Events

We’re heading to Boca Raton to help shape the future of data-driven distribution. This summit is a dedicated forum for senior leaders to bridge the gap between complex analytics and actionable sales results. Synfinii’s John Pumphrey and Aric Faber will be participating in interactive workshops focused on AI-powered execution and modernizing distribution workflows to drive measurable impact.

Synfinii CEO Aric Faber is headed to Orlando for the 2026 MMI Summit, an exclusive, invitation-only gathering of senior executives in the investment advisory industry. This year’s Summit moves beyond tactical discussions to address the macro trends and emerging challenges shaping the future of investment advice. Aric is looking forward to engaging in candid, executive-level dialogue with fellow leaders to help define the next era of advisory solutions.

Join us for our premier annual event dedicated to the Synfinii client community. This year’s Summit features an exclusive showcase of our new cloud-native platform—built for speed, scalability, and financial clarity. Beyond the technology, it’s an opportunity to reconnect with peers across the asset management industry, share best practices, and enjoy the unique hospitality of Grand Rapids. We look forward to hosting you for a high-impact day of innovation and collaboration!

We’re heading to Baltimore to dive deep into the “how” of modern advisor engagement. Synfinii’s Aric Faber and Mike Depoian will be joining industry peers at the IMEA Distribution Summit to explore the latest trends in the RIA space, the rise of model marketplaces, and the transformation of distribution organizations. We’re excited to participate in these candid discussions to ensure our technology remains at the forefront of the tools that help asset managers win in a changing market.

Synfinii is headed to the nation’s capital for the 2026 ICI Leadership Summit, the industry’s most prestigious gathering of senior executives and policymakers. Our leadership team, Aric Faber and Steve Graziano, will join global influencers to discuss the macro trends and regulatory shifts shaping the future of asset management. We are proud to participate in this high-level forum to ensure our strategic vision remains aligned with the highest standards of industry leadership and stewardship.

Synfinii is heading to the Windy City for the 2026 Morningstar Investment Conference! Join Tom Larson and Mike Depoian at Navy Pier as they engage with the asset management community to discuss the future of distribution. We’re attending to stay abreast of the trends shaping advisor portfolios, ensuring Synfinii continues to provide the data intelligence asset managers need to engage with advisors at the right time, with the right message, to build and retain their business.