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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Smarter Prospecting
Garrett Planning Network
Gemcom
Raj Udeshi
ETF’s
Natural Language Processing
performance expectations
Wells Fargo Advisors
Digital Fortress
registration checker tool
Mark Balasa
Tom Kimberly
App expansion
Jackson.com
client feedback
SS&C Technologies
Account opening and commissions
Fee Calculation Details
SCANaltyics
XCelent Award
Donald Capone
retirement income planning tool
Matt Nelson
NorthStar
AssetMark Advisor iPad
Joe Ruzycki
ClientWorks
Sugar Ray Leonard
Human Finance Project
FinaMetrica Plus
Portfolio Crash Test solution
easily view user activity
Risk Alignment Platform
Mike Phillips
online practice management platform
Upside
Balances
Kevin Crowe
Collaboration Cloud (Chatter)
T3 Enterprise Conference
Advisor iPad App
INSITE™ 2015 conference
Broker Dealers
FINRA and SEC technology guidelines
securities and insurance industries
Positions
Ellen Smith
Risk-Balanced Portfolios
Modestpark
Orion Business Intelligence
Vestmark Manager Marketplace (VMM)
Concenter Services
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
intraday quotes
Canterbury Consulting
Silanis
Forbes
ProTracker Advantage
enterprise-grade data management platform
robust backup features
Morningstar®
Park City, Utah
Wealthbox CRM
David Canter
Bob Stiess
LPL Financial LLC
credit card processing
The Markets
Aggregation
iPad app
Charles Sizemore
SmartOffice
Gemini Alternative Funds
Everplans
Salentica’s Data Broker
Naureen Hassan
Performance Measurement
Wes Stillman
Digital Fortress Suite
regulatory compliance
Mark Casady
Customer Success Platform
Jackson®
Client Management System
SS&C Technologies Holdings
account rebalancing software
Greg Vigrass
fee elimination
SCANalytics
NetXInvestor
Phil Sorgen
XLR8
Doug Harbrecht
Matt O’Brien
Darren Tedesco
TRX Edge
Atlanta
John Hancock
ClientWorks platform
SugarCRM
Schwab OpenView MarketSquare®
Portfolio Crash Testing
EBITDA growth rate
Risk Analysis
Mike Walsh
Online Reporting Dashboard
Upside Advisor
Barrett Ayers
Jud Mackrill
Kevin Knull
Commonwealth Financial Network
Advisor Office
instantaneous stress testing
brokerage and custody services
FinTech 100
Security
POWER
modify portfolio exposures
Laser App Enterprise
Concierge Service
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
intuitive user-experience
CapGainsValet
ProTracker Cloud
robust technology capabilities
Morningstar® Advisor WorkstationSM
Wealthcare Capital Management
David Fetter
Bob Veres
LPL Focus 2015
the Practice
AICPA
IPS AdvisorPro
check scanning
SMAs
Chicago
Social Analytics
Gemini Fund Services
RCS Capital
eVestment
Sales Cloud
NaviPlan
Weston
digital marketing hub
regulatory compliance services and technology
Mark Engelhardt
Customizable Quarterly Investment Review Presentations
Tom Schildhauer
AppHub
James Carney
SS&C Technologies Holdings, Inc.
account servicing
Gregg Klein
NetXInvestor®
Doug McPhail
Retirement Plan Network
Maureen Duff
Norwood Consulting
Darrin Courtney
turnkey data science solutions
Attribution Analysis
John Mackowiak
Cloud applications
Suhail Ali
Advent Custodial Data
IBackup®
Financelogix
Schwab OpenView Mobile
Ebix
risk engineering
mitigate risk
Open View Gateway
Uri Pomerantz
basic client interaction
Julie Littlechild
Kevin Kraus
Commonwealth’s Practice360º
TA Associates
Advisor Office platform
Institutional Intelligent Portfolios™
browser in the cloud
Firm Alerts and Announcements
Power of Together
Riskalyze and RetireUp Integration Demo
Orion Discover
Vestorly solution
conflict-free custody solution
TD Ameritrade National LINC Conference
AdvisorQ
Invesco
Career Activity Management System
Simon Sinek
forms library
ProTracker Software
Rocaton Advisors
Morningstar® Portfolio X-Ray®
Patrick Ambron
WealthCentral
David Lyon
Bobby Yazdani
LPL Focus Conference
The Retirement Hub
IPSAdvisorPro
iReach
Chris Casdia
social collaboration
1-to-1 client relationships
Gemini Hedge Fund Services
real time balances
eVestment Quantum Analytics
NaviPlan LEADS
Performance Reporting Capabilities
Westport Resources
Digital Marketing Platform
Rehmann
customizable questionnaires
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
James Poer
Client Marketing Systems, Inc.
