Joel Bruckenstein interviews The Fidelity Robot at T3 2012
Submitted by Technology Tools for Today on March 15th, 2013
Fidelity sent it's robot to the T3 Conference?! Find out more as Joel Bruckenstein interviews Al Lee (the human behind the Fidelity Robot) via the Fidelity Robot at T3 Dallas 2012. Will we be sending our own robots and virtual selves to conferences in the future? Watch and see what you think.
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
Greg Friedman
Envestnet
MoneyGuidePro
Morningstar
T3
TD Ameritrade
Justin Wisz
T3 Blog
Vestorly
Schwab
Laser App Software
AdvisoryWorld
Aaron Klein
Robert Powell
Pershing
TD Ameritrade Institutional
Salesforce
RiXtrema
Junxure Cloud
portfolio management
Redtail Technology
Tricia Rothschild
Stuart DePina
Fidelity
Laserfiche
Daniel Satchkov
CRM Solutions
Ken Golding
Laser App Anywhere
eMoney
Redtail
Redtail CRM
Brian Shenson
Advent
DocuSign
Morningstar OfficeSM
LPL Financial
FinaMetrica
eMoney Advisor
Advicent
account aggregation
PIEtech
Neesha Hathi
Brian McLaughlin
Sam Attias
Sheryl Rowling
Charles Schwab
Laser App
T3 Technology Conference
NetX360®
David Benskin
Victor Fetter
client relationship management
forms automation
SunGard
Vanare
Michael Kitces
Ram Nagappan
NorthStar Financial Services Group
Performance Reporting
Risk Number™
Jemstep
Wealth Access
External IT
Jennifer Valdez
Jon Patullo
Rich Cancro
Advyzon
T3 Advisor Conference
Sid Yenamandra
management software
BizEquity
FAStech
Albridge
Lowell Putnam
Black Diamond
Advisors Assistant
Salentica CRM
Client Marketing Systems
Oleg Tishkevich
tRx
Oranj
Dave Welling
Tom Nally
Portfolio Analytics
Data Aggregation
Advent Software
Jud Bergman
Hussain Zaidi
Ron Carson
Finance Logix
Entreda
Quovo
Total Rebalance Expert
Schwab Advisor Services
RetireUp
ActiFi
SunGard Financial Systems
Advisor Technology solutions
Orion Advisor Services, LLC
Bill Crager
Phil Cunningham
Yodlee
Vanguard
Redi2 Technologies
Junxure Advisor Conference
Ed Beggs
Orion Connect
Pat Dempsey
Bill Rourke
Kiplinger
Scottrade
Geoff Davey
HiddenLevers
Bill Winterberg
Michael Wilson
document management
Ryan Beach
Advizr
OpenView Gateway
RIAs
Advisor Xi Platform
BNY Mellon
Todd Clarke
Fidelity Investments
ClientFirst
financial planning software
MyRetirement
practice and portfolio management system
NestEgg
BillFin
Charles Goldman
Bob Curtis
Pocket Risk
Dan Skiles
Integration
Edmond Walters
MyRIACompliance
AssetMark
Rich Ellinger
Risk Tolerance
Billy Oliverio
wealth management solutions
Pershing Advisor Solutions
Spenser Segal
E-Valuator
J.D. Bruce
risk tolerance assessment
Paul Resnik
Jim Dario
BioniX
customer relationship management
Appcrown
investment solutions
Schwab OpenView Gateway
Advent Black Diamond
Salentica
Tom Giachetti
Morningstar Office
Digital Content Marketing
February 10-12, 2016
portfolio analysis
Schwab OpenView Gateway™
Gail Graham
NetX360
ETFs
Peak Advisor Alliance
Simon Mulcahy
Mike McDaniel
rebalancing platform
FolioDynamix
Retirement Income Story©
advisor rebalancing
Advisors Assistant®
XTRAC
AdventConnect
NetX360® platform
SEI
Advisor Software
Wealthminder
SSG
Schwab advisor center
content marketing
Croesus
Fermin Garcia
Social Media
Money Guide Pro
Salesforce AppExchange
SSG Conference
XTRAC Solutions
Tyler Nunnally
Grendel
WealthStation
RIA
Mark Tibergien
Advicent Solutions
Blu Giant
financial advisors
Envestnet | Tamarac
Michael Pinsker
Blu Giant Advisor Studios
Zohar Swaine
Brett Clarke
NaviPro
Risk Number
Advisor BioniX
Deborah Fox
Shareholders Service Group
John Prendergast
Philip Wilson
Anil Arora
Neal Ringquist
Blueleaf
Fidelity Institutional
Drew DiMarino
TradePMR
financial planning
Scottrade® Advisor Services
custodial platform
reporting platform
Investment Planning
Risk Profiling
Advisor CRM
Eric Jardine
Patrick Yip
next-generation wealth management platform
Dennis Fox
Sheryl Garrett
couple’s report
Bill Wostoupal
Holdings
Michelle Smith
Chapwood Investments
Real-time Profile Tracking
Technology Tools for Today 2014 Conference
External IT Cloud Desktop
