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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digital marketing hub
sqopeTM Score
account opening
Community Blog
rebalancing workflows
Jud Mackrill
Scalable workflow tools
Built In Token 2-Factor Authentication
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Mike Ethridge
Doug McPhail
advanced workflow tools
Connections Console
Schwab OpenView Gateway®
Carson Wealth Management Group
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Financelogix
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
Ebix
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
CRM systems
Securities America
Chris Casdia
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Firm Alerts and Announcements
Vestmark
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
customizable questionnaires
Signix
Client Marketing Systems, Inc.
Proposal Generation Capabilities
Jackson®
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
David Lyon
Smarter Prospecting
Cloud Desktop solution
Quik! Forms
John Hancock
BranchNet
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
eVestment Quantum Analytics
Tom Kimberly
App expansion
Matt Crisp
Digital Marketing Platform
SS&C Technologies
Account opening and commissions
company performance analysis
Redhawk
Julie Littlechild
SCANaltyics
Business Analytics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
Fetter Logic
AssetMark Advisor iPad
Downloadable Portfolio Review Reports
Sugar Ray Leonard
Kevin Cimring
content aggregation
cash posting
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Financial Account Data Technology Platform
Upside
Balances
Modern Portfolio Theory
Ebix Smart Office
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
CRM technology
securities and insurance industries
Chris Casey
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
First Rate
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
eMoney Select system
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
customized analysis
Silanis
Client Meeting Support for Advisors
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
Envestnet Advisor Summit
The Markets
Aggregation
Mario Canas
data aggregation functionality
David, Stalnaker
SmartOffice
cloud-based archiving solutions
John Mackowiak
John McArthur
Salentica’s Data Broker
brand-centric theme customization
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
eVestment Spectrum Analytics
Matt Nelson
Digital Practice Management
SS&C Technologies Holdings
account rebalancing software
compete against other digital advisors
Juney Ham
SCANalytics
business and technology management
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
Fetterlogic
TRX Edge
Atlanta
Mike Phillips
downside volatility
SugarCRM
Kevin Crowe
Schwab OpenView MarketSquare®
CEB TowerGroup
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Modestpark
Echosign
Advisor Office
CRM User Adoption
Security
Chris Momsen
position data
iReach
Gemini Hedge Fund Services
Fisher Investments
Morningstar®
eMoney’s emX Select platform
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
Cutting Edge Auditing
ProTracker
James Poer
robust technology capabilities
paperless processing systems
Wealthcare Capital Management
Bob Veres
Natural Language Processing
the Practice
AICPA
Mark Balasa
data aggregation solutions
Daxs Stadjuhar
SMAs
cloud-based billing software
Radar
cloud-based billing tool
Raj Udeshi
John Ndege
Sales Cloud
BrandYourself.com
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
eVestment Spotlight Analytics
Tom Schildhauer
AppHub
Matt O’Brien
direct online insurance offerings
SS&C Technologies Holdings, Inc.
