IMAP's InvestTech 2020 technology conference for Managed Accounts

InvestTech 2021 Virtual Conference - Connecting Clients to Advice

InvestTech 2021 will showcase the technology developments which are transforming advice and portfolio management services.

This year we are running InvestTech as a series of one hour webinars over 5 days from 12 noon to 1pm featuring 2 presentations  each day.

FASEA CPD Accredited

InvestTech 2021

The theme for InvestTech 2021 is "Connecting Clients to Advice

Yes technology can be used to enhance a strong, trust-based relationship with your clients, and to support your time with them(virtual or face to face). 

Your client relationships are built on emotions and trust, so how can we use technology in a personalised way that is reliable, informative, timely and tells them what they need to know as simply as possible to reinforce that relationship?

Find out more about these areas below...

Conference Program 6th - 10th Dec 2021

12.00pm - 1.10pm

Monday 6th December 2021

12.00pm Opening Address by Toby Potter - IMAP Chair and introducing our conference MC Peter Worn

Andrew Whelan CEO WealthO2The point where Advicetech meets InvestTech is highlighted in this insightful presentation by Andrew Whelan CEO WealthO2

Andrew will make the case that the current advice value chain is broken. He will also discuss and demonstrate some game changing, future state technology to illustrate his point.

What you will learn:

Why the advice technology and platform model is broken and has been for some time.

Whether or not the age of technology is critical.

If the current landscape should change, what it should look like?

What platforms and advice technology providers must be doing right now to support current and future adviser challenges.

How artificial intelligence (AI) is helping to put advisers in a hundred rooms at once.


Nicole Smith  Socialsd 12.40pm Digital realisation of an advice practice – using social media effectively presented by Nicole Smith - Socialisd

Nicole discusses how financial advisers can use social media to grow their business, and talks about strategies and approaches to telling better stories, educating clients, engaging with clients & converting leads to clients.


12.00pm - 1.00pm

Tuesday 7th December 2021

Stuart Alsop of FE fundInfo

12.00pm Stuart Alsop of FE fundInfo presents on Tools for Advisers to have engaging ESG conversations with clients

ESG data facilitates adviser conversations with clients, and while the focus by product issuers has been to get ESG products to the market, financial advisers need to be given the tools to talk about these funds with their clients. FE fundinfo’s session will cover the following topics: • Where ESG is heading in Australia • A view from Europe • How advisers can look at ESG from a portfolio level rather than a fund / holding level


12.30pm The Future of Direct Investing presented by Erica Vlavianos of Finclear and Andrew Jones from ASX

Andrew Jones - ASX

.Finclear is an Australian fintech company providing trading infrastructure, services and technology solutions that support the complete wealth management lifecycle. Australian Securities Exchange (ASX) operates, the Australian Securities Exchange and is one of the world's top 15 listed exchange groups.

Erica Vlavianos -Finclear


12.00pm - 1.00pm

Wednesday 8th December 2021

Brett Ebedes Wealth Management Industry Consultant

Brett Ebedes is our moderator for today's sessions applying his wealth management and technology experience insights and focus

Rick Di Cristoforo Director of Research Products Morningstar12.00pm Integrating managed accounts into advice software

Rick Di Cristoforo and Lanie Worsley both representing Morningstar discuss how modern advice technology is evolving and integrating with research capabilities
Lanie Worsley Senior Consultant - Morningstar Australasia

Modern advice technology is evolving and integrating with research capabilities to deliver an end to end workflow solution for advisers recommending Managed Accounts. From discovery and strategy to researched product selection and review, financial planning technology is now able to empower efficient, high quality compliant client recommendations


Peter Worn Managing Director Finura

12.30pm Advice Tech Choices - Platform vs Ecosystem - presented by Peter Worn of Finura

The exponential growth in global advice technology solutions has created a challenging set of choices.... Find out how the major global technology players will deliver better solutions to support your practice. ..Leading advice businesses are thinking now about the technology they will deploy over the next decade.


12.00pm - 1.00pm

Thursday 9th December 2021

Eric Rocks
Vice President & Managing Director, SS&C Technologies, Canada

12.00pm The North American Adviser Experience with Turnkey Asset Management presented by Eric Rocks and Stephanie Wilson of SS&C

What is a TAMP (Turnkey Asset Management Program) and why is it valuable? Stephanie and Eric use case studies on benefits to Canadian advisers using TAMPs and draw parallels for Australia advisers.Stephanie Wilson Direct Product Management, SS&C Technologies.

This presentation will explain case studies on the benefits that Responsible Investment Advisers are deriving from TAMPs and parallels for Australia advisers.


12.30pm How Investing is Evolving: presented by Stuart Holdsworth of Financial Simplicity

What are the key technology components required to deliver personalised portfolios at scale ?

From product distribution to customer success....What are the trends that are in play here from consumer and regulatory perspective?....What are the new service benchmarks ?....The importance to reframe around the client....Where do managed accounts fit into these trends?

Stuart Holdsworth of Financial Simplicity


12.00pm - 1.00pm

Friday 10th December 2021

Shelley George Nucleus Wealth12.00pm Winners of the IMAP Innovation 2021 Award Nucleus Wealth

Head of Operations Shelley George CFA provides an overview of Nucleus Wealth and how client use of their technology solution "Proton" selected for winner of the Innovation category in 2021.

.Shelley George will demonstrate how you can use their unique Proton system in your advice practice


A wrap up by Peter Worn of Finura and Toby Potter - IMAP Chair summarises the key learnings from the InvestTech sessions over the week.

Introducing the speakers at InvestTech 2021

 Stuart Alsop<br>
Stuart Alsop
Head of Business Development - FE fundinfo
Andrew Whelan<br>
Andrew Whelan
Acting CEO - WealthO2
Peter Worn<br>
Peter Worn
Managing Director - Finura Group
Shelley George CFA<br>
Shelley George CFA
Head of Operations - Nucleus Wealth
Eric Rocks<br>
Eric Rocks
Vice President & Managing Director, SS&C Technologies, Canada
Stephanie Wilson <br>
Stephanie Wilson
Director of Product Management - SS&C Technologies, INC.
Nicole Smith<br>
Nicole Smith
CEO & Founder Socialisd
Rick Di Cristoforo<br>
Rick Di Cristoforo
Director of Research Products - Morningstar
Brett Ebedes<br>
Brett Ebedes
Wealth Management Industry Consultant
Lanie Worsley <br>
Lanie Worsley
Senior Consultant - Morningstar Australasia
Stuart Holdsworth <br>
Stuart Holdsworth
CEO & Founder - Financial SImplicity
Andrew Jones
Andrew Jones General Manager Issuer Services – ASX
Erica Vlavianos<br>
Erica Vlavianos
Senior Business Development Manager - Finclear

Please support InvestTech's Sponsors by talking with them about your plans and goals

FE fundinfo
Financial Simplicity
Nucelus Wealth

Meet the IMAP Event Team

Toby Potter
Toby Potter
IMAP Chair
Jenny Phimleut
Jenny Phimleut
Program Manager - IMAP
Craig Dewhurst
Craig Dewhurst
Support Manager

Contact Details for Enquiries about InvestTech 2021

Please contact the IMAP Event team with any queries:

Email Address:

Phone: +61 2 8003 4147 

Contact us

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0414 443 236