AssetBook and Modestspark Announce Integration at #T32015
Submitted by Technology Tools for Today on February 12th, 2015
AssetBook, LLC. is formally announcing its new integration with Modestspark in the form of a robust platform for building RIA/Client relationships. They understand that advisors will need more than a portal or document vault and are leading the charge on meeting this need. The visualization in Modestspark is built on the data advisors trust from AssetBook. The Modestspark client application will come bundled with Radar, AssetBook's flagship portfolio management platform. Stop by the AssetBook booth at T3 for a preview of the application and get A Better View!
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Patrick Dempsey
securities and insurance industries
Clients & Portfolios
ClientView Client Portal
Juan Williams
filter and cross reference data
Insights on Advice
Earnings Potential
NFP
Real-Time Data
Microsoft
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
performance reporting software
Cohesive Client Management Process
FinFolio’s Portfolio Management Software
robust technology capabilities
Brian Stimpfl
Intraday Integration
Wealthcare Capital Management
eliminating selected fees
Bob Veres
mobile forms-filling
the Practice
AICPA
PIEtech, Inc.,
Ladenburg Thalmann Financial Services Inc.
SMAs
computer-based modeling system
Nova
Salentica’s Data Broker
Cameron Routh
Investor360°
Wes Stillman
enrollment platform
regulatory compliance
Garrett Planning Network
Morningstar Advisor
Portfolio Management Consultants
LiquidHub
SS&C Technologies Holdings
account rebalancing software
create and manage portfolios
SCANalytics
Jackson National Life Insurance Company®
XLR8
ETF OneSource participants
Great Kight
TRX Edge
Atlanta
PowerShares
management fee
SugarCRM
customer acquisition
Orion’s Client Portal
Schwab OpenView MarketSquare®
client engagement
Joe Duran
Risk Analysis
HTML5 version
NestEgg Wealth
Upside Advisor
Barrett Ayers
Q-Suite
Martin L. Flanagan
Advisor Office
Daniel Inveen
Patrick Flaherty
Security
ClientWorks
Riskalyze and RetireUp Integration Demo
INSITE™ 2015 conference
EarningsQ
NFP Advisor Services Group
Vestorly solution
Real-time Profile Tracking
Microsoft Corp
TD Ameritrade National LINC Conference
AdvisorQ
Perry Moore
Kanchana Chalia
Simon Sinek
Collaboration Cloud (Chatter)
FinFolio’s WorkStation
Rocaton Advisors
Broker Dealers
intraday quotes
WealthCentral
Eliza De Pardo
Bobby Yazdani
Forbes
Mobile Optimization
The Retirement Hub
PMC's Quantitative Portfolios
lagging performance duration and timeframe priorities
Social Analytics
Concenter Services
November 2-4, 2015
Sales Cloud
Canterbury Consulting
iPad app
Weston
Enterprise Content Management Software
regulatory compliance services and technology
Gemcom
Morningstar Analyst Rating™
Tom Schildhauer
AppHub
portfolio management process
Lori Hardwick
SS&C Technologies Holdings, Inc.
account servicing
credit card processing
OpportunityView™
Charles Sizemore
Jackson.com
Retirement Plan Network
digital financial solutions
Narrator Clients™
turnkey data science solutions
Attribution Analysis
Suhail Ali
Advent Custodial Data
OS33 Cloud Desktop platform
Schwab OpenView Mobile
client feedback
Joe Ruzycki
February 4, 2015
risk engineering
Human Finance Project
Dominey Stewart
NetExchange Client
Uri Pomerantz
basic client interaction
Quadron Data Solutions
Mary Ellen Whiteman
TA Associates
Advisor Office platform
Patrick Yip
service alerts
ClientWorks platform
Jud Mackrill
FinaMetrica Plus
Riskalyze Autopilot
instantaneous stress testing
easily view user activity
Nobel Foundation
Realized and Unrealized Gains/Losses
Microsoft Dynamics CRM
TD Ameritrade's VEO
Karl Chan
single sign-on integration
Commonwealth Financial Network
FINRA and SEC technology guidelines
brokerage and custody services
intuitive user-experience
Ellen Smith
Bonaventure Resort and Spa
Mobile Productivity
The Tarbox Group, Inc.
