“Tools for the Modern Advicer” is the 2024 AdviceTech Competition theme. The goal? Reinforcing the incredible value that financial advisors bring to the table. We're interested in seeing new platforms and solutions that empower real Financial "Advicers" to run better businesses or give truly client-centric advice.

Criteria
Technology must be designed for financial advisors and support delivering financial advice as a service.

To enter, applicants must meet one or more of the following requirements:
  • Be an existing company with a new offering, substantively different from its existing solutions, that is independently priced
  • Have less than $1 million in revenue
  • Launched in the last 12 months
 
*Submissions are accepted through Friday, July 12 at 5:00 PM MT. 

Question Title

* 1. Please complete written confirmation of the criteria your tech meets to make it eligible to participate in the AdviceTech Competition. Please note you may be asked to provide proof of eligibility.
You can reference the required criteria at the top of this application. 

Question Title

* 2. Contact Name

Question Title

* 3. Contact Email Address

Question Title

* 4. Company Name

Question Title

* 5. Company Website

Question Title

* 6. Name of the technology (or separately-priced feature) you will be presenting

Question Title

* 7. Software Area of Focus (financial planning, investment planning, etc.)

Question Title

* 8. Phase of Tech Development

Question Title

* 9. Tech Description
Describe your technology in 150 words or less. This description will be included in conference materials so please write in the third person.

Question Title

* 10. Tech Development History: what has your journey looked like?
This information is for the selection committee only and won't be used publicly. 

Question Title

* 11. Why do you think the XYPN LIVE audience will be interested?
Tell us what you hope the audience takes away from your presentation if you are selected.

Question Title

* 12. Are you willing and logistically able to offer 4 months of free access to your demonstrated technology to attendees who vote in the competition?
(Note: this free trial access must be for the actual technology demonstrated, not a limited trial or derivative version of the featured technology, and it should not require an underlying paid license, payment information, or other payment of any kind.)

Question Title

* 13. Link to Demonstration Video 
The video must be 10 minutes or less and provide an in-app (or prototype) screen share of the product you're entering.

Question Title

* 14. Please attach the logo (.esp or .png) you'd like us to use for promotion if chosen as a participant.

PNG, JPG, JPEG file types only.
Choose File

Question Title

* 15. Have you already purchased a booth package to attend XYPN LIVE 2024?

T