Home > Blogs > AdvisoryWorld Releases Short Video on "Joe Advisor" and Benefits of Attending the T3 Conference
AdvisoryWorld Releases Short Video on "Joe Advisor" and Benefits of Attending the T3 Conference
Submitted by Technology Tools for Today on February 7th, 2014
Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors. Keep your eyes peeled as there are two cartoon characters you'll recognize: Dave Drucker and Joel Bruckenstein!
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Todd R. Crockett
Ann Haas
Mary Ferguson
Jenny Richards
Spark
Account Alerts
Homrich Berg
check scanning
San Diego
personal financial management
Fidelity Institutional Wealth Services
workflow solutions
ReportQ
Dropbox
Nobel Foundation
Trading Strategy Checklist
asset allocation mappings service
Microsoft Dynamics CRM
Jonathan Jaranson
Customer Success Platform
Strategic Advisor
Adhesion
Karl Chan
industry related forms
Client Management System
Schwab Intelligent Portfolios™
financial planning and client engagement solutions
Online Account Management
Ed O’Brien
Unify’s Cloud VPN
Autopilot
Mobile Productivity
Junxure® CRM
Darren Tedesco
Advisor Convention October 7-8
Las Vegas
ClientWorks platform
seamless forms-filling capabilities
portfolio risk
order processing
emX’s Vault
Veo Open AccessSM platform
Bill Stone
data automation
Morningstar for Advisors App
TD Ameritrade Holding Corporation
advisor workflow partnership
Loring Ward
investment research platforms
Commonwealth Financial Network
Fuse 2014
brokerage and custody services
ProcessEZ
robo advisors
Paperclip
Wealth Access Estate Platform 3.0
Deena Katz
Narrator™ application builder
tenth annual T3 Technology Conference
Advisor® Xi suite
Mara Laisson
J. Richard Coe
Concierge Service
Smarsh Sites
goalgamiPro
CapGainsValet
Questar Capital℠
SaaS-based payment processing platform
pensions
External IT Cloud Desktop
web-based portfolio management software
Reduce computer sprawl
Document Processing
NetExchange View
Tom Doherty
Ann Marie Stieler
Matched Portfolio
Jenze Bosma
Account Details
hosted archiving solutions
Chicago
rebalancing solution
San Diego, CA
Personal Financial Management (PFM) tool
Worldox
required trading and rebalancing
Duane D’Orazio
asset gathering
Mike Capelle
Joseph Miola
Customizable Quarterly Investment Review Presentations
Strategic Integrated Online Account Processing
advanced data reporting
Kelly Caffrey
Informatica
Schwab Intelligent Technologies
portfolio applications
RightSize Solutions
online account opening
EDGAR filing agent
United Capital
Back Office Solutions
Mobile Scribe Service
Junxure’s cloud-based CRM/office management solution
Darrin Courtney
T3 Advisor Tech Conference
integration of independent recordkeepers
Cloud applications
Search Engine Optimization
Florida
Portfolio Snapshot
end-of-life plan
Veo®
Data Cloud (Jigsaw)
Advisor Xi
investment screening functionality
Commonwealth’s Practice360º
Fuse 2014 award
browser in the cloud
Productivity
Robo-Advisers
paperless client onboarding process
Eric Jardine
BlueSky
Dennis Fox
Nathan Lucius
The Efficient Practice
Maree Moscati
conflict-free custody solution
Smart Form Tool
goalgamiPro®
Career Activity Management System
Quik! Form
Safe by Estate Assist
Performance
External IT's Cloud Desktop
web-based software portal
RegEd
document storage software-as-a-service
Tom Embrogno
Anna Curry
Matt Abar
CRM systems
sqope
account management software
Household Balance Sheet
Chris Casdia
rebalancing workflows
scalable personal finance data platform
personal financial management platform
Fidelity Investments®
WorthFM
RESTful
normalization
Dynamic Rebalancing
Trizic
AssetBook
Mike Ethridge
Joseph Mrak
customizable questionnaires
Streetscape
advanced wealth planning solutions
InformationWeek 500
Client Marketing Systems, Inc.
Portfolio Building
financial planning technology
Rio Hotel & Casino
Online Account Opening & Transfer
United Capital Financial Advisors
back-office solutions
Model Wealth Portfolios
Advisor FinTech Hackathon
Laser App 2015 Financial Services Conference
Intelligent Aggregation
Cloud Desktop solution
search engine optimization tagging
FMG Suite
PortfolioCenter
risk tolerance assessment tools
Orion Advisor Integration
end-‐to-‐end portfolio management
verification
Bill Wostoupal
data management solutions
TD Ameritrade Institutional Veo®
Community Blog
SIFMA/FINRA Cybersecurity Conference
Fusion Advisor Workstation
Built In Token 2-Factor Authentication
Proposal Generation Capabilities
Robo-advisor
paperless enrolment
error checking
wealth management technology
Denny Bottorff
National Financial Partners Corp.
