IFB Tech Expo - July 22
A curated showcase of purpose-built technology for independent financial professionals. Discover tools redefining how practices operate, grow, and serve clients.
Online
Jul. 22, 2026
12 PM - 4:15 ET
Advisors Don’t Need More Tools - They need a System
Leveraging Financial Planning Software to Unlock Business Opportunities
Optimize Client Outcomes with Automated Recommendations, Without Losing Control
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From Meeting to Plan: A Smoother Workflow
Protect, Grow, Transition: Preparing for the Planned and Unexpected
Hands On with Continuum: The AI System Behind Canada's Best Advisors
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Advisors Don’t Need More Tools - They need a System
A CRM platform built specifically for financial advisors and insurance professionals to manage client relationships, workflows, and data in one place. It helps firms streamline onboarding, automate follow-ups, and create consistent client experiences while integrating with key industry tools and carriers. Designed around real advisor processes, Cloven acts as a central operating system that reduces administrative work and enables scalable, system-driven growth.
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Leveraging Financial Planning Software to Unlock Business Opportunities
Powered by Objectway, RazorPlan is a powerful financial planning software that streamlines financial planning into an intuitive, client focused experience. Its unique design blends comprehensive analysis with tailored, easy to understand advice. RazorPlan enables advisors, planners, and insurance professionals to quickly assess client needs, analyze their situation, and provide personalized advice, allowing advisors to focus more of their time on helping their clients.
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Optimize Client Outcomes with Automated Recommendations, Without Losing Control
Snap Projections provides Canadian advisors with transparent, highly flexible financial planning software built for ease of use. Designed with clarity in mind, it gives advisors the flexibility to model complex client scenarios without the complexity — making it easier to communicate plans clients can actually understand and trust.
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From Meeting to Plan: A Smoother Workflow
Equisoft builds technology specifically for financial advisors. Equisoft/connect, is a CRM designed around how advisors actually work -- centralizing your client data, policies, and investments all in one place. It also offers planning and analysis tools that plug right into that same ecosystem, so you spend less time switching between systems and more time with your clients.
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Protect, Grow, Transition: Preparing for the Planned and Unexpected
Coming Up Next™ is a full transition enablement platform built to help advisors grow, protect, and transition their practice with confidence. Powered by FindBob, and exclusive to IFB Members, Coming Up Next features a suite of personalized tools to guide you through every stage of your practice journey, including step-by-step planning guides for succession and catastrophic coverage, valuation tools to understand and segment your practice's worth, and a private marketplace to discover opportunities and make connections.
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Hands On with Continuum: The AI System Behind Canada's Best Advisors
Continuum is the AI system behind Canada's best advisors, combining botless meeting capture, smart client profiles, task automation, and Pages—interactive branded client deliverables—in a single desktop application. Headquartered in Toronto, Continuum is SOC 2 Type 2 certified, PIPEDA-compliant, and Canadian data resident.
Massimo Ianniruberto
Alex Mercer
Steve Arnott
Jordan Trimble
Mike Logashov
Raha Kachmar
Roland Chan
Meet Your Speakers
Dave Faulkner, CLU, CFP
Founder, VibePlan
Dave Faulkner stumbled into financial services in 1978 with a wife, a baby, and no plan—just determination. After a decade in personal production, he co-founded two fintech companies, FP Solutions and RazorPlan, helping advisors elevate their practice and simplify financial planning.
Now with his third startup, VibePlan, Dave is proving he’s not great at retiring. He’s harnessing generative AI to deliver smarter, more personal, and unbiased financial advice. Guided by ethics, innovation, and the belief that money conversations should feel human, Dave is on a mission to help every client get a plan that truly vibes with their life.
Massimo Ianniruberto
Co-CEO, Cloven
Massimo Ianniruberto is Co-CEO of Cloven.ca, a Canadian CRM built for financial advisors. With over a decade of fintech experience, he has led Cloven’s rapid growth, helping advisors streamline compliance, strengthen client relationships, and simplify their technology stack.
Thomas Nettesheim
Sales Engineer, Constant Contact
Thomas Nettesheim is a Sales Engineer at Constant Contact, bringing over 12 years of experience in supporting small businesses and nonprofits. As a subject matter expert, he frequently leads educational webinars that cover product overviews, best practices, and the essential role Constant Contact plays in effective marketing strategies.
Alex Mercer
Senior Marketing Lead, Snap Projections
As Snap Projection’s Senior Marketing Lead, Alex is passionate about the importance of financial health and literacy for all Canadians. Through her role, she strives to provide Advisors with as much value as possible to support their practices. Alex resides on the East Coast with her husband and four boys.
Willie Savard
Founder & CEO Tchat N Sign
Willie Savard is the founder and CEO of Tchat N Sign, a fintech company transforming how financial professionals communicate and transact securely while staying compliant. A former financial security advisor, Willie believes technology should empower relationships, not replace them—a principle that drives his mission to blend compliance, efficiency, and human connection.
Before Tchat N Sign, he founded Altura Financial Group, helping modernize the client experience in financial services. Rooted in Saguenay–Lac-Saint-Jean, Willie brings the same drive that once made him a top ski instructor: always improve, share knowledge, and push boundaries.
WHO SHOULD ATTEND
Independent Financial Professionals who are:
- Wanting to leverage technology to grow their practice in a competitive environment
- Evaluating CRM solutions to better manage client relationships
- Seeking deeper insights from their existing client base
- Looking to improve organizational efficiency in their day-to-day operations
- Developing or refining client onboarding processes to enhance client experience
EVENT SCHEDULE
12:00 pm – 12:40 pm: Winning With AI - The one AI strategy every financial advisor needs in the Age of AI
- Dave Faulkner, VibePlan
12:40 pm – 1:20 pm: Financial planning is hard enough: Stop fighting with your software!
- Alex Mercer, Snap Projections
1:20 pm – 2:00 pm: Using Digital Marketing to Build Long-Term Client Relationships
- Thomas Nettesheim, Constant Contact
2:00 pm – 2:10pm: BREAK
2:10 pm – 2:50 pm: From Compliance to Connection: How Cloven Transforms Advisor CRM
- Massimo Ianniruberto, Cloven
2:50 pm – 3:30 pm: Redefining Compliance and Client Communication
- Willie Savard, TChat N Sign
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