account servicing
compliance and security
business development metrics
Insurance and Securities verticals
Retirement Plan Network
NorthStar
turnkey data science solutions
Attribution Analysis
Mike Walsh
Dr. David Lawrence
Suhail Ali
Advent Custodial Data
Kevin Knull
Copytalk+
Schwab OpenView Mobile
Celent
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
Financial Feed
Uri Pomerantz
basic client interaction
modify portfolio exposures
TA Associates
Advisor Office platform
Laser App Enterprise
Chris Wacker
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
fixed index annuities
Vestorly solution
Morningstar® Advisor WorkstationSM
eMoney’s wealth management platform
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
Cybersecurity
Simon Sinek
Client Relationship Management (CRM)
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
Envestnet | Tamarac's Advisor Xi
The Retirement Hub
Mark Casady
Dean Cook
Social Analytics
1-to-1 client relationships
cloud-based CRM platform
John Norwood
Bret Baier
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
eWealthManager
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
disparate and divergent solutions
accounting software
ComplianceQ
business intelligence
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
Fidelity Center for Applied Technology
two-factor authentication
Audit Management
mitigate risk
Dr. Noah Smith
Advent Direct
Kevin Kraus
Copytalk+ Smartphone App
Schwab Performance Technologies®
Center For Wealth Planning
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
Financial Personalities
user-friendly programing
BD Equalizer
Ed Butowsky
Tamarac Advisor® Xi
Advisor Pro platform
Cross-business Tracking Routing & Control
service alerts
CIO Review
POWER
iRebal®
Riskalyze Autopilot
Gentech
flexibility to scale
Morningstar® Portfolio X-Ray®
emX
TD Ameritrade's VEO
LPL Focus Conference
Cybersecurity and Compliance
data analysis
single sign-on integration
client relationship solution
ProTracker Cloud
Jason Wenk
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
Envestnet’s Advisor Suite®
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
DecisionCenter
2015 Peter L. Bernstein Award
cloud-based IT
RCS Capital
Bret Magpiong
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
Expanded Performance Details for Sample Portfolios
application program interface (API)
Document Imaging
AccountQ™
compliant ready platform
business processing services
integrated CRM
Norwood Consulting
Audit Technology
Mitt Romney
Kevin Miller
Cory Haberkorn
Schwab’s 2013 RIA Benchmarking Study
centralized and tailored user experience
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
Behavioral Finance
Ed O’ Brien
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
CSIA
Service Cloud
Cities Digital
Power of Together
iShares
Orion Discover
Flexible Optimizer
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
EMX Platform
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
Damian Gallina
data analysis solutions
single-sign on capability
Client Risk Assessments
ProTracker Software
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Envestnet’s Digital Advisor platform
Third-Party Technology Integrations
Allen Eickelberg
Deena Katz
social media integrations
2015 Veo® Integrated Awards
cloud-based IT outsourcing
real time balances
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Composite Holdings Report
Junxure Cloud®
Schwab Advisor Services’
business valuation knowledge
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
Fidelity Institutional Wealth Services
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
Dropbox
SunGard’s WealthStation
Kevin Paulsen
Cory Olson
SciQ Insights
Cetera
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
financial planning and client engagement solutions
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
Ed O’Brien
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
curation engines
services and support for RIAs
Cities Digital’s MagniMail
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
Vincent Guyaux
Black Diamond®
multi-block trading
emX’s Vault
TDA
Luis Gomez
Damon Deru
data automation
single-sign on functionality
Client Service Monitor
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
Market Movement Strategies (MMS)
Dennis Fox
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
cloud-based platform
Real-Time Data
John Vaccaro
Salesforce data migrator
Brett Thorne
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
External IT Cloud Desktop
Total Technology Platform
Arcons Technology
Document Processing
State Income Tax Calculator
ACH origination
composite performance reporting
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
business valuations
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
Duane D’Orazio
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Cost Basis
Scivantage
Cetera Financial Group
Portfolio Management Consultants
risk modeling
FTNI
Benjamin Birken
MoneyGuidePro®
EDGAR filing agent
Tax Efficient Drawdown
LaserApp Anywhere
custodial data file import process
Shane Bingham
CitiMortgage
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
end-of-life plan
Advisors Assistant’s CRM
MacroRisk Analytics
Dan Arnold
Data Cloud (Jigsaw)
SixThirty
client-facing analytical and proposal tool
Q-Suite
Run Smarter®
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Eric Jardine
Tim Welsh
Analytics Cloud
error checking
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
Denny Bottorff
Social Security Analyzer
Aaron Guidotti
cloud-based portfolio management
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Brian A. Davis
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
Next Generation Investor Portal
External IT's Cloud Desktop
Touch functionality
ARKON
Michael Spellacy
document storage software-as-a-service
state‐of‐the‐art forms-filling technology
Composite Portfolio Review
Junxure CRM
Schwab Advisory Services
ByAllAccountsSM
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
Fidelity Investments®
unified managed account
automated portfolio management
Mobile Application
Dynamic Rebalancing
Sustainable Retirement Income
cost-efficient beta exposure
Scott Parry
Chad Blythe
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
financial planning technology
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Tax Lot information
Advisor Software, Inc.
Custodial Data Integrations
Shannon Dempsey
client acquisition
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
end-‐to-‐end portfolio management
Technology adoption
Advisory World
Maggie Crowley
Dan Brownell
data management solutions
SixThirty FinTech Accelerator
Client-facing technology
Quadron Data Solutions
Rushmore Advisor Services
Patrick Yip
Holdings
WealthStation Financial Planning
eSignature Capabilities
timeframes
Andrew Rudd
Marketing Cloud
Depository Trust and Clearing Corporation
Social Security Optimizer
cloud-based solutions
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce Financial Services Cloud
industry related forms
WinOps
reporting capabilities
Next Generation of Integration
FA Insight
Trade Strategy Visualization
Artificial Intelligence
Michael Stier
Docupace
Steve Dunlap
ActiFi Client Engagement
CompositeBuilder
Junxure® CRM
Schwab IMPACT 2013
CAIS
Zywave
RIA in a Box
Oauth2 user authentication security
Fidelity®'s New Wealthcentral® Technology Bundle
unified wealth management technology
Automated Workflow
Mobile channel
Symantec VIP integration
Kirk Hulett
Council Capital
Chad Centorbi
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
financial planning tool
VAs
monitoring
Edward Jones
tax planning
Laserfiche Connector
Client communications management
practice management
J. Richard Coe
Robert Arnott
Outlook email archiving
goalgamiPro
Walt Bettinger
Blaze Portfolio
My Wall
Enhanced Capital Partners
Technology Integrations
MagniPost
Dan Hunt
data protection
Client360º
Quadron Data Solutions™
Jenny Richards
Russ Thornton
Paul Cantrell
Homrich Berg
WealthTechs
Redkite
Estate Assist
TJ Jones
Andrew Stevens
Marketing Gorilla System
detailed financial planning
Sonia Rosenbaum
Abby Schneiderman
CLS Investments
rebalance
Joseph Miola
Salesforce.com
Brian Semitekol
Informatica
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
Farshad Ghaffari
Artisan and Grendel
Docupace ePACS®
Steve Sanduski
ActiFi software suite
comprehensive portfolio management
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
CAM
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Fidelity’s Technology and Operations Consulting
Unify
Automated workflows
mobile connectivity
eAdvisor
Synapse API
advisor and client portals
Krilogy Financial
couple’s report
Chapwood Investments
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Financial Transmission Network Inc.
Vendor Affinity Program
Bill Good
monthly compliance checklists
Efficient Technology
tax-aware trading program
Advisor View
Laserfiche Document Management
Custodian
Sharing
Client Data Automation
practice management solutions
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
Warren Mackensen
myeDocumentsuite.com
enhanced client communication
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Dan Santner
Data-Driven Insights
Small Businesses
qualified fiduciary advisors
Jenze Bosma
Russell Leto
Paul Polese
hosted archiving solutions
Web App Single Sign On
Nerd’s Eye View
estate management
To-Do Lists
Andrew Tognela
Marketware International
Digital Advice
Sophie Schmitt
acceptable and unacceptable tolerance standards
CNN Money
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Woodrow Levin
next-generation wealth management platform
TradeWarrior
Ashley Globerman
Michelle Smith
Docupace Technologies
Steven D. Kelly
activity streams
comprehensive trading solutions
Schwab Intelligent Integration®
CAM System
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
Figlo
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
EAI
T. Rowe Price
Kyle Hiatt
Craig Smith
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
FinFolio
VEO
Bill Laird
Electronic Signing
tax-losses
Advisor View™
Lex Sokolin
Custom Cloud (Force.com)
Sherri DuMond
client database portal
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
enhanced mutual funds order management
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
DataPro
Smarsh
Clients & Portfolios
quantitative risk technology
Household Balance Sheet
web-based applications
