Vanare | NestEgg Presents Vision at Financial Conferences to Broaden Roboadvisor Platform Conversation


Fall Conference Lineup Includes Millennial Perspective on the Future of Investing and Technology’s Impact on Advisors

NEW YORK [October 1, 2015] – Vanare | NestEgg, the all-in-one wealth management platform built on Roboadvisor DNA serving high-net-worth and millennial clients is presenting its insight into technology and the future of investing for both traditional and roboadvisor channels at the following conferences this fall:

  • September 15-17, 2015

FolioDynamix Client Forum – The Broadmoor hotel in Colorado Springs

Lex Sokolin, Chief Operating Officer of Vanare discussed the future of wealth management and how advisors can achieve massive growth based on new technology during his keynote presentation.

  • September 25, 2015

FPA Major Firms Symposium – Boston Convention & Exhibition Center

Sokolin participated on the industry-leading Robo Advisor Panel where he shared fresh insights on trends, developments and the impact this technology will have on the delivery of financial advice and the intergenerational wealth transfer. Of particular interest was the discussion of roboadvisor implementation for existing financial planning practices and the benefits for clients and planners alike. 

  • September 27, 2015

FPA Annual Conference – Boston Convention & Exhibition Center

While at the FPA’s Annual Conference, also located in the Boston Convention & Exhibition Center, Sokolin joined industry expert Michael Kitces, Director of Research at Pinnacle Advisory Group, and Rich Ellinger, CEO of Wealthminder, for a lively discussion about the benefits and challenges of implementing robo-technology.

  • September 26-28, 2015

FPA Annual Conference – Boston Convention & Exhibition Center

CTO and Partner Vladimir Baranov participated at the FPA BE Conference in Boston, where attendees stopped by table #17 for an in-person demo of Vanare’s wealth management technology platform and its fully integrated roboadvisor solution.

  • October 18-20, 2015

Stocktoberfest – Hotel Del Coronado, Coronado, CA

Chief Executive Officer and Founder of Vanare, Rich Cancro, and Head of Business Development, David Coyle, will be participating at Stocktoberfest 2015. This innovative West Coast conference showcases leading financial startups demonstrating their vision and products. Stop by the Vanare booth to learn about the future of wealth management.

  • November 2-4, 2015

T3 Enterprise Conference – Bonaventure Resort & Spa in Ft. Lauderdale, Florida

During a General Session, Sokolin will present his distinctive perspective on future tech innovation trends and how they will change the financial advice industry. Cancro and other team members will be present in the exhibit hall, where they will be revealing a new product announcement.

About Vanare | NeStEGG

Vanare is a next-generation wealth management platform built on Roboadvisor DNA. With the acquisition of NestEgg Wealth in late 2014, Vanare launched the first-ever fully integrated online and traditional wealth management solution which seamlessly includes a customizable roboadvisor option along with CRM and portfolio management, and provides flexibility across workflows, data and usability. With Vanare | NestEgg, RIAs can build client relationships through both traditional face-to-face advice as well as a completely digital, low-touch interaction. Founded by a team of experienced, creative financial and technology executives, Vanare continues to develop next generation enhancements ensuring the most powerful and scalable platform for the investment advisor community. To learn more, visit:  www.vanare.com, or contact the firm by email or phone:  info@vanare.com / 212-858-0575.

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