Home > Blogs > Tech Tidbit from Christophe Gauthron of Kwanti gives preview of article in T3 June 2013 newsletter
Tech Tidbit from Christophe Gauthron of Kwanti gives preview of article in T3 June 2013 newsletter
Submitted by Technology Tools for Today on June 1st, 2013
Cloud-based computing and mobile access are transforming both retail and B2B markets.The competitive retail market has benefited greatly from cloud-computing. However the transformational change has been much slower in B2B products, and in particular Technology for Finance where many legacy software applications are propped up with high licensing costs and clunky interfaces. Watch this short 1 minute video to hear Christophe Gauthron share additional thoughts.
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Narrator Clients™
Technology Integrations
Charles Sizemore
Blu Giant, LLC
Jim Patrick
EarningsQ
Russ Thornton
Advisor® Xi
householded data backbone
WealthTechs
Redkite
NetExchange Client
timeframes
client feedback
Mary Ferguson
Sonia Rosenbaum
Note Taking
FINRA and SEC technology guidelines
Juan Williams
Ellen Smith
Salesforce.com
Ann Haas
Insights on Advice
Women Investors
Reporting Console for Each Office
Account Alerts
Darren Tedesco
Nobel Foundation
ClientWorks platform
Portfolio Management and Insurance Management modules
Microsoft Dynamics CRM
Steve Sanduski
open-architecture platform
Karl Chan
enterprise-grade data management platform
Schwab Independent Advisor Outlook Study
asset allocation mappings service
Intraday Integration
“Robo” Challenge
David Canter
RIA/Client reletionships
Adhesion
Unify
Commonwealth Financial Network
PowerAdvisor
Mobile Productivity
Synapse API
brokerage and custody services
Orion Portfolio Reports
Las Vegas
ETF’s
Autopilot
Investor360°
Digital Fortress
Advisor Convention October 7-8
Garrett Planning Network
Vendor Affinity Program
Concierge Service
psychometric risk tolerance test
Morningstar for Advisors App
tax-aware trading program
CapGainsValet
Patrick Dempsey
Loring Ward
Fee Calculation Details
Sharing
Bill Stone
Jackson National Life Insurance Company®
Donald Capone
Robert Eggebrecht
advisor workflow partnership
Great Kight
Warren Mackensen
real time balances
Narrator™ application builder
technology solutions
check scanning
Performance Reporting Capabilities
Mara Laisson
Small Businesses
FinaMetrica Plus
Joe Duran
easily view user activity
Russell Leto
Advisor® Xi suite
HTML5 version
Web App Single Sign On
Customer Success Platform
NetExchange Select
TJ Jones
Client Management System
NetExchange View
To-Do Lists
PIEtech, Inc.,
Matched Portfolio
Sophie Schmitt
Nova
FinTech 100
Salesforce1 Customer Platform
Ann Marie Stieler
INSITE™ 2015 conference
Woodrow Levin
Account Details
Darrin Courtney
TradeWarrior
Cloud applications
Portfolio Management Consultants
Mike Capelle
Steven D. Kelly
Kelly Caffrey
Schwab Intelligent Integration®
asset gathering
intraday quotes
David Fetter
advanced data reporting
Forbes
Unify Cloud Disaster Recovery
Commonwealth’s Practice360º
PowerShares
Mobile Scribe Service
T. Rowe Price
browser in the cloud
Orion’s Client Portal
Everplans
Scottrade® Advisor Services Platform
Back Office Solutions
iPad app
Digital Fortress Suite
Gemcom
VEO
conflict-free custody solution
Q-Suite
tax-losses
Career Activity Management System
Patrick Flaherty
fee elimination
Sherri DuMond
Jackson.com
Doug Harbrecht
Robert Moore
Advisor Xi
Real-Time Data
Nathan Lucius
Technology Tools For Today
Chicago
performance reporting software
Maree Moscati
Smarsh
BlueSky
Joe Ruzycki
EBITDA growth rate
Human Finance Project
web-based applications
Customizable Quarterly Investment Review Presentations
Client Marketing Systems, Inc.
