Your clients increasingly expect customized solutions across all their products. Building customized portfolios can help you satisfy those demands by tailoring strategies to each client’s specific scenario, constraints, and investment thesis — but they’re difficult and costly to build with traditional tools. Syntax Direct is a direct indexing platform that solves this problem by combining AI with three fundamental pillars: high-quality granular data, a well-defined and repeatable process that can be automated, and trusted sources of truth that eliminate guesswork. The platform brings institutional-grade index creation tools directly to you, making it easy to build customized, rules-based indices tailored to your clients’ specific needs — capabilities typically reserved for institutional research teams and custom indexing shops.

If your business had an extra 8,000 hours, what would you do with it? This session explores how Vantage Financial is transforming its operations with Subatomic’s AI Co-Worker Agents—unlocking 8,000 hours of capacity in 2026 and redirecting that time into client-facing, growth-generating activities.

As AI reshapes the financial landscape, LPL is proving that technology can strengthen the human connection between advisors and clients. In this session, Stephen Chien, Head of AI Solutions at LPL, shares how the firm leverages Jump to free advisors from routine tasks, enhance compliance, and deliver more personalized client experiences. Learn how LPL’s thoughtful approach to AI adoption is helping advisors spend more time where it matters most: with their clients.

Discover how Helium Advisors partnered with Invent and Finmate to modernize its operations and deliver greater value to clients. In this session, the leaders of Invent, Helium Advisors, and Finmate share lessons on how thoughtful adoption of AI can help RIAs scale, improve productivity, and stay competitive in a rapidly evolving market.