The E‐Valuator
Advizr and Orion integration
Marie Swift
J.P. Morgan
Connections Console
Smart Office
Google Analytics integration
Carson Wealth Management Group
Quik! Forms
Sagacious, Inc.
Performance Center
FA Insight
Wednesday July 22, 2015
registered investment advisors
Docupace
Annuities + Insurance
Matt Crisp
Jim McKelvey
CRM technology
sqopeTM Score
account opening
household-‐level rebalancing
Chris Casey
Redhawk
Scalable workflow tools
Pete Hess
Fidelity®'s New Wealthcentral® Technology Bundle
X-Ray Reports
Retirement Hub app
Northern Lights Compliance Services
Trust Company of Sterne Agee
Joseph Starinsky
customized analysis
advanced workflow tools
Kevin Cimring
Innovation Centers
Client Meeting Support for Advisors
Schwab OpenView Gateway®
portfolio construction capabilities
financial planning tool
Rio Hotel & Casino in Las Vegas
online advisor-client collaboration
Edward Jones
up-to-date account data
BakerAvenue Asset Management
Modern Portfolio Theory
data aggregation functionality
T3 Conference Anaheim, CA
Advisor Impact
Laser App Advisor Con 2015
interactive compliance calendar
cloud-based archiving solutions
Securities America
Folio Institutional
BranchNet
PortfolioCenter®
Risk Tolerance Questionnaire
Enhanced Capital Partners
Vestmark
data protection
Morningstar, Inc.
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
LPL Financial Holdings
InvestmentNews
company performance analysis
Signix
Fusion® Advisor Workstation
Business Analytics
Proposal Tool for Chapwood Investments
Robo-Shield™
paperless onboarding
eSignature Capabilities
Wealthbase
Depository Trust and Clearing Corporation
Nationwide
The Future of Risk is Here: Enhance Your Value or Perish
Mario Canas
Jackson
content aggregation
Smarter Prospecting
Google Play
cash posting
Performance Dashboard and Client Reporting Engine
Farshad Ghaffari
Wells Fargo Advisors
registration checker tool
Docupace ePACS®
Tom Kimberly
App expansion
Matt Nelson
Jim Patrick
CRM User Adoption
SS&C Technologies
Account opening and commissions
householded data backbone
Chris Momsen
SCANaltyics
Peter Intraligi
Fidelity’s Technology and Operations Consulting
XCelent Award
retirement income planning tool
Northern Lights Distributors
eAdvisor
AssetMark Advisor iPad
Mike Phillips
Josh Brown
Cutting Edge Auditing
Sugar Ray Leonard
Kevin Crowe
Inside Information
Portfolio Construction Tool
Financial Transmission Network Inc.
Risk Alignment Platform
online client engagement
Efficient Technology
Upside
Balances
Modestpark
data aggregation solutions
T3 Enterprise Conference
Advisor iPad App
Interview
cloud-based billing software
securities and insurance industries
FolioDynamics
brand-centric theme customization
position data
Risk-Balanced Portfolios
enhanced client communication
Vestmark Manager Marketplace (VMM)
Data-Driven Insights
Morningstar®
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial LLC
Investor-Advisor Collaboration
compete against other digital advisors
Silanis
business and technology management
ProTracker
robust backup features
paperless processing systems
Estate Assist
Wealthbox CRM
Bob Stiess
detailed financial planning
Natural Language Processing
The Markets
Aggregation
Mark Balasa
Jackson app
SmartOffice
Gradient Investments
CEB TowerGroup
Radar
Great Kight
Celent
Raj Udeshi
Salentica’s Data Broker
performance expectations
Wes Stillman
regulatory compliance
Docupace Technologies
NetXInvestor
Matt O’Brien
Joe Duran
SS&C Technologies Holdings
account rebalancing software
HTML5 version
Chris Wacker
SCANalytics
Figlo
XLR8
NorthStar
EAI
TRX Edge
Atlanta
Mike Walsh
Juan Williams
Cybersecurity
SugarCRM
Kevin Knull
Insights on Advice
Client Relationship Management (CRM)
Schwab OpenView MarketSquare®
Portfolio Crash Test solution
FinFolio
Risk Analysis
online practice management platform
Electronic Signing
Upside Advisor
Barrett Ayers
modify portfolio exposures
Advisor Office
Laser App Enterprise
Intraday Integration
cloud-based billing tool
Security
BrandYourself.com
Positions
Orion Business Intelligence
enhanced mutual funds order management
DataPro
Morningstar® Advisor WorkstationSM
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Focus 2015
Investor360°
compliance and security
Garrett Planning Network
business development metrics
ProTracker Advantage
robust technology capabilities
Park City, Utah
estate management
Wealthcare Capital Management
Bob Veres
Digital Advice
Naureen Hassan
the Practice
AICPA
Mark Casady
Jackson National Life Insurance Company®
Copytalk+
SMAs
Center For Wealth Planning
Sales Cloud
Performance Measurement
Weston
regulatory compliance services and technology
NetXInvestor®
Tom Schildhauer
AppHub
Maureen Duff
Joe Ruzycki
Cross-business Tracking Routing & Control
SS&C Technologies Holdings, Inc.
