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!
Categories
- 1-to-1 client relationships (1)
- 2015 Peter L. Bernstein Award (1)
- 2015 Veo® Integrated Awards (1)
- 2016 T3 Advisor Conference, Ft. Lauderdale, FL (1)
- Aaron Guidotti (1)
- Aaron Klein (9)
- Abby Schneiderman (1)
- acceptable and unacceptable tolerance standards (1)
- account aggregation (5)
- Account Alerts (1)
- Account Details (1)
- account management software (1)
- account opening (1)
- Account opening and commissions (1)
- account rebalancing software (1)
- account servicing (1)
- accounting software (1)
- AccountQ™ (1)
- Accounts and Fact Sheets for Investments (1)
- ACH origination (1)
- ActiFi (3)
- ActiFi Client Engagement (1)
- ActiFi software suite (1)
- activity streams (1)
- Activity tracking and corporate memory (1)
- Adhesion (1)
- advanced data reporting (1)
- advanced wealth planning solutions (1)
- advanced workflow tools (1)
- Advent (5)
- Advent Black Diamond (2)
- Advent Custodial Data (1)
- Advent Direct (1)
- Advent Software (3)
- AdventConnect (2)
- AdventConnect 2014 (1)
- Advicent (5)
- Advicent Solutions (2)
- advisor and client portals (1)
- Advisor BioniX (2)
- Advisor Con (1)
- Advisor Convention October 7-8 (1)
- Advisor CRM (2)
- Advisor FinTech Hackathon (1)
- Advisor Impact (1)
- Advisor iPad App (1)
- Advisor Office (1)
- Advisor Office platform (1)
- Advisor Pro platform (1)
- advisor rebalancing (2)
- Advisor Rebalancing® (1)
- Advisor Software (2)
- Advisor Software, Inc. (1)
- Advisor Technology solutions (3)
- Advisor View (1)
- Advisor View™ (1)
- Advisor Websites (1)
- advisor workflow partnership (1)
- Advisor Xi (1)
- Advisor Xi Platform (2)
- Advisor-Client relationships (1)
- AdvisorComplete platform (1)
- AdvisorComplete℠ (1)
- AdvisorQ (1)
- Advisors Assistant (3)
- Advisors Assistant Everywhere (1)
- Advisors Assistant® (2)
- Advisors Assistant’s CRM (1)
- Advisory World (1)
- AdvisoryWorld (9)
- AdvisoryWorld Financial Technology (1)
- AdvisoryWorld HoldingScan Report for Households (1)
- Advisor® Xi (1)
- Advisor® Xi suite (1)
- Advizr (3)
- Advizr and Orion integration (1)
- Advyzon (3)
- Aggregation (1)
- AICPA (1)
- Albridge (3)
- Albridge Solutions (1)
- Allen Eickelberg (1)
- Amanda Steinberg (1)
- Analytics Cloud (1)
- Andrew Rogers (1)
- Andrew Rudd (1)
- Andrew Stevens (1)
- Andrew Tognela (1)
- Anil Arora (2)
- Ann Haas (1)
- Ann Marie Stieler (1)
- Anna Curry (1)
- Annuities + Insurance (1)
- App expansion (1)
- Appcrown (2)
- AppHub (1)
- Application of Preference Measurement: The Case of Riskalyze (1)
- application program interface (API) (1)
- application programming interface (1)
- Arcons Technology (1)
- ARKON (1)
- Artificial Intelligence (1)
- Artisan and Grendel (1)
- Ashley Globerman (1)
- ASI (1)
- asset allocation mappings service (1)
- asset gathering (1)
- AssetBook (1)
- AssetMark (2)
- AssetMark Advisor iPad (1)
- Atlanta (1)
- Attribution Analysis (1)
- Audit Management (1)
- Audit Technology (1)
- auditable workflow and document management technology (1)
- Automate Client Marketing (1)
- automated portfolio management (1)
- Automated Workflow (1)
- Automated workflows (1)
- automating portfolio management (1)
- automation software tool (1)
- Autopilot (1)
- Back Office Solutions (1)
- back-office solutions (1)
- BakerAvenue Asset Management (1)
- Balances (1)
- Barrett Ayers (1)
- basic client interaction (1)
- BD Equalizer (1)
- Behavioral Finance (1)
- Ben Francois (1)
- Benjamin Birken (1)
- Best Technology for a Vertical CRM (1)
- Bill Crager (3)
- Bill Good (1)
- Bill Laird (1)
- Bill Rourke (3)
- Bill Stone (1)
- Bill Winterberg (3)
- Bill Wostoupal (1)
- BillFin (2)
- Billy Oliverio (2)
- BioniX (2)
- BizEquity (3)
- Black Diamond (3)
- Black Diamond platform (1)
- Black Diamond® (1)
- Black Diamond℠ (1)
- Black Diamond℠ platform (1)
- Blaze Portfolio (1)
- Blu Giant (2)
- Blu Giant Advisor Studios (2)
- Blu Giant, LLC (1)
- Blueleaf (2)
- BlueSky (1)
- BNY Mellon (2)
- Bob Curtis (2)
- Bob Stiess (1)
- Bob Veres (1)
- Bobby Yazdani (1)
- Bonaventure Resort and Spa (1)
- Branch Audit Consulting (1)
- BranchNet (1)
- brand-centric theme customization (1)
- BrandYourself.com (1)
- Bret Baier (1)
- Bret Magpiong (1)
- Brett Clarke (2)
- Brett Thorne (1)
- Brian A. Davis (1)
- Brian McLaughlin (5)
- Brian Semitekol (1)
- Brian Shenson (5)
- Brian Stimpfl (1)
- Broker Dealers (1)
- brokerage and custody services (1)
- browser in the cloud (1)
- Built In Token 2-Factor Authentication (1)
- Business Analytics (1)
- business and technology management (1)
- business development metrics (1)
- business intelligence (1)
- business processing services (1)
- business valuation knowledge (1)
- business valuations (1)
- ByAllAccountsSM (1)
- CAIS (1)
- CAM (1)
- CAM System (1)
- Cameron Routh (1)
- Canterbury Consulting (1)
- CapGainsValet (1)
- Career Activity Management System (1)
- Carson Wealth Management Group (1)
- cash posting (1)
- CEB TowerGroup (1)
- Celent (1)
- Center For Wealth Planning (1)
- centralized and tailored user experience (1)
- Cetera (1)
- Cetera Financial Group (1)
- Chad Blythe (1)
- Chad Centorbi (1)
- Chapwood Investments (1)
- Charles Goldman (2)
- Charles Schwab (4)
- Charles Sizemore (1)
- check scanning (1)
- Chicago (1)
- Chris Casdia (1)
- Chris Casey (1)
- Chris Momsen (1)
- Chris Wacker (1)
- CIO Review (1)
- Cities Digital (1)
- Cities Digital’s MagniMail (1)
- CitiMortgage (1)
- client acquisition (1)
- Client communications management (1)
- Client Data Automation (1)
- client database portal (1)
- client engagement (1)
- client feedback (1)
- Client Management System (1)
- Client Marketing Systems (3)
- Client Marketing Systems, Inc. (1)
- Client Meeting Support for Advisors (1)
- client relationship management (4)
- Client Relationship Management (CRM) (1)
- client relationship solution (1)
- Client Risk Assessments (1)
- Client Service Monitor (1)
- client-facing analytical and proposal tool (1)
- Client-facing technology (1)
- Client360º (1)
- ClientFirst (2)
- Clients & Portfolios (1)
- ClientView Client Portal (1)
- ClientWorks (1)
- ClientWorks platform (1)
- Cloud applications (1)
- Cloud Desktop solution (1)
- cloud-based archiving solutions (1)
- cloud-based billing software (1)
- cloud-based billing tool (1)
- cloud-based CRM platform (1)
- cloud-based IT (1)
- cloud-based IT outsourcing (1)
- cloud-based platform (1)
- cloud-based portfolio management (1)
- cloud-based solutions (1)
- CLS Investments (1)
- CNN Money (1)
- Cohesive Client Management Process (1)
- Collaboration Cloud (Chatter) (1)