accounting software
Fetter Logic
new client electronic on-boarding
XTRAC App
Downloadable Portfolio Review Reports
RetireRisk
Note Taking
two-factor authentication
Audit Management
John McArthur
Cloud Desktop solution
Advent Direct
IBDs
Financial Account Data Technology Platform
Schwab Performance Technologies®
Portfolio Management and Insurance Management modules
Ebix Smart Office
Risk Management
Mitt Romney
open-architecture platform
user-friendly programing
BD Equalizer
Juney Ham
Kevin Miller
Community Blog
Tamarac Advisor® Xi
Advisor Pro platform
inStream Solutions
Built In Token 2-Factor Authentication
First Rate
service alerts
PowerAdvisor
eMoney Select system
Riskalyze Autopilot
Orion Portfolio Reports
Laser App’s Software as a Service (SaaS) platform
Connections Console
TD Ameritrade's VEO
Investigo
Carson Wealth Management Group
single sign-on integration
Fox Financial Planning
psychometric risk tolerance test
Envestnet Advisor Summit
Multi-Asset Class Portfolio Analysis
Patrick Dempsey
David, Stalnaker
Bonaventure Resort and Spa
LPL’s Resource Center
CRM systems
The Tarbox Group, Inc.
Albridge Solutions
iRebal
Chris Casey
2015 Peter L. Bernstein Award
Gen X/Y
Real-Time Data
eVestment Spectrum Analytics
NaviPlan® financial planning tool
performance reporting software
Whitepaper
Digital Practice Management
relationship solutions
Mark Wilson
customized analysis
application program interface (API)
Jason Roberts
Client Meeting Support for Advisors
AccountQ™
Guide Financial Technologies
Fetterlogic
New Microsoft Dynamics®
PIEtech, Inc.,
downside volatility
Michael M. Carter
Nova
data aggregation functionality
Audit Technology
John Ndege
cloud-based archiving solutions
IEC
BranchNet
Schwab’s 2013 RIA Benchmarking Study
Portfolio Management Consultants
Echosign
risk management characteristics
Mobile app
Behavioral Finance
Kevin Paulsen
company performance analysis
Tamarac's Advisor® Xi
Insurance and Securities verticals
Business Analytics
Fisher Investments
Service Cloud
PowerShares
eMoney’s emX Select platform
MoneyGuideProTM
Orion’s Client Portal
Video conferencing
Black Diamond platform
LaserApp
content aggregation
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
investment advice
cash posting
single-sign on capability
Fox Financial Planning Network
Q-Suite
Ron Huddleston
multi-block trading
Patrick Flaherty
Wealthminder Seed Capital
Daxs Stadjuhar
Branch Audit Consulting
Luis Gomez
CRM technology
Third-Party Technology Integrations
Allen Eickelberg
Tim Ramza
Amanda Steinberg
iRebal®
Chris Momsen
social media integrations
2015 Veo® Integrated Awards
Gentech
Real-time Profile Tracking
eVestment Spotlight Analytics
Salesforce CRM
Perry Moore
Will Bressman
direct online insurance offerings
Relius Adminstration
Market Movement Strategies (MMS)
Cutting Edge Auditing
Total Rebalance Expert (TRX)
application programming interface
Jason Wenk
Stark & Stark
Accounts and Fact Sheets for Investments
Gustav Karner
Schwab Advisor Services’
Newgate Capital Management
PMC's Quantitative Portfolios
yHLsoft
Dr. David Lawrence
November 2-4, 2015
data aggregation solutions
Ultra High Net Worth
auditable workflow and document management technology
John Norwood
cloud-based billing software
SunGard’s WealthStation
