October 22, 2026 | Toronto, Canada
We're pleased to introduce Advance Forum, Equisoft's first in-person event for advisors ready to build on their momentum. Join us in Toronto for an afternoon of insight, innovation, and connection built around what matters most to your practice.
Adam Rodricks shares practical insights on personal branding for financial advisors, and how it drives client trust and growth.
Earn continuing education credits while you're there, no extra steps required.
See what's new across Equisoft/connect, Equisoft/plan, Portfolio Optimizer, and Fund Compare.
Close out the afternoon with networking, food, and drinks alongside fellow advisors in the industry.
3:00 PM
3:30 PM
4:00 PM
4:30 AM
4:45 PM
5:30 PM -7:00 PM
Spots are limited.
Let us know you're interested and we'll follow up with full details as they're confirmed.