User-friendly platform for creating and managing client events for financial advisors. Features include customizable registration, payment processing, promotional tools, and attendee management with analytics dashboard.
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
More Event Management Software
More Business Development and Marketing ...
|
Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events. |
Eventbrite lets users create, edit, and manage event dates and details, including recurring events. | |
|
Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Supports in-person, virtual (via integrations), and hybrid events according to Eventbrite product documentation. | |
|
Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Agenda/session management is available through the platform's event customization tools. | |
|
Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Organizer tools for managing, inviting, and communicating with speakers are available. | |
|
Event Capacity Maximum number of attendees an event can support within the system. |
No information available | |
|
Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools. |
Check-in/check-out and attendee tracking via Eventbrite Organizer app and online. | |
|
Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist functionality is available; users can add themselves and are auto-enrolled if capacity frees up. | |
|
Event Duplication/Template Clone or template past events to simplify future planning. |
Can duplicate or template previous events to streamline planning. | |
|
Venue Management Manage venue details, room assignments, and logistics. |
Venue management, room assignments, and logistics options are present in Professional tier. | |
|
Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Simple tools for event cancellation, notification, and refund processing are featured. |
|
Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Email campaign integration is present for invitations, reminders, and confirmations. | |
|
Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Segmented, personalized invites based on registration form responses and database. | |
|
Landing Page Builder Customizable event registration or information web pages. |
Highly customizable registration and information pages can be built per event. | |
|
Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Custom branding for invitations and event pages is supported in Professional tier. | |
|
Social Media Integration Promote events across social networks and track engagement. |
Social promotion and sharing options, plus analytics, are built-in. | |
|
Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
No information available | |
|
A/B Testing Test alternative email content or landing pages to optimize marketing results. |
No information available | |
|
Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead source/campaign tracking through unique registration links and referral reporting. | |
|
Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
No information available | |
|
Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Analytics dashboard provides data on email campaigns and conversions. |
|
Custom Registration Forms Design bespoke forms for capturing attendee information. |
Highly customizable registration form designer available. | |
|
Group Registration Allow multiple attendees to register in one transaction. |
Supports group registration in one transaction. | |
|
Automated Confirmation Emails Send instant confirmation upon registration. |
Automatic confirmation emails are sent upon registration. | |
|
Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Supports multiple ticket types, packages, and pricing tiers. | |
|
Discount Codes & Promotions Offer promotional codes for specific audiences. |
Discount and promotional codes can be created and distributed. | |
|
Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
PCI-compliant payment processing is core to Eventbrite's registration/ticketing checkout. | |
|
Invoice Management Send, track, and manage invoices for payments. |
Invoices can be sent and managed directly from the platform. | |
|
Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile tickets or QR codes can be sent to attendees for check-in. | |
|
Late/On-site Registration Support Register new attendees during the event. |
Late/on-site registration is supported via mobile check-in app and web interface. | |
|
Registration Capacity Maximum number of registrations system can handle per event. |
No information available |
|
CRM Synchronization Automatically sync event data with existing CRM systems. |
Eventbrite integrates and syncs with major CRM platforms; documented in marketplace and help center. | |
|
Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Attendees and invitees can be segmented using CRM/app registration data. | |
|
Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Event attendance and engagement data can be pushed to connected CRM systems. | |
|
Custom Field Mapping Map custom data fields between event platform and CRM. |
No information available | |
|
Lead Scoring Assign lead scores based on event interactions. |
No information available | |
|
Relationship Tracking Monitor how events impact client/prospect status. |
No information available | |
|
Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
No information available | |
|
Automated Workflow Triggers Trigger CRM workflows based on event activity. |
No information available | |
|
Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
Duplicate contacts can be managed using built-in deduplication in Eventbrite CRM integrations. | |
|
Contact Volume Supported Maximum number of CRM contacts platform can support. |
No information available |
|
FINRA/SEC Compliance Tools Built-in features or integrations to support U.S. financial regulations. |
No information available | |
|
GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
Eventbrite maintains compliance for data privacy regulations (GDPR, CCPA) as outlined in privacy policy. | |
|
Data Encryption User data stored and transmitted in encrypted form. |
All data is encrypted in storage and during transmission (TLS/SSL), per Eventbrite Security Statement. | |
|
Custom Consent Collection Capture explicit consent for data use and marketing. |
Consent collection for communications and terms is built into ticketing and registration workflow. | |
|
Role-based Access Controls Restrict data access by user role and event team. |
Role-based access controls for organizers and collaborators are documented in admin settings. | |
|
Audit Logging Complete logs of system access and data changes. |
No information available | |
|
Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Files and resources can be shared securely with expiring links. | |
|
Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
No information available | |
|
Data Breach Notification Automated tools for breach detection and end-user notification. |
Eventbrite notifies users in the event of data breach per its Privacy documentation. | |
|
Two-Factor Authentication Enforce 2FA for user/admin logins. |
Two-factor authentication is available for account logins. |
|
Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance reports can be generated for any event via dashboard. | |
|
Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Eventbrite's analytics includes engagement metrics such as check-ins, poll results (when used), and data export. | |
|
Conversion Tracking Monitor attendees who converted into leads or clients. |
