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At the Orion Ascent Conference, several tech firms explain what they do to an 11-year-old.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

March 20, 2023

The amount of wealthtech tools available to advisors can be overwhelming. With so many options, wealthtech companies need to have a clear and concise value proposition to help advisors understand their solutions. We put them to the true test by asking several tech firms to explain what they do to an 11-year-old.

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About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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