As WealthTech evolves, the power of crafting meaningful connections drives the industry forward. First Rate WealthTech Connect brings this vision to life by focusing on intentional design, collaboration, and innovation.
Join us in Dallas for an unforgettable experience that blends networking, idea sharing, and the artistry of WealthTech. From thought provoking keynote speakers to dynamic interactive sessions, this event is your chance to explore how strategic and purposeful creativity is shaping the future of wealth management.
WealthTech Designed to Empower, Simplify, and Inspire
Times and topics are subject to change.
Time TBD
Hotel Check-In
Get settled in and ready for an exciting few days!
Time TBD
Welcome Social
Join us for a networking event to jump start our wealthtech adventures.
9:30 - 9:35am Florencia
Opening Welcome
Kick off the day with Purpose, connection, and a vision for what's ahead.
The Art of Connection
9:35 - 10:00am TBD
Why We're Gathered
Explore why WealthTech Connect is unlike other industry events – this is about connection, collaboration, and client-centric growth.
10:00 - 11:00am Kate Baird & Panel
Communication That Builds Trust
How performance professionals can improve communication and drive alignment.
11:00 - 11:20 am TBD
Global Trends & State of First Rate
A global business update reflecting on our journey and future direction.
11:20 - 11:40 am José Antonio
Local State of First Rate
Spotlight on First Rate Chile and the LatAm region.
11:40am - 12:00pm
Coffee Break
The Art of Accuracy & Innovation
12:00 - 12:25pm
Local Product Enhancements
12:25 - 12:50pm
Global Product Integrations
12:50 - 1:15pm
Innovation Office & Global Product Strategy
1:15 - 1:35pm
Giving Back: A Shared Commitment
Group Activity – Includes video: Why First Rate?
1:35 - 2:30pm
Lunch Break
The Art of Data
2:30 - 3:30pm
Alternative Data Management
3:30 - 4:00pm Speaker TBD
Fund Management: Vantage
Coffee Break
4:20 - 4:50 pm TBD
Target Operating Model & AI in Action
4:50 - 5:20 pm
Other Product Spotlight / Working Sessions with Group
Additional solutions and initiatives shaping the future of First Rate.
5:30 - 6:30 pm
Social Hour
Time TBD
Fairwell Breakfast
Enjoy your last opportunity to network before departing.
Time TBD
Hotel Check-Out
Frequently asked questions, about the conference
WealthTech Connect, brought to you by First Rate, is where the most inventive and forward-thinking professionals and industry leaders come together to discover emerging trends in wealthtech technology.
Registration
Registration: $1,000
Please contact our event coordinator, Emily Harvell, for additional questions