No information available | |
|
Custom Report Builder Design and export custom reports from various event data points. |
Custom report builder is available in Professional and Enterprise tiers. | |
|
Post-event Survey Tools Gather structured attendee feedback post-event. |
Surveys can be sent to attendees post-event using built-in or integrated survey tools. | |
|
ROI Dashboard Visualize return on investment by event or campaign. |
No information available | |
|
Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Automated scheduled reports can be configured for recurring delivery to stakeholders. | |
|
Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data exporting in CSV, Excel, and other formats is directly available. | |
|
Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation analytics is part of the reporting suite, showing conversions from event to registration. | |
|
Reporting API Calls per Minute Rate of supported external reporting API calls. |
No information available |
|
Integrated Webinar/Streaming Native video features or integration with top webinar providers. |
Integrates with Zoom, Vimeo, and other webinar/streaming providers for native virtual events. | |
|
Breakout Room Support Organize smaller groups for workshops or roundtables. |
No information available | |
|
Live Polling Real-time polls during sessions for audience interaction. |
Not as far as we are aware.* Live polling is not native, but can be accomplished with integrations (e.g., Slido), not within Eventbrite UI itself. | |
|
Q&A Module Audiences can ask questions during virtual sessions. |
No information available | |
|
Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
No information available | |
|
Chat Functionality Text chat for attendees and organizers. |
No information available | |
|
Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
No information available | |
|
On-demand Session Access Replay recorded sessions post-event. |
On-demand session access can be granted by sharing recording links post-event. | |
|
Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
|
Translation/Captioning Support Live translation or closed captioning for accessibility. |
No information available |
|
Mobile App Support Offer branded or white-label mobile applications. |
Offers branded mobile app (for certain plan levels), or mobile-optimized web experience. | |
|
Mobile Registration Attendees can register via phones or tablets. |
Registration via mobile devices is supported (web and app). | |
|
Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications are supported for event updates via mobile app. | |
|
In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
Private/group chat and networking options available via integrations or upgraded plans. | |
|
Event Agenda Access View live schedules, session details, and changes via app. |
Attendees can access event agenda and session details via mobile app or optimized web. | |
|
Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
No information available | |
|
QR Code Check-in Scan codes for event entry using mobile devices. |
Check-in by QR code is part of the Eventbrite Organizer mobile app feature. | |
|
Session Bookmarking Mark and save sessions of interest for a personalized experience. |
No information available | |
|
Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile-optimized payment and ticketing workflows are fully supported. | |
|
App Download Size The typical size of the mobile app needed for attendee use. |
No information available |
|
API Availability Open API for custom integrations with other systems. |
API available for custom integrations with other platforms. | |
|
Zapier/Workflow Tools Support for low/no-code automation platforms. |
Zapier and other workflow tools supported, enabling no-code automations. | |
|
Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Integration with Google, Outlook, and Apple calendars is available. | |
|
Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Prebuilt marketing integrations for tools like Mailchimp, Salesforce, and others. | |
|
Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
SSO via OAuth for enterprise clients, documented on developer portal. | |
|
Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
No information available | |
|
Attendee Data API Requests per Hour Volume of external API calls permitted for attendee data. |
No information available | |
|
Custom Branding/White Labeling API APIs available to automate or extend branding controls. |
No information available | |
|
Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
Eventbrite supports large import and export pipelines for attendee and event data. | |
|
Integration Maintenance Frequency Describes how often integrations are updated for security/compatibility. |
No information available |
|
24/7 Technical Support Round-the-clock customer and technical support. |
Eventbrite support is available 24/7 via chat and email per the support page. | |
|
Dedicated Account Manager Assigned person for onboarding and account issues. |
No information available | |
|
Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Comprehensive online knowledge base including FAQs, guides, and video training. | |
|
Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars and recorded walkthroughs are provided. | |
|
In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
In-product guided tutorials help new users set up and launch events. | |
|
Multi-language Support Support staff and materials available in multiple languages. |
No information available | |
|
Average Support Response Time Typical wait time for first response from support. |
No information available | |
|
Issue Resolution SLA Service level agreement: guaranteed maximum time to resolve critical issues. |
No information available | |
|
User Community Forum Active forums for peer-to-peer support and knowledge sharing. |
User community forums are present for peer-to-peer support. | |
|
Feedback Mechanism Platform for submitting feature requests or product feedback. |
Feature request and feedback mechanisms are available to all users. |
|
Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Transparent, feature-based pricing is displayed publicly; all fees listed clearly. | |
|
Free Trial Availability Option to test the product before committing. |
Free trial or free-tier events available for account testing. | |
|
Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based pricing and discounts mentioned for large organizations or event programs. | |
|
Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multiple user/organizer accounts and permission models supported per event/account. | |
|
Concurrent Event Capacity Total number of events that can be simultaneously managed. |
No information available | |
|
System Uptime Guarantee SLA guarantee of minimum system reliability and uptime. |
No information available | |
|
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Eventbrite complies with major accessibility standards (WCAG/ADA), per accessibility statement. | |
|
Data Center Locations Geographies where user data is stored (can impact privacy compliance). |
No information available | |
|
Cross-device Support Native support for desktops, tablets, and smartphones. |
Eventbrite works natively across desktop, tablet, and mobile. | |
|
No Vendor Lock-in Easy export of all client/event data for migration. |
Event organizers can export all event/attendee data as CSV/Excel for migration. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.