Perry Moore
Smarsh My Site
Document Processing
Custodian
independent portfolio rebalancing software platform
mobile devices
SaaS
Client Data Automation
Advizr and Orion integration
Kyle Hiatt
web-based client management software
PMC's Quantitative Portfolios
Junxure CRM
sophisticated computer algorithms
Duane D’Orazio
November 2-4, 2015
Dan Santner
integrated technology
Anna Curry
Lex Sokolin
Wordpress platform
reporting solutions
account management software
Trading Processes
portfolio management process
Stifel
EDGAR filing agent
OpportunityView™
investment policy statement
Schwab Intelligent Portfolios
CLS Investments
AssetBook
full lifecycle portfolio management
manage cash flows
Brian Semitekol
advanced wealth planning solutions
Unify Software
end-of-life plan
OS33 Cloud Desktop platform
J. Kelley Williams, Jr.
Data Cloud (Jigsaw)
seamless advisor integration
comprehensive portfolio management
back-office solutions
Global Investment Performance Standards
Marketware International
risk profiling questionnaire provider
CAM
Advisor FinTech Hackathon
Veo Open Access
Quadron Data Solutions
TD Ameritrade Holding Corporation
error checking
Paul Cantrell
Jenny Richards
NFP
Denny Bottorff
Craig Smith
Homrich Berg
Microsoft
robo advisors
Advisor-Client relationships
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
tenth annual T3 Technology Conference
External IT's Cloud Desktop
Jonathan Jaranson
Smarsh Sites
document storage software-as-a-service
Custom Cloud (Force.com)
industry related forms
mobile forms-filling
SaaS-based payment processing platform
client database portal
Ladenburg Thalmann Financial Services Inc.
web-based CRM
Redtail Technology CRM
Todd R. Crockett
Fidelity Investments®
Junxure® CRM
Spark
Dynamic Rebalancing
Oauth2 user authentication security
Morningstar Advisor
San Diego
Clients & Portfolios
Annuities + Insurance
LiquidHub
workflow solutions
ReportQ
account opening
Trading Strategy Checklist
financial planning technology
Portfolio Management Processes
Strategic Advisor
Optimum Market Portfolios
investment research platforms
Schwab Intelligent Portfolios™
CNN Money
Fuse 2014
management fee
advanced workflow tools
Unify’s Cloud VPN
practice management
end-‐to-‐end portfolio management
Outlook email archiving
J. Richard Coe
NestEgg Wealth
data management solutions
seamless forms-filling capabilities
comprehensive trading solutions
BakerAvenue Asset Management
goalgamiPro
Martin L. Flanagan
CAM System
Advisor Impact
Veo Open AccessSM platform
Quadron Data Solutions™
eSignature Capabilities
Paul Polese
Jenze Bosma
NFP Advisor Services Group
Depository Trust and Clearing Corporation
create and manage portfolios
hosted archiving solutions
Microsoft Corp
Robo-Advisers
AdvisorComplete platform
Kanchana Chalia
rebalance
The Efficient Practice
FA Insight
Joseph Miola
Smart Form Tool
Docupace
customer acquisition
Bob Stiess
Informatica
Mobile Optimization
Safe by Estate Assist
client engagement
Aggregation
lagging performance duration and timeframe priorities
web-based portfolio management software
Reduce computer sprawl
Tom Doherty
Fidelity®'s New Wealthcentral® Technology Bundle
portfolio accounting
Junxure’s cloud-based CRM/office management solution
October 13
Daniel Inveen
integration of independent recordkeepers
Morningstar Analyst Rating™
San Diego, CA
ClientView Client Portal
App expansion
Florida
Lori Hardwick
Worldox
required trading and rebalancing
Account opening and commissions
financial planning tool
portfolio management system
Strategic Integrated Online Account Processing
Edward Jones
Optional Tax Management
investment screening functionality
Narrator Clients™
Schwab Intelligent Technologies
Cohesive Client Management Process
AssetMark Advisor iPad
Fuse 2014 award
RightSize Solutions
Brian Stimpfl
United Capital
practice management solutions
T3 Advisor Tech Conference
Enhanced Capital Partners
Outsourcing Services
NetExchange Client
data protection
Search Engine Optimization
computer-based modeling system
Balances
