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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search engine optimization tagging
Karl Chan
investment screening functionality
quantitative risk technology
ClientView Client Portal
risk tolerance assessment tools
Fuse 2014 award
verification
Financial Account Data Technology Platform
Bill Wostoupal
TD Ameritrade Institutional Veo®
Ebix Smart Office
Mobile Productivity
SIFMA/FINRA Cybersecurity Conference
Las Vegas
Rebalancer
Cohesive Client Management Process
Robo-advisor
goalgamiPro®
Pershing LLC
Brian Stimpfl
wealth management technology
First Rate
The E‐Valuator
eMoney Select system
Advizr and Orion integration
Morningstar for Advisors App
Smart Office
Loring Ward
Jenze Bosma
computer-based modeling system
Sagacious, Inc.
hosted archiving solutions
portfolio accounting service provider
Cameron Routh
web-based software portal
RegEd
Office 365
Tom Embrogno
Envestnet Advisor Summit
Anna Curry
Narrator™ application builder
sqope
David, Stalnaker
account management software
Mara Laisson
Joseph Miola
create and manage portfolios
scalable personal finance data platform
Informatica
portfolio management tools
WorthFM
RESTful
OptionsPlay Score
Trizic
eVestment Quantum Analytics
AssetBook
NetExchange Select
Streetscape
Digital Marketing Platform
advanced wealth planning solutions
Mary Ferguson
Junxure’s cloud-based CRM/office management solution
customer acquisition
integration of independent recordkeepers
PreciseFP
client engagement
Rio Hotel & Casino
Florida
packaged web design
United Capital Financial Advisors
Fetter Logic
back-office solutions
T3 Conference Anaheim, CA
downside volatility
Advisor Impact
Mike Capelle
Securities America
Kelly Caffrey
Quantitative Risk Tolerance
ClientWorks
Risk Tolerance Questionnaire
Fusion Advisor Workstation
Paul West
Vestmark
TD Ameritrade Institutional's Veo®
Echosign
Advisor-Client relationships
Mobile Scribe Service
Signix
J.P. Morgan
rebalancing
Collaboration Cloud (Chatter)
Robo-Shield™
Google Analytics integration
Pershing’s Net 360 Technology Channel
Broker Dealers
Wealthbase
Fisher Investments
The Future of Risk is Here: Enhance Your Value or Perish
eMoney’s emX Select platform
Smarter Prospecting
Concenter Services
Household Balance Sheet
Portfolio Accounting Solutions
Canterbury Consulting
Wednesday July 22, 2015
registered investment advisors
Office of the Future
Annuities + Insurance
Nathan Lucius
sqopeTM Score
Daxs Stadjuhar
account opening
Maree Moscati
Joseph Mrak
credit card processing
Scalable workflow tools
InformationWeek 500
portfolio mappings services
Charles Sizemore
X-Ray Reports
Retirement Hub app
Optionsplay®
Trust Company of Sterne Agee
eVestment Spectrum Analytics
NetExchange View
Digital Practice Management
advanced workflow tools
Matched Portfolio
Schwab OpenView Gateway®
Intelligent Aggregation
predictive analytical tools
client feedback
Rio Hotel & Casino in Las Vegas
FMG Suite
Panoramix
up-to-date account data
Fetterlogic
BakerAvenue Asset Management
Upside
Balances
T3 Enterprise Conference
Dr. David Lawrence
Advisor iPad App
Mike Ethridge
Darren Tedesco
securities and insurance industries
InvestmentNews
Quantum
ClientWorks platform
Risk-Balanced Portfolios
Fusion® Advisor Workstation
PCI-compliant platform
Vestmark Manager Marketplace (VMM)
Financial Feed
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Model Wealth Portfolios
Silanis
Laser App 2015 Financial Services Conference
Jackson
rebalancing capability
Commonwealth Financial Network
robust backup features
Google Play
Personal Finance Management Application
brokerage and custody services
Wealthbox CRM
fixed index annuities
Bob Stiess
The Markets
eMoney’s wealth management platform
Aggregation
SmartOffice
Jim McKelvey
Concierge Service
household-‐level rebalancing
CapGainsValet
Wells Fargo Advisors
registration checker tool
Tom Kimberly
Envestnet | Tamarac's Advisor Xi
App expansion
National Financial Partners Corp.
