FPA Tech Deck

Featuring 20 technology partners with FPA exclusive member offers, free trials, tips and tricks and more. Stop by the FPA Tech Deck, brought to you by the FPA Member Advantage Program, to learn more about leading technology trends, how to grow your business through smart technology solutions. This is your time to hear firsthand from the profession’s top financial planning software companies, provide feedback, and receive advice specific to your individual needs. Demos will be held throughout the conference. Check back for times and new partners.

List of firms participating:

  • Advicent
  • Advisor Websites
  • AdvisorStream
  • Advyzon
  • CircleBlack
  • eMoney
  • Everplans
  • FinTech Studios, Inc.
  • Nest Egg Guru
  • Redtail
  • RetireUp, Inc.
  • RightCapital
  • Riskalyze
  • TrueProfile
  • Twenty Over Ten
  • Yourefolio

View the bottom of the interactive floorplan for participating partners locations.