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.
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Cetera Financial Group
inStream Solutions
Bobby Yazdani
NaviPlan
The Retirement Hub
social collaboration
1-to-1 client relationships
Expanded Performance Details for Sample Portfolios
RCS Capital
Custodial Data Integrations
Document Imaging
Westport Resources
Rehmann
client acquisition
investment advice
new client electronic on-boarding
Total Portfolio Expert (TPX)
Fox Financial Planning Network
Application of Preference Measurement: The Case of Riskalyze
accounting software
Dan Brownell
XTRAC App
RetireRisk
Client-facing technology
iRebal
Norwood Consulting
two-factor authentication
Gen X/Y
Audit Management
Mitt Romney
Advent Direct
Kevin Miller
Schwab Performance Technologies®
Ed O’ Brien
Risk Management
cloud-based portfolio management
Jason Roberts
Open View Gateway
Brian A. Davis
user-friendly programing
Guide Financial Technologies
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Laser App’s Software as a Service (SaaS) platform
Flexible Optimizer
service alerts
EMX Platform
Power of Together
Riskalyze Autopilot
Composite Portfolio Review
John Ndege
data analysis solutions
Orion Discover
ByAllAccountsSM
IEC
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
LPL’s Resource Center
single sign-on integration
Envestnet’s Digital Advisor platform
ProTracker Software
cost-efficient beta exposure
DecisionCenter
Patrick Ambron
Chad Blythe
Insurance and Securities verticals
Bonaventure Resort and Spa
NaviPlan LEADS
The Tarbox Group, Inc.
Albridge Solutions
Third-Party Technology Integrations
Allen Eickelberg
Mark Wilson
2015 Peter L. Bernstein Award
real time balances
Performance Reporting Capabilities
Whitepaper
relationship solutions
Client communications management
Investment Advisors Workflow
New Microsoft Dynamics®
Fred Tomczyk
application program interface (API)
Michael M. Carter
AccountQ™
Fidelity Institutional Wealth Services
Dan Hunt
Dropbox
Client360º
iRebal®
Note Taking
Gentech
Audit Technology
Mobile app
Kevin Paulsen
financial planning and client engagement solutions
Schwab’s 2013 RIA Benchmarking Study
Ed O’Brien
Portfolio Management and Insurance Management modules
risk management characteristics
cloud-based solutions
Jason Wenk
open-architecture platform
Gustav Karner
Behavioral Finance
MoneyGuideProTM
Tamarac's Advisor® Xi
LaserApp
Service Cloud
emX’s Vault
PowerAdvisor
CompositeBuilder
John Norwood
data automation
Orion Portfolio Reports
CAIS
Video conferencing
Impact Communications
Black Diamond platform
multi-block trading
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Luis Gomez
single-sign on capability
psychometric risk tolerance test
Ron Huddleston
Council Capital
Deena Katz
Patrick Dempsey
Wealthminder Seed Capital
Chad Centorbi
integrated cloud based technology
Branch Audit Consulting
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Market Movement Strategies (MMS)
social media integrations
2015 Veo® Integrated Awards
External IT Cloud Desktop
Real-Time Data
Salesforce CRM
Custodian
Document Processing
performance reporting software
Will Bressman
Relius Adminstration
Client Data Automation
Investment Income Summary Report
Newgate Capital Management
Total Rebalance Expert (TRX)
Ft. Lauderdale
application programming interface
Stark & Stark
Accounts and Fact Sheets for Investments
Schwab Advisor Services’
Dan Santner
Duane D’Orazio
PIEtech, Inc.,
yHLsoft
iShares
Nova
Ultra High Net Worth
auditable workflow and document management technology
Mobile App 2.0
SunGard’s WealthStation
Kevin Sweet
SciQ Insights
EDGAR filing agent
Portfolio Management Consultants
risk management platform
CLS Investments
Jay Jay French
Brian Semitekol
Vanare | NestEgg
Hemant Moore
Ben Francois
MoneyGuidePro®
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp Anywhere
services and support for RIAs
end-of-life plan
PowerShares
RiXtrema's Portfolio Crash Test
comprehensive portfolio management
Data Cloud (Jigsaw)
Orion’s Client Portal
CAM
Vincent Guyaux
Impact Technologies Group
Black Diamond®