- Commonwealth Financial Network (1)
- Commonwealth’s Practice360º (1)
- Community Blog (1)
- company performance analysis (1)
- compete against other digital advisors (1)
- compliance and security (1)
- ComplianceQ (1)
- compliant ready platform (1)
- Composite Holdings Report (1)
- composite performance reporting (1)
- Composite Portfolio Review (1)
- CompositeBuilder (1)
- comprehensive portfolio management (1)
- comprehensive trading solutions (1)
- computer-based modeling system (1)
- Concenter Services (1)
- Concierge Service (1)
- conflict-free custody solution (1)
- Connections Console (1)
- content aggregation (1)
- content marketing (2)
- Copytalk+ (1)
- Copytalk+ Smartphone App (1)
- Cory Haberkorn (1)
- Cory Olson (1)
- Cost Basis (1)
- cost-efficient beta exposure (1)
- Council Capital (1)
- couple’s report (1)
- Craig Smith (1)
- create and manage portfolios (1)
- credit card processing (1)
- CRM (20)
- CRM Solutions (6)
- CRM systems (1)
- CRM technology (1)
- CRM User Adoption (1)
- Croesus (2)
- Cross-business Tracking Routing & Control (1)
- CSIA (1)
- curation engines (1)
- custodial data file import process (1)
- Custodial Data Integrations (1)
- custodial platform (2)
- Custodian (1)
- Custom Cloud (Force.com) (1)
- customer acquisition (1)
- customer relationship management (2)
- Customer Success Platform (1)
- Customizable Quarterly Investment Review Presentations (1)
- customizable questionnaires (1)
- customized analysis (1)
- Cutting Edge Auditing (1)
- Cybersecurity (1)
- Cybersecurity and Compliance (1)
- Damian Gallina (1)
- Damon Deru (1)
- Dan Arnold (1)
- Dan Brownell (1)
- Dan Hunt (1)
- Dan Santner (1)
- Dan Skiles (2)
- Daniel Inveen (1)
- Daniel Satchkov (6)
- Darren Tedesco (1)
- Darrin Courtney (1)
- Data Aggregation (3)
- data aggregation functionality (1)
- data aggregation solutions (1)
- data analysis (1)
- data analysis solutions (1)
- data automation (1)
- Data Cloud (Jigsaw) (1)
- data management solutions (1)
- data protection (1)
- Data-Driven Insights (1)
- DataPro (1)
- Dave Welling (3)
- David Benskin (4)
- David Canter (1)
- David Fetter (1)
- David Lyon (1)
- David, Stalnaker (1)
- Daxs Stadjuhar (1)
- Dean Cook (1)
- Deborah Fox (2)
- DecisionCenter (1)
- Deena Katz (1)
- Dennis Fox (1)
- Denny Bottorff (1)
- Depository Trust and Clearing Corporation (1)
- detailed financial planning (1)
- Digital Advice (1)
- Digital Content Marketing (2)
- digital financial solutions (1)
- Digital Fortress (1)
- Digital Fortress Suite (1)
- digital marketing hub (1)
- Digital Marketing Platform (1)
- Digital Practice Management (1)
- direct online insurance offerings (1)
- disparate and divergent solutions (1)
- Document Imaging (1)
- document management (3)
- Document Processing (1)
- document storage software-as-a-service (1)
- Docupace (1)
- Docupace ePACS® (1)
- Docupace Technologies (1)
- DocuSign (5)
- Dominey Stewart (1)
- Donald Capone (1)
- Doug Harbrecht (1)
- Doug McPhail (1)
- Downloadable Portfolio Review Reports (1)
- downside volatility (1)
- Dr. David Lawrence (1)
- Dr. Noah Smith (1)
- Drew DiMarino (2)
- Dropbox (1)
- Duane D’Orazio (1)
- Dynamic Rebalancing (1)
- E-Valuator (2)
- eAdvisor (1)
- EAI (1)
- Earnings Potential (1)
- EarningsQ (1)
- easily view user activity (1)
- EBITDA growth rate (1)
- Ebix (1)
- Ebix Smart Office (1)
- Echosign (1)
- Ed Beggs (3)
- Ed Butowsky (1)
- Ed O’ Brien (1)
- Ed O’Brien (1)
- EDGAR filing agent (1)
- Edmond Walters (2)
- Edward Jones (1)
- Efficient Technology (1)
- Electronic Signing (1)
- eliminating selected fees (1)
- Eliza De Pardo (1)
- Ellen Smith (1)
- eMoney (6)
- eMoney Advisor (5)
- eMoney Select system (1)
- eMoney’s emX Select platform (1)
- eMoney’s wealth management platform (1)
- emX (1)
- EMX Platform (1)
- emX’s Vault (1)
- end-of-life plan (1)
- end-‐to-‐end portfolio management (1)
- Enhanced Capital Partners (1)
- enhanced client communication (1)
- enhanced mutual funds order management (1)
- enrollment platform (1)
- Enterprise Content Management Software (1)
- enterprise-grade data management platform (1)
- Entreda (3)
- Envestnet (13)
- Envestnet Advisor Summit (1)
- Envestnet | Tamarac (2)
- Envestnet | Tamarac's Advisor Xi (1)
- Envestnet’s Advisor Suite® (1)
- Envestnet’s Digital Advisor platform (1)
- Eric Clarke (21)
- Eric Jardine (1)
- error checking (1)
- eSignature Capabilities (1)
- Estate Assist (1)
- estate management (1)
- ETF OneSource participants (1)
- ETFs (2)
- ETF’s (1)
- Everplans (1)
- eVestment (1)
- eVestment Quantum Analytics (1)
- eVestment Spectrum Analytics (1)
- eVestment Spotlight Analytics (1)
- eWealthManager (1)
- Expanded Performance Details for Sample Portfolios (1)
- External IT (4)
- External IT Cloud Desktop (1)
- External IT's Cloud Desktop (1)
- FA Insight (1)
- Farshad Ghaffari (1)
- FAStech (3)
- February 10-12, 2016 (2)
- February 4, 2015 (1)
- Fee Calculation Details (1)
- fee elimination (1)
- Fermin Garcia (2)
- Fetter Logic (1)
- Fetterlogic (1)
- Fidelity (7)
- Fidelity Center for Applied Technology (1)
- Fidelity Institutional (2)
- Fidelity Institutional Wealth Services (1)
- Fidelity Investments (2)
- Fidelity Investments® (1)
- Fidelity®'s New Wealthcentral® Technology Bundle (1)
- Fidelity’s Technology and Operations Consulting (1)
- Figlo (1)
- filter and cross reference data (1)
- FinaMetrica (5)
- FinaMetrica Plus (1)
- Finance Logix (3)
- Financelogix (1)
- Financial Account Data Technology Platform (1)
- financial advisors (2)
- Financial Feed (1)
- Financial Personalities (1)
- financial planning (2)
- financial planning and client engagement solutions (1)
- financial planning software (2)
- financial planning technology (1)
- financial planning tool (1)
- Financial Transmission Network Inc. (1)
- FinFolio (1)
- FinFolio’s Portfolio Management Software (1)
- FinFolio’s WorkStation (1)
- FINRA and SEC technology guidelines (1)
- FinTech 100 (1)
- Firm Alerts and Announcements (1)
- First Rate (1)
- Fisher Investments (1)
- fixed index annuities (1)
- flexibility to scale (1)
- Flexible Optimizer (1)
- Florida (1)
- FMG Suite (1)
- Folio Institutional (1)
- FolioDynamics (1)
- FolioDynamix (2)
- Forbes (1)
- forms automation (4)
- forms library (1)
- Fox Financial Planning (1)
- Fox Financial Planning Network (1)
- Fred Tomczyk (1)
- Ft. Lauderdale (1)
- FTJ FundChoice (1)
- FTNI (1)
- full lifecycle portfolio management (1)
- Fuse 2014 (1)
- Fuse 2014 award (1)
- Fusion Advisor Workstation (1)
- Fusion® Advisor Workstation (1)
- Gail Graham (2)
- Garrett Planning Network (1)
- Gemcom (1)