SS&C Technologies
Dean Cook
Account opening and commissions
Marie Swift
Joseph Starinsky
SCANaltyics
Innovation Centers
Portfolio Pathway
check scanning
XCelent Award
retirement income planning tool
eVestment Spotlight Analytics
AssetMark Advisor iPad
Sugar Ray Leonard
direct online insurance offerings
Matt Abar
Customer Success Platform
interactive compliance calendar
PRNewswire
Client Management System
Risk Alignment Platform
Folio Institutional
Panoramix™
FolioDynamics
Paperclip
Upside Advisor
Fidelity Center for Applied Technology
Barrett Ayers
Dr. Noah Smith
Advisor Office
Darrin Courtney
Security
Kevin Cimring
Investor-Advisor Collaboration
Questar Capital℠
Cloud applications
Financial Personalities
TD Ameritrade Institutional’s VEO®
Ed Butowsky
AdvisorComplete℠
Modern Portfolio Theory
Laser App Advisor Con 2015
Jackson app
Commonwealth’s Practice360º
robust technology capabilities
Gradient Investments
personal financial management
browser in the cloud
Wealthcare Capital Management
flexibility to scale
Bob Veres
the Practice
emX
AICPA
Morningstar, Inc.
SMAs
data analysis
LPL Financial Holdings
Jim Patrick
conflict-free custody solution
Salentica’s Data Broker
householded data backbone
Career Activity Management System
Wes Stillman
regulatory compliance
Online Account Management
Envestnet’s Advisor Suite®
Nationwide
SS&C Technologies Holdings
account rebalancing software
Mario Canas
Josh Brown
SCANalytics
Inside Information
portfolio risk
Chicago
XLR8
order processing
TRX Edge
eWealthManager
Atlanta
SugarCRM
disparate and divergent solutions
Matt Crisp
Customizable Quarterly Investment Review Presentations
Schwab OpenView MarketSquare®
Interview
ProcessEZ
Risk Analysis
paperless client onboarding process
Uri Pomerantz
basic client interaction
TA Associates
Advisor Office platform
Mike Phillips
Kevin Crowe
Investor360°
Quik! Form
Cloud Desktop solution
Riskalyze and RetireUp Integration Demo
Garrett Planning Network
pensions
Vestorly solution
TD Ameritrade National LINC Conference
Ed O’ Brien
AdvisorQ
Modestpark
Simon Sinek
Jackson National Life Insurance Company®
rebalancing solution
Community Blog
Rocaton Advisors
Great Kight
Personal Financial Management (PFM) tool
Built In Token 2-Factor Authentication
WealthCentral
Flexible Optimizer
Bobby Yazdani
The Retirement Hub
EMX Platform
Morningstar®
Social Analytics
data analysis solutions
LPL Financial LLC
Joe Duran
Connections Console
Sales Cloud
HTML5 version
portfolio applications
Carson Wealth Management Group
Weston
regulatory compliance services and technology
online account opening
Tom Schildhauer
Envestnet’s Digital Advisor platform
AppHub
Natural Language Processing
SS&C Technologies Holdings, Inc.
DecisionCenter
account servicing
Mark Balasa
Juan Williams
CRM systems
Insights on Advice
Portfolio Snapshot
Chris Casdia
Retirement Plan Network
turnkey data science solutions
Expanded Performance Details for Sample Portfolios
Attribution Analysis
Suhail Ali
Document Imaging
Advent Custodial Data
Matt Nelson
customizable questionnaires
Schwab OpenView Mobile
Intraday Integration
Productivity
Client Marketing Systems, Inc.
risk engineering
Forbes
paperless enrolment
user-friendly programing
Fidelity Institutional Wealth Services
BD Equalizer
Tamarac Advisor® Xi
Dropbox
Advisor Pro platform
Mike Walsh
data aggregation functionality
service alerts
Kevin Knull
iPad app
Quik! Forms
cloud-based archiving solutions
Riskalyze Autopilot
Gemcom
Performance
BranchNet
financial planning and client engagement solutions
TD Ameritrade's VEO
Ed O’Brien
modify portfolio exposures
single sign-on integration
Laser App Enterprise
Jackson.com
rebalancing workflows
company performance analysis
personal financial management platform
Business Analytics
Bonaventure Resort and Spa
normalization
The Tarbox Group, Inc.
