As client expectations rise, asset coverage expands, and new capabilities like AI enter the stack, firms face a harder question: is their technology actually becoming more connected and adaptable or is complexity starting to hold them back?

Join Pontera, Orion, GeoWealth, and Compound Planning for a roundtable with three industry experts helping shape the future of wealth management technology. Hear how leaders across technology, wealth management platforms, and the advisor community are assessing what comes next from connected ecosystems and broader asset coverage to differentiated client experiences and AI and what firms should consider as they build for the next generation of advice.

Hear from industry leaders on:

• How connected technology and open architecture are reshaping the advisor tech stack

• Ways firms can deliver a differentiated wealth management experience without adding operational complexity

• How workplace retirement accounts, alternatives, and other held-away assets can support more holistic advice

• Where AI and emerging technology can create meaningful value for advisors

• Practical considerations for building a tech stack that can evolve with your firm

Featuring

• Michael Stern, SVP of Strategic Product Development, Orion Wealth Management

• Brendan Falls, EVP & Chief Growth Officer, GeoWealth

• Tim Hamilton, Managing Director, Compound Planning

Moderators

• Krenar Zhubi, Senior Solutions Consultant, Pontera

• Maddie Hall, Solutions Consultant, Pontera