Atria

3. The name of our 2023 conferences in San Diego (FI Channel) and Dallas (Independent Channel)
6. This 3-letter acronym is the name of our integrated solution in Unio that results in 83% faster account opening
7. Atria's new alternative investments platform
8. This founding partner earned a bachelor's degree from the University at Albany, SUNY
13. Our client/member portal and mobile app that puts your brand front and center
15. The compliant, modern way to communicate with clients and members from inside Unio
17. Our core values: Integrity, accountability, boldness and this
19. Our virtual assistant program
21. The industry leader in digital marketing for financial professionals and the engine behind our all-new Amplify platform
22. 65% of U.S. net worth is held by individuals ___ than 60
23. Current fed chair
24. $84 trillion in wealth is in this
25. Founding partner and Ohio resident
26. The first of our three macro themes as an organization and the focus of this issue of The Edge

1. Latin for 'to unify' and the name of our award winning platform
2. WealthManagement.com's 2022 Chief Technology Officer of the Year
4. 87% of heirs will ____ their parents' financial professional
5. The name of our five-step succession planning program
9. Our organization's goal is not to be the biggest firm, but this
10. The solution inside Unio that lets you monitor, track and submit service tickets in real time
11. Connery and Meighan
12. Our advisory platform
14. Location of 2024 Gold Pacesetters and Presidents Club Conferences
15. Bichler and Nelson
16. Gardening is the favorite hobby of this founding partner
18. The newest addition to the Atria family
20. Number of consecutive BISA Technology Innovation Awards we've won