- Gemini Alternative Funds (1)
- Gemini Fund Services (1)
- Gemini Hedge Fund Services (1)
- Gen X/Y (1)
- Gentech (1)
- Geoff Davey (3)
- George Will (1)
- Global Financial Private Capital (1)
- Global Investment Performance Standards (1)
- goalgamiPro (1)
- goalgamiPro® (1)
- Google Analytics integration (1)
- Google Play (1)
- Gradient Investments (1)
- Great Kight (1)
- Greg Friedman (13)
- Greg Vigrass (1)
- Gregg Klein (1)
- Grendel (2)
- Guide Financial Technologies (1)
- Gustav Karner (1)
- Hemant Moore (1)
- HiddenLevers (3)
- High-Performing Firms (1)
- Holdings (1)
- Homrich Berg (1)
- hosted archiving solutions (1)
- Household Balance Sheet (1)
- household-‐level rebalancing (1)
- householded data backbone (1)
- HTML5 version (1)
- Human Finance Project (1)
- Hussain Zaidi (3)
- IBackup® (1)
- IBDs (1)
- IEC (1)
- Impact Communications (1)
- Impact Technologies Group (1)
- import tool (1)
- Income Generator (1)
- independent portfolio rebalancing software platform (1)
- industry related forms (1)
- Informatica (1)
- InformationWeek 500 (1)
- Innovation Centers (1)
- Inside Information (1)
- Insights on Advice (1)
- INSITE™ 2015 conference (1)
- instantaneous stress testing (1)
- Institutional Intelligent Portfolios™ (1)
- inStream Solutions (1)
- Insurance and Securities verticals (1)
- integrated cloud based technology (1)
- integrated CRM (1)
- Integrated CRM Performance Dashboard (1)
- integrated receivables management (1)
- integrated technology (1)
- Integration (2)
- integration of independent recordkeepers (1)
- Intelligent Aggregation (1)
- interactive compliance calendar (1)
- Interview (1)
- Intraday Integration (1)
- intraday quotes (1)
- intuitive user-experience (1)
- Invesco (1)
- Investigo (1)
- investment advice (1)
- Investment Advisors Workflow (1)
- Investment Income Summary Report (1)
- investment management experience (1)
- Investment Planning (2)
- investment policy statement (1)
- investment research platforms (1)
- investment screening functionality (1)
- investment solutions (2)
- InvestmentNews (1)
- Investor-Advisor Collaboration (1)
- Investor360° (1)
- iPad app (1)
- IPS AdvisorPro (1)
- IPSAdvisorPro (1)
- iReach (1)
- iRebal (1)
- iRebal® (1)
- iShares (1)
- ISO (1)
- iTunes App Stores (1)
- J. Kelley Williams, Jr. (1)
- J. Richard Coe (1)
- J.D. Bruce (2)
- J.P. Morgan (1)
- Jackson (1)
- Jackson app (1)
- Jackson National Life Insurance Company® (1)
- Jackson.com (1)
- Jackson® (1)
- James Carney (1)
- James Poer (1)
- Jason Roberts (1)
- Jason Wenk (1)
- Jay Jay French (1)
- Jeff Norris (1)
- Jemstep (4)
- Jennifer Valdez (3)
- Jenny Richards (1)
- Jenze Bosma (1)
- Jim Dario (2)
- Jim McKelvey (1)
- Jim Patrick (1)
- Joe Duran (1)
- Joe Ruzycki (1)
- John Hancock (1)
- John Mackowiak (1)
- John McArthur (1)
- John Ndege (1)
- John Norwood (1)
- John Prendergast (2)
- John Schobel (1)
- John Vaccaro (1)
- Jon Patullo (3)
- Jonathan Jaranson (1)
- Joseph Miola (1)
- Joseph Mrak (1)
- Joseph Starinsky (1)
- Josh Brown (1)
- Juan Williams (1)
- Jud Bergman (3)
- Jud Mackrill (1)
- Julie Littlechild (1)
- Juney Ham (1)
- Junxure (15)
- Junxure Advisor Conference (3)
- Junxure Cloud (8)
- Junxure Cloud® (1)
- Junxure Cloud® CRM (1)
- Junxure CRM (1)
- Junxure® CRM (1)
- Junxure’s cloud-based CRM/office management solution (1)
- Justin Wisz (9)
- Kanchana Chalia (1)
- Karl Chan (1)
- Kelly Caffrey (1)
- Ken Golding (6)
- Kevin Cimring (1)
- Kevin Crowe (1)
- Kevin Knull (1)
- Kevin Kraus (1)
- Kevin Miller (1)
- Kevin Paulsen (1)
- Kevin Sweet (1)
- Kiplinger (3)
- Kirk Hulett (1)
- Krilogy Financial (1)
- Kyle Hiatt (1)
- Ladenburg Thalmann Financial Services Inc. (1)
- lagging performance duration and timeframe priorities (1)
- Las Vegas (1)
- Laser App (4)
- Laser App 2015 Financial Services Conference (1)
- Laser App Advisor Con 2015 (1)
- Laser App Anywhere (6)
- Laser App Enterprise (1)
- Laser App Software (9)
- Laser App’s Software as a Service (SaaS) platform (1)
- LaserApp (1)
- LaserApp Anywhere (1)
- Laserfiche (7)
- Laserfiche Connector (1)
- Laserfiche Document Management (1)
- Lex Sokolin (1)
- LiquidHub (1)
- Lori Hardwick (1)
- Loring Ward (1)
- Lowell Putnam (3)
- LPL Financial (5)
- LPL Financial Holdings (1)
- LPL Financial LLC (1)
- LPL Focus 2015 (1)
- LPL Focus Conference (1)
- LPL’s Resource Center (1)
- Luis Gomez (1)
- MacroRisk Analytics (1)
- Maggie Crowley (1)
- MagniPost (1)
- maintenance of composites (1)
- manage cash flows (1)
- management fee (1)
- management software (3)
- Mara Laisson (1)
- Maree Moscati (1)
- Marie Swift (1)
- Mario Canas (1)
- Mark Balasa (1)
- Mark Casady (1)
- Mark Engelhardt (1)
- Mark Tibergien (2)
- Mark Wilson (1)
- Market Movement Strategies (MMS) (1)
- Marketing Center platform (1)
- Marketing Cloud (1)
- Marketing Gorilla System (1)
- Marketware International (1)
- Martin L. Flanagan (1)
- Mary Ellen Whiteman (1)
- Mary Ferguson (1)
- Matched Portfolio (1)
- Matt Abar (1)
- Matt Crisp (1)
- Matt Nelson (1)
- Matt O’Brien (1)
- Maureen Duff (1)
- Michael Kitces (4)
- Michael M. Carter (1)
- Michael Pinsker (2)
- Michael Spellacy (1)
- Michael Stier (1)
- Michael Wilson (3)
- Michelle Smith (1)
- Microsoft (1)
- Microsoft Corp (1)
- Microsoft Dynamics CRM (1)
- Mike Capelle (1)
- Mike Ethridge (1)
- Mike McDaniel (2)
- Mike Phillips (1)
- Mike Walsh (1)
- mitigate risk (1)
- Mitt Romney (1)
- Mobile app (1)
- Mobile App 2.0 (1)
- Mobile Application (1)
- Mobile channel (1)
- mobile connectivity (1)
- mobile devices (1)
- mobile forms-filling (1)
- Mobile Optimization (1)
- Mobile Productivity (1)
- Mobile Scribe Service (1)
- Model Wealth Portfolios (1)
- Modern Portfolio Theory (1)
- Modestpark (1)
- modify portfolio exposures (1)
- Money Guide Pro (2)
- MoneyGuidePro (13)
- MoneyGuideProTM (1)
- MoneyGuidePro® (1)
- MoneyTree (1)
- monitoring (1)
- monthly compliance checklists (1)
- Morningstar (10)
- Morningstar Advisor (1)
- Morningstar Analyst Rating™ (1)
- Morningstar for Advisors App (1)
- Morningstar Office (2)
- Morningstar OfficeSM (5)
- Morningstar, Inc. (1)
- Morningstar® (1)
- Morningstar® Advisor WorkstationSM (1)
- Morningstar® Portfolio X-Ray® (1)
- Multi-Asset Class Portfolio Analysis (1)
- multi-block trading (1)
- multi-user support (1)
- mutual fund capital gains distributions (1)
- My Wall (1)
- myeDocumentsuite.com (1)
- MyRetirement (2)
- MyRIACompliance (2)
- Narrator Clients™ (1)
- Narrator™ application builder (1)
- Nathan Lucius (1)
- National Financial Partners Corp. (1)
- Nationwide (1)
- Natural Language Processing (1)
- Naureen Hassan (1)
- NaviPlan (1)
