabs@AppriseLabs·
@GrahamEEThomas @ryanWneal We have our own full-time engineers. If you’re at the Envestnet Summit, feel free to stop by our booth and meet some of them! We are working closely with a wonderful group of Envestnet engineers as well ☺️
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AppriseLabs
AppriseLabs@AppriseLabs·
@RIABiz @ryanWneal We are a privately owned company; Envestnet has a minority interest, as well as a small group of private investors. We’re looking forward to integrating with Envestnet so that we can offer the latest technology solutions to advisors.
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