goalgamiPro®
Mary Ellen Whiteman
Cameron Routh
Advisor iPad App
Veo®
qualified fiduciary advisors
quantitative risk technology
TD Ameritrade Institutional Veo®
Estate Assist
Nobel Foundation
detailed financial planning
SIFMA/FINRA Cybersecurity Conference
credit card processing
Household Balance Sheet
Microsoft Dynamics CRM
Robo-advisor
Charles Sizemore
AdvisorComplete℠
Karl Chan
wealth management technology
Rebalancer
The E‐Valuator
Farshad Ghaffari
Pershing LLC
Joseph Mrak
Smart Office
Docupace ePACS®
Bob Veres
InformationWeek 500
Mobile Productivity
Sagacious, Inc.
client feedback
AICPA
Las Vegas
web-based software portal
RegEd
Tom Embrogno
Fidelity’s Technology and Operations Consulting
portfolio accounting service provider
sqope
eAdvisor
Office 365
Intelligent Aggregation
Morningstar for Advisors App
scalable personal finance data platform
ClientWorks
FMG Suite
Loring Ward
WorthFM
RESTful
account rebalancing software
Trizic
Financial Transmission Network Inc.
portfolio management tools
Streetscape
Efficient Technology
OptionsPlay Score
Narrator™ application builder
Collaboration Cloud (Chatter)
Atlanta
Fusion Advisor Workstation
Mara Laisson
Rio Hotel & Casino
Broker Dealers
United Capital Financial Advisors
PreciseFP
enhanced client communication
packaged web design
J.P. Morgan
NetExchange Select
Data-Driven Insights
search engine optimization tagging
Concenter Services
Barrett Ayers
Google Analytics integration
Mary Ferguson
risk tolerance assessment tools
Canterbury Consulting
Advisor Office
verification
Vestmark
Quantitative Risk Tolerance
TD Ameritrade Institutional's Veo®
estate management
Paul West
Jim McKelvey
Digital Advice
Signix
household-‐level rebalancing
Mike Capelle
Robo-Shield™
check scanning
AdvisorQ
Kelly Caffrey
Wealthbase
rebalancing
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
Joseph Starinsky
Smarter Prospecting
Docupace Technologies
Customer Success Platform
Bobby Yazdani
Innovation Centers
Mobile Scribe Service
Client Management System
Wednesday July 22, 2015
registered investment advisors
Figlo
Portfolio Accounting Solutions
sqopeTM Score
EAI
Office of the Future
Darren Tedesco
interactive compliance calendar
Scalable workflow tools
ClientWorks platform
AppHub
Folio Institutional
X-Ray Reports
Retirement Hub app
account servicing
Trust Company of Sterne Agee
FinFolio
portfolio mappings services
Electronic Signing
Optionsplay®
InvestmentNews
Nathan Lucius
Schwab OpenView Gateway®
Commonwealth Financial Network
Attribution Analysis
Fusion® Advisor Workstation
Maree Moscati
Rio Hotel & Casino in Las Vegas
brokerage and custody services
Advent Custodial Data
up-to-date account data
predictive analytical tools
T3 Conference Anaheim, CA
enhanced mutual funds order management
Panoramix
Jackson
NetExchange View
DataPro
Securities America
Concierge Service
basic client interaction
Google Play
Matched Portfolio
Risk Tolerance Questionnaire
CapGainsValet
Advisor Office platform
Vestmark Manager Marketplace (VMM)
Quantum
TD Ameritrade Institutional’s Veo Open Access platform
ETF OneSource participants
PCI-compliant platform
Jim Patrick
Silanis
householded data backbone
Mike Ethridge
robust backup features
Chicago
Wealthbox CRM
rebalancing capability
The Markets
Personal Finance Management Application
Josh Brown
SmartOffice
Customizable Quarterly Investment Review Presentations
Bonaventure Resort and Spa
Inside Information
Model Wealth Portfolios
Albridge Solutions
Laser App 2015 Financial Services Conference
Wells Fargo Advisors
registration checker tool
1-to-1 client relationships
Tom Kimberly
filter and cross reference data
SS&C Technologies
Earnings Potential
Darrin Courtney
Interview
SCANaltyics
Cloud applications
Application of Preference Measurement: The Case of Riskalyze
FolioDynamics
XCelent Award
retirement income planning tool
accounting software
FinFolio’s Portfolio Management Software
Portfolio Pathway
Sugar Ray Leonard
eliminating selected fees
Investor-Advisor Collaboration
National Financial Partners Corp.