account servicing
Human Finance Project
CIO Review
Phil Sorgen
filter and cross reference data
Retirement Plan Network
Earnings Potential
turnkey data science solutions
Attribution Analysis
mitigate risk
Cybersecurity and Compliance
Suhail Ali
Advent Custodial Data
Kevin Kraus
INSITE™ 2015 conference
client relationship solution
Schwab OpenView Mobile
Portfolio Crash Testing
FinFolio’s Portfolio Management Software
risk engineering
Online Reporting Dashboard
eliminating selected fees
Uri Pomerantz
basic client interaction
TA Associates
Advisor Office platform
intraday quotes
cloud-based CRM platform
Forbes
Bret Baier
POWER
Riskalyze and RetireUp Integration Demo
enrollment platform
Vestorly solution
Morningstar® Portfolio X-Ray®
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus Conference
iPad app
ComplianceQ
Simon Sinek
Gemcom
business intelligence
ProTracker Cloud
Rocaton Advisors
ETF OneSource participants
WealthCentral
Bobby Yazdani
NaviPlan
The Retirement Hub
Mark Engelhardt
Jackson.com
Copytalk+ Smartphone App
Social Analytics
1-to-1 client relationships
Greg Vigrass
centralized and tailored user experience
RCS Capital
February 4, 2015
Westport Resources
Rehmann
Dominey Stewart
new client electronic on-boarding
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
John Hancock
CSIA
accounting software
Cities Digital
XTRAC App
RetireRisk
Norwood Consulting
EarningsQ
two-factor authentication
Audit Management
Mitt Romney
Jud Mackrill
Damian Gallina
Advent Direct
Kevin Miller
instantaneous stress testing
Client Risk Assessments
Schwab Performance Technologies®
FinFolio’s WorkStation
Risk Management
Open View Gateway
Eliza De Pardo
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Laser App’s Software as a Service (SaaS) platform
intuitive user-experience
cloud-based IT
service alerts
Bret Magpiong
Power of Together
Riskalyze Autopilot
Orion Discover
Enterprise Content Management Software
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
LPL’s Resource Center
IPS AdvisorPro
compliant ready platform
single sign-on integration
Gemini Alternative Funds
business processing services
ProTracker Software
Patrick Ambron
Bonaventure Resort and Spa
digital financial solutions
NaviPlan LEADS
The Tarbox Group, Inc.
Albridge Solutions
Jackson®
Cory Haberkorn
social collaboration
James Carney
Cory Olson
2015 Peter L. Bernstein Award
Gregg Klein
Cetera
real time balances
Performance Reporting Capabilities
Fee Calculation Details
Whitepaper
relationship solutions
Donald Capone
New Microsoft Dynamics®
application program interface (API)
Michael M. Carter
John Mackowiak
curation engines
AccountQ™
IBackup®
Cities Digital’s MagniMail
FinaMetrica Plus
Note Taking
easily view user activity
Audit Technology
Mobile app
Julie Littlechild
Damon Deru
Kevin Paulsen
Institutional Intelligent Portfolios™
Client Service Monitor
Schwab’s 2013 RIA Benchmarking Study
Portfolio Management and Insurance Management modules
FINRA and SEC technology guidelines
risk management characteristics
open-architecture platform
Ellen Smith
Behavioral Finance
MoneyGuideProTM
Tamarac's Advisor® Xi
LaserApp
Invesco
cloud-based IT outsourcing
Service Cloud
forms library
PowerAdvisor
Orion Portfolio Reports
enterprise-grade data management platform
Video conferencing
Black Diamond platform
David Canter
multi-block trading
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Luis Gomez
IPSAdvisorPro
Composite Holdings Report
single-sign on capability
Gemini Fund Services
business valuation knowledge
psychometric risk tolerance test
Ron Huddleston
Patrick Dempsey
ETF’s
Wealthminder Seed Capital
Branch Audit Consulting
Digital Fortress
NaviPlan® financial planning tool
Third-Party Technology Integrations
Allen Eickelberg
Mark Wilson
Market Movement Strategies (MMS)
James Poer
Cost Basis
social media integrations
2015 Veo® Integrated Awards
Cetera Financial Group
Real-Time Data
Salesforce CRM
performance reporting software
fee elimination
Will Bressman
Relius Adminstration
Doug Harbrecht
Newgate Capital Management
Total Rebalance Expert (TRX)