Impact Communications
brand-centric theme customization
Financial Feed
SciQ Insights
portfolio management process
risk management platform
Mobile App 2.0
OpportunityView™
Vanare | NestEgg
Ben Francois
Kevin Sweet
compete against other digital advisors
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
integrated cloud based technology
business and technology management
fixed index annuities
services and support for RIAs
eMoney’s wealth management platform
RiXtrema's Portfolio Crash Test
MoneyGuidePro®
OS33 Cloud Desktop platform
Vincent Guyaux
Black Diamond®
LaserApp Anywhere
TDA
Investment Advisors Workflow
CEB TowerGroup
single-sign on functionality
Fred Tomczyk
Quadron Data Solutions
Envestnet | Tamarac's Advisor Xi
Roy Burns
multi-user support
Patrick Yip
Dean Cook
MacroRisk Analytics
CRM User Adoption
Tim Welsh
Analytics Cloud
iShares
Chris Wacker
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Realized and Unrealized Gains/Losses
eWealthManager
Salesforce data migrator
William Faulkner
disparate and divergent solutions
Report Builder
Marketing Center platform
Cybersecurity
Total Technology Platform
Arcons Technology
Jay Jay French
Client Relationship Management (CRM)
State Income Tax Calculator
ACH origination
Hemant Moore
Fidelity Center for Applied Technology
Schwab Advisor Services’ SOLUTIONS®
Next Generation Investor Portal
Dr. Noah Smith
RIA advisor platform
Michael Spellacy
Oauth2 user authentication security
unified cloud computing solutions
Automate Client Marketing
cloud-based billing tool
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Impact Technologies Group
BrandYourself.com
Financial Personalities
Scivantage
Portfolio Management Processes
Ed Butowsky
risk modeling
Mobile Application
Optimum Market Portfolios
Benjamin Birken
compliance and security
Tax Efficient Drawdown
integrated CRM
business development metrics
flexibility to scale
Shane Bingham
practice management
emX
Rob Cirrotti
MoneyTree
Outlook email archiving
data analysis
Vladimir Baranov
Black Diamond℠
Copytalk+
Advisors Assistant’s CRM
Investment Income Summary Report
Celent
SixThirty
Ft. Lauderdale
Quadron Data Solutions™
Envestnet’s Advisor Suite®
Run Smarter®
mutual fund capital gains distributions
Paul Cantrell
WealthStation CompAct
Redhawk Wealth Advisors
Maggie Crowley
MagniPost
Cross-business Tracking Routing & Control
time-effective onboarding experience
Andrew Rogers
ISO
CIO Review
Social Security Analyzer
Aaron Guidotti
George Will
rebalance
Expanded Performance Details for Sample Portfolios
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
Document Imaging
reporting
Marketing Cloud
Cybersecurity and Compliance
Touch functionality
ARKON
Jeff Norris
client relationship solution
state‐of‐the‐art forms-filling technology
Schwab Advisory Services
Next Generation of Integration
portfolio accounting
RIA Benchmarking Study
Michael Stier
October 13
unified managed account
automated portfolio management
John Schobel
cloud-based CRM platform
Sustainable Retirement Income
import tool
Bret Baier
Scott Parry
portfolio management system
Ed O’ Brien
Mobile channel
Optional Tax Management
variable annuities
Best Technology for a Vertical CRM
Junxure Cloud®
Kirk Hulett
ComplianceQ
Tax Lot information
Advisor Software, Inc.