Commonwealth’s Practice360º
Audit Management
Marie Swift
Risk Alignment Platform
browser in the cloud
Advent Direct
Upside
PRNewswire
T3 Enterprise Conference
enrollment platform
Panoramix™
Jackson app
securities and insurance industries
conflict-free custody solution
BD Equalizer
Gradient Investments
Matt Abar
Risk-Balanced Portfolios
Career Activity Management System
Advisor Pro platform
Questar Capital℠
TD Ameritrade Institutional’s VEO®
Joe Duran
digital financial solutions
CRM systems
Black Diamond platform
HTML5 version
robust technology capabilities
Chris Casdia
Advisors Assistant Everywhere
Kevin Cimring
Wealthcare Capital Management
the Practice
February 4, 2015
personal financial management
Juan Williams
SMAs
Dominey Stewart
customizable questionnaires
Branch Audit Consulting
Insights on Advice
Modern Portfolio Theory
Salentica’s Data Broker
Client Marketing Systems, Inc.
Allen Eickelberg
Laser App Advisor Con 2015
Wes Stillman
regulatory compliance
2015 Peter L. Bernstein Award
SS&C Technologies Holdings
EarningsQ
Online Account Management
Intraday Integration
Morningstar, Inc.
SCANalytics
Cloud Desktop solution
application program interface (API)
LPL Financial Holdings
XLR8
AccountQ™
TRX Edge
FinFolio’s WorkStation
portfolio risk
SugarCRM
Eliza De Pardo
order processing
Investor360°
Nationwide
Schwab OpenView MarketSquare®
Community Blog
Audit Technology
Garrett Planning Network
Mario Canas
Risk Analysis
Built In Token 2-Factor Authentication
Upside Advisor
ProcessEZ
Enterprise Content Management Software
Paperclip
Jackson National Life Insurance Company®
Security
Connections Console
Behavioral Finance
Great Kight
Matt Crisp
Carson Wealth Management Group
Vestorly solution
Quik! Form
TD Ameritrade National LINC Conference
ETF’s
pensions
Joe Ruzycki
Digital Fortress
Simon Sinek
CRM technology
Black Diamond®
Human Finance Project
Mike Phillips
Rocaton Advisors
Chris Casey
Kevin Crowe
WealthCentral
rebalancing solution
The Retirement Hub
Fee Calculation Details
Personal Financial Management (PFM) tool
Social Analytics
Donald Capone
customized analysis
INSITE™ 2015 conference
Modestpark
Sales Cloud
Client Meeting Support for Advisors
Amanda Steinberg
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
Tom Schildhauer
FinaMetrica Plus
portfolio applications
SS&C Technologies Holdings, Inc.