emX’s Vault
Albridge Solutions
Morningstar® Advisor WorkstationSM
social collaboration
data automation
1-to-1 client relationships
LPL Focus 2015
Joe Ruzycki
content aggregation
Human Finance Project
Portfolio Building
cash posting
Westport Resources
Rehmann
Online Account Opening & Transfer
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Naureen Hassan
Deena Katz
accounting software
Mark Casady
CRM technology
INSITE™ 2015 conference
PortfolioCenter
Chris Casey
XTRAC App
RetireRisk
Orion Advisor Integration
two-factor authentication
Audit Management
NetXInvestor
Advent Direct
Matt O’Brien
customized analysis
Schwab Performance Technologies®
intraday quotes
Proposal Generation Capabilities
Client Meeting Support for Advisors
Risk Management
paperless onboarding
Behavioral Finance
Tamarac's Advisor® Xi
Duane D’Orazio
mitigate risk
data aggregation solutions
Service Cloud
Kevin Kraus
IPS AdvisorPro
cloud-based billing software
Gemini Alternative Funds
Performance Center
brand-centric theme customization
Video conferencing
Black Diamond platform
TD Ameritrade’s Veo platform
EDGAR filing agent
Advisors Assistant Everywhere
single-sign on capability
Jackson®
Redhawk
compete against other digital advisors
Ron Huddleston
Greg Vigrass
Pete Hess
business and technology management
Wealthminder Seed Capital
Branch Audit Consulting
Northern Lights Compliance Services
Third-Party Technology Integrations
end-of-life plan
Allen Eickelberg
Morningstar® Portfolio X-Ray®
Data Cloud (Jigsaw)
2015 Peter L. Bernstein Award
LPL Focus Conference
John Hancock
portfolio construction capabilities
CEB TowerGroup
Whitepaper
relationship solutions
online advisor-client collaboration
Eric Jardine
application program interface (API)
NaviPlan
Dennis Fox
AccountQ™
Mark Engelhardt
Jud Mackrill
CRM User Adoption
instantaneous stress testing
PortfolioCenter®
Chris Momsen
External IT Cloud Desktop
Audit Technology
NetXInvestor®
Document Processing
Maureen Duff
Cutting Edge Auditing
Schwab’s 2013 RIA Benchmarking Study
intuitive user-experience
Proposal Tool for Chapwood Investments
risk management characteristics
Invesco
ProTracker
Client Relationship Management (CRM)
risk management platform
forms library
paperless processing systems
Vanare | NestEgg
Fidelity Investments®
Ben Francois
tax efficiency in a cloud-‐based model
Dynamic Rebalancing
Advisor Rebalancing®
Mitt Romney
services and support for RIAs
Kevin Miller
IPSAdvisorPro
Radar
cloud-based billing tool
RiXtrema's Portfolio Crash Test
Gemini Fund Services
Performance Dashboard and Client Reporting Engine
BrandYourself.com
Vincent Guyaux
financial planning technology
Black Diamond®
TDA
single-sign on functionality
Laser App’s Software as a Service (SaaS) platform
James Carney
compliance and security
Roy Burns
Gregg Klein
Peter Intraligi
business development metrics
Northern Lights Distributors
Tim Ramza
end-‐to-‐end portfolio management
Amanda Steinberg
Multi-Asset Class Portfolio Analysis
social media integrations
data management solutions
2015 Veo® Integrated Awards
LPL’s Resource Center
John Mackowiak
Copytalk+
Salesforce CRM
IBackup®
Portfolio Construction Tool
Celent
Will Bressman
Relius Adminstration
online client engagement
Total Rebalance Expert (TRX)
error checking
application programming interface
NaviPlan LEADS
Stark & Stark
Denny Bottorff
Accounts and Fact Sheets for Investments
Julie Littlechild
Schwab Advisor Services’
Institutional Intelligent Portfolios™
position data
Chris Wacker
yHLsoft
Ultra High Net Worth
External IT's Cloud Desktop
auditable workflow and document management technology
new client electronic on-boarding
SunGard’s WealthStation
document storage software-as-a-service
Cybersecurity
SciQ Insights
Investigo
ProTracker Advantage
client relationship solution
risk modeling
Fox Financial Planning
Park City, Utah
Fidelity®'s New Wealthcentral® Technology Bundle
Benjamin Birken
Tax Efficient Drawdown
Mobile app
Shane Bingham
Kevin Paulsen
iReach
Raj Udeshi
cloud-based CRM platform
Rob Cirrotti
Gemini Hedge Fund Services
performance expectations
Bret Baier
Vladimir Baranov
financial planning tool
Black Diamond℠
Edward Jones
Advisors Assistant’s CRM
MoneyGuideProTM
SixThirty
LaserApp
James Poer
ComplianceQ
Run Smarter®
business intelligence
WealthStation CompAct
Redhawk Wealth Advisors
NorthStar
Tim Welsh
Enhanced Capital Partners
Analytics Cloud
multi-block trading
Social Security
data protection
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Luis Gomez
John McArthur
Copytalk+ Smartphone App
Salesforce data migrator
IBDs
Portfolio Crash Test solution
Center For Wealth Planning
William Faulkner
Report Builder
online practice management platform
Total Technology Platform
eSignature Capabilities
Arcons Technology
NaviPlan® financial planning tool
State Income Tax Calculator
Depository Trust and Clearing Corporation
ACH origination
Mark Wilson
Juney Ham
Cross-business Tracking Routing & Control
Schwab Advisor Services’ SOLUTIONS®
inStream Solutions
Positions
CIO Review
RIA advisor platform
Orion Business Intelligence
unified cloud computing solutions
FA Insight
Automate Client Marketing
New Microsoft Dynamics®
SunGard’s WealthStation Financial Planning solution
Docupace
AdventConnect 2014
Michael M. Carter
Cybersecurity and Compliance
Scivantage
investment advice
ProTracker Cloud
Client Risk Assessments
Fox Financial Planning Network
variable annuities
Fidelity’s Technology and Operations Consulting
Best Technology for a Vertical CRM
Tax Lot information
eAdvisor
Advisor Software, Inc.
