The wealth management technology landscape is at a critical inflection point. With over 50 technology vendors in the market and RIA adoption of sophisticated platform solutions at only 40% to 60%, this represents a massive US$1.2 trillion to 1.3 trillion AUM opportunity for technology transformation. Yet according to recent research, nearly all wealth managers struggle with a common pain point: getting accurate performance data—particularly for alternatives—correctly calculated and integrated into their technology stacks. The importance of efficient platform integration is underscored by the widespread adoption of model portfolios - 83% of advisors now offer these solutions, with an average of 53% of their clients placed in model portfolios. This panel brings together industry leaders who are successfully tackling the complex challenges of creating a truly unified advisor experience.

This panel will focus on:

• Why platform integration is becoming a silent yet highly impactful differentiator for business development, client service, and business efficiency—with research showing extremely sticky relationships with RIA clients when done right
• How leading firms are addressing the integration challenge, given research shows that 7 out of 8 top vendors now offer open API frameworks as key to creating vibrant ecosystems
• The rise of "embedded wealth management" as a new growth opportunity, enabling wealth management products and services to become frictionless parts of different customer journeys
• Strategies for data aggregation that enable both holistic reporting and advisory workflow efficiency—which is critical, as research shows investment in R&D ranges from 10% to 45% of revenue among leading vendors.