easily view user activity
online account opening
data aggregation functionality
intraday quotes
Morningstar®
cloud-based archiving solutions
application programming interface
Forbes
LPL Financial LLC
Retirement Plan Network
BranchNet
Accounts and Fact Sheets for Investments
turnkey data science solutions
FINRA and SEC technology guidelines
Portfolio Snapshot
Suhail Ali
Ellen Smith
iPad app
Natural Language Processing
Schwab OpenView Mobile
company performance analysis
auditable workflow and document management technology
Gemcom
Mark Balasa
risk engineering
Business Analytics
Uri Pomerantz
Productivity
TA Associates
enterprise-grade data management platform
paperless client onboarding process
Jackson.com
David Canter
content aggregation
Ben Francois
Matt Nelson
Riskalyze and RetireUp Integration Demo
cash posting
Advisor Rebalancing®
Riskalyze Autopilot
CEB TowerGroup
Quik! Forms
TD Ameritrade's VEO
Everplans
Performance
John Hancock
Digital Fortress Suite
single sign-on integration
CRM User Adoption
Black Diamond℠
Mike Walsh
Chris Momsen
Advisors Assistant’s CRM
Kevin Knull
rebalancing workflows
The Tarbox Group, Inc.
fee elimination
personal financial management platform
Jud Mackrill
social collaboration
Doug Harbrecht
normalization
Cutting Edge Auditing
instantaneous stress testing
modify portfolio exposures
Analytics Cloud
Laser App Enterprise
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Total Portfolio Expert (TPX)
Portfolio Building
EBITDA growth rate
Online Account Opening & Transfer
data aggregation solutions
intuitive user-experience
Morningstar® Advisor WorkstationSM
cloud-based billing software
Arcons Technology
LPL Focus 2015
XTRAC App
RetireRisk
brand-centric theme customization
ACH origination
two-factor authentication
FinTech 100
PortfolioCenter
Orion Advisor Integration
IPS AdvisorPro
Naureen Hassan
Schwab Performance Technologies®
compete against other digital advisors
Automate Client Marketing
Gemini Alternative Funds
Mark Casady
Risk Management
business and technology management
AdventConnect 2014
user-friendly programing
Proposal Generation Capabilities
Tamarac Advisor® Xi
paperless enrolment
Jackson®
NetXInvestor
David Fetter
service alerts
Benjamin Birken
Greg Vigrass
Matt O’Brien
Maureen Duff
Celent
Advisor Software, Inc.
Video conferencing
TD Ameritrade’s Veo platform
eVestment
Performance Center
John Mackowiak
digital marketing hub
single-sign on capability
Black Diamond℠ platform
IBackup®
mitigate risk
Ron Huddleston
Chris Wacker
Advisory World
Kevin Kraus
Wealthminder Seed Capital
Redhawk
Third-Party Technology Integrations
Pete Hess
Julie Littlechild
Doug McPhail
Northern Lights Compliance Services
Cybersecurity
Institutional Intelligent Portfolios™
Client Relationship Management (CRM)
Andrew Rogers
Whitepaper
relationship solutions
Aaron Guidotti
Financelogix
portfolio construction capabilities
Ebix
online advisor-client collaboration
Invesco
Morningstar® Portfolio X-Ray®
cloud-based billing tool
ARKON
forms library
LPL Focus Conference
BrandYourself.com
Firm Alerts and Announcements
PortfolioCenter®
IPSAdvisorPro
NaviPlan
Schwab’s 2013 RIA Benchmarking Study
compliance and security
automated portfolio management
Gemini Fund Services
Mark Engelhardt
risk management characteristics
business development metrics
Proposal Tool for Chapwood Investments
Tamarac's Advisor® Xi
paperless onboarding
James Carney
NetXInvestor®
David Lyon
Service Cloud
Copytalk+
Best Technology for a Vertical CRM
Gregg Klein
RiXtrema's Portfolio Crash Test
Center For Wealth Planning
Vincent Guyaux
Radar
TDA
eVestment Quantum Analytics
Performance Dashboard and Client Reporting Engine
John McArthur
Digital Marketing Platform
single-sign on functionality
Cross-business Tracking Routing & Control
Blaze Portfolio
IBDs
Mitt Romney
Roy Burns
CIO Review
Kevin Miller
Tim Ramza
Fetter Logic
Peter Intraligi
Juney Ham
social media integrations
Downloadable Portfolio Review Reports
Northern Lights Distributors
Cybersecurity and Compliance
