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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Model Wealth Portfolios
TD Ameritrade National LINC Conference
Advisor Websites
Laser App 2015 Financial Services Conference
Concenter Services
Simon Sinek
financial planning tool
Investment Income Summary Report
PortfolioCenter
Canterbury Consulting
Rocaton Advisors
Edward Jones
Ft. Lauderdale
Orion Advisor Integration
Blu Giant, LLC
The Retirement Hub
Advisor® Xi
Social Analytics
credit card processing
iShares
Proposal Generation Capabilities
Charles Sizemore
Sales Cloud
Enhanced Capital Partners
paperless enrolment
Wealthcare Capital Management
regulatory compliance services and technology
data protection
National Financial Partners Corp.
Tom Schildhauer
Marie Swift
SS&C Technologies Holdings, Inc.
Jay Jay French
Quik! Forms
client feedback
eSignature Capabilities
Hemant Moore
Performance
Wes Stillman
Retirement Plan Network
Depository Trust and Clearing Corporation
turnkey data science solutions
ASI
Matt Abar
Suhail Ali
Activity tracking and corporate memory
rebalancing workflows
ClientWorks
Schwab OpenView Mobile
FA Insight
Impact Technologies Group
personal financial management platform
XLR8
risk engineering
Docupace
normalization
Uri Pomerantz
automation software tool
Mike Ethridge
TA Associates
Advisor Con
Collaboration Cloud (Chatter)
Fidelity®'s New Wealthcentral® Technology Bundle
integrated CRM
Portfolio Building
Broker Dealers
Riskalyze and RetireUp Integration Demo
Online Account Opening & Transfer
Vestorly solution
Bill Stone
Modern Portfolio Theory
TD Ameritrade's VEO
advisor workflow partnership
Laser App Advisor Con 2015
Concierge Service
single sign-on integration
Financial Transmission Network Inc.
investment management experience
PortfolioCenter®
CapGainsValet
Efficient Technology
FTJ FundChoice
Morningstar, Inc.
The Tarbox Group, Inc.
Advisor® Xi suite
LPL Financial Holdings
social collaboration
ISO
Proposal Tool for Chapwood Investments
check scanning
enhanced client communication
George Will
paperless onboarding
WealthCentral
Rehmann
Data-Driven Insights
Nationwide
Total Portfolio Expert (TPX)