- NaviPlan LEADS (1)
- NaviPlan® financial planning tool (1)
- NaviPro (2)
- Neal Ringquist (2)
- Neesha Hathi (5)
- Nerd’s Eye View (1)
- NestEgg (2)
- NestEgg Wealth (1)
- NetExchange Client (1)
- NetExchange Select (1)
- NetExchange View (1)
- NetX360 (2)
- NetX360® (4)
- NetX360® platform (2)
- NetXInvestor (1)
- NetXInvestor® (1)
- new client electronic on-boarding (1)
- New Microsoft Dynamics® (1)
- Newgate Capital Management (1)
- Next Generation Investor Portal (1)
- Next Generation of Integration (1)
- Next-Generation Advisor CRM® (1)
- next-generation wealth management platform (1)
- NFP (1)
- NFP Advisor Services Group (1)
- Nobel Foundation (1)
- normalization (1)
- Northern Lights Compliance Services (1)
- Northern Lights Distributors (1)
- NorthStar (1)
- NorthStar Financial Services Group (4)
- Norwood Consulting (1)
- Note Taking (1)
- Nova (1)
- November 2-4, 2015 (1)
- Oauth2 user authentication security (1)
- October 13 (1)
- Office 365 (1)
- Office of the Future (1)
- Oleg Tishkevich (3)
- Online Account Management (1)
- online account opening (1)
- Online Account Opening & Transfer (1)
- online advisor-client collaboration (1)
- online client engagement (1)
- online practice management platform (1)
- Online Reporting Dashboard (1)
- Open View Gateway (1)
- open-architecture platform (1)
- OpenView Gateway (3)
- OpportunityView™ (1)
- Optimum Market Portfolios (1)
- Optional Tax Management (1)
- OptionsPlay Score (1)
- Optionsplay® (1)
- Oranj (3)
- order processing (1)
- Orion (18)
- Orion Advisor Integration (1)
- Orion Advisor Services (19)
- Orion Advisor Services, LLC (3)
- Orion Business Intelligence (1)
- Orion Connect (3)
- Orion Discover (1)
- Orion Portfolio Reports (1)
- Orion’s Client Portal (1)
- OS33 Cloud Desktop platform (1)
- Outlook email archiving (1)
- Outsourcing Services (1)
- packaged web design (1)
- Panoramix (1)
- Panoramix™ (1)
- Paperclip (1)
- paperless client onboarding process (1)
- paperless enrolment (1)
- paperless onboarding (1)
- paperless processing systems (1)
- Park City, Utah (1)
- Pat Dempsey (3)
- Patrick Ambron (1)
- Patrick Dempsey (1)
- Patrick Flaherty (1)
- Patrick Yip (1)
- Paul Cantrell (1)
- Paul Polese (1)
- Paul Resnik (2)
- Paul West (1)
- PCI-compliant platform (1)
- Peak Advisor Alliance (2)
- pensions (1)
- Performance (1)
- Performance Center (1)
- Performance Dashboard and Client Reporting Engine (1)
- performance expectations (1)
- Performance Measurement (1)
- Performance Reporting (4)
- Performance Reporting Capabilities (1)
- performance reporting software (1)
- Perry Moore (1)
- Pershing (8)
- Pershing Advisor Solutions (2)
- Pershing LLC (1)
- Pershing’s Net 360 Technology Channel (1)
- Personal Finance Management Application (1)
- personal financial management (1)
- Personal Financial Management (PFM) tool (1)
- personal financial management platform (1)
- Pete Hess (1)
- Peter Intraligi (1)
- Phil Cunningham (3)
- Phil Sorgen (1)
- Philip Wilson (2)
- PIEtech (5)
- PIEtech, Inc., (1)
- PMC's Quantitative Portfolios (1)
- Pocket Risk (2)
- portfolio accounting (1)
- portfolio accounting service provider (1)
- Portfolio Accounting Solutions (1)
- portfolio analysis (2)
- Portfolio Analytics (3)
- portfolio applications (1)
- Portfolio Building (1)
- portfolio construction capabilities (1)
- Portfolio Construction Tool (1)
- Portfolio Crash Test solution (1)
- Portfolio Crash Testing (1)
- portfolio management (8)
- Portfolio Management and Insurance Management modules (1)
- Portfolio Management Consultants (1)
- portfolio management process (1)
- Portfolio Management Processes (1)
- portfolio management system (1)
- portfolio management tools (1)
- portfolio mappings services (1)
- Portfolio Pathway (1)
- portfolio risk (1)
- Portfolio Snapshot (1)
- PortfolioCenter (1)
- PortfolioCenter® (1)
- position data (1)
- Positions (1)
- POWER (1)
- Power of Together (1)
- PowerAdvisor (1)
- PowerShares (1)
- practice and portfolio management system (2)
- practice management (1)
- practice management solutions (1)
- PreciseFP (1)
- predictive analytical tools (1)
- PRNewswire (1)
- ProcessEZ (1)
- Productivity (1)
- Proposal Generation Capabilities (1)
- Proposal Tool for Chapwood Investments (1)
- ProTracker (1)
- ProTracker Advantage (1)
- ProTracker Cloud (1)
- ProTracker Software (1)
- psychometric risk tolerance test (1)
- Q-Suite (1)
- Quadron Data Solutions (1)
- Quadron Data Solutions™ (1)
- qualified fiduciary advisors (1)
- quantitative risk technology (1)
- Quantitative Risk Tolerance (1)
- Quantum (1)
- Questar Capital℠ (1)
- Quik! Form (1)
- Quik! Forms (1)
- Quovo (3)
- Radar (1)
- Raj Udeshi (1)
- Ram Nagappan (4)
- RCS Capital (1)
- real time balances (1)
- Real-Time Data (1)
- Real-time Profile Tracking (1)
- Realized and Unrealized Gains/Losses (1)
- rebalance (1)
- Rebalancer (1)
- rebalancing (1)
- rebalancing capability (1)
- rebalancing platform (2)
- rebalancing solution (1)
- rebalancing workflows (1)
- Redhawk (1)
- Redhawk Wealth Advisors (1)
- Redi2 Technologies (3)
- Redkite (1)
- Redtail (6)
- Redtail CRM (6)
- Redtail Technology (7)
- Redtail Technology CRM (1)
- Reduce computer sprawl (1)
- RegEd (1)
- registered investment advisors (1)
- registration checker tool (1)
- regulatory compliance (1)
- regulatory compliance services and technology (1)
- Rehmann (1)
- relationship solutions (1)
- Relius Adminstration (1)
- Report Builder (1)
- reporting (1)
- reporting capabilities (1)
- Reporting Console for Each Office (1)
- reporting platform (2)
- reporting solutions (1)
- ReportQ (1)
- required trading and rebalancing (1)
- RESTful (1)
- Retirement Hub app (1)
- retirement income planning tool (1)
- Retirement Income Story© (2)
- Retirement Plan Network (1)
- RetireRisk (1)
- RetireUp (3)
- RIA (2)
- RIA advisor platform (1)
- RIA Benchmarking Study (1)
- RIA in a Box (1)
- RIA/Client reletionships (1)
- RIAs (3)
- Rich Cancro (3)
- Rich Ellinger (2)
- RightSize Solutions (1)
- Rio Hotel & Casino (1)
- Rio Hotel & Casino in Las Vegas (1)
- Risk Alignment Platform (1)
- Risk Analysis (1)
- risk engineering (1)
- Risk Management (1)
- risk management characteristics (1)
- risk management platform (1)
- risk modeling (1)
- Risk Number (2)
- Risk Number® (1)
- Risk Number™ (4)
- Risk Profiling (2)
- risk profiling questionnaire provider (1)
- Risk Tolerance (2)
- risk tolerance assessment (2)
- risk tolerance assessment tools (1)
- Risk Tolerance Questionnaire (1)
- Risk-Balanced Portfolios (1)
- Riskalyze (15)
- Riskalyze and RetireUp Integration Demo (1)
- Riskalyze Autopilot (1)