inStream Solutions
Salesforce CRM
client relationship solution
Andrew Rudd
Laser App’s Software as a Service (SaaS) platform
Will Bressman
Relius Adminstration
Total Rebalance Expert (TRX)
Financial Account Data Technology Platform
Portfolio Construction Tool
Stark & Stark
Ebix Smart Office
online client engagement
Investigo
Multi-Asset Class Portfolio Analysis
Schwab Advisor Services’
cloud-based CRM platform
Artificial Intelligence
Fox Financial Planning
LPL’s Resource Center
yHLsoft
Bret Baier
ActiFi Client Engagement
Ultra High Net Worth
First Rate
position data
SunGard’s WealthStation
eMoney Select system
iReach
NaviPlan LEADS
SciQ Insights
ComplianceQ
Automated Workflow
Gemini Hedge Fund Services
risk management platform
business intelligence
Vanare | NestEgg
ProTracker
tax efficiency in a cloud-‐based model
Envestnet Advisor Summit
paperless processing systems
James Poer
new client electronic on-boarding
David, Stalnaker
services and support for RIAs
Copytalk+ Smartphone App
Cory Haberkorn
Bill Good
Guide Financial Technologies
Michael M. Carter
Rob Cirrotti
centralized and tailored user experience
Advisor View
Vladimir Baranov
Raj Udeshi
eVestment Spectrum Analytics
performance expectations
John Ndege
Digital Practice Management
SixThirty
CSIA
IEC
Mobile app
Run Smarter®
Cities Digital
AdvisoryWorld Financial Technology
Kevin Paulsen
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Fetterlogic
Social Security
downside volatility
NorthStar
Damian Gallina
Insurance and Securities verticals
MoneyGuideProTM
Salesforce data migrator
Client Risk Assessments
Andrew Stevens
LaserApp
William Faulkner
Report Builder
Abby Schneiderman
Total Technology Platform
Portfolio Crash Test solution
State Income Tax Calculator
Echosign
online practice management platform
investment advice
multi-block trading
Schwab Advisor Services’ SOLUTIONS®
cloud-based IT
Artisan and Grendel
Fox Financial Planning Network
Luis Gomez
RIA advisor platform
Bret Magpiong
ActiFi software suite
unified cloud computing solutions
Fisher Investments
Positions
SunGard’s WealthStation Financial Planning solution
eMoney’s emX Select platform
Orion Business Intelligence
iRebal
NaviPlan® financial planning tool
Scivantage
compliant ready platform
Automated workflows
Gen X/Y
Mark Wilson
risk modeling
business processing services
advisor and client portals
ProTracker Advantage
Tax Efficient Drawdown
Park City, Utah
Jason Roberts
New Microsoft Dynamics®
Daxs Stadjuhar
Shane Bingham
Newgate Capital Management
Dean Cook
Shannon Dempsey
Cory Olson
Bill Laird
Gustav Karner
Robb Baldwin
Cetera
Advisor View™
Wall Street Journal
Technology adoption
eVestment Spotlight Analytics
Performance Measurement
John Norwood
direct online insurance offerings
SixThirty FinTech Accelerator
curation engines
Impact Communications
Mobile App 2.0
Rushmore Advisor Services
Cities Digital’s MagniMail
AdvisoryWorld HoldingScan Report for Households
Kevin Sweet
WealthStation Financial Planning
time-effective onboarding experience
Phil Sorgen
Social Security Analyzer
Dr. David Lawrence
Damon Deru
integrated cloud based technology
MoneyGuidePro®
Salesforce Financial Service Cloud Integration
Client Service Monitor
Andrew Tognela
LaserApp Anywhere
Windows™ PowerShell
reporting
acceptable and unacceptable tolerance standards
Touch functionality
Financial Feed
Portfolio Crash Testing
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Investment Advisors Workflow
multi-user support
Schwab Advisory Services
cloud-based IT outsourcing
Ashley Globerman
Fred Tomczyk
MacroRisk Analytics
RIA Benchmarking Study
activity streams
unified managed account
fixed index annuities
POWER
Sustainable Retirement Income
eMoney’s wealth management platform
iRebal®
Scott Parry
Composite Holdings Report
automating portfolio management
Gentech
Market Movement Strategies (MMS)
business valuation knowledge
variable annuities
ProTracker Cloud
Tax Lot information
Envestnet | Tamarac's Advisor Xi
Jason Wenk
Jay Jay French