Albridge Solutions
Las Vegas
social collaboration
1-to-1 client relationships
Concierge Service
Oauth2 user authentication security
CapGainsValet
IPS AdvisorPro
Westport Resources
enterprise-grade data management platform
Rehmann
Gemini Alternative Funds
David Canter
Morningstar for Advisors App
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Portfolio Management Processes
Loring Ward
accounting software
Optimum Market Portfolios
check scanning
Jackson®
XTRAC App
ETF’s
RetireRisk
Greg Vigrass
Digital Fortress
Narrator™ application builder
two-factor authentication
Audit Management
practice management
Mara Laisson
Advent Direct
Customer Success Platform
Outlook email archiving
Schwab Performance Technologies®
Client Management System
John Hancock
Fee Calculation Details
Risk Management
Donald Capone
NetExchange Select
user-friendly programing
BD Equalizer
Quadron Data Solutions™
Mary Ferguson
Tamarac Advisor® Xi
Advisor Pro platform
Darren Tedesco
Paul Cantrell
Service Cloud
Cloud applications
Julie Littlechild
Institutional Intelligent Portfolios™
EBITDA growth rate
Video conferencing
Black Diamond platform
rebalance
Mike Capelle
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Kelly Caffrey
single-sign on capability
Commonwealth’s Practice360º
FinTech 100
Ron Huddleston
browser in the cloud
Invesco
Wealthminder Seed Capital
Branch Audit Consulting
forms library
Mobile Scribe Service
Third-Party Technology Integrations
Allen Eickelberg
portfolio accounting
2015 Peter L. Bernstein Award
conflict-free custody solution
October 13
Career Activity Management System
IPSAdvisorPro
Whitepaper
relationship solutions
Gemini Fund Services
David Fetter
application program interface (API)
portfolio management system
AccountQ™
Optional Tax Management
Chicago
James Carney
Everplans
Gregg Klein
Digital Fortress Suite
Nathan Lucius
Audit Technology
practice management solutions
Maree Moscati
Customizable Quarterly Investment Review Presentations
Outsourcing Services
Schwab’s 2013 RIA Benchmarking Study
John Mackowiak
fee elimination
risk management characteristics
IBackup®
Doug Harbrecht
NetExchange View
Behavioral Finance
qualified fiduciary advisors
Matched Portfolio
Tamarac's Advisor® Xi
Darrin Courtney
Paul Polese
services and support for RIAs
Cloud Desktop solution
Juney Ham
Financelogix
RiXtrema's Portfolio Crash Test
inStream Solutions
Ebix
Vincent Guyaux
Black Diamond®
Rebalancer
Mike Ethridge
TDA
Pershing LLC
single-sign on functionality
Community Blog
Firm Alerts and Announcements
Roy Burns
Built In Token 2-Factor Authentication
Investigo
Fox Financial Planning
Model Wealth Portfolios
Tim Ramza
Amanda Steinberg
portfolio accounting service provider
Laser App 2015 Financial Services Conference
social media integrations
2015 Veo® Integrated Awards
Connections Console
Office 365
Salesforce CRM
Carson Wealth Management Group
iReach
Will Bressman
Relius Adminstration
Gemini Hedge Fund Services
David Lyon
Total Rebalance Expert (TRX)
application programming interface
portfolio management tools
Stark & Stark
Accounts and Fact Sheets for Investments
CRM systems
OptionsPlay Score
Schwab Advisor Services’
Chris Casdia
James Poer
yHLsoft
eVestment
digital marketing hub
National Financial Partners Corp.