PMC's Quantitative Portfolios
Matt Abar
sophisticated computer algorithms
November 2-4, 2015
Firm Alerts and Announcements
Jud Mackrill
Anna Curry
instantaneous stress testing
Wordpress platform
reporting solutions
account management software
Trading Processes
Cloud Desktop solution
portfolio management process
Mike Ethridge
Stifel
OpportunityView™
Schwab Intelligent Portfolios
AssetBook
intuitive user-experience
David Lyon
advanced wealth planning solutions
Unify Software
Community Blog
Model Wealth Portfolios
Built In Token 2-Factor Authentication
OS33 Cloud Desktop platform
Laser App 2015 Financial Services Conference
eVestment
seamless advisor integration
back-office solutions
IPS AdvisorPro
digital marketing hub
risk profiling questionnaire provider
Advisor FinTech Hackathon
Gemini Alternative Funds
Veo Open Access
Connections Console
Quadron Data Solutions
Carson Wealth Management Group
Patrick Yip
Sheryl Garrett
Bill Wostoupal
Jackson®
Doug McPhail
Greg Vigrass
CRM systems
Real-time Profile Tracking
National Financial Partners Corp.
Technology Tools for Today 2014 Conference
Chris Casdia
Perry Moore
Marie Swift
Smarsh My Site
Financelogix
John Hancock
Ebix
SaaS
Advizr and Orion integration
web-based client management software
customizable questionnaires
Todd R. Crockett
Client Meeting Support for Advisors
Matt Crisp
Spark
Oauth2 user authentication security
First Rate
Julie Littlechild
eMoney Select system
San Diego
Annuities + Insurance
Institutional Intelligent Portfolios™
workflow solutions
ReportQ
account opening
data aggregation functionality
Trading Strategy Checklist
cloud-based archiving solutions
Portfolio Management Processes
Strategic Advisor
BranchNet
Optimum Market Portfolios
Kevin Cimring
Envestnet Advisor Summit
Schwab Intelligent Portfolios™
Invesco
David, Stalnaker
advanced workflow tools
forms library
Unify’s Cloud VPN
company performance analysis
practice management
Modern Portfolio Theory
Business Analytics
Outlook email archiving
Laser App Advisor Con 2015
eVestment Quantum Analytics
seamless forms-filling capabilities
BakerAvenue Asset Management
IPSAdvisorPro
Digital Marketing Platform
Advisor Impact
Gemini Fund Services
Veo Open AccessSM platform
content aggregation
Quadron Data Solutions™
Morningstar, Inc.
TD Ameritrade Holding Corporation
cash posting
Paul Cantrell
LPL Financial Holdings
Fetter Logic
James Carney
Downloadable Portfolio Review Reports
robo advisors
Advisor-Client relationships
Gregg Klein
Wealth Access Estate Platform 3.0
CRM technology
Realized and Unrealized Gains/Losses
Nationwide
tenth annual T3 Technology Conference
Chris Casey
Mario Canas
Smarsh Sites
Financial Account Data Technology Platform
John Mackowiak
Ebix Smart Office
SaaS-based payment processing platform
IBackup®
web-based CRM
Redtail Technology CRM
customized analysis
Cutting Edge Auditing
Tom Doherty
portfolio accounting
Matt Nelson
October 13
Fisher Investments
Juney Ham
eMoney’s emX Select platform
San Diego, CA
App expansion
inStream Solutions
Worldox
required trading and rebalancing
Account opening and commissions
data aggregation solutions
cloud-based billing software
portfolio management system
Mike Phillips
Strategic Integrated Online Account Processing
brand-centric theme customization
Optional Tax Management
Kevin Crowe
Schwab Intelligent Technologies
AssetMark Advisor iPad
Investigo
Daxs Stadjuhar