- RiXtrema (8)
- RiXtrema's Portfolio Crash Test (1)
- Rob Cirrotti (1)
- Robb Baldwin (1)
- Robert Arnott (1)
- Robert Eggebrecht (1)
- Robert Moore (1)
- Robert Powell (8)
- robo advisors (1)
- Robo-Advisers (1)
- Robo-advisor (1)
- Robo-Shield™ (1)
- robust backup features (1)
- robust technology capabilities (1)
- Rocaton Advisors (1)
- Ron Carson (3)
- Ron Huddleston (1)
- Roy Burns (1)
- Run Smarter® (1)
- Rushmore Advisor Services (1)
- Russ Thornton (1)
- Russell Leto (1)
- Ryan Beach (3)
- SaaS (1)
- SaaS-based payment processing platform (1)
- Safe by Estate Assist (1)
- Sagacious, Inc. (1)
- Salentica (2)
- Salentica CRM (3)
- Salentica’s Data Broker (1)
- Sales Cloud (1)
- Salesforce (8)
- Salesforce AppExchange (2)
- Salesforce CRM (1)
- Salesforce data migrator (1)
- Salesforce Financial Service Cloud Integration (1)
- Salesforce Financial Services Cloud (1)
- Salesforce.com (1)
- Salesforce1 Customer Platform (1)
- Sam Attias (4)
- San Diego (1)
- San Diego, CA (1)
- scalable personal finance data platform (1)
- Scalable workflow tools (1)
- SCANaltyics (1)
- SCANalytics (1)
- Schwab (9)
- Schwab advisor center (2)
- Schwab Advisor Services (3)
- Schwab Advisor Services’ (1)
- Schwab Advisor Services’ SOLUTIONS® (1)
- Schwab Advisory Services (1)
- Schwab IMPACT 2013 (1)
- Schwab Independent Advisor Outlook Study (1)
- Schwab Intelligent Integration® (1)
- Schwab Intelligent Portfolios (1)
- Schwab Intelligent Portfolios™ (1)
- Schwab Intelligent Technologies (1)
- Schwab OpenView Gateway (2)
- Schwab OpenView Gateway® (1)
- Schwab OpenView Gateway™ (2)
- Schwab OpenView MarketSquare® (1)
- Schwab OpenView Mobile (1)
- Schwab Performance Technologies® (1)
- Schwab’s 2013 RIA Benchmarking Study (1)
- SciQ Insights (1)
- Scivantage (1)
- Scott Parry (1)
- Scottrade (3)
- Scottrade® Advisor Services (2)
- Scottrade® Advisor Services Platform (1)
- seamless advisor integration (1)
- seamless forms-filling capabilities (1)
- Search Engine Optimization (1)
- search engine optimization tagging (1)
- Securities America (1)
- securities and insurance industries (1)
- Security (1)
- SEI (2)
- service alerts (1)
- Service Cloud (1)
- services and support for RIAs (1)
- Shane Bingham (1)
- Shannon Dempsey (1)
- Shareholders Service Group (2)
- Sharing (1)
- Sherri DuMond (1)
- Sheryl Garrett (1)
- Sheryl Rowling (4)
- Sid Yenamandra (3)
- SIFMA/FINRA Cybersecurity Conference (1)
- Signix (1)
- Silanis (1)
- Simon Mulcahy (2)
- Simon Sinek (1)
- single sign-on integration (1)
- single-sign on capability (1)
- single-sign on functionality (1)
- SixThirty (1)
- SixThirty FinTech Accelerator (1)
- Small Businesses (1)
- Smarsh (1)
- Smarsh My Site (1)
- Smarsh Sites (1)
- Smart Form Tool (1)
- Smart Office (1)
- Smarter Prospecting (1)
- SmartOffice (1)
- SMAs (1)
- Social Analytics (1)
- social collaboration (1)
- Social Media (2)
- social media integrations (1)
- Social Security (1)
- Social Security Analyzer (1)
- Social Security Optimizer (1)
- Sonia Rosenbaum (1)
- Sophie Schmitt (1)
- sophisticated computer algorithms (1)
- Spark (1)
- Spenser Segal (2)
- sqope (1)
- sqopeTM Score (1)
- SS&C Technologies (1)
- SS&C Technologies Holdings (1)
- SS&C Technologies Holdings, Inc. (1)
- SSG (2)
- SSG Conference (2)
- Stark & Stark (1)
- State Income Tax Calculator (1)
- state‐of‐the‐art forms-filling technology (1)
- Steve Dunlap (1)
- Steve Sanduski (1)
- Steven D. Kelly (1)
- Stifel (1)
- Strategic Advisor (1)
- Strategic Integrated Online Account Processing (1)
- Streetscape (1)
- Stuart DePina (7)
- Sugar Ray Leonard (1)
- SugarCRM (1)
- Suhail Ali (1)
- SunGard (4)
- SunGard Financial Systems (3)
- SunGard’s WealthStation (1)
- SunGard’s WealthStation Financial Planning solution (1)
- Sustainable Retirement Income (1)
- Symantec VIP integration (1)
- Synapse API (1)
- T. Rowe Price (1)
- T3 (10)
- T3 Advisor Conference (3)
- T3 Advisor Tech Conference (1)
- T3 Blog (9)
- T3 Conference Anaheim, CA (1)
- T3 Enterprise Conference (1)
- T3 Technology Conference (4)
- TA Associates (1)
- Tamarac Advisor® Xi (1)
- Tamarac's Advisor® Xi (1)
- tax efficiency in a cloud-‐based model (1)
- Tax Efficient Drawdown (1)
- Tax Lot information (1)
- tax planning (1)
- tax-aware trading program (1)
- tax-losses (1)
- TD Ameritrade (9)
- TD Ameritrade Holding Corporation (1)
- TD Ameritrade Institutional (8)
- TD Ameritrade Institutional Veo® (1)
- TD Ameritrade Institutional's Veo® (1)
- TD Ameritrade Institutional’s Veo Open Access platform (1)
- TD Ameritrade Institutional’s VEO® (1)
- TD Ameritrade National LINC Conference (1)
- TD Ameritrade's VEO (1)
- TD Ameritrade’s Veo platform (1)
- TDA (1)
- technology (244)
- Technology adoption (1)
- Technology Integrations (1)
- technology solutions (1)
- Technology Tools For Today (1)
- Technology Tools for Today 2014 Conference (1)
- tenth annual T3 Technology Conference (1)
- The Efficient Practice (1)
- The E‐Valuator (1)
- The Future of Risk is Here: Enhance Your Value or Perish (1)
- The Markets (1)
- the Practice (1)
- The Retirement Hub (1)
- The Tarbox Group, Inc. (1)
- Third-Party Technology Integrations (1)
- Tim Ramza (1)
- Tim Welsh (1)
- time-effective onboarding experience (1)
- timeframes (1)
- TJ Jones (1)
- To-Do Lists (1)
- Todd Clarke (2)
- Todd R. Crockett (1)
- Tom Doherty (1)
- Tom Embrogno (1)
- Tom Giachetti (2)
- Tom Kimberly (1)
- Tom Nally (3)
- Tom Schildhauer (1)
- Total Portfolio Expert (TPX) (1)
- Total Rebalance Expert (3)
- Total Rebalance Expert (TRX) (1)
- Total Technology Platform (1)
- Touch functionality (1)
- Trade Strategy Visualization (1)
- TradePMR (2)
- TradeWarrior (1)
- Trading Processes (1)
- Trading Strategy Checklist (1)
- Tricia Rothschild (7)
- Trizic (1)
- Trust Company of Sterne Agee (1)
- tRx (3)
- TRX Edge (1)
- turnkey data science solutions (1)
- two-factor authentication (1)
- Tyler Nunnally (2)
- Ultra High Net Worth (1)
- unified cloud computing solutions (1)
- unified managed account (1)
- unified wealth management technology (1)
- Unify (1)
- Unify Cloud Disaster Recovery (1)
- Unify Software (1)
- Unify’s Cloud VPN (1)
- United Capital (1)
- United Capital Financial Advisors (1)
- up-to-date account data (1)
- Upside (1)
- Upside Advisor (1)
- Uri Pomerantz (1)
- user-friendly programing (1)
- Vanare (4)
- Vanare | NestEgg (1)
- Vanguard (3)
- variable annuities (1)
- VAs (1)
- Vendor Affinity Program (1)
- VEO (1)
- Veo Open Access (1)
- Veo Open AccessSM platform (1)
- Veo® (1)
- verification (1)
- Vestmark (1)
- Vestmark Manager Marketplace (VMM) (1)
- Vestorly (9)