application programming interface
John McArthur
custodial data file import process
Stark & Stark
Accounts and Fact Sheets for Investments
IBDs
CitiMortgage
Schwab Advisor Services’
PIEtech, Inc.,
yHLsoft
Nova
EBITDA growth rate
Ultra High Net Worth
auditable workflow and document management technology
Mobile App 2.0
Juney Ham
Dan Arnold
SunGard’s WealthStation
Kevin Sweet
inStream Solutions
client-facing analytical and proposal tool
SciQ Insights
Portfolio Management Consultants
FinTech 100
risk management platform
Vanare | NestEgg
Ben Francois
MoneyGuidePro®
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp Anywhere
Investigo
cloud-based platform
services and support for RIAs
Fox Financial Planning
Brett Thorne
PowerShares
RiXtrema's Portfolio Crash Test
Orion’s Client Portal
Vincent Guyaux
Black Diamond®
David Fetter
multi-user support
TDA
MacroRisk Analytics
iReach
composite performance reporting
single-sign on functionality
Gemini Hedge Fund Services
business valuations
Q-Suite
Roy Burns
Patrick Flaherty
Everplans
Digital Fortress Suite
Tim Ramza
Amanda Steinberg
Marketing Center platform
Jason Roberts
cost-efficient beta exposure
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Guide Financial Technologies
Chad Blythe
Real-time Profile Tracking
Salesforce data migrator
Perry Moore
William Faulkner
Report Builder
Doug McPhail
Next Generation Investor Portal
Total Technology Platform
Arcons Technology
Michael Spellacy
John Ndege
Custodial Data Integrations
State Income Tax Calculator
ACH origination
IEC
client acquisition
Schwab Advisor Services’ SOLUTIONS®
PMC's Quantitative Portfolios
Financelogix
RIA advisor platform
November 2-4, 2015
Ebix
unified cloud computing solutions
Automate Client Marketing
Mobile Application
Dan Brownell
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Insurance and Securities verticals
Client-facing technology
Scivantage
portfolio management process
Firm Alerts and Announcements
risk modeling
OpportunityView™
Benjamin Birken
MoneyTree
Tax Efficient Drawdown
investment advice
cloud-based portfolio management
Shane Bingham
Fox Financial Planning Network
Brian A. Davis
Rob Cirrotti
OS33 Cloud Desktop platform
Vladimir Baranov
Black Diamond℠
David Lyon
mutual fund capital gains distributions
Advisors Assistant’s CRM
Maggie Crowley
iRebal
Composite Portfolio Review
SixThirty
Gen X/Y
ByAllAccountsSM
Quadron Data Solutions
Run Smarter®
Patrick Yip
eVestment
WealthStation CompAct
Redhawk Wealth Advisors
digital marketing hub
Tim Welsh
Analytics Cloud
time-effective onboarding experience
Andrew Rogers
Marketing Cloud
Jason Wenk
Council Capital
Social Security Analyzer
Aaron Guidotti
Gustav Karner
Chad Centorbi
Realized and Unrealized Gains/Losses
Salesforce Financial Service Cloud Integration
Fetter Logic
Windows™ PowerShell
reporting
Downloadable Portfolio Review Reports
Next Generation of Integration
Touch functionality
ARKON
Michael Stier
John Norwood
state‐of‐the‐art forms-filling technology
Impact Communications
Client communications management
Schwab Advisory Services
Financial Account Data Technology Platform
RIA Benchmarking Study
Oauth2 user authentication security
Ebix Smart Office
unified managed account
automated portfolio management
Mobile channel
Dan Hunt
Sustainable Retirement Income
Kirk Hulett
integrated cloud based technology
Client360º
Scott Parry
Portfolio Management Processes
First Rate
Optimum Market Portfolios
eMoney Select system
variable annuities
Best Technology for a Vertical CRM
monitoring
Tax Lot information
Advisor Software, Inc.
Laserfiche Connector
Investment Advisors Workflow
cloud-based solutions
Shannon Dempsey
Fred Tomczyk
practice management
Robb Baldwin
Outlook email archiving
Envestnet Advisor Summit
Wall Street Journal
Black Diamond℠ platform
David, Stalnaker
My Wall
Technology adoption
Advisory World
MagniPost
iRebal®
CompositeBuilder
SixThirty FinTech Accelerator
Gentech
CAIS
Quadron Data Solutions™
Rushmore Advisor Services
Paul Cantrell
eVestment Quantum Analytics
WealthStation Financial Planning
Digital Marketing Platform