Mobile App 2.0
Shannon Dempsey
Kevin Sweet
iRebal
cloud-based IT
Robb Baldwin
Gen X/Y
Performance Measurement
Bret Magpiong
Wall Street Journal
Financial Transmission Network Inc.
Black Diamond℠ platform
Technology adoption
Efficient Technology
Advisory World
MoneyGuidePro®
SixThirty FinTech Accelerator
LaserApp Anywhere
Jason Roberts
compliant ready platform
Rushmore Advisor Services
Guide Financial Technologies
Phil Sorgen
business processing services
WealthStation Financial Planning
time-effective onboarding experience
enhanced client communication
Andrew Rogers
multi-user support
Social Security Analyzer
Data-Driven Insights
Aaron Guidotti
MacroRisk Analytics
John Ndege
Cory Haberkorn
Salesforce Financial Service Cloud Integration
IEC
Portfolio Crash Testing
centralized and tailored user experience
Windows™ PowerShell
reporting
Online Reporting Dashboard
Touch functionality
Estate Assist
ARKON
state‐of‐the‐art forms-filling technology
detailed financial planning
Market Movement Strategies (MMS)
CSIA
Schwab Advisory Services
Insurance and Securities verticals
POWER
Cities Digital
RIA Benchmarking Study
unified managed account
Farshad Ghaffari
automated portfolio management
Newgate Capital Management
Sustainable Retirement Income
Docupace ePACS®
Damian Gallina
Scott Parry
Investment Advisors Workflow
ProTracker Software
Client Service Monitor
Risk Number®
Fred Tomczyk
Patrick Ambron
VAs
Figlo
tax planning
EAI
Mobile Application
iRebal®
RCS Capital
cloud-based IT outsourcing
Robert Arnott
Gentech
Walt Bettinger
FinFolio
Blaze Portfolio
Technology Integrations
Electronic Signing
MoneyTree
Jason Wenk
Composite Holdings Report
Russ Thornton
Gustav Karner
business valuation knowledge
WealthTechs
Redkite
Norwood Consulting
timeframes
enhanced mutual funds order management
Andrew Rudd
mutual fund capital gains distributions
Social Security Optimizer
DataPro
Maggie Crowley
John Norwood
Cory Olson
Salesforce Financial Services Cloud
Impact Communications
Cetera
WinOps
reporting capabilities
Open View Gateway
Trade Strategy Visualization
estate management
Artificial Intelligence
Steve Dunlap
Digital Advice
ActiFi Client Engagement
Marketing Center platform
curation engines
Schwab IMPACT 2013
integrated cloud based technology
Power of Together
Cities Digital’s MagniMail
Zywave
RIA in a Box
Orion Discover
unified wealth management technology
Automated Workflow
Next Generation Investor Portal
Symantec VIP integration
Docupace Technologies
Michael Spellacy
Damon Deru
Dan Arnold
Investment Income Summary Report
psychometric risk tolerance test
client-facing analytical and proposal tool
Ft. Lauderdale
Patrick Dempsey
Vendor Affinity Program
filter and cross reference data
Bill Good
tax-aware trading program
Earnings Potential
Advisor View
Mobile channel
Sharing
Kirk Hulett
iShares
real time balances
cloud-based platform
Robert Eggebrecht
Performance Reporting Capabilities
Brett Thorne
Warren Mackensen
FinFolio’s Portfolio Management Software
technology solutions
eliminating selected fees
AdvisoryWorld Financial Technology
monitoring
Small Businesses
Laserfiche Connector
Jay Jay French
composite performance reporting
Russell Leto
Hemant Moore
business valuations
Web App Single Sign On
Note Taking
TJ Jones
enrollment platform
Andrew Stevens
My Wall
Sonia Rosenbaum
Abby Schneiderman
MagniPost
Cost Basis
Salesforce.com
Impact Technologies Group
Portfolio Management and Insurance Management modules
Cetera Financial Group
Women Investors
Reporting Console for Each Office
open-architecture platform
ETF OneSource participants
Artisan and Grendel
Steve Sanduski
ActiFi software suite
Marketing Cloud
custodial data file import process
Schwab Independent Advisor Outlook Study
integrated CRM
PowerAdvisor
CitiMortgage
“Robo” Challenge
RIA/Client reletionships
Orion Portfolio Reports
Unify
Automated workflows
Next Generation of Integration
Synapse API
advisor and client portals
Michael Stier