- Vestorly solution (1)
- Victor Fetter (4)
- Video conferencing (1)
- Vincent Guyaux (1)
- Vladimir Baranov (1)
- Wall Street Journal (1)
- Walt Bettinger (1)
- Warren Mackensen (1)
- Wealth Access (4)
- Wealth Access Estate Platform 3.0 (1)
- wealth management solutions (2)
- wealth management technology (1)
- Wealthbase (1)
- Wealthbox CRM (1)
- Wealthcare Capital Management (1)
- WealthCentral (1)
- Wealthminder (2)
- Wealthminder Seed Capital (1)
- WealthStation (2)
- WealthStation CompAct (1)
- WealthStation Financial Planning (1)
- WealthTechs (1)
- Web App Single Sign On (1)
- web-based applications (1)
- web-based client management software (1)
- web-based CRM (1)
- web-based portfolio management software (1)
- web-based software portal (1)
- Wednesday July 22, 2015 (1)
- Wells Fargo Advisors (1)
- Wes Stillman (1)
- Weston (1)
- Westport Resources (1)
- Whitepaper (1)
- Will Bressman (1)
- William Faulkner (1)
- Windows™ PowerShell (1)
- WinOps (1)
- Women Investors (1)
- Woodrow Levin (1)
- Wordpress platform (1)
- workflow solutions (1)
- Worldox (1)
- WorthFM (1)
- X-Ray Reports (1)
- XCelent Award (1)
- XLR8 (1)
- XTRAC (2)
- XTRAC App (1)
- XTRAC Solutions (2)
- yHLsoft (1)
- Yodlee (3)
- Zohar Swaine (2)
- Zywave (1)
- “Robo” Challenge (1)
Tags
technology
Eric Clarke
CRM
Orion Advisor Services
Orion
Riskalyze
Junxure
Envestnet
Greg Friedman
MoneyGuidePro
Morningstar
T3
AdvisoryWorld
Aaron Klein
Justin Wisz
TD Ameritrade
T3 Blog
Vestorly
Schwab
Laser App Software
Pershing
Robert Powell
TD Ameritrade Institutional
Salesforce
Junxure Cloud
portfolio management
RiXtrema
Laserfiche
Redtail Technology
Tricia Rothschild
Stuart DePina
Fidelity
Redtail
Redtail CRM
Daniel Satchkov
eMoney
CRM Solutions
Ken Golding
Laser App Anywhere
Advicent
Brian McLaughlin
Neesha Hathi
DocuSign
Brian Shenson
FinaMetrica
account aggregation
eMoney Advisor
Morningstar OfficeSM
LPL Financial
Advent
PIEtech
Jemstep
Risk Number™
David Benskin
Wealth Access
Sam Attias
Charles Schwab
Sheryl Rowling
Laser App
forms automation
NetX360®
client relationship management
T3 Technology Conference
NorthStar Financial Services Group
SunGard
External IT
Victor Fetter
Ram Nagappan
Michael Kitces
Vanare
Performance Reporting
Yodlee
OpenView Gateway
Vanguard
ActiFi
Kiplinger
Jennifer Valdez
Redi2 Technologies
Jon Patullo
Scottrade
FAStech
Bill Crager
Advisor Technology solutions
Michael Wilson
Dave Welling
RIAs
Ryan Beach
Rich Cancro
Bill Rourke
Entreda
Oleg Tishkevich
T3 Advisor Conference
Oranj
Finance Logix
management software
Portfolio Analytics
Bill Winterberg
Sid Yenamandra
Advizr
Jud Bergman
Client Marketing Systems
Lowell Putnam
Data Aggregation
Advyzon
Hussain Zaidi
tRx
Ed Beggs
Quovo
Salentica CRM
Orion Advisor Services, LLC
Tom Nally
Phil Cunningham
BizEquity
Albridge
Junxure Advisor Conference
document management
Orion Connect
Black Diamond
Advisors Assistant
Ron Carson
Pat Dempsey
Total Rebalance Expert
Schwab Advisor Services
RetireUp
SunGard Financial Systems
Advent Software
Geoff Davey
HiddenLevers
Michael Pinsker
Investment Planning
Advisor Software
E-Valuator
NaviPro
Zohar Swaine
Risk Number
practice and portfolio management system
Neal Ringquist
custodial platform
Pocket Risk
Integration
Advicent Solutions
Shareholders Service Group
TradePMR
Digital Content Marketing
ClientFirst
Scottrade® Advisor Services
February 10-12, 2016
J.D. Bruce
Blu Giant
Pershing Advisor Solutions
reporting platform
ETFs
Dan Skiles
Advisor BioniX
investment solutions
Risk Profiling
Blu Giant Advisor Studios
MyRetirement
Jim Dario
Paul Resnik
NestEgg
Charles Goldman
MyRIACompliance
Todd Clarke
Anil Arora
customer relationship management
portfolio analysis
Rich Ellinger
Risk Tolerance
Gail Graham
Blueleaf
rebalancing platform
FolioDynamix
Advisor CRM
risk tolerance assessment
Fermin Garcia
wealth management solutions
Peak Advisor Alliance
Spenser Segal
Schwab OpenView Gateway
Morningstar Office
Advisor Xi Platform
BNY Mellon
Envestnet | Tamarac
AssetMark
BillFin
financial advisors
Bob Curtis
Salentica
NetX360
Tom Giachetti
Mike McDaniel
Schwab OpenView Gateway™
Billy Oliverio
Retirement Income Story©
Deborah Fox
Advent Black Diamond
BioniX
Simon Mulcahy
Grendel
content marketing
NetX360® platform
Appcrown
Croesus
XTRAC
SEI
Fidelity Institutional
Drew DiMarino
financial planning
SSG
Schwab advisor center
Money Guide Pro
Wealthminder
SSG Conference
Philip Wilson
XTRAC Solutions
Tyler Nunnally
advisor rebalancing
Fidelity Investments
financial planning software
Mark Tibergien
Social Media
John Prendergast
Salesforce AppExchange
RIA
AdventConnect
Brett Clarke
Advisors Assistant®
WealthStation
Edmond Walters
Newgate Capital Management
Enhanced Capital Partners
Total Technology Platform
Arcons Technology
custodial data file import process
data protection
State Income Tax Calculator
ACH origination
CitiMortgage
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
eSignature Capabilities
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
Dan Arnold
Depository Trust and Clearing Corporation
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
client-facing analytical and proposal tool
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
FA Insight
Benjamin Birken
MoneyGuidePro®
Docupace
Tax Efficient Drawdown
LaserApp Anywhere
cloud-based platform
Shane Bingham
PowerShares
Brett Thorne
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Fidelity®'s New Wealthcentral® Technology Bundle
Vladimir Baranov
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
composite performance reporting
SixThirty
Q-Suite
business valuations
Run Smarter®
Patrick Flaherty
High-Performing Firms
financial planning tool
WealthStation CompAct
Redhawk Wealth Advisors
Edward Jones
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
Cost Basis
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
Cetera Financial Group
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Windows™ PowerShell
reporting
Next Generation Investor Portal
enhanced client communication
Touch functionality
ARKON
Michael Spellacy
Custodial Data Integrations
Data-Driven Insights
state‐of‐the‐art forms-filling technology
client acquisition
Junxure CRM
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
Estate Assist
unified managed account
automated portfolio management
Mobile Application
Dan Brownell
detailed financial planning
Sustainable Retirement Income
Client-facing technology
Scott Parry
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
Farshad Ghaffari
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Docupace ePACS®
Tax Lot information
Advisor Software, Inc.