Ultra High Net Worth
auditable workflow and document management technology
PreciseFP
Marie Swift
SunGard’s WealthStation
customizable questionnaires
packaged web design
SciQ Insights
Client Marketing Systems, Inc.
John McArthur
risk management platform
IBDs
Doug McPhail
Vanare | NestEgg
Ben Francois
quantitative risk technology
Matt Abar
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Tax Efficient Drawdown
data aggregation functionality
Paul West
Shane Bingham
cloud-based archiving solutions
Financial Account Data Technology Platform
Rob Cirrotti
BranchNet
Insurance and Securities verticals
Ebix Smart Office
Vladimir Baranov
Black Diamond℠
rebalancing
Advisors Assistant’s CRM
Pershing’s Net 360 Technology Channel
Kevin Cimring
SixThirty
company performance analysis
First Rate
Run Smarter®
Business Analytics
investment advice
WealthStation CompAct
eMoney Select system
Redhawk Wealth Advisors
Fox Financial Planning Network
Modern Portfolio Theory
Tim Welsh
Analytics Cloud
Portfolio Accounting Solutions
Laser App Advisor Con 2015
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
content aggregation
Office of the Future
Salesforce data migrator
cash posting
iRebal
William Faulkner
Envestnet Advisor Summit
Report Builder
Gen X/Y
David, Stalnaker
Morningstar, Inc.
Total Technology Platform
Arcons Technology
portfolio mappings services
LPL Financial Holdings
State Income Tax Calculator
ACH origination
CRM technology
Optionsplay®
Schwab Advisor Services’ SOLUTIONS®
Chris Casey
Jason Roberts
eVestment Quantum Analytics
RIA advisor platform
Guide Financial Technologies
Digital Marketing Platform
Nationwide
unified cloud computing solutions
Automate Client Marketing
predictive analytical tools
Mario Canas
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
customized analysis
Panoramix
Scivantage
Client Meeting Support for Advisors
John Ndege
Fetter Logic
risk modeling
IEC
Downloadable Portfolio Review Reports
Benjamin Birken
Quantitative Risk Tolerance
Matt Crisp
Matt Nelson
Tax Lot information
Advisor Software, Inc.
data aggregation solutions
PCI-compliant platform
Shannon Dempsey
cloud-based billing software
Robb Baldwin
brand-centric theme customization
integrated cloud based technology
Echosign
Wall Street Journal
Black Diamond℠ platform
rebalancing capability
Mike Phillips
Technology adoption
Advisory World
Personal Finance Management Application
Kevin Crowe
SixThirty FinTech Accelerator
compete against other digital advisors
Fisher Investments
Rushmore Advisor Services
business and technology management
Investment Advisors Workflow
WealthStation Financial Planning
eMoney’s emX Select platform
Fred Tomczyk
Modestpark
time-effective onboarding experience
Andrew Rogers
Social Security Analyzer
Aaron Guidotti
Salesforce Financial Service Cloud Integration
CEB TowerGroup
iRebal®
Windows™ PowerShell
reporting
Gentech
Daxs Stadjuhar
Morningstar®
Touch functionality
ARKON
Portfolio Pathway
LPL Financial LLC
state‐of‐the‐art forms-filling technology
CRM User Adoption
Schwab Advisory Services
Chris Momsen
Jason Wenk
eVestment Spectrum Analytics
RIA Benchmarking Study
Gustav Karner
Digital Practice Management
Natural Language Processing
unified managed account
automated portfolio management
PRNewswire
Mark Balasa
Sustainable Retirement Income
Cutting Edge Auditing
Panoramix™
Scott Parry
John Norwood
Fetterlogic
Impact Communications
downside volatility
variable annuities
Best Technology for a Vertical CRM
Quantum
Matt O’Brien
tax planning
cloud-based billing tool
