Kevin Paulsen of GreatLight Fee Only Advisors talks tech in May 2013 T3 issue

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