Integrated CRM Performance Dashboard
business intelligence
Flexible Optimizer
Shannon Dempsey
practice management solutions
EMX Platform
Robb Baldwin
monitoring
Outsourcing Services
data analysis solutions
Wall Street Journal
Black Diamond℠ platform
Laserfiche Connector
Copytalk+ Smartphone App
Technology adoption
Advisory World
investment management experience
Center For Wealth Planning
SixThirty FinTech Accelerator
FTJ FundChoice
qualified fiduciary advisors
Envestnet’s Digital Advisor platform
Rushmore Advisor Services
My Wall
Paul Polese
WealthStation Financial Planning
DecisionCenter
maintenance of composites
CSIA
timeframes
Andrew Rudd
iTunes App Stores
Cities Digital
Social Security Optimizer
Global Financial Private Capital
Rebalancer
Salesforce Financial Services Cloud
Nerd’s Eye View
Pershing LLC
WinOps
reporting capabilities
Marketing Gorilla System
Damian Gallina
Trade Strategy Visualization
Artificial Intelligence
Client Risk Assessments
Steve Dunlap
ActiFi Client Engagement
High-Performing Firms
Fidelity Institutional Wealth Services
Schwab IMPACT 2013
Next-Generation Advisor CRM®
portfolio accounting service provider
Zywave
Dropbox
RIA in a Box
Office 365
unified wealth management technology
Automated Workflow
John Vaccaro
cloud-based IT
Symantec VIP integration
Income Generator
Bret Magpiong
financial planning and client engagement solutions
portfolio management tools
Ed O’Brien
Risk Number®
mobile connectivity
OptionsPlay Score
VAs
Junxure Cloud® CRM
Krilogy Financial
compliant ready platform
tax planning
integrated receivables management
business processing services
PreciseFP
emX’s Vault
Robert Arnott
monthly compliance checklists
packaged web design
data automation
Walt Bettinger
Blaze Portfolio
Laserfiche Document Management
Cory Haberkorn
Technology Integrations
centralized and tailored user experience
FTNI
quantitative risk technology
Russ Thornton
myeDocumentsuite.com
WealthTechs
Deena Katz
Redkite
manage cash flows
curation engines
TJ Jones
Andrew Stevens
J. Kelley Williams, Jr.
Cities Digital’s MagniMail
Sonia Rosenbaum
Abby Schneiderman
Global Investment Performance Standards
rebalancing
External IT Cloud Desktop
Salesforce.com
Pershing’s Net 360 Technology Channel
Women Investors
Document Processing
Reporting Console for Each Office
Marketware International
Damon Deru
Artisan and Grendel
Client Service Monitor
Steve Sanduski
ActiFi software suite
Holdings
Schwab Independent Advisor Outlook Study
next-generation wealth management platform
Portfolio Accounting Solutions
“Robo” Challenge
Duane D’Orazio
RIA/Client reletionships
Michelle Smith
Office of the Future
Unify
Automated workflows
cloud-based IT outsourcing
Synapse API
advisor and client portals
independent portfolio rebalancing software platform
portfolio mappings services
EDGAR filing agent
mobile devices
Optionsplay®
Vendor Affinity Program
Bill Good
Junxure CRM
Kyle Hiatt
Composite Holdings Report
tax-aware trading program
Advisor View
integrated technology
business valuation knowledge
Sharing
predictive analytical tools
end-of-life plan
Robert Eggebrecht
Panoramix
Data Cloud (Jigsaw)
Warren Mackensen
Lex Sokolin
Cory Olson
technology solutions
AdvisoryWorld Financial Technology
investment policy statement
Cetera
Small Businesses
full lifecycle portfolio management
Quantitative Risk Tolerance
Eric Jardine
Russell Leto
Paul West
Web App Single Sign On
Dennis Fox
PCI-compliant platform
web-based applications
Denny Bottorff
management fee
custodial data file import process
To-Do Lists
Andrew Tognela
J. Richard Coe
CitiMortgage
Sophie Schmitt
acceptable and unacceptable tolerance standards
goalgamiPro
rebalancing capability
External IT's Cloud Desktop
Salesforce1 Customer Platform
NestEgg Wealth
Personal Finance Management Application
Woodrow Levin
document storage software-as-a-service
Martin L. Flanagan
Dan Arnold
TradeWarrior
Ashley Globerman
Jenny Richards
client-facing analytical and proposal tool
Steven D. Kelly
activity streams
Homrich Berg
Fidelity Investments®
Schwab Intelligent Integration®
NFP
Dynamic Rebalancing
Microsoft
Unify Cloud Disaster Recovery
automating portfolio management
Jonathan Jaranson
cloud-based platform
T. Rowe Price
industry related forms
Brett Thorne
financial planning technology
Scottrade® Advisor Services Platform
Portfolio Pathway
mobile forms-filling
VEO
Bill Laird
Junxure® CRM
Ladenburg Thalmann Financial Services Inc.
composite performance reporting
tax-losses
Advisor View™
business valuations
Sherri DuMond
PRNewswire
end-‐to-‐end portfolio management
Robert Moore
Morningstar Advisor
Panoramix™
data management solutions
LiquidHub
Cost Basis
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
investment research platforms
Cetera Financial Group
Smarsh
Fuse 2014
Quantum
error checking
Narrator Clients™
web-based client management software
Depository Trust and Clearing Corporation
Custodial Data Integrations
client acquisition
sophisticated computer algorithms
goalgamiPro®
FA Insight
NetExchange Client
personal financial management
Wordpress platform
Docupace
reporting solutions
Mary Ellen Whiteman
Dan Brownell
Trading Processes
ASI
Jenze Bosma
Client-facing technology
Stifel
Activity tracking and corporate memory
hosted archiving solutions
Fidelity®'s New Wealthcentral® Technology Bundle
Schwab Intelligent Portfolios
NFP Advisor Services Group
Microsoft Corp
Online Account Management
Unify Software
automation software tool
Joseph Miola
Kanchana Chalia
cloud-based portfolio management
Advisor Con
Informatica
Brian A. Davis
financial planning tool
seamless advisor integration
portfolio risk
Edward Jones
risk profiling questionnaire provider
Mobile Optimization
order processing
Veo Open Access
Junxure’s cloud-based CRM/office management solution
lagging performance duration and timeframe priorities
Composite Portfolio Review
Advisor Websites
integration of independent recordkeepers
ByAllAccountsSM
Sheryl Garrett
Florida
ProcessEZ
Enhanced Capital Partners
Morningstar Analyst Rating™
Paperclip
data protection
Blu Giant, LLC
Lori Hardwick
cost-efficient beta exposure
Technology Tools for Today 2014 Conference
Advisor® Xi
investment screening functionality
Chad Blythe
Smarsh My Site
Fuse 2014 award
Questar Capital℠
eSignature Capabilities
SaaS