Ann Haas
Mario Canas
Customer Success Platform
Account Alerts
Jeff Norris
Client Management System
Estate Assist
Performance Center
Weston
RetireRisk
detailed financial planning
two-factor authentication
asset allocation mappings service
Matt Crisp
Darren Tedesco
Adhesion
John Schobel
Redhawk
ClientWorks platform
Schwab Performance Technologies®
Farshad Ghaffari
import tool
Pete Hess
Risk Management
Docupace ePACS®
Northern Lights Compliance Services
user-friendly programing
Autopilot
Tamarac Advisor® Xi
Advisor Convention October 7-8
Junxure Cloud®
Kevin Cimring
Commonwealth Financial Network
service alerts
Fidelity’s Technology and Operations Consulting
Integrated CRM Performance Dashboard
portfolio construction capabilities
brokerage and custody services
Riskalyze Autopilot
eAdvisor
online advisor-client collaboration
Video conferencing
Modestpark
TD Ameritrade’s Veo platform
Advisor Xi
conflict-free custody solution
single-sign on capability
FinFolio
position data
Career Activity Management System
Ron Huddleston
Electronic Signing
FTNI
BlueSky
Morningstar®
Third-Party Technology Integrations
LPL Financial LLC
iTunes App Stores
ProTracker
Chicago
enhanced mutual funds order management
Global Financial Private Capital
paperless processing systems
relationship solutions
DataPro
Natural Language Processing
Ann Marie Stieler
Mark Balasa
Customizable Quarterly Investment Review Presentations
Account Details
Radar
estate management
High-Performing Firms
Performance Dashboard and Client Reporting Engine
Westport Resources
Digital Advice
asset gathering
Matt Nelson
Darrin Courtney
advanced data reporting
John Vaccaro
Cloud applications
Schwab’s 2013 RIA Benchmarking Study
Income Generator
Peter Intraligi
XTRAC App
risk management characteristics
Docupace Technologies
Northern Lights Distributors
Back Office Solutions
Mike Phillips
Tamarac's Advisor® Xi
Junxure Cloud® CRM
Kevin Crowe
Commonwealth’s Practice360º
Service Cloud
Figlo
integrated receivables management
Portfolio Construction Tool
browser in the cloud
EAI
online client engagement
Earnings Potential
online practice management platform
Vincent Guyaux
Bill Wostoupal
modify portfolio exposures
TDA
Laser App Enterprise
Connections Console
single-sign on functionality
FinFolio’s Portfolio Management Software
investment policy statement
Positions
Carson Wealth Management Group
Roy Burns
eliminating selected fees
full lifecycle portfolio management
Orion Business Intelligence
Morningstar® Advisor WorkstationSM
Tim Ramza
Advizr and Orion integration
LPL Focus 2015
social media integrations
CRM systems
J. Kelley Williams, Jr.
ProTracker Advantage
Chris Casdia
Salesforce CRM
enrollment platform
Global Investment Performance Standards
Park City, Utah
Wealthminder Seed Capital
Relius Adminstration
Naureen Hassan
Total Rebalance Expert (TRX)
Anna Curry
Mark Casady
Stark & Stark
customizable questionnaires
account management software
Raj Udeshi
Client Marketing Systems, Inc.
Schwab Advisor Services’
ETF OneSource participants
Holdings
performance expectations
Whitepaper
NetXInvestor
Ultra High Net Worth
AssetBook
Matt O’Brien
SunGard’s WealthStation
advanced wealth planning solutions
Cloud Desktop solution
SciQ Insights
independent portfolio rebalancing software platform
risk management platform
NorthStar
Vanare | NestEgg
back-office solutions
Mike Walsh
tax efficiency in a cloud-‐based model
Advisor FinTech Hackathon
Junxure CRM
Kevin Knull
Community Blog
services and support for RIAs
filter and cross reference data
integrated technology
Portfolio Crash Test solution
Built In Token 2-Factor Authentication
RiXtrema's Portfolio Crash Test
EarningsQ
Online Reporting Dashboard
Vladimir Baranov
Advisor-Client relationships
content aggregation
SixThirty
FinFolio’s WorkStation
investment research platforms
POWER
cash posting
Run Smarter®
Eliza De Pardo
Fuse 2014
Redhawk Wealth Advisors
Morningstar® Portfolio X-Ray®
Tim Welsh
LPL Focus Conference
Social Security
CRM technology
J. Richard Coe
ProTracker Cloud
Chris Casey
Salesforce data migrator
Enterprise Content Management Software
goalgamiPro
Report Builder
NaviPlan
Total Technology Platform
Annuities + Insurance
Mark Engelhardt
State Income Tax Calculator
customized analysis
account opening
Jenny Richards
Client Meeting Support for Advisors
Schwab Advisor Services’ SOLUTIONS®
Homrich Berg
Performance Measurement
Will Bressman
RIA advisor platform
digital financial solutions
NetXInvestor®
unified cloud computing solutions
Maureen Duff
SunGard’s WealthStation Financial Planning solution
data aggregation functionality
advanced workflow tools
Jonathan Jaranson
cloud-based archiving solutions
Scivantage
February 4, 2015
industry related forms
Phil Sorgen
yHLsoft
BranchNet
risk modeling
Dominey Stewart
BakerAvenue Asset Management
mitigate risk
Tax Efficient Drawdown
Advisor Impact
Junxure® CRM
Kevin Kraus
company performance analysis
Shane Bingham
Portfolio Crash Testing
Business Analytics
Rob Cirrotti
business and technology management
Robb Baldwin
easily view user activity
Florida
