Joel Bruckenstein interviews The Fidelity Robot at T3 2012

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