multi-user support
TDA
MacroRisk Analytics
single-sign on functionality
Eric Jardine
Q-Suite
Roy Burns
couple’s report
Dennis Fox
Patrick Flaherty
Chapwood Investments
integrated CRM
Tim Welsh
Analytics Cloud
Marketing Center platform
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
External IT's Cloud Desktop
Real-time Profile Tracking
Salesforce data migrator
Custom Cloud (Force.com)
document storage software-as-a-service
Perry Moore
William Faulkner
Report Builder
client database portal
investment management experience
Next Generation Investor Portal
Total Technology Platform
FTJ FundChoice
Arcons Technology
Michael Spellacy
State Income Tax Calculator
ACH origination
Fidelity Investments®
Schwab Advisor Services’ SOLUTIONS®
Dynamic Rebalancing
PMC's Quantitative Portfolios
RIA advisor platform
Clients & Portfolios
ISO
November 2-4, 2015
unified cloud computing solutions
George Will
Automate Client Marketing
Mobile Application
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
financial planning technology
Scivantage
portfolio management process
risk modeling
CNN Money
Jeff Norris
OpportunityView™
Benjamin Birken
MoneyTree
Tax Efficient Drawdown
Shane Bingham
end-‐to-‐end portfolio management
Rob Cirrotti
comprehensive trading solutions
John Schobel
data management solutions
OS33 Cloud Desktop platform
CAM System
Vladimir Baranov
import tool
Black Diamond℠
mutual fund capital gains distributions
Advisors Assistant’s CRM
Maggie Crowley
SixThirty
error checking
Quadron Data Solutions
Run Smarter®
Craig Smith
Junxure Cloud®
Denny Bottorff
Patrick Yip
WealthStation CompAct
Redhawk Wealth Advisors
Integrated CRM Performance Dashboard
integrated receivables management
time-effective onboarding experience
Andrew Rogers
Marketing Cloud
Social Security Analyzer
Aaron Guidotti
FA Insight
Realized and Unrealized Gains/Losses
Salesforce Financial Service Cloud Integration
customer acquisition
Docupace
Windows™ PowerShell
reporting
client engagement
Next Generation of Integration
Touch functionality
FTNI
ARKON
Michael Stier
state‐of‐the‐art forms-filling technology
Fidelity®'s New Wealthcentral® Technology Bundle
Schwab Advisory Services
Daniel Inveen
RIA Benchmarking Study
ClientView Client Portal
iTunes App Stores
Oauth2 user authentication security
unified managed account
Global Financial Private Capital
automated portfolio management
Mobile channel
Sustainable Retirement Income
Kirk Hulett
financial planning tool
Scott Parry
Edward Jones
Portfolio Management Processes
Cohesive Client Management Process
Optimum Market Portfolios
Brian Stimpfl
variable annuities
High-Performing Firms
Best Technology for a Vertical CRM
monitoring
Tax Lot information
Advisor Software, Inc.
Laserfiche Connector
Shannon Dempsey
Enhanced Capital Partners
practice management
Robb Baldwin
computer-based modeling system
John Vaccaro
data protection
Outlook email archiving
Cameron Routh
Wall Street Journal
Income Generator
Black Diamond℠ platform
My Wall
Technology adoption
Advisory World
MagniPost
SixThirty FinTech Accelerator
eSignature Capabilities
Quadron Data Solutions™
Rushmore Advisor Services
create and manage portfolios
Junxure Cloud® CRM
Depository Trust and Clearing Corporation
Paul Cantrell
WealthStation Financial Planning
Redkite
Charles Sizemore
integrated technology
Nerd’s Eye View
timeframes
Andrew Rudd
Marketing Gorilla System
Social Security Optimizer
Farshad Ghaffari
rebalance
Salesforce Financial Services Cloud
Docupace ePACS®
WinOps
reporting capabilities
client feedback
investment policy statement
Next-Generation Advisor CRM®
Trade Strategy Visualization
full lifecycle portfolio management
Artificial Intelligence
Steve Dunlap
ActiFi Client Engagement
Fidelity’s Technology and Operations Consulting
Schwab IMPACT 2013
eAdvisor
portfolio accounting
Zywave
RIA in a Box
ClientWorks
J. Kelley Williams, Jr.
October 13
unified wealth management technology
Global Investment Performance Standards
Automated Workflow
mobile connectivity
Symantec VIP integration
Krilogy Financial
Financial Transmission Network Inc.