Next Generation Investor Portal
Cost Basis
Hemant Moore
Michael Spellacy
Robert Arnott
Cetera Financial Group
Advisor Websites
Walt Bettinger
RCS Capital
Technology Integrations
eWealthManager
disparate and divergent solutions
custodial data file import process
Blu Giant, LLC
Impact Technologies Group
Mobile Application
Russ Thornton
CitiMortgage
Advisor® Xi
WealthTechs
Redkite
timeframes
Fidelity Center for Applied Technology
Social Security Optimizer
Dr. Noah Smith
Norwood Consulting
Dan Arnold
integrated CRM
MoneyTree
Salesforce Financial Services Cloud
client-facing analytical and proposal tool
WinOps
reporting capabilities
Trade Strategy Visualization
Financial Personalities
Steve Dunlap
Ed Butowsky
Open View Gateway
Investment Income Summary Report
mutual fund capital gains distributions
Schwab IMPACT 2013
cloud-based platform
ASI
Ft. Lauderdale
Maggie Crowley
Zywave
RIA in a Box
Brett Thorne
Activity tracking and corporate memory
unified wealth management technology
flexibility to scale
Power of Together
Symantec VIP integration
emX
Orion Discover
iShares
data analysis
composite performance reporting
automation software tool
Marketing Center platform
Risk Number®
business valuations
Advisor Con
VAs
ProTracker Software
tax planning
Envestnet’s Advisor Suite®
Patrick Ambron
Jeff Norris
Next Generation of Integration
DecisionCenter
Sharing
cost-efficient beta exposure
Bill Stone
Michael Stier
Robert Eggebrecht
Chad Blythe
advisor workflow partnership
Warren Mackensen
real time balances
technology solutions
Expanded Performance Details for Sample Portfolios
Performance Reporting Capabilities
John Schobel
Small Businesses
Document Imaging
Custodial Data Integrations
import tool
Mobile channel
Russell Leto
client acquisition
Advisor® Xi suite
Kirk Hulett
Web App Single Sign On
TJ Jones
Junxure Cloud®
Sonia Rosenbaum
Note Taking
Dan Brownell
Integrated CRM Performance Dashboard
monitoring
Salesforce.com
Client-facing technology
Ann Haas
Laserfiche Connector
Women Investors
Reporting Console for Each Office
Account Alerts
Portfolio Management and Insurance Management modules
Steve Sanduski
Ed O’ Brien
open-architecture platform
investment management experience
My Wall
Schwab Independent Advisor Outlook Study
cloud-based portfolio management
asset allocation mappings service
FTJ FundChoice
MagniPost
“Robo” Challenge
RIA/Client reletionships
Brian A. Davis
Adhesion
Unify
Flexible Optimizer
PowerAdvisor
Synapse API
EMX Platform
Orion Portfolio Reports
ISO
data analysis solutions
Composite Portfolio Review
Autopilot
George Will
Marketing Cloud
ByAllAccountsSM
Advisor Convention October 7-8
Vendor Affinity Program
psychometric risk tolerance test
tax-aware trading program
Envestnet’s Digital Advisor platform
Patrick Dempsey
Next-Generation Advisor CRM®
Deena Katz
Sherri DuMond
Council Capital
High-Performing Firms
Robert Moore
Chad Centorbi
Advisor Xi
Real-Time Data
Technology Tools For Today
performance reporting software
John Vaccaro
Smarsh
BlueSky
Income Generator
mobile connectivity
Client communications management
Krilogy Financial
web-based applications
To-Do Lists
Fidelity Institutional Wealth Services
PIEtech, Inc.,
Junxure Cloud® CRM
Sophie Schmitt
Dropbox
Nova
Dan Hunt
integrated receivables management
monthly compliance checklists
Salesforce1 Customer Platform
Client360º
Ann Marie Stieler
Laserfiche Document Management
Woodrow Levin
Account Details
TradeWarrior
financial planning and client engagement solutions
Portfolio Management Consultants
Steven D. Kelly
Ed O’Brien
myeDocumentsuite.com
Schwab Intelligent Integration®
cloud-based solutions
asset gathering
FTNI
maintenance of composites
advanced data reporting
Unify Cloud Disaster Recovery
PowerShares
T. Rowe Price
emX’s Vault
Orion’s Client Portal
iTunes App Stores
Nerd’s Eye View
data automation
Scottrade® Advisor Services Platform
CompositeBuilder
Back Office Solutions
Global Financial Private Capital
Marketing Gorilla System
CAIS
VEO
Q-Suite
tax-losses
Patrick Flaherty