cloud-based portfolio management
Shannon Dempsey
Brian A. Davis
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
Fidelity’s Technology and Operations Consulting
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
eAdvisor
Technology adoption
Advisory World
Maggie Crowley
Composite Portfolio Review
SixThirty FinTech Accelerator
Quadron Data Solutions
ByAllAccountsSM
Rushmore Advisor Services
Patrick Yip
Holdings
Financial Transmission Network Inc.
WealthStation Financial Planning
Efficient Technology
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
cost-efficient beta exposure
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
Chad Blythe
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
WinOps
reporting capabilities
Next Generation of Integration
enhanced mutual funds order management
Trade Strategy Visualization
Artificial Intelligence
Michael Stier
DataPro
Steve Dunlap
ActiFi Client Engagement
Client communications management
Junxure® CRM
Schwab IMPACT 2013
Zywave
RIA in a Box
Oauth2 user authentication security
estate management
unified wealth management technology
Automated Workflow
Mobile channel
Dan Hunt
Digital Advice
Symantec VIP integration
Kirk Hulett
Client360º
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
VAs
monitoring
Docupace Technologies
tax planning
Laserfiche Connector
cloud-based solutions
practice management
J. Richard Coe
Robert Arnott
Outlook email archiving
goalgamiPro
Figlo
Walt Bettinger
Blaze Portfolio
My Wall
EAI
Technology Integrations
MagniPost
CompositeBuilder
Quadron Data Solutions™
CAIS
Jenny Richards
Russ Thornton
Paul Cantrell
Homrich Berg
FinFolio
WealthTechs
Redkite
Electronic Signing
timeframes
Andrew Rudd
Marketing Cloud
Council Capital
Social Security Optimizer
Realized and Unrealized Gains/Losses
Chad Centorbi
Jonathan Jaranson
Salesforce Financial Services Cloud
industry related forms
Informatica
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
enrollment platform
Artisan and Grendel
Custodian
Steve Sanduski
ActiFi software suite
Client Data Automation
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
ETF OneSource participants
Unify
Automated workflows
mobile connectivity
Dan Santner
Synapse API
advisor and client portals
Krilogy Financial
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Vendor Affinity Program
Bill Good
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
CLS Investments
Sharing
practice management solutions
Brian Semitekol
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
filter and cross reference data
Warren Mackensen
myeDocumentsuite.com
Earnings Potential
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
comprehensive portfolio management
Small Businesses
qualified fiduciary advisors
CAM
Jenze Bosma
Russell Leto
Paul Polese
hosted archiving solutions
FinFolio’s Portfolio Management Software
Web App Single Sign On
Nerd’s Eye View
eliminating selected fees
TJ Jones
Andrew Stevens
Marketing Gorilla System
couple’s report
Sonia Rosenbaum
Abby Schneiderman
rebalance
Chapwood Investments
Joseph Miola
Salesforce.com
Pershing LLC
InformationWeek 500
Woodrow Levin
next-generation wealth management platform
Enterprise Content Management Software
TradeWarrior
Ashley Globerman
Michelle Smith
Custom Cloud (Force.com)
Steven D. Kelly
activity streams
client database portal
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
digital financial solutions
T. Rowe Price
Kyle Hiatt
Clients & Portfolios
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
February 4, 2015
VEO
Bill Laird
Dominey Stewart
tax-losses
Advisor View™
Lex Sokolin
CNN Money
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
EarningsQ
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
comprehensive trading solutions
Smarsh
quantitative risk technology
CAM System
Household Balance Sheet
FinFolio’s WorkStation
web-based applications
Eliza De Pardo
To-Do Lists
Andrew Tognela
Marketware International
Craig Smith
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
NFP
enterprise-grade data management platform
Trading Processes
ASI
Microsoft
customer acquisition
David Canter
Stifel
Activity tracking and corporate memory
client engagement
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
ETF’s
Unify Software
automation software tool
mobile forms-filling
Daniel Inveen
Digital Fortress
Advisor Con
Ladenburg Thalmann Financial Services Inc.
ClientView Client Portal
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Fee Calculation Details
Veo Open Access
Morningstar Advisor
Donald Capone
Advisor Websites
LiquidHub
Cohesive Client Management Process
Sheryl Garrett
predictive analytical tools
Brian Stimpfl
Jackson
Panoramix
Google Play
FinaMetrica Plus
Blu Giant, LLC
easily view user activity
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
computer-based modeling system
Smarsh My Site
Quantitative Risk Tolerance
Cameron Routh
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
FINRA and SEC technology guidelines
web-based client management software
NestEgg Wealth
Ellen Smith
Martin L. Flanagan
create and manage portfolios
sophisticated computer algorithms
rebalancing
Joseph Starinsky
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
David Fetter
Strategic Advisor
Adhesion
Kanchana Chalia
client feedback
Schwab Intelligent Portfolios™
Interview
FolioDynamics
Everplans
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Digital Fortress Suite
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
ClientWorks
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
fee elimination
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
Doug Harbrecht
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
Collaboration Cloud (Chatter)
PRNewswire
Broker Dealers
Jackson app
robo advisors
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Narrator Clients™
EBITDA growth rate
tenth annual T3 Technology Conference
Advisor® Xi suite
Concenter Services
Smarsh Sites
Quantum
Canterbury Consulting
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
FinTech 100
web-based CRM
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
credit card processing
Spark
Account Alerts
rebalancing capability
Charles Sizemore
Josh Brown
check scanning
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
Microsoft Dynamics CRM
Customer Success Platform
David Lyon
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Client Management System
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
eVestment
United Capital
Back Office Solutions
Mobile Productivity
Darren Tedesco
digital marketing hub
T3 Advisor Tech Conference
Las Vegas
ClientWorks platform
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
Veo®
Morningstar for Advisors App
Doug McPhail
Advisor Xi
Loring Ward
Commonwealth Financial Network
ProcessEZ
brokerage and custody services
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
Financelogix
BlueSky
Narrator™ application builder
Ebix
The Efficient Practice
Mara Laisson
Concierge Service
Smart Form Tool
Questar Capital℠
CapGainsValet
Joe Duran
Safe by Estate Assist
HTML5 version
Firm Alerts and Announcements
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Account Details
rebalancing solution
Chicago
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
RESTful
Envestnet Advisor Summit
Trizic
AssetBook
Mike Capelle
Customizable Quarterly Investment Review Presentations
David, Stalnaker
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
eVestment Quantum Analytics
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Darrin Courtney
Digital Marketing Platform
Advisor FinTech Hackathon
Cloud applications
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
Fetter Logic
verification
Bill Wostoupal
Downloadable Portfolio Review Reports
TD Ameritrade Institutional Veo®
Commonwealth’s Practice360º
SIFMA/FINRA Cybersecurity Conference
Productivity
browser in the cloud
Jackson.com
Robo-advisor
paperless client onboarding process
Financial Account Data Technology Platform
wealth management technology
Nathan Lucius
Ebix Smart Office
The E‐Valuator
Advizr and Orion integration
Maree Moscati
conflict-free custody solution
Smart Office
Quik! Form
Career Activity Management System
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
First Rate
web-based software portal
RegEd
NetExchange View
eMoney Select system
Tom Embrogno
Anna Curry
Matched Portfolio
sqope
account management software
sqopeTM Score
account opening
rebalancing workflows
Chris Casdia
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Mike Ethridge
customizable questionnaires
Daxs Stadjuhar
advanced workflow tools
Client Marketing Systems, Inc.
