Event Management for Financial Advisors

Registration, hotel blocks, reporting, and attendee coordination—built for advisor conferences, client events, and multi-location meetings.

What your team gets

ResRunner helps RIAs, wealth management firms, and financial advisor organizations run smooth events—especially programs that require hotel room blocks.

Online Registration

Online Registration for Advisor Events

  • Create branded event sites for conferences, summits, and client meetings.
  • Automate confirmations, reminders, and attendee communications.
  • Pre-load invitees, attendee groups, or internal lists for faster registration.
  • Search and manage individual attendees, teams, or offices with ease.
  • Track a clear audit history of updates and changes in each record.
Hotel Blocks

Hotel Block & Housing Management

  • Manage multiple properties, room types, and advisor/staff allocations.
  • Track room inventory in real time across attendees, staff, and VIPs.
  • Show room options based on attendee type, invite tier, or eligibility rules.
  • Generate rooming lists and change reports for hotel partners.
  • Monitor block pickup, attrition risk, and key housing metrics.

Need help sourcing hotels? We can help identify and source properties that fit your event goals, budget, and room block requirements.

Transportation

Travel Coordination (Optional)

  • Collect attendee travel needs during registration.
  • Capture itinerary details and required information in predefined fields.
  • Support rental cars and other transportation requirements.
Payments

Payment Collection

Securely collect event-related payments in real time with a seamless connection to your payment processor or ours.

Credit Cards

  • All major cards including Visa, Mastercard, AmEx, and Discover.
  • Support US and international currencies.
  • Pre-set policies or issue refunds to cards online when needed.

And More

  • Accept cash/check if your process requires it.
  • Create custom payment methods for internal billing workflows.
  • Manage discount codes and event pricing rules.
  • Enable direct deposit to your bank account.
Reporting

Reporting & Visibility

ResRunner offers 40+ standard reports plus configurable filters. Custom reporting can be built around the fields your team needs.

  • Registration and attendance reports with summaries, changes, and statistics.
  • Financial reporting by booking and event snapshots—plus sales and balance tracking.
  • Custom report builder to export Excel reports using any field.
  • Export reports to HTML, Excel, Word, or CSV formats.
Security

User Access & Security Controls

  • Multiple user logins to support event teams, coordinators, and stakeholders.
  • Role-based permissions for admin, planner, finance, and view-only access.
  • Control which events and data each user can access.
On-Site

On-Site Tools

  • Streamline check-in with a direct link from booking to attendee record.
  • Track date/time and user edits for operational visibility.
  • Badge printing with mapped fields for advance or on-demand printing.

Simplify Your Next Advisor Conference

If your event includes hotel blocks, complex attendee types, or detailed reporting needs, ResRunner can help. Ask about property sourcing and a demo.

Get a Consultation