AI Revolution:
Transforming Portfolio

Strategy and Advisor Efficiency 

Naaz Scheik Shaping the Future of Wealth Management with AI

Naaz Scheik, CEO of SoftPak Financial Systems, will deliver a keynote at RIA Edge 2025, highlighting how AI, automation, and innovation are transforming the future of wealth management. With over three decades of fintech leadership, Naaz will share practical insights for advisors to scale, personalize, and stay competitive in today’s fast-evolving marketplace.

The rapid acceleration of AI and its impact on finance
Real-world use cases: portfolio optimization, compliance & wealth management
Challenges of transparency, regulation, and talent shortages
SoftPak’s AI-driven solutions for advisors and investment firms
A checklist for evaluating AI tools with trust and efficiency in mind

More Than Just A Conference

Empowering Advisors to Lead in an AI-Driven World

Vision

Naaz Scheik will share his forward-looking perspective on how AI, automation, and innovation are not just tools but cornerstones for redefining the RIA industry. His vision centers on moving from experimentation to embedding AI at the very core of wealth management.

Mission

With over three decades of fintech leadership, Naaz’s mission is to equip advisors with scalable, AI-driven solutions that streamline operations, optimize portfolios, and personalize client outcomes, helping them thrive in an era of rapid change.

Conference Closing

Naaz’s keynote will inspire advisors to move from experimenting with AI to embedding it at the core of their practices. The firms that act now by embedding AI into their workflows will lead the next generation of financial services.

Naaz Scheik Recognized as
Top 50 Fintech CEO 2024

30+ years in fintech leadership
Led SoftPak onto Inc. 5000
Recognized innovator in financial software
Trusted partner for wealth managers
Visionary behind UREBAL Hub platform
Setting benchmarks for RIA industry

Unlock On-Demand
Sessions

Join Naaz Scheik at RIA Edge 2025 for an unforgettable experience that blends technology, innovation, and strategy. Don’t miss this opportunity to be part of the next chapter in wealth management.