Cutter Wealth Meeting
In Person
- Boston
Convene @ One Boston Place, 201 Washington St, Boston MA
Event Summary
Our exclusive event designed specifically for operations and technology professionals from the wealth management industry.
- Connect with your contemporaries in the operations and technology divisions of leading wealth management firms
- Get Cutter Associates’ expert insight into the latest industry challenges
- Meet and share best practices with Cutter analysts, colleagues, and your contemporaries from across the industry
- Engage with industry vendors as they demonstrate their latest product innovations
REQUEST AN INVITATION
Who Should Attend
- Chief Technology Officers
- Chief Operations Officers
- Chief Information Officers
- Chief Data Officers
- Digital Strategy and Initiatives Managers
- Marketing Managers
- Client Service Professionals
- Investment Operations and Technology Managers
Agenda
| Time | Sessions |
|---|---|
| 8:30am |
Meeting Registration & Breakfast
8:30am-9:00am EDT Meeting Registration & BreakfastThursday, Jun 25, 2026 · 8:30am-9:00am EDT |
| 9:00am | |
| 9:10am | |
| 9:30am |
The Advisor’s Single Pane of Glass
9:30am-10:00am EDT The Advisor’s Single Pane of GlassThursday, Jun 25, 2026 · 9:30am-10:00am EDTToday’s advisors need robust digital tools coupled with clean, aggregated client data to deliver exceptional client service to high net worth individuals. They also need access to the data and tools through a single interface to maximize efficiency. Cutter Wealth examines the evolution of the advisor desktop and identifies key trends and requirements for the ‘single pane of glass’ that will allow advisors to build stronger relationships with clients moving forward, and to serve newer generations.
|
| 10:00am |
Financial Planning: Tools and tips to showcase value to prospects
10:00am-10:30am EDT Financial Planning: Tools and tips to showcase value to prospectsThursday, Jun 25, 2026 · 10:00am-10:30am EDTCutter Wealth reviews methods for showcasing value during the prospecting stage by using innovative technology to build proposals using account aggregation, risk analysis, and asset allocation modeling, and building engagement and relationships through digital portals. |
| 10:30am |
Networking Break, Exhibit Hall Open
10:30am-11:00am EDT Networking Break, Exhibit Hall OpenThursday, Jun 25, 2026 · 10:30am-11:00am EDT |
| 11:00am |
Financial Planning for Prospects: Member Panel Discussion
11:00am-11:30am EDT Financial Planning for Prospects: Member Panel DiscussionThursday, Jun 25, 2026 · 11:00am-11:30am EDTLearn from Cutter Wealth members and vendors on approaches to financial planning during the prospecting stage, and organizational structures to win new business. |
| 11:30am |
How Wealth Managers Can Win in a Winner-Takes-All Digital World
11:30am-12:00pm EDT How Wealth Managers Can Win in a Winner-Takes-All Digital WorldThursday, Jun 25, 2026 · 11:30am-12:00pm EDT |
| 12:00pm |
Lunch: Connect with other members and exhibitors over lunch
12:00pm-1:00pm EDT Lunch: Connect with other members and exhibitors over lunchThursday, Jun 25, 2026 · 12:00pm-1:00pm EDT |
| 1:00pm |
Vendor Spotlight Demos
1:00pm-1:30pm EDT Vendor Spotlight DemosThursday, Jun 25, 2026 · 1:00pm-1:30pm EDT |
| 1:30pm |
Wealth Management Market Segmentation
1:30pm-2:00pm EDT Wealth Management Market SegmentationThursday, Jun 25, 2026 · 1:30pm-2:00pm EDTWealth management, through demographics, geography, financial goals, net worth, and technology acumen, is a fragmented market. The segments require varying degrees of financial advice, investment solutions, technology needs, and client service. Cutter Wealth provides a fresh take on how to think about segmentation in the market and provides recommendations for how to serve each segment with a high level of personalization. |
| 2:00pm |
Wealth Market Segmentation: Vendor Panel Discussion
2:00pm-2:30pm EDT Wealth Market Segmentation: Vendor Panel DiscussionThursday, Jun 25, 2026 · 2:00pm-2:30pm EDTWealth managers and providers discuss how to excel in a fragmented marketplace and achieve revenue and service goals. |
| 2:30pm |
Networking Break, Exhibit Hall Open
2:30pm-3:00pm EDT Networking Break, Exhibit Hall OpenThursday, Jun 25, 2026 · 2:30pm-3:00pm EDT |
| 3:00pm |
Succeeding with Mobile Apps
3:00pm-3:30pm EDT Succeeding with Mobile AppsThursday, Jun 25, 2026 · 3:00pm-3:30pm EDTThe average person uses 30 different apps on his/her mobile device monthly. For firms serving high net worth individuals, it is critical that the firm’s app is one of those used by the individual, so it can drive engagement and gain wallet share. Cutter Wealth assesses the mobile app landscape and provides recommendations on key elements of a mobile app, how to drive adoption for the app, how to deliver personalized engagement across segments using the app, and how to differentiate the app in a crowded marketplace. |
| 3:30pm |
Vendor Spotlight Demos
3:30pm-3:50pm EDT Vendor Spotlight DemosThursday, Jun 25, 2026 · 3:30pm-3:50pm EDT |
| 3:50pm | |
| 4:00pm |
Cocktail Reception: Relax and chat about the day with colleagues over drinks
4:00pm-5:00pm EDT Cocktail Reception: Relax and chat about the day with colleagues over drinksThursday, Jun 25, 2026 · 4:00pm-5:00pm EDT |
Speakers
Onawa Promise Lacewell, PhD
Director, Consulting
Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.
Recent research assignments and publications include the following:
- Behind the Login of Wealth Management Client Portals
- Benchmarking of Value-Added Services for UHNW clients
- The Rising Popularity of Family Offices
- AI Throughout the Wealth Management Lifecycle
- UHNW Benchmarking
Gina McCafferty
Principal – Head of Research
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Event Exhibitors
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
More About Addepar
Headquartered in Los Angeles with global presence, InvestCloud is a Digital Platform offering first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. Today the InvestCloud platform supports over US$1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
More About Investcloud
SimCorp Coric is a best-in-class enterprise client communications and reporting solution for private wealth and institutional asset management firms to automate their end-to-end reporting processes and enhance client service. The solution integrates with virtually any investment management solution, drawing data from any source into a consistent and transparent form across all client communications. SimCorp Coric is fully owned by SimCorp, a leading provider of integrated investment management solutions for the global financial services industry, listed on NASDAQ Copenhagen.
More About SimCorp Coric
SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management.
Institutional and Investment Management (I&IM), a division of SS&C Technologies, provides financial investment solutions to investment managers, wealth managers, insurance companies and other asset owners. Offering automated, intuitive solutions for front, middle and back office investment operations, we help clients in 57 countries efficiently and expertly service their internal investment operations and end investors. Our solutions help firms grow their business by mitigating risk and offering their end investors new products and exceptional client experiences. Our clients, including 85% of the world’s largest asset managers and 70% of the top U.S. insurance companies, have shown their trust in us by placing $22 trillion in assets on our platform.
More About SS&C Advent I&IM