Financial Feed
Robert Arnott
BrandYourself.com
integrated CRM
Walt Bettinger
Blaze Portfolio
Mike Walsh
Technology Integrations
personal financial management
Kevin Knull
compliance and security
fixed index annuities
Russ Thornton
business development metrics
Investment Income Summary Report
WealthTechs
eMoney’s wealth management platform
Redkite
Ft. Lauderdale
modify portfolio exposures
timeframes
Andrew Rudd
Laser App Enterprise
Social Security Optimizer
Copytalk+
Online Account Management
Salesforce Financial Services Cloud
Celent
iShares
WinOps
Envestnet | Tamarac's Advisor Xi
reporting capabilities
Dean Cook
Morningstar® Advisor WorkstationSM
Trade Strategy Visualization
Artificial Intelligence
portfolio risk
LPL Focus 2015
Steve Dunlap
ActiFi Client Engagement
order processing
Schwab IMPACT 2013
Chris Wacker
Jay Jay French
Zywave
eVestment Spotlight Analytics
RIA in a Box
Hemant Moore
direct online insurance offerings
Naureen Hassan
unified wealth management technology
Automated Workflow
ProcessEZ
Mark Casady
Symantec VIP integration
Cybersecurity
Paperclip
Client Relationship Management (CRM)
Risk Number®
Impact Technologies Group
Dr. David Lawrence
NetXInvestor
VAs
Questar Capital℠
Quik! Form
Maureen Duff
tax-aware trading program
Advisor View
pensions
Sharing
cloud-based CRM platform
Junxure Cloud®
Financial Personalities
Robert Eggebrecht
Bret Baier
Integrated CRM Performance Dashboard
Ed Butowsky
Warren Mackensen
rebalancing solution
mitigate risk
technology solutions
AdvisoryWorld Financial Technology
Personal Financial Management (PFM) tool
Kevin Kraus
Small Businesses
ComplianceQ
flexibility to scale
Russell Leto
business intelligence
investment management experience
Web App Single Sign On
emX
FTJ FundChoice
data analysis
TJ Jones
Andrew Stevens
portfolio applications
Sonia Rosenbaum
Abby Schneiderman
Copytalk+ Smartphone App
online account opening
Salesforce.com
Center For Wealth Planning
ISO
Women Investors
Envestnet’s Advisor Suite®
Reporting Console for Each Office
George Will
Morningstar® Portfolio X-Ray®
Artisan and Grendel
Portfolio Snapshot
LPL Focus Conference
Steve Sanduski
ActiFi software suite
Cross-business Tracking Routing & Control
Schwab Independent Advisor Outlook Study
CIO Review
Jeff Norris
“Robo” Challenge
eWealthManager
RIA/Client reletionships
disparate and divergent solutions
NaviPlan
Unify
Automated workflows
Productivity
Mark Engelhardt
Synapse API
advisor and client portals
Cybersecurity and Compliance
paperless client onboarding process
client relationship solution
John Schobel
Fidelity Center for Applied Technology
import tool
Dr. Noah Smith
NetXInvestor®
Vendor Affinity Program
Bill Good
new client electronic on-boarding
VEO
Bill Laird
Quik! Forms
tax-losses
Advisor View™
Performance
Sherri DuMond
cloud-based IT
Junxure Cloud® CRM
Robert Moore
Bret Magpiong
integrated receivables management
Ed O’ Brien
rebalancing workflows
Mitt Romney
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
personal financial management platform
Kevin Miller
Smarsh
compliant ready platform
normalization
Flexible Optimizer
business processing services
web-based applications
EMX Platform
FTNI
data analysis solutions
To-Do Lists
Andrew Tognela
Portfolio Building
Laser App’s Software as a Service (SaaS) platform
Sophie Schmitt
acceptable and unacceptable tolerance standards
Cory Haberkorn
Online Account Opening & Transfer
Salesforce1 Customer Platform
centralized and tailored user experience
iTunes App Stores
Woodrow Levin