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
eVestment Spectrum Analytics
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
Digital Practice Management
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Cloud Desktop solution
Securities America
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Fetterlogic
Vestmark
downside volatility
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Community Blog
Signix
Proposal Generation Capabilities
Built In Token 2-Factor Authentication
Jackson®
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
Echosign
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Connections Console
Smarter Prospecting
Quik! Forms
Carson Wealth Management Group
John Hancock
Performance
Fisher Investments
Wednesday July 22, 2015
registered investment advisors
eMoney’s emX Select platform
Annuities + Insurance
Matt Abar
CRM systems
SS&C Technologies
Account opening and commissions
Redhawk
Chris Casey
Julie Littlechild
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
Envestnet | Tamarac's Advisor Xi
AssetMark Advisor iPad
customized analysis
Dean Cook
Sugar Ray Leonard
Kevin Cimring
Client Meeting Support for Advisors
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
eVestment Spotlight Analytics
Upside
Balances
Modern Portfolio Theory
data aggregation functionality
direct online insurance offerings
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
cloud-based archiving solutions
securities and insurance industries
PortfolioCenter®
BranchNet
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
Dr. David Lawrence
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
company performance analysis
Silanis
Proposal Tool for Chapwood Investments
Business Analytics
James Carney
robust backup features
paperless onboarding
Gregg Klein
Financial Feed
Wealthbox CRM
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
content aggregation
SmartOffice
cash posting
John Mackowiak
Performance Center
IBackup®
fixed index annuities
Wells Fargo Advisors
registration checker tool
eMoney’s wealth management platform
Tom Kimberly
App expansion
Matt Crisp
CRM technology
CRM User Adoption
data analysis
SS&C Technologies Holdings
account rebalancing software
Chris Momsen
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
Envestnet’s Advisor Suite®
TRX Edge
Atlanta
Mike Phillips
Cutting Edge Auditing
SugarCRM
Kevin Crowe
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
eWealthManager
Upside Advisor
Barrett Ayers
Modestpark
data aggregation solutions
disparate and divergent solutions
Advisor Office
cloud-based billing software
Security
position data
brand-centric theme customization
iReach
Gemini Hedge Fund Services
Fidelity Center for Applied Technology
Morningstar®
Dr. Noah Smith
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
compete against other digital advisors
ProTracker
business and technology management
James Poer
robust technology capabilities
paperless processing systems
Financial Personalities
Wealthcare Capital Management
Bob Veres
Natural Language Processing
Ed Butowsky
the Practice
AICPA
Mark Balasa
SMAs
Radar
CEB TowerGroup
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
flexibility to scale
Wes Stillman
regulatory compliance
emX
Matt Nelson
Matt O’Brien
data analysis solutions
SS&C Technologies Holdings, Inc.
account servicing
Chris Wacker
Insurance and Securities verticals
Retirement Plan Network
NorthStar
Envestnet’s Digital Advisor platform
turnkey data science solutions
Attribution Analysis
Mike Walsh
Cybersecurity
DecisionCenter
Suhail Ali
Advent Custodial Data
Kevin Knull
Client Relationship Management (CRM)
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
Expanded Performance Details for Sample Portfolios
Uri Pomerantz
basic client interaction
modify portfolio exposures
Document Imaging
TA Associates
Advisor Office platform
Laser App Enterprise
cloud-based billing tool
Positions
BrandYourself.com
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
Vestorly solution
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
compliance and security
Simon Sinek
ProTracker Advantage
business development metrics
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
Ed O’ Brien
The Retirement Hub
Mark Casady
Copytalk+
Social Analytics
Raj Udeshi
Celent
John Ndege
Sales Cloud
performance expectations
IEC
Flexible Optimizer
Weston
regulatory compliance services and technology
NetXInvestor
EMX Platform
Tom Schildhauer
AppHub
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
Cross-business Tracking Routing & Control
data automation
accounting software
CIO Review
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
two-factor authentication
Audit Management
mitigate risk
Cybersecurity and Compliance
Deena Katz
Advent Direct
Kevin Kraus
client relationship solution
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
cloud-based CRM platform
service alerts
POWER
Bret Baier
iRebal®
Riskalyze Autopilot
Gentech
Fidelity Institutional Wealth Services
Morningstar® Portfolio X-Ray®
Dropbox
TD Ameritrade's VEO
LPL Focus Conference
ComplianceQ
single sign-on integration
ProTracker Cloud
business intelligence
Jason Wenk
Gustav Karner
financial planning and client engagement solutions
Bonaventure Resort and Spa
NaviPlan
Ed O’Brien
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
Copytalk+ Smartphone App
social collaboration
1-to-1 client relationships
Center For Wealth Planning
John Norwood
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
emX’s Vault
end-of-life plan
application program interface (API)
CSIA
Data Cloud (Jigsaw)
AccountQ™
Cities Digital
integrated CRM
Norwood Consulting
Eric Jardine
Audit Technology
Mitt Romney
Damian Gallina
Dennis Fox
Kevin Miller
Client Risk Assessments
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
External IT Cloud Desktop
Behavioral Finance
Document Processing
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
cloud-based IT
Service Cloud
Power of Together
Bret Magpiong
iShares
Orion Discover
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
Duane D’Orazio
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
compliant ready platform
single-sign on capability
ProTracker Software
business processing services
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
EDGAR filing agent
Third-Party Technology Integrations
Allen Eickelberg
Cory Haberkorn
2015 Peter L. Bernstein Award
RCS Capital
centralized and tailored user experience
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
New Microsoft Dynamics®
end-‐to-‐end portfolio management
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
curation engines
data management solutions
Stark & Stark
Accounts and Fact Sheets for Investments
Cities Digital’s MagniMail
Junxure Cloud®
Schwab Advisor Services’
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
error checking
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
Damon Deru
Denny Bottorff
SunGard’s WealthStation
Kevin Paulsen
Client Service Monitor
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
External IT's Cloud Desktop
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
document storage software-as-a-service
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
cloud-based IT outsourcing
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
Fidelity Investments®
Vincent Guyaux
Black Diamond®
multi-block trading
Dynamic Rebalancing
TDA
Luis Gomez
Composite Holdings Report
single-sign on functionality
psychometric risk tolerance test
business valuation knowledge
Jeff Norris
Roy Burns
Patrick Dempsey
financial planning technology
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
Cory Olson
social media integrations
2015 Veo® Integrated Awards
real time balances
Cetera
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration