

Thank you to everyone who attended InvestTech 2020 and for your positive feedback.
Thank you also to all our terrific speakers for dialling in and presenting from your various distanced offices.
Very fitting for a technology orientated conference.
CPD points have been sent to all attendees.
InvestTech keeps on getting better and better each year.
The innovative advancements continue to be made in harnessing business strategies and tech to make leaps in the service delivery & managed account operations.
Links to the InvestTech2020 Recordings and Slides
To view the recordings of each of InvestTech's 5 days of webinars click here
Day 1 slides - Spoilt for choice in Managed Accounts/Spoilt for choice in Advice software
Day 2 slides - The Power of Data in investment decision making/Realising the benefits - how to avoid IT failures
Day 3 slides - Role of the Licensee in technology/What do the Robos know that you don't?
Day 4 slides - Digital Portfolio Management/Innovation Award Winner - SmartShield
Day 5 slides - Advice technology success stories - Rebalancing and ESG screening
Material below kindly provided by our Presenters
InvestTech Event Program 7th - 11th Sept 2020
- InvestTech 2020
Monday 7th September 2020
12.00pm Opening Address by Toby Potter - IMAP Chair
Spoilt for Choice in Advice Software - what and how to choose ? presented by Peter Worn
A range of credible choices are available with new ones emerging, meaning advice professionals will have numerous options available to them. How should licensees and practices evaluate them? Which software best reflects the approach to advice for your operation? Peter Worn, a seasoned advice technology professional, explains key considerations for evaluating the fit between advice software and your business .
Read more...
12.40pm Spoilt for Choice in Managed Accounts- Panel Discussion with Brett Sanders - Philo and Zac Leman - BT, moderated by Tom Schubert - Drummond Capital Partners

and expertise to manage in-house, some want to establish an investment committee with independent consultants, some will choose to outsource investment completely. Which option will enhance your advice service offering? What is required to make a success of each option? Hear about leading 3rd party MDA Provider Philo Capital and BT's platform , which supports multiple options on how to make the choices that suit your business best. .
Read more...
Tuesday 8th September 2020

12.00pm The Power of Data in Investment Decision Making presented by Dr Alex Johnston - Refinitiv
Nick Morton - Resonant Asset Management
and moderated by Michelle Cameron - Refinitiv
Data is the rocket fuel for Portfolio Management and the ability to source and manipulate data…
Sets successful investment managers apart. The capacity to visualise and interpret data is central to this. Hear from Dr Alex Johnston of Refinitiv and Nick Morton - Resonant Asset Management on how they utilise this key tool in portfolios. Moderated by Michelle Cameron of Refinitiv
Read more...

12.30pm Realising the Benefits - how to avoid IT failures - presented by Andrew O'Riordan
The Australian advice landscape is littered with the wreckage of failed IT projects. For advice practices and licensees, implementing a new technology can be daunting, expensive and time consuming...Success can mean a key part of delivering a service highly valued by advisers versus a source of continuing friction and frustration, with fingerpointing all round. Hear from Andrew O'Riordan, who has been involved in numerous IT projects across licensees, how to ensure that your project adds value to your business, attracts advisers and delivers the desired outcomes on budget and time.
Read more...
Wednesday 9th September 2020

12.00pm Role of the Licensee in Technology presented by Tanya Seale
A key task for licensees in the emerging advice world is delivering a technology solution which achieves the goals of practice efficiency, compliance, client delivery and usability...The right technology stack is an enabler of this, however its well under-utilised and inconsistently leveraged across licensees. Hear from Tanya Seale, COO of LaVista, part of the Clearview/Matrix group of Licensees, on how they have embraced technology in achieving these goals and how this has helped differentiate them in the market. Tanya will explain how they have done this, what is and isn't negotiable, and key elements for success.
Read more...

The Robo tools are becoming a part of diversified advice business' tool kits.
The ability to serve a wide range of clients is an increasingly common requirement for advisers and the challenges in delivering this is one of the reasons driving the use of Robo advice …

How do these "online only" tools fulfill key tasks which are expensive and time consuming for advisers such as account opening - before users drop off with boredom - or advice generation online without "face to face" engagement. Hear from Pat Garrett - Co-CEO & Co-Founder of Six Park Asset Management and Tim Fuller - Nucleus Wealth explain how they developed the tools to make the creation & ongoing delivery of advice services both efficient & profitable.
Read more...
Thursday 10th September 2020

Macquarie’s digital portfolio manager enables you to scale your investment process and manage risk with an "end-to-end" digital portfolio management engine. It also automates investment recommendations and advice documentation, streamlines digital authorisation and sends approved trades to be executed on Macquarie Wrap. It’s configured to the adviser licensee's investment philosophy and offers advisers the chance to re-think and scale their portfolio management process.
Read more...

James Verner of Franklin Templeton will share global insights on robo advice (Quantifeed and Financial Guard) informed from his experience in the UK, Asia and US. James will discuss issues such as managing cost, and the client experience.
Alex Ypsilanti - CEO & Co-Founder Quantifeed will explain how by combining software engineering & quantitative finance, Quantifeed helps transform financial institutions into providers of wealthcare.
.Quantifeed is Asia’s leading digital wealth management solutions provider for financial institutions. It’s award-winning automated investment platform – QEngine – powers banks, brokers and wealth planners
Read more...

Wade Matterson - Milliman explains how Milliman's new SmartShield Series (winner of IMAP Awards 2020 Innovation category), delivers a low cost risk management solution that fits within advisers existing processes, without compromising their current approach to constructing portfolios.
The unique design of the Even Keel trust, protects clients from severe market downturns and is available to be incorporated into licensee managed accounts or accessed via the SmartShield Series. Wade Matterson provides insights as to how they designed these solutions to leverage the benefits that a managed account structure provides while allowing the adviser to remain in control to turn the protection on or off, at any time, for any client.
Read more...
Friday 11th September 2020
12.00pm This session features advice technology success stories
Shannon Bernasconi of WealthO2, Damian Cilmi and Adam Pointon of Praemium showcase their Advice technology.
WealthO2 will present their rebalancing capability and Praemium will demonstrate their ESG customisation screening
A wrap up by Toby Potter - IMAP Chair summarises the key learnings from InvestTech's sessions over the past week
Introducing the speakers at InvestTech 2020




Find out more about InvestTech's speakers













Meet the IMAP Event Team



Contact Details for Enquiries about InvestTech 2020
Please contact the IMAP Event team with any queries:
Email Address: support@imap.com.au
Phone: +61 2 8003 4147