AppriseLabs

We provide innovative and collaborative presentation tools for financial advisors to use with their clients.

[AppriseLabs @AppriseLabs]

Our breakout session starts in a couple minutes! Head to the Pacific Ballroom to see our interactive technology in action.

[T3 Technology Tools @t3techhub]

Edmund Walters of @AppriseLabs gives a #T32020 breakout session on how Advisors can demonstrate their value to clients and prospects in new ways by utilizing interactive technology. Find Him in the Pacific Ballroom in 10 minutes.

[Gavin Spitzner @gspitzner]

If this impromptu sro @AppriseLabs demo by Edmond Walters in exhibit hall is any indication, their upcoming session is going to be 🔥🔥🔥

#T32020

[AppriseLabs @AppriseLabs]

At #T32020? Don't forget to come to our breakout session (The Future of Interactive Planning) at 4:40 in the Pacific Ballroom!

[Becca @Apprise_Becca]

Who’s going to #T32020? Stop by our booth for a demo, and be sure to catch Edmond’s breakout session Wednesday at 4:40, where he’ll discuss the future of interactive planning!

[AppriseLabs @AppriseLabs]

We can't wait to see everyone!

[T3 Technology Tools @t3techhub]

Featured speakers at #T32020: Kevin Hughes @ENVintel @MoneyGuidePro, Bob Oros @HightowerAdvsor, Shirl Penney @DynastyFP, @ryanWneal @investmentnews, Edmond Walters @AppriseLabs, @HDelux @MarketCounsel, @suzsiracuse, Rich Cancro @AdvisorEngine, & many more! https://t.co/LIt2nK7K7t

[T3 Technology Tools @t3techhub]

Check out the @AppriseLabs session at the #T32020 Advisor Conference, " The Future of Interactive Planning", about their innovative and collaborative presentation tools. Register now: https://t.co/P9QfXU7nH6

[AppriseLabs @AppriseLabs]

Jud lived a very purposeful life. He loved his family, his company, and his customers and advisors. I will miss my friend and mapping our ideas on napkins together. - Edmond

[ThinkAdvisor @ThinkAdvisor]

At Envestnet's Advisor Summit Thurs., key execs shared their vision of what the office of the future is set to look like & how that office can drive client engagement & business growth for advisors. https://t.co/PZAeXi3ax9 #ThinkAdvisorTech @ENVintel #ENVSummit $ENV

[Wealth Management @wealth_mgmt]

Edmond Walters Shows Off Progress Of Some 'Unfinished Business'
https://t.co/4BwkCEtbDT

[ThinkAdvisor @ThinkAdvisor]

.@AppriseLabs founder Edmond Walters' new product helps advisors project savings & expenses. https://t.co/ZpyWD59H3Y #ThinkAdvisorTech @ENVintel #ENVSummit $ENV

[AppriseLabs @AppriseLabs]

@ryanWneal *ducking.

[AppriseLabs @AppriseLabs]

Thank you @ENVintel for putting on an amazing conference! We enjoyed meeting everyone, demoing our software, and exploring Austin. Stay weird! #ENVSummit

[Joel Bruckenstein @FinTechie]

Standing room only for Apprise Labs session #ENVSummit

[Craig Iskowitz @craigiskowitz]

#EdmundWalters @AppriseLabs Spent $600K to create marketing materials for #advisors like a customizable video that can be emailed to clients #ENVSummit

[Gavin Spitzner @gspitzner]

Edmond Walters, founder of @eMoneyAdvisor and now head of @AppriseLabs has clearly been busy in the seven months since his non-compete with Fidelity ended.

“We must earn the right to get the good data from the client by delivering a return on the relationship.”

#ENVSummit

[Ian McKenna @ianmckennaftrc]

Compelling presentation from Ed Walters @AppriseLabs of their #LifestyleStudio. #NextGeneration #CashflowPlanning stunning & a great tool to address challenges of #InterGenerationalWealth planning #ENVSummit

[AppriseLabs @AppriseLabs]

Interested in seeing a demo? Have a question? We have a breakout session at 1:15 in room 15 on the 4th floor! #ENVSummit

[AppriseLabs @AppriseLabs]

A dramatic interpretation. #ENVSummit #teamtyrion

[AppriseLabs @AppriseLabs]

@GrahamEEThomas @ryanWneal We have our own full-time engineers. If you’re at the Envestnet Summit, feel free to stop by our booth and meet some of them! We are working closely with a wonderful group of Envestnet engineers as well ☺️

[AppriseLabs @AppriseLabs]

@RIABiz @ryanWneal We are a privately owned company; Envestnet has a minority interest, as well as a small group of private investors. We’re looking forward to integrating with Envestnet so that we can offer the latest technology solutions to advisors.