Efficient Technology
portfolio management system
Risk Number®
Collaboration Cloud (Chatter)
Optional Tax Management
Broker Dealers
VAs
Holdings
monthly compliance checklists
tax planning
Laserfiche Document Management
enhanced client communication
practice management solutions
Robert Arnott
Concenter Services
Data-Driven Insights
Outsourcing Services
Canterbury Consulting
Walt Bettinger
independent portfolio rebalancing software platform
Blaze Portfolio
myeDocumentsuite.com
Technology Integrations
maintenance of composites
Estate Assist
qualified fiduciary advisors
Russ Thornton
credit card processing
Junxure CRM
detailed financial planning
Paul Polese
WealthTechs
Web App Single Sign On
check scanning
TJ Jones
Andrew Stevens
Marketware International
Sonia Rosenbaum
Abby Schneiderman
Rebalancer
Salesforce.com
Customer Success Platform
Docupace Technologies
Pershing LLC
Women Investors
Reporting Console for Each Office
Client Management System
investment research platforms
next-generation wealth management platform
Fuse 2014
Artisan and Grendel
Michelle Smith
Steve Sanduski
ActiFi software suite
Figlo
Schwab Independent Advisor Outlook Study
Darren Tedesco
EAI
portfolio accounting service provider
“Robo” Challenge
RIA/Client reletionships
ClientWorks platform
J. Richard Coe
Office 365
Unify
goalgamiPro
Automated workflows
mobile devices
Synapse API
advisor and client portals
Kyle Hiatt
FinFolio
Electronic Signing
portfolio management tools
Commonwealth Financial Network
Jenny Richards
OptionsPlay Score
brokerage and custody services
Vendor Affinity Program
Homrich Berg
Bill Good
tax-aware trading program
Advisor View
Lex Sokolin
Sharing
enhanced mutual funds order management
PreciseFP
Robert Eggebrecht
Concierge Service
Jonathan Jaranson
DataPro
packaged web design
CapGainsValet
Warren Mackensen
industry related forms
technology solutions
AdvisoryWorld Financial Technology
manage cash flows
Small Businesses
estate management
quantitative risk technology
Russell Leto
Junxure® CRM
Digital Advice
Paul West
web-based applications
Chicago
integration of independent recordkeepers
NestEgg Wealth
To-Do Lists
Florida
Andrew Tognela
Martin L. Flanagan
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalancing
Salesforce1 Customer Platform
Customizable Quarterly Investment Review Presentations
Pershing’s Net 360 Technology Channel
Woodrow Levin
investment screening functionality
NFP
TradeWarrior
Fuse 2014 award
Ashley Globerman
Microsoft
Steven D. Kelly
activity streams
filter and cross reference data
Schwab Intelligent Integration®
Darrin Courtney
Earnings Potential
Portfolio Accounting Solutions
Cloud applications
Office of the Future
Unify Cloud Disaster Recovery
goalgamiPro®
automating portfolio management
mobile forms-filling
T. Rowe Price
Ladenburg Thalmann Financial Services Inc.
FinFolio’s Portfolio Management Software
Scottrade® Advisor Services Platform
eliminating selected fees
portfolio mappings services
Commonwealth’s Practice360º
Jenze Bosma
Optionsplay®
browser in the cloud
VEO
hosted archiving solutions
Bill Laird
Morningstar Advisor
tax-losses
Advisor View™
LiquidHub
Sherri DuMond
enrollment platform
predictive analytical tools
Robert Moore
conflict-free custody solution
Joseph Miola
Panoramix
Career Activity Management System
Informatica
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
management fee
Smarsh
ETF OneSource participants
Quantitative Risk Tolerance
Junxure’s cloud-based CRM/office management solution
digital financial solutions
PCI-compliant platform
web-based client management software
Chris Casdia
Intelligent Aggregation
NetExchange Client
FMG Suite
Mary Ellen Whiteman
sophisticated computer algorithms
February 4, 2015
rebalancing capability
customizable questionnaires
Dominey Stewart
Personal Finance Management Application
Wordpress platform
reporting solutions
Client Marketing Systems, Inc.
