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Aventri Event Management Platform from Aventri

Comprehensive solution for financial advisors' event needs including registration, event marketing, mobile apps, and ROI tracking. Features compliance management tools and CRM integration specific to wealth management firms.

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Product analysis by function

Event Management Software for Business Development and Marketing

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 ...

Core Event Management
(0 Yes /0 Known /10 Possible features)

Marketing and Promotion
(0 Yes /0 Known /10 Possible features)

Registration and Ticketing
(0 Yes /0 Known /10 Possible features)

CRM & Client Data Integration
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Analytics and Reporting
(0 Yes /0 Known /10 Possible features)

Virtual Engagement
(0 Yes /0 Known /10 Possible features)

Mobile Accessibility
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Customer Support and Training
(0 Yes /0 Known /10 Possible features)

Pricing, Scalability, and Accessibility
(0 Yes /0 Known /10 Possible features)

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Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events.		No information available
Multi-format Event Support Support for in-person, virtual, and hybrid events.		No information available
Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks.		No information available
Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers.		No information 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.		No information available
Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available.		No information available
Event Duplication/Template Clone or template past events to simplify future planning.		No information available
Venue Management Manage venue details, room assignments, and logistics.		No information available
Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable.		No information available

Email Campaign Integration Create, schedule, and send custom email invitations and reminders.		No information available
Personalized Event Invites Send personalized invitations based on attendee segmentation.		No information available
Landing Page Builder Customizable event registration or information web pages.		No information available
Branded Materials Support Enable custom branding for invites, sites, and event collateral.		No information available
Social Media Integration Promote events across social networks and track engagement.		No information available
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).		No information available
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.		No information available

Custom Registration Forms Design bespoke forms for capturing attendee information.		No information available
Group Registration Allow multiple attendees to register in one transaction.		No information available
Automated Confirmation Emails Send instant confirmation upon registration.		No information available
Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc).		No information available
Discount Codes & Promotions Offer promotional codes for specific audiences.		No information available
Secure Payment Processing PCI-compliant payment gateways for ticket sales.		No information available
Invoice Management Send, track, and manage invoices for payments.		No information available
Mobile Ticket Delivery Tickets or QR codes sent via mobile devices.		No information available
Late/On-site Registration Support Register new attendees during the event.		No information available
Registration Capacity Maximum number of registrations system can handle per event.		No information available

CRM Synchronization Automatically sync event data with existing CRM systems.		No information available
Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc).		No information available
Event Attendance to CRM Push attendee engagement and participation data back to CRM records.		No information available
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.		No information available
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.		No information available
Data Encryption User data stored and transmitted in encrypted form.		No information available
Custom Consent Collection Capture explicit consent for data use and marketing.		No information available
Role-based Access Controls Restrict data access by user role and event team.		No information available
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.		No information available
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.		No information available
Two-Factor Authentication Enforce 2FA for user/admin logins.		No information available

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Financial Technology Year

Aventri Event Management Platform from Aventri

Product analysis by function

Event Management Software for Business Development and Marketing

Core Event Management
(0 Yes /0 Known /10 Possible features)

Marketing and Promotion
(0 Yes /0 Known /10 Possible features)

Registration and Ticketing
(0 Yes /0 Known /10 Possible features)

CRM & Client Data Integration
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Analytics and Reporting
(0 Yes /0 Known /10 Possible features)

Virtual Engagement
(0 Yes /0 Known /10 Possible features)

Mobile Accessibility
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Customer Support and Training
(0 Yes /0 Known /10 Possible features)

Pricing, Scalability, and Accessibility
(0 Yes /0 Known /10 Possible features)

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Attendance Reports View lists and summaries of attendee check-ins and drop-offs.		No information available
Engagement Metrics Track session attendance, poll responses, and Q&A participation.		No information available
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.		No information available
Post-event Survey Tools Gather structured attendee feedback post-event.		No information available
ROI Dashboard Visualize return on investment by event or campaign.		No information available
Automated Scheduled Reports Send reports at set intervals to stakeholders.		No information available
Data Exporting Export raw data in various formats (CSV, Excel, PDF).		No information available
Lead Generation Analytics Report on leads generated per event and conversion funnel.		No information available
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.		No information available
Breakout Room Support Organize smaller groups for workshops or roundtables.		No information available
Live Polling Real-time polls during sessions for audience interaction.		No information available
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.		No information available
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.		No information available
Mobile Registration Attendees can register via phones or tablets.		No information available
Push Notifications Send alerts, reminders, and updates directly to attendees’ devices.		No information available
In-app Networking Private or group chat, scheduling, and virtual business card exchange.		No information available
Event Agenda Access View live schedules, session details, and changes via app.		No information available
Mobile Surveys & Polls Collect immediate feedback through mobile interfaces.		No information available
QR Code Check-in Scan codes for event entry using mobile devices.		No information available
Session Bookmarking Mark and save sessions of interest for a personalized experience.		No information available
Mobile Payment Support Mobile-friendly payment and ticketing process.		No information available
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.		No information available
Zapier/Workflow Tools Support for low/no-code automation platforms.		No information available
Calendar Integration Sync events with Google, Outlook, or Apple calendars.		No information available
Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo).		No information available
Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions.		No information available
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.		No information available
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.		No information available
Dedicated Account Manager Assigned person for onboarding and account issues.		No information available
Online Knowledge Base Comprehensive library of documentation, guides, and FAQs.		No information available
Onboarding Webinars Live or recorded product walk-throughs for new users.		No information available
In-product Guided Tutorials Step-by-step onboarding tutorials within the product.		No information available
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.		No information available
Feedback Mechanism Platform for submitting feature requests or product feedback.		No information available

Transparent Pricing Clear, upfront information on feature-based or usage-based pricing.		No information available
Free Trial Availability Option to test the product before committing.		No information available
Volume-based Discounts Pricing discounts available for large organizations or event volumes.		No information available
Multi-user Licensing Ability to assign multiple roles/seats per account.		No information available
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).		No information available
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.		No information available
No Vendor Lock-in Easy export of all client/event data for migration.		No information available

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Financial Technology Year

Aventri Event Management Platform from Aventri

Product analysis by function

Event Management Software for Business Development and Marketing

Core Event Management (0 Yes /0 Known /10 Possible features)

Marketing and Promotion (0 Yes /0 Known /10 Possible features)

Registration and Ticketing (0 Yes /0 Known /10 Possible features)

CRM & Client Data Integration (0 Yes /0 Known /10 Possible features)

Compliance & Security (0 Yes /0 Known /10 Possible features)

Analytics and Reporting (0 Yes /0 Known /10 Possible features)

Virtual Engagement (0 Yes /0 Known /10 Possible features)

Mobile Accessibility (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)

Customer Support and Training (0 Yes /0 Known /10 Possible features)

Pricing, Scalability, and Accessibility (0 Yes /0 Known /10 Possible features)

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Core Event Management
(0 Yes /0 Known /10 Possible features)

Marketing and Promotion
(0 Yes /0 Known /10 Possible features)

Registration and Ticketing
(0 Yes /0 Known /10 Possible features)

CRM & Client Data Integration
(0 Yes /0 Known /10 Possible features)

Compliance & Security
(0 Yes /0 Known /10 Possible features)

Analytics and Reporting
(0 Yes /0 Known /10 Possible features)

Virtual Engagement
(0 Yes /0 Known /10 Possible features)

Mobile Accessibility
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Customer Support and Training
(0 Yes /0 Known /10 Possible features)

Pricing, Scalability, and Accessibility
(0 Yes /0 Known /10 Possible features)