Open View Gateway
Wall Street Journal
Technology adoption
AdvisorComplete platform
Laser App’s Software as a Service (SaaS) platform
SixThirty FinTech Accelerator
FINRA and SEC technology guidelines
investment screening functionality
Power of Together
CEB TowerGroup
Rushmore Advisor Services
Ellen Smith
Fuse 2014 award
Orion Discover
Bob Stiess
Multi-Asset Class Portfolio Analysis
time-effective onboarding experience
Aggregation
LPL’s Resource Center
Social Security Analyzer
CRM User Adoption
ProTracker Software
Chris Momsen
Salesforce Financial Service Cloud Integration
enterprise-grade data management platform
goalgamiPro®
Patrick Ambron
WealthStation CompAct
reporting
David Canter
NaviPlan LEADS
Touch functionality
App expansion
state‐of‐the‐art forms-filling technology
Cutting Edge Auditing
Account opening and commissions
Jenze Bosma
RCS Capital
Schwab Advisory Services
ETF’s
hosted archiving solutions
William Faulkner
RIA Benchmarking Study
Digital Fortress
new client electronic on-boarding
unified managed account
AssetMark Advisor iPad
Sustainable Retirement Income
data aggregation solutions
Joseph Miola
cloud-based billing software
Scott Parry
Fee Calculation Details
Informatica
brand-centric theme customization
Donald Capone
Norwood Consulting
variable annuities
Balances
Mitt Romney
Tax Lot information
Advisor iPad App
Junxure’s cloud-based CRM/office management solution
Kevin Miller
compete against other digital advisors
Shannon Dempsey
FinaMetrica Plus
integration of independent recordkeepers
Portfolio Management and Insurance Management modules
business development metrics
Robert Arnott
EBITDA growth rate
FMG Suite
open-architecture platform
Walt Bettinger
MoneyGuideProTM
Technology Integrations
AdvisorComplete℠
LaserApp
Copytalk+
FinTech 100
PowerAdvisor
Celent
Russ Thornton
Fusion Advisor Workstation
Orion Portfolio Reports
Redkite
Bob Veres
multi-block trading
timeframes
AICPA
Luis Gomez
Social Security Optimizer
J.P. Morgan
psychometric risk tolerance test
Chris Wacker
Salesforce Financial Services Cloud
Google Analytics integration
Patrick Dempsey
WealthStation Financial Planning
reporting capabilities
David Fetter
NaviPlan® financial planning tool
Trade Strategy Visualization
Mark Wilson
Steve Dunlap
Cybersecurity
account rebalancing software
real time balances
Client Relationship Management (CRM)
Schwab IMPACT 2013
Everplans
Household Balance Sheet
Performance Reporting Capabilities
Windows™ PowerShell
RIA in a Box
Digital Fortress Suite
New Microsoft Dynamics®
unified wealth management technology
Atlanta
Michael M. Carter
Symantec VIP integration
Joseph Mrak
cloud-based billing tool
fee elimination
InformationWeek 500
BrandYourself.com
Risk Number®
Doug Harbrecht
Note Taking
VAs
Barrett Ayers
Mobile app
tax planning
Advisor Office
Kevin Paulsen
compliance and security
Intelligent Aggregation
Financelogix
interactive compliance calendar
Portfolio Management Consultants
business intelligence
Robert Eggebrecht
Ebix
Folio Institutional
Warren Mackensen
MoneyGuidePro®
technology solutions
AdvisorQ
LaserApp Anywhere
Small Businesses
Copytalk+ Smartphone App
Firm Alerts and Announcements
InvestmentNews
PowerShares
Center For Wealth Planning
Russell Leto
Fusion® Advisor Workstation
Orion’s Client Portal
Bobby Yazdani
multi-user support
TJ Jones
MacroRisk Analytics
Sonia Rosenbaum
Cross-business Tracking Routing & Control
Jackson
Q-Suite
CIO Review
Salesforce.com
Google Play
Patrick Flaherty
WealthTechs
Reporting Console for Each Office
David Lyon
AppHub
Market Movement Strategies (MMS)
Steve Sanduski
Cybersecurity and Compliance
account servicing
Jim McKelvey
Real-Time Data
client relationship solution
Schwab Independent Advisor Outlook Study
eVestment
household-‐level rebalancing
performance reporting software
WinOps
RIA/Client reletionships
digital marketing hub
Newgate Capital Management
Unify
Attribution Analysis
Synapse API
Advent Custodial Data
Joseph Starinsky
cloud-based CRM platform
Innovation Centers
PIEtech, Inc.,
Zywave
Bret Baier
Doug McPhail
Nova
Vendor Affinity Program
basic client interaction
Mobile App 2.0
tax-aware trading program
Advisor Office platform
Kevin Sweet
ComplianceQ
Sharing
Financial Account Data Technology Platform
Interview
portfolio management process
business processing services
Robert Moore
Ebix Smart Office
FolioDynamics
OpportunityView™
MoneyTree
Technology Tools For Today
Smarsh
Cory Haberkorn
First Rate
Investor-Advisor Collaboration
centralized and tailored user experience
eMoney Select system
OS33 Cloud Desktop platform
Bonaventure Resort and Spa
mutual fund capital gains distributions
To-Do Lists
Albridge Solutions
Maggie Crowley
Sophie Schmitt
CSIA
1-to-1 client relationships
Jackson app
Quadron Data Solutions
Cities Digital
Salesforce1 Customer Platform
Envestnet Advisor Summit
Gradient Investments
Patrick Yip
Web App Single Sign On
David, Stalnaker
TradeWarrior
Application of Preference Measurement: The Case of Riskalyze
Marketing Center platform
Steven D. Kelly
Damian Gallina
accounting software
Jim Patrick
