
Snappy Kraken - Jolt!
6/9 - 6/11 - Nashville, TN
Stop by the booth to learn more about our integration with Snappy Kraken. Plus, Patrick Hannon will be speaking on stage! Reserve time directly with our team for a personalized demo at the show.
Wealth Management EDGE
6/10 - 6/12 - Boca Raton, FL
We’re also thrilled to be a part of the CMO Think Tank Dialogue taking place on Thursday, where there will be a roundtable discussion on cutting-edge growth strategies beyond traditional tactics.
Book a meeting with our team!

As a software engineer, I'm passionate about leveraging the power of data to help financial advisors grow their businesses. I especially love working with an incredible team to build innovative solutions to complex problems and utilize technology to drive growth and efficiency.