NFP Advisor Services Group
Trading Processes
Fusion Advisor Workstation
ASI
Microsoft Corp
Stifel
Activity tracking and corporate memory
Kanchana Chalia
Schwab Intelligent Portfolios
EarningsQ
Cloud Desktop solution
J.P. Morgan
Unify Software
Google Analytics integration
automation software tool
Mobile Optimization
Advisor Con
lagging performance duration and timeframe priorities
FinFolio’s WorkStation
seamless advisor integration
Eliza De Pardo
Portfolio Pathway
risk profiling questionnaire provider
Community Blog
Built In Token 2-Factor Authentication
Veo Open Access
Household Balance Sheet
Morningstar Analyst Rating™
Advisor Websites
Lori Hardwick
Sheryl Garrett
Enterprise Content Management Software
PRNewswire
Connections Console
Joseph Mrak
Panoramix™
Carson Wealth Management Group
InformationWeek 500
Blu Giant, LLC
Narrator Clients™
Technology Tools for Today 2014 Conference
Advisor® Xi
Smarsh My Site
Quantum
SaaS
CRM systems
SaaS-based payment processing platform
CRM technology
Digital Fortress
web-based CRM
Redtail Technology CRM
Chris Casey
interactive compliance calendar
NetExchange Select
Todd R. Crockett
Folio Institutional
Ann Haas
Mary Ferguson
Spark
Account Alerts
Fee Calculation Details
San Diego
customized analysis
Donald Capone
personal financial management
workflow solutions
ReportQ
Client Meeting Support for Advisors
InvestmentNews
Nobel Foundation
Trading Strategy Checklist
Fusion® Advisor Workstation
asset allocation mappings service
Microsoft Dynamics CRM
Strategic Advisor
Adhesion
Karl Chan
FinaMetrica Plus
Schwab Intelligent Portfolios™
data aggregation functionality
easily view user activity
cloud-based archiving solutions
Jackson
Online Account Management
BranchNet
Unify’s Cloud VPN
Google Play
Autopilot
Mobile Productivity
Advisor Convention October 7-8
Las Vegas
FINRA and SEC technology guidelines
seamless forms-filling capabilities
Ellen Smith
portfolio risk
company performance analysis
Jim McKelvey
order processing
Business Analytics
Veo Open AccessSM platform
household-‐level rebalancing
Bill Stone
Morningstar for Advisors App
TD Ameritrade Holding Corporation
advisor workflow partnership
Loring Ward
enterprise-grade data management platform
ProcessEZ
robo advisors
content aggregation
Joseph Starinsky
David Canter
Paperclip
Wealth Access Estate Platform 3.0
cash posting
Innovation Centers
Narrator™ application builder
tenth annual T3 Technology Conference
Advisor® Xi suite
Mara Laisson
Smarsh Sites
ETF’s
Questar Capital℠
Safe by Estate Assist
CRM User Adoption
Digital Fortress Suite
pensions
web-based portfolio management software
Reduce computer sprawl
Chris Momsen
Interview
NetExchange View
Tom Doherty
FolioDynamics
Ann Marie Stieler
Matched Portfolio
Account Details
fee elimination
rebalancing solution
San Diego, CA
Cutting Edge Auditing
Doug Harbrecht
Personal Financial Management (PFM) tool
Worldox
required trading and rebalancing
Investor-Advisor Collaboration
asset gathering
Mike Capelle
Strategic Integrated Online Account Processing
advanced data reporting
Kelly Caffrey
Schwab Intelligent Technologies
data aggregation solutions
EBITDA growth rate
portfolio applications
RightSize Solutions
cloud-based billing software
Jackson app
online account opening
brand-centric theme customization
United Capital
Gradient Investments
Back Office Solutions
Mobile Scribe Service
T3 Advisor Tech Conference
FinTech 100
Search Engine Optimization
Portfolio Snapshot
compete against other digital advisors
Jim Patrick
business and technology management
Veo®
householded data backbone
Advisor Xi
Productivity
Robo-Advisers
Josh Brown
David Fetter
paperless client onboarding process
CEB TowerGroup
Inside Information
BlueSky
Nathan Lucius
The Efficient Practice
Maree Moscati
Smart Form Tool
Everplans
Quik! Form
eVestment
Quik! Forms
Sagacious, Inc.
digital marketing hub
Performance
web-based software portal
RegEd
Chris Wacker
Intraday Integration
Tom Embrogno
Anna Curry
Matt Abar
sqope
account management software
rebalancing workflows
scalable personal finance data platform
Cybersecurity
Doug McPhail
personal financial management platform
WorthFM
RESTful
Client Relationship Management (CRM)
Investor360°
normalization
Trizic
Garrett Planning Network
AssetBook
Mike Ethridge
Streetscape
advanced wealth planning solutions
Financelogix
Ebix
Portfolio Building
Rio Hotel & Casino
cloud-based billing tool
Jackson National Life Insurance Company®
Online Account Opening & Transfer
BrandYourself.com
United Capital Financial Advisors
Great Kight
back-office solutions
Model Wealth Portfolios
Advisor FinTech Hackathon
Laser App 2015 Financial Services Conference
Firm Alerts and Announcements
search engine optimization tagging
PortfolioCenter
risk tolerance assessment tools
compliance and security
Joe Duran
Orion Advisor Integration
business development metrics
verification
HTML5 version
Bill Wostoupal
TD Ameritrade Institutional Veo®
SIFMA/FINRA Cybersecurity Conference
Proposal Generation Capabilities
Robo-advisor
Copytalk+
Juan Williams
David Lyon
paperless enrolment
wealth management technology
Celent
Insights on Advice
National Financial Partners Corp.
The E‐Valuator
Advizr and Orion integration
Marie Swift
Smart Office
