XYPN LIVE 2024 AdviceTech Competition |
“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:
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.