Real-time Profile Tracking
Client Risk Assessments
Schwab Intelligent Integration®
eVestment Quantum Analytics
householded data backbone
Perry Moore
Women Investors
Digital Marketing Platform
Next Generation Investor Portal
Unify Cloud Disaster Recovery
Audit Management
Michael Spellacy
T. Rowe Price
Advent Direct
Josh Brown
cloud-based IT
Scottrade® Advisor Services Platform
Fetter Logic
Inside Information
PMC's Quantitative Portfolios
“Robo” Challenge
Bret Magpiong
Downloadable Portfolio Review Reports
November 2-4, 2015
VEO
BD Equalizer
Mobile Application
tax-losses
Advisor Pro platform
compliant ready platform
Sherri DuMond
Composite Holdings Report
Sheryl Garrett
Intraday Integration
Portfolio Management Processes
business valuation knowledge
Echosign
Optimum Market Portfolios
Black Diamond platform
monitoring
Technology Tools for Today 2014 Conference
Advisors Assistant Everywhere
Laserfiche Connector
Smarsh My Site
Cory Olson
Fisher Investments
Investor360°
practice management
Cetera
SaaS
eMoney’s emX Select platform
Garrett Planning Network
Outlook email archiving
Branch Audit Consulting
My Wall
Allen Eickelberg
MagniPost
sophisticated computer algorithms
curation engines
2015 Peter L. Bernstein Award
Jackson National Life Insurance Company®
Quadron Data Solutions™
Cities Digital’s MagniMail
Great Kight
Paul Cantrell
web-based applications
reporting solutions
Daxs Stadjuhar
Trading Processes
application program interface (API)
Marketing Cloud
Stifel
Damon Deru
AccountQ™
Joe Duran
Realized and Unrealized Gains/Losses
Client Service Monitor
Schwab Intelligent Portfolios
eVestment Spectrum Analytics
HTML5 version
Woodrow Levin
Digital Practice Management
Next Generation of Integration
Unify Software
Audit Technology
Michael Stier
Juan Williams
cloud-based IT outsourcing
seamless advisor integration
Fetterlogic
Insights on Advice
risk profiling questionnaire provider
downside volatility
Oauth2 user authentication security
Veo Open Access
Behavioral Finance
Mobile channel
Kirk Hulett
composite performance reporting
Financial Feed
intraday quotes
portfolio management system
business valuations
robo advisors
Forbes
Optional Tax Management
Black Diamond®
monthly compliance checklists
tenth annual T3 Technology Conference
Laserfiche Document Management
Smarsh Sites
Cost Basis
fixed index annuities
iPad app
practice management solutions
Cetera Financial Group
SaaS-based payment processing platform
eMoney’s wealth management platform
Gemcom
Outsourcing Services
Redtail Technology CRM
myeDocumentsuite.com
Todd R. Crockett
Amanda Steinberg
maintenance of composites
Spark
custodial data file import process
2015 Veo® Integrated Awards
Jackson.com
qualified fiduciary advisors
CitiMortgage
San Diego
Envestnet | Tamarac's Advisor Xi
Paul Polese
web-based client management software
ReportQ
Dean Cook
Nerd’s Eye View
Trading Strategy Checklist
application programming interface
Marketing Gorilla System
Strategic Advisor
Dan Arnold
Accounts and Fact Sheets for Investments
Joe Ruzycki
rebalance
client-facing analytical and proposal tool
Schwab Intelligent Portfolios™
eVestment Spotlight Analytics
Human Finance Project
Wordpress platform
direct online insurance offerings
Next-Generation Advisor CRM®
Unify’s Cloud VPN
auditable workflow and document management technology
cloud-based platform
seamless forms-filling capabilities
INSITE™ 2015 conference
portfolio accounting
Brett Thorne
Dr. David Lawrence
October 13
Veo Open AccessSM platform
Ben Francois
mobile connectivity
TD Ameritrade Holding Corporation
Advisor Rebalancing®
Krilogy Financial
Kyle Hiatt
Composite Portfolio Review
Financial Personalities
intuitive user-experience
portfolio management tools
ByAllAccountsSM
Robo-Advisers
Ed Butowsky
OptionsPlay Score
Black Diamond℠
The Efficient Practice
Advisors Assistant’s CRM
Lex Sokolin
Smart Form Tool
cost-efficient beta exposure
flexibility to scale
IPS AdvisorPro
PreciseFP
Chad Blythe
Safe by Estate Assist
emX
Gemini Alternative Funds
packaged web design
Wealth Access Estate Platform 3.0
Reduce computer sprawl
data analysis
Tom Doherty
Analytics Cloud
manage cash flows
Custodial Data Integrations
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Jackson®
quantitative risk technology
client acquisition
San Diego, CA
Envestnet’s Advisor Suite®
Greg Vigrass
web-based CRM
required trading and rebalancing
Arcons Technology
Marketware International
Strategic Integrated Online Account Processing
Dan Brownell
ACH origination
John Hancock
Rebalancer
Client-facing technology
Schwab Intelligent Technologies
eWealthManager
Pershing LLC
workflow solutions
RightSize Solutions
disparate and divergent solutions
next-generation wealth management platform
United Capital
Automate Client Marketing
Michelle Smith
T3 Advisor Tech Conference
AdventConnect 2014
Jud Mackrill
cloud-based portfolio management
Search Engine Optimization
Fidelity Center for Applied Technology
instantaneous stress testing
portfolio accounting service provider
Brian A. Davis
Dr. Noah Smith
Office 365
Veo®
Benjamin Birken
mobile devices