Exchange '26 vs Roclo

The official mobile app for the Exchange ETF Conference. Exchange is the premier annual gathering for the financial services community, bringing together advisors, asset managers, and industry leaders to shape the future of ETFs. This app is your essential digital companion to maximize your event experience. With the Exchange app, you can: - Manage Your Agenda: View the full schedule, explore sessions, and build a personalized itinerary. - Networking: Connect and book meetings with fellow attendees and industry experts. - Interactive Maps: Navigate the venue and exhibit hall with ease. - Real-Time Updates: Receive important announcements and live session reminders. - Speaker Profiles: Access detailed information about our world-class keynote speakers and panelists. Download the app today to stay connected and get the most out of your time at Exchange.

Roclo is a fast, modern mobile AI-native operating system for investment banks and PE firms. Whether you're between meetings, Roclo gives you instant access to every company, contact, deal, and project in your pipeline and lets you keep working even when you're offline. Everything you need, one tap away * Dashboard — see your KPIs, pipeline value, and what needs attention today * Companies — browse, search, filter by sector or country, and dive into the full account history * Contacts — find anyone in seconds and see who they work with * Deals — track opportunities through every stage with rich notes and counterparty management * Projects — manage active engagements, stages, counterparties, and follow-ups * Global search — find any company, contact, deal, or project from one place Built for the way you actually work * Offline first — open recently viewed records, read notes, and even create updates while you're disconnected. Everything syncs the moment you're back online. * Voice to note — tap the mic, speak your update, and Roclo transcribes and formats it into a clean note for you. * Rich-text notes — add formatted notes with bold, lists, and structure, right from your phone. * Smart filters and saved views — slice your deals and projects exactly how you like, and save the views you use every day. * Activities and follow-ups — never lose track of the next step on an account. Designed for teams Roclo is multi-tenant from day one. Each organization gets its own secure workspace, and your data stays isolated to your company. Sign in once with your tenant ID, and you're in. Secure by design * JWT-based authentication with automatic session refresh * Tokens stored in the iOS Secure Enclave * Data isolated per tenant Why teams choose Roclo Roclo is built for relationship-driven businesses — advisory firms, deal teams, project-led organizations, and anyone who lives inside their accounts and pipelines. It pairs the speed of a native iOS app with a real CRM data model: companies, contacts, opportunities, projects, counterparties, activities, and notes — all linked, all searchable, all in your pocket. Stop logging things later. Capture them as they happen. Sign in Roclo requires an active organization account. If your company already uses Roclo, sign in with your tenant ID, work email, and password. If you'd like to bring Roclo to your team, get in touch with us to set up a workspace.