Envestnet’s Digital Advisor platform
Global Financial Private Capital
DecisionCenter
Multi-Asset Class Portfolio Analysis
TradeWarrior
Ashley Globerman
PortfolioCenter
LPL’s Resource Center
Steven D. Kelly
activity streams
CSIA
Orion Advisor Integration
Schwab Intelligent Integration®
Cities Digital
Expanded Performance Details for Sample Portfolios
High-Performing Firms
Document Imaging
NaviPlan LEADS
Unify Cloud Disaster Recovery
automating portfolio management
Proposal Generation Capabilities
T. Rowe Price
Damian Gallina
paperless enrolment
Scottrade® Advisor Services Platform
Client Risk Assessments
John Vaccaro
Income Generator
Dropbox
New Microsoft Dynamics®
Veo Open Access
Michael M. Carter
Advisor Websites
Performance Center
Sheryl Garrett
cloud-based IT outsourcing
Junxure CRM
financial planning and client engagement solutions
integrated technology
Ed O’Brien
Blu Giant, LLC
Redhawk
Mobile app
Technology Tools for Today 2014 Conference
Advisor® Xi
Pete Hess
Kevin Paulsen
Smarsh My Site
Composite Holdings Report
Northern Lights Compliance Services
SaaS
business valuation knowledge
investment policy statement
web-based client management software
emX’s Vault
full lifecycle portfolio management
data automation
MoneyGuideProTM
portfolio construction capabilities
LaserApp
sophisticated computer algorithms
Cory Olson
online advisor-client collaboration
Cetera
J. Kelley Williams, Jr.
Wordpress platform
reporting solutions
Global Investment Performance Standards
Deena Katz
multi-block trading
Trading Processes
ASI
PortfolioCenter®
Luis Gomez
Stifel
Activity tracking and corporate memory
curation engines
Schwab Intelligent Portfolios
Cities Digital’s MagniMail
Holdings
NaviPlan® financial planning tool
Unify Software
automation software tool
Proposal Tool for Chapwood Investments
Mark Wilson
Advisor Con
Damon Deru
paperless onboarding
seamless advisor integration
Client Service Monitor
Fidelity Institutional Wealth Services
risk profiling questionnaire provider
independent portfolio rebalancing software platform
Duane D’Orazio
Newgate Capital Management
Veo Open AccessSM platform
Bill Stone
Radar
TD Ameritrade Holding Corporation
advisor workflow partnership
Performance Dashboard and Client Reporting Engine
cloud-based platform
Junxure® CRM
robo advisors
Brett Thorne
Wealth Access Estate Platform 3.0
EDGAR filing agent
Mobile App 2.0
tenth annual T3 Technology Conference
Advisor® Xi suite
Peter Intraligi
Kevin Sweet
Smarsh Sites
composite performance reporting
Northern Lights Distributors
SaaS-based payment processing platform
business valuations
investment research platforms
web-based CRM
end-of-life plan
Redtail Technology CRM
Fuse 2014
Data Cloud (Jigsaw)
MoneyGuidePro®
Todd R. Crockett
Ann Haas
Portfolio Construction Tool
LaserApp Anywhere
Spark
Account Alerts
Cost Basis
online client engagement
San Diego
Cetera Financial Group
J. Richard Coe
workflow solutions
Eric Jardine
ReportQ
goalgamiPro
Dennis Fox
multi-user support
Trading Strategy Checklist
asset allocation mappings service
position data
MacroRisk Analytics
Strategic Advisor
Adhesion
custodial data file import process
Schwab Intelligent Portfolios™
CitiMortgage
Jenny Richards
External IT Cloud Desktop
Homrich Berg
Document Processing
Unify’s Cloud VPN
Autopilot
ProTracker
Market Movement Strategies (MMS)
Advisor Convention October 7-8
Dan Arnold
paperless processing systems
seamless forms-filling capabilities
client-facing analytical and proposal tool
Jonathan Jaranson
industry related forms