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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External IT Cloud Desktop
portfolio management system
Risk Number®
Document Processing
Optional Tax Management
VAs
monthly compliance checklists
tax planning
cloud-based platform
Jud Mackrill
Laserfiche Document Management
Brett Thorne
instantaneous stress testing
practice management solutions
Robert Arnott
Duane D’Orazio
Outsourcing Services
Walt Bettinger
Blaze Portfolio
myeDocumentsuite.com
Technology Integrations
composite performance reporting
Composite Portfolio Review
manage cash flows
Small Businesses
ByAllAccountsSM
financial planning technology
Invesco
quantitative risk technology
Russell Leto
forms library
Web App Single Sign On
TJ Jones
Andrew Stevens
cost-efficient beta exposure
Marketware International
Sonia Rosenbaum
Abby Schneiderman
Chad Blythe
IPSAdvisorPro
Rebalancer
Salesforce.com
end-‐to-‐end portfolio management
Gemini Fund Services
Pershing LLC
Women Investors
Reporting Console for Each Office
data management solutions
next-generation wealth management platform
Artisan and Grendel
Custodial Data Integrations
Michelle Smith
Steve Sanduski
ActiFi software suite
client acquisition
James Carney
Schwab Independent Advisor Outlook Study
error checking
Gregg Klein
portfolio accounting service provider
“Robo” Challenge
RIA/Client reletionships
Denny Bottorff
Office 365
Unify
Automated workflows
Dan Brownell
mobile devices
Synapse API
advisor and client portals
Client-facing technology
John Mackowiak
Kyle Hiatt
External IT's Cloud Desktop
IBackup®
portfolio management tools
document storage software-as-a-service
OptionsPlay Score
Vendor Affinity Program
Bill Good
tax-aware trading program
Advisor View
cloud-based portfolio management
Julie Littlechild
Lex Sokolin
Brian A. Davis
Sharing
Fidelity Investments®
Institutional Intelligent Portfolios™
PreciseFP
Robert Eggebrecht
Dynamic Rebalancing
packaged web design
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
CompositeBuilder
management fee
Smarsh
CAIS
financial planning tool
Investigo
Quantitative Risk Tolerance
Edward Jones
Fox Financial Planning
Paul West
web-based applications
NestEgg Wealth
To-Do Lists
Andrew Tognela
Council Capital
Martin L. Flanagan
Sophie Schmitt
acceptable and unacceptable tolerance standards
Chad Centorbi
iReach
rebalancing
Salesforce1 Customer Platform
Enhanced Capital Partners
Gemini Hedge Fund Services
Pershing’s Net 360 Technology Channel
Woodrow Levin
data protection
NFP
TradeWarrior
Ashley Globerman
Microsoft
Steven D. Kelly
activity streams
Client communications management
James Poer
Schwab Intelligent Integration®
eSignature Capabilities
Portfolio Accounting Solutions
Depository Trust and Clearing Corporation
Office of the Future
Unify Cloud Disaster Recovery
automating portfolio management
Dan Hunt
mobile forms-filling
T. Rowe Price
Client360º
John McArthur
Ladenburg Thalmann Financial Services Inc.
Scottrade® Advisor Services Platform
FA Insight
IBDs
portfolio mappings services
Docupace
Optionsplay®
VEO
Bill Laird
Morningstar Advisor
tax-losses
Advisor View™
cloud-based solutions
Juney Ham
LiquidHub
Sherri DuMond
Fidelity®'s New Wealthcentral® Technology Bundle
inStream Solutions
predictive analytical tools
Robert Moore
Panoramix
Technology Tools for Today 2014 Conference
Advisor® Xi
comprehensive portfolio management
Smarsh My Site
CAM
Financial Transmission Network Inc.
investment advice
Quantum
SaaS
Efficient Technology
Fox Financial Planning Network
PCI-compliant platform
web-based client management software
NetExchange Client
couple’s report
Mary Ellen Whiteman
sophisticated computer algorithms
Chapwood Investments
iRebal
rebalancing capability
enhanced client communication
Gen X/Y
Personal Finance Management Application
Wordpress platform
reporting solutions
Data-Driven Insights
NFP Advisor Services Group
Trading Processes
ASI
Custodian
Microsoft Corp
Stifel
Activity tracking and corporate memory
Client Data Automation
Jason Roberts
Kanchana Chalia
Schwab Intelligent Portfolios
Estate Assist
Guide Financial Technologies
detailed financial planning
Unify Software
automation software tool
Dan Santner
Mobile Optimization
Advisor Con
John Ndege
lagging performance duration and timeframe priorities
seamless advisor integration
Farshad Ghaffari
IEC
Portfolio Pathway
risk profiling questionnaire provider
Docupace ePACS®
Veo Open Access
Morningstar Analyst Rating™
Advisor Websites
CLS Investments
Lori Hardwick
Brian Semitekol
Sheryl Garrett
Fidelity’s Technology and Operations Consulting
Insurance and Securities verticals
PRNewswire
eAdvisor
Panoramix™
Blu Giant, LLC
Narrator Clients™
Narrator™ application builder
tenth annual T3 Technology Conference
Advisor® Xi suite
comprehensive trading solutions
Mara Laisson
Smarsh Sites
CAM System
FinFolio
Investment Advisors Workflow
Questar Capital℠
SaaS-based payment processing platform
Electronic Signing
Fred Tomczyk
web-based CRM
Redtail Technology CRM
NetExchange Select
Todd R. Crockett
Ann Haas
Craig Smith
Mary Ferguson
Spark
Account Alerts
iRebal®
San Diego
enhanced mutual funds order management
Gentech
personal financial management
workflow solutions
ReportQ
DataPro
Nobel Foundation
Trading Strategy Checklist
asset allocation mappings service
Custom Cloud (Force.com)
Microsoft Dynamics CRM
Strategic Advisor
Adhesion
client database portal
Jason Wenk
Karl Chan
Schwab Intelligent Portfolios™
estate management
Gustav Karner
Digital Advice
Online Account Management
Unify’s Cloud VPN
Autopilot
Mobile Productivity
Advisor Convention October 7-8
Clients & Portfolios
John Norwood
Las Vegas
seamless forms-filling capabilities
Impact Communications
portfolio risk
Docupace Technologies
order processing
Veo Open AccessSM platform
Bill Stone
Morningstar for Advisors App
TD Ameritrade Holding Corporation
advisor workflow partnership
CNN Money
Loring Ward
Figlo
integrated cloud based technology
ProcessEZ
robo advisors
EAI
Paperclip
Wealth Access Estate Platform 3.0
Nathan Lucius
The Efficient Practice
computer-based modeling system
Maree Moscati
Smart Form Tool
Cameron Routh
FinFolio’s Portfolio Management Software
Investment Income Summary Report
Quik! Form
Safe by Estate Assist
eliminating selected fees
Ft. Lauderdale
pensions
web-based portfolio management software
Reduce computer sprawl
NetExchange View
Tom Doherty
Ann Marie Stieler
create and manage portfolios
Matched Portfolio
Account Details
iShares
rebalancing solution
San Diego, CA
enrollment platform
Personal Financial Management (PFM) tool
Worldox
required trading and rebalancing
asset gathering
customer acquisition
Mike Capelle
Strategic Integrated Online Account Processing
advanced data reporting
client engagement
Jay Jay French
Kelly Caffrey
Schwab Intelligent Technologies
ETF OneSource participants
Hemant Moore
portfolio applications
RightSize Solutions
online account opening
United Capital
Back Office Solutions
Daniel Inveen
Mobile Scribe Service
T3 Advisor Tech Conference
ClientView Client Portal
Search Engine Optimization
Impact Technologies Group
Portfolio Snapshot
Veo®
Advisor Xi
Cohesive Client Management Process
Brian Stimpfl
filter and cross reference data
integrated CRM
Productivity
Robo-Advisers
Earnings Potential
paperless client onboarding process
BlueSky
National Financial Partners Corp.
The E‐Valuator
Advizr and Orion integration
Concenter Services
Marie Swift
Smart Office
Canterbury Consulting
FinFolio’s WorkStation
investment management experience
Quik! Forms
Sagacious, Inc.
Eliza De Pardo
FTJ FundChoice
Performance
web-based software portal
RegEd
Tom Embrogno
Anna Curry
credit card processing
Matt Abar
sqope
account management software
Charles Sizemore
ISO
rebalancing workflows
scalable personal finance data platform
Enterprise Content Management Software
George Will
personal financial management platform
WorthFM
RESTful
normalization
Trizic
AssetBook
Mike Ethridge
Streetscape
advanced wealth planning solutions
client feedback
Jeff Norris
Portfolio Building
Rio Hotel & Casino
digital financial solutions
Online Account Opening & Transfer
United Capital Financial Advisors
back-office solutions
Model Wealth Portfolios
Advisor FinTech Hackathon
ClientWorks
John Schobel
Laser App 2015 Financial Services Conference
search engine optimization tagging
February 4, 2015
import tool
PortfolioCenter
risk tolerance assessment tools
Dominey Stewart
Orion Advisor Integration
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
Collaboration Cloud (Chatter)
Junxure Cloud®
Broker Dealers
SIFMA/FINRA Cybersecurity Conference
Integrated CRM Performance Dashboard
Proposal Generation Capabilities
Robo-advisor
EarningsQ
paperless enrolment
wealth management technology
Wealthbase
Nationwide
The Future of Risk is Here: Enhance Your Value or Perish
Concierge Service
Mario Canas
Smarter Prospecting
CapGainsValet
FINRA and SEC technology guidelines
Ellen Smith
FTNI
Performance Center
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
Matt Crisp
sqopeTM Score
account opening
check scanning
iTunes App Stores
Redhawk
Scalable workflow tools
enterprise-grade data management platform
Global Financial Private Capital
Pete Hess
X-Ray Reports
Retirement Hub app
David Canter
Northern Lights Compliance Services
Trust Company of Sterne Agee
Customer Success Platform
advanced workflow tools
Client Management System
Kevin Cimring
Schwab OpenView Gateway®
ETF’s
High-Performing Firms
portfolio construction capabilities
Rio Hotel & Casino in Las Vegas
Digital Fortress
online advisor-client collaboration
up-to-date account data
BakerAvenue Asset Management
Darren Tedesco
Modern Portfolio Theory
T3 Conference Anaheim, CA
Advisor Impact
ClientWorks platform
John Vaccaro
Laser App Advisor Con 2015
Securities America
Fee Calculation Details
Income Generator
PortfolioCenter®
Risk Tolerance Questionnaire
Donald Capone
Vestmark
Morningstar, Inc.
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Commonwealth Financial Network
Junxure Cloud® CRM
LPL Financial Holdings
brokerage and custody services
Signix
FinaMetrica Plus
integrated receivables management
Proposal Tool for Chapwood Investments
Robo-Shield™
easily view user activity
paperless onboarding
paperless processing systems
Wealthbox CRM
Bob Stiess
Natural Language Processing
The Markets
Aggregation
conflict-free custody solution
Mark Balasa
SmartOffice
Career Activity Management System
FinTech 100
investment policy statement
Radar
full lifecycle portfolio management
Performance Dashboard and Client Reporting Engine
Wells Fargo Advisors
registration checker tool
Tom Kimberly
App expansion
Matt Nelson
SS&C Technologies
Account opening and commissions
Chicago
J. Kelley Williams, Jr.
SCANaltyics
Global Investment Performance Standards
Peter Intraligi
XCelent Award
retirement income planning tool
David Fetter
Northern Lights Distributors
AssetMark Advisor iPad
Customizable Quarterly Investment Review Presentations
Mike Phillips
Sugar Ray Leonard
Kevin Crowe
Everplans
Holdings
Portfolio Construction Tool
Risk Alignment Platform
Digital Fortress Suite
online client engagement
Upside
Balances
Darrin Courtney
Modestpark
T3 Enterprise Conference
Advisor iPad App
Cloud applications
securities and insurance industries
fee elimination
independent portfolio rebalancing software platform
position data
Risk-Balanced Portfolios
Doug Harbrecht
Vestmark Manager Marketplace (VMM)
Morningstar®
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Commonwealth’s Practice360º
Junxure CRM
LPL Financial LLC
browser in the cloud
Silanis
integrated technology
ProTracker
robust backup features
EBITDA growth rate
Ebix
Park City, Utah
Wealthcare Capital Management
Bob Veres
Naureen Hassan
the Practice
AICPA
Connections Console
Mark Casady
SMAs
Carson Wealth Management Group
Firm Alerts and Announcements
investment research platforms
Raj Udeshi
Salentica’s Data Broker
Fuse 2014
performance expectations
Wes Stillman
regulatory compliance
NetXInvestor
CRM systems
Matt O’Brien
SS&C Technologies Holdings
account rebalancing software
Chris Casdia
J. Richard Coe
SCANalytics
goalgamiPro
XLR8
David Lyon
NorthStar
TRX Edge
Atlanta
customizable questionnaires
Mike Walsh
SugarCRM
Client Marketing Systems, Inc.
Jenny Richards
Kevin Knull
Schwab OpenView MarketSquare®
eVestment
Homrich Berg
Portfolio Crash Test solution
Risk Analysis
digital marketing hub
online practice management platform
Upside Advisor
Barrett Ayers
modify portfolio exposures
Advisor Office
Cloud Desktop solution
Jonathan Jaranson
Laser App Enterprise
Security
industry related forms
Positions
Doug McPhail
Orion Business Intelligence
Morningstar® Advisor WorkstationSM
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Community Blog
Junxure® CRM
LPL Focus 2015
Built In Token 2-Factor Authentication
Financelogix
ProTracker Advantage
robust technology capabilities
Rocaton Advisors
Ebix Smart Office
Florida
WealthCentral
Bobby Yazdani
NaviPlan
The Retirement Hub
content aggregation
Mark Engelhardt
Social Analytics
cash posting
First Rate
investment screening functionality
Sales Cloud
eMoney Select system
Fuse 2014 award
Performance Measurement
Weston
regulatory compliance services and technology
NetXInvestor®
Tom Schildhauer
AppHub
CRM technology
Maureen Duff
SS&C Technologies Holdings, Inc.
account servicing
Chris Casey
Envestnet Advisor Summit
goalgamiPro®
Phil Sorgen
Retirement Plan Network
David, Stalnaker
turnkey data science solutions
Attribution Analysis
customized analysis
mitigate risk
Suhail Ali
Advent Custodial Data
Client Meeting Support for Advisors
Jenze Bosma
Kevin Kraus
Schwab OpenView Mobile
eVestment Quantum Analytics
hosted archiving solutions
Portfolio Crash Testing
risk engineering
Digital Marketing Platform
Online Reporting Dashboard
Uri Pomerantz
basic client interaction
data aggregation functionality
TA Associates
Advisor Office platform
cloud-based archiving solutions
Joseph Miola
BranchNet
Fetter Logic
Informatica
POWER
Riskalyze and RetireUp Integration Demo
Downloadable Portfolio Review Reports
Vestorly solution
Morningstar® Portfolio X-Ray®
TD Ameritrade National LINC Conference
AdvisorQ
company performance analysis
Junxure’s cloud-based CRM/office management solution
LPL Focus Conference
Business Analytics
Simon Sinek
Financial Account Data Technology Platform
integration of independent recordkeepers
ProTracker Cloud
Echosign
FMG Suite
Patrick Ambron
Bonaventure Resort and Spa
NaviPlan LEADS
The Tarbox Group, Inc.
Albridge Solutions
social collaboration
1-to-1 client relationships
CEB TowerGroup
Fisher Investments
RCS Capital
eMoney’s emX Select platform
Fusion Advisor Workstation
Westport Resources
Rehmann
new client electronic on-boarding
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
CRM User Adoption
accounting software
Chris Momsen
J.P. Morgan
Google Analytics integration
XTRAC App
RetireRisk
Daxs Stadjuhar
Norwood Consulting
two-factor authentication
Audit Management
Cutting Edge Auditing
Mitt Romney
Advent Direct
Kevin Miller
Schwab Performance Technologies®
eVestment Spectrum Analytics
Household Balance Sheet
Risk Management
Digital Practice Management
Open View Gateway
user-friendly programing
BD Equalizer
data aggregation solutions
Tamarac Advisor® Xi
Advisor Pro platform
cloud-based billing software
Joseph Mrak
Laser App’s Software as a Service (SaaS) platform
brand-centric theme customization
service alerts
Fetterlogic
InformationWeek 500
Power of Together
Riskalyze Autopilot
downside volatility
Orion Discover
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
compete against other digital advisors
LPL’s Resource Center
business and technology management
single sign-on integration
Intelligent Aggregation
ProTracker Software
psychometric risk tolerance test
Ron Huddleston
Folio Institutional
Patrick Dempsey
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan® financial planning tool
Third-Party Technology Integrations
Allen Eickelberg
Copytalk+
Mark Wilson
2015 Peter L. Bernstein Award
Celent
fixed index annuities
InvestmentNews
real time balances
eMoney’s wealth management platform
Fusion® Advisor Workstation
Performance Reporting Capabilities
Whitepaper
relationship solutions
New Microsoft Dynamics®
application program interface (API)
Michael M. Carter
AccountQ™
Chris Wacker
Jackson
Envestnet | Tamarac's Advisor Xi
Google Play
Dean Cook
Note Taking
Audit Technology
Cybersecurity
Mobile app
Client Relationship Management (CRM)
Jim McKelvey
Kevin Paulsen
Schwab’s 2013 RIA Benchmarking Study
eVestment Spotlight Analytics
household-‐level rebalancing
Portfolio Management and Insurance Management modules
risk management characteristics
direct online insurance offerings
open-architecture platform
Behavioral Finance
MoneyGuideProTM
Tamarac's Advisor® Xi
cloud-based billing tool
Joseph Starinsky
LaserApp
BrandYourself.com
Service Cloud
Innovation Centers
PowerAdvisor
Dr. David Lawrence
Orion Portfolio Reports
Video conferencing
Black Diamond platform
multi-block trading
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
compliance and security
Luis Gomez
business development metrics
single-sign on capability
Financial Feed
interactive compliance calendar