SII Events App vs Envestnet Elevate

Since 1952, the Securities Industry Institute® has led the way in identifying and developing individuals with integrity, competence and high-performance potential by providing firm's with an exceptional opportunity to educate our industry's professionals. Co‐sponsored by SIFMA and The Wharton School, SII is an executive education program examining current thinking in economics, finance, management, marketing, professional development and operations; and provides opportunities for interchange among participants and with the academic and business leaders who serve as faculty. The curriculum is redesigned each year to reflect the most current needs of our increasingly changing industry and utilizes a variety of class formats – from general and individual sessions, to panel discussions and small workshops – many supplemented with pre‐course work and case studies. Participants in this three‐year education program gather for one week each March on the campus of the University of Pennsylvania to complete required course work. Upon completion of the program, graduates receive a jointly issued Wharton‐SIFMA certificate. Professionals in all areas of the financial services industry, including members of the exchanges and regulatory agencies, have benefited from the Institute's history of excellence in executive education and we hope that you will nominate your firm's rising leaders to attend this prestigious development opportunity. The app is a container for SII, providing cutting-edge interactivity and engagement for event owners and participants. IMPORTANT - To use this app you must be a registered participant of the SII event and in possession of a valid activation code. Get in touch with us at www.sifma.org/event/sii/ or email us at sii@sifma.org. The SII Events App can access data from the Health app, if permission is granted, to improve your event experience.

Recognized by Investopedia, Kitces, and SmartAsset as one of the top industry conferences, Envestnet Elevate is one of the only events bringing together advisors, RIAs, enterprises, and fintech professionals into the same space to discuss how wealth management technology can transform our clients’ futures. We offer an ideal mix of networking opportunities, training, CE-accredited sessions, and insights from top thought leaders, all in just 2 days. Download the Elevate app to: • Get access to your personalized event agenda • Browse speaker and attendee profiles • Participate in live Q&A and polling sessions • Follow presentations, take notes and access virtual libraries • Complete surveys and connect with other attendees • View travel and venue information • Post, ""like"" and comment on content NOTE - You must be a registered participant with a valid email address to use this app.