RightSize Solutions
Fox Financial Planning
United Capital
compete against other digital advisors
practice management solutions
Modestpark
T3 Advisor Tech Conference
business and technology management
Outsourcing Services
eVestment Spectrum Analytics
Search Engine Optimization
Balances
iReach
Digital Practice Management
Advisor iPad App
Gemini Hedge Fund Services
Veo®
qualified fiduciary advisors
Morningstar®
CEB TowerGroup
Paul Polese
LPL Financial LLC
Fetterlogic
James Poer
downside volatility
Robo-Advisers
AdvisorComplete platform
CRM User Adoption
rebalance
Natural Language Processing
The Efficient Practice
Chris Momsen
Mark Balasa
Smart Form Tool
Bob Stiess
John McArthur
Echosign
Safe by Estate Assist
Aggregation
IBDs
web-based portfolio management software
Reduce computer sprawl
RegEd
Cybersecurity
NetXInvestor
Tom Embrogno
Client Relationship Management (CRM)
portfolio accounting service provider
Matt O’Brien
sqope
Office 365
fixed index annuities
eMoney’s wealth management platform
scalable personal finance data platform
Insurance and Securities verticals
WorthFM
RESTful
account rebalancing software
Trizic
cloud-based billing tool
portfolio management tools
Mike Walsh
Streetscape
BrandYourself.com
OptionsPlay Score
Kevin Knull
Envestnet | Tamarac's Advisor Xi
Atlanta
investment advice
Dean Cook
Rio Hotel & Casino
Fox Financial Planning Network
United Capital Financial Advisors
compliance and security
PreciseFP
modify portfolio exposures
business development metrics
packaged web design
Laser App Enterprise
eVestment Spotlight Analytics
search engine optimization tagging
Barrett Ayers
iRebal
direct online insurance offerings
risk tolerance assessment tools
Advisor Office
Gen X/Y
verification
Copytalk+
quantitative risk technology
Morningstar® Advisor WorkstationSM
TD Ameritrade Institutional Veo®
Celent
LPL Focus 2015
SIFMA/FINRA Cybersecurity Conference
Jason Roberts
Dr. David Lawrence
Robo-advisor
AdvisorComplete℠
Guide Financial Technologies
wealth management technology
Rebalancer
Naureen Hassan
The E‐Valuator
Chris Wacker
Pershing LLC
Mark Casady
Smart Office
Financial Feed
Bob Veres
John Ndege
Sagacious, Inc.
AICPA
IEC
web-based software portal
Impact Communications
Wednesday July 22, 2015
registered investment advisors
Cybersecurity and Compliance
NetXInvestor®
client relationship solution
Portfolio Accounting Solutions
Maureen Duff
sqopeTM Score
Office of the Future
flexibility to scale
emX
Scalable workflow tools
AppHub
integrated cloud based technology
X-Ray Reports
data analysis
Retirement Hub app
account servicing
Trust Company of Sterne Agee
cloud-based CRM platform
portfolio mappings services
mitigate risk
Bret Baier
Optionsplay®
Kevin Kraus
Envestnet’s Advisor Suite®
Schwab OpenView Gateway®
Attribution Analysis
Investment Advisors Workflow
Rio Hotel & Casino in Las Vegas
Advent Custodial Data
Fred Tomczyk
up-to-date account data
ComplianceQ
predictive analytical tools
T3 Conference Anaheim, CA
business intelligence
Panoramix
eWealthManager
Securities America
basic client interaction
iRebal®
disparate and divergent solutions
Risk Tolerance Questionnaire
Advisor Office platform
Gentech
Vestmark
Copytalk+ Smartphone App
Quantitative Risk Tolerance
Morningstar® Portfolio X-Ray®
TD Ameritrade Institutional's Veo®
Center For Wealth Planning
Paul West
LPL Focus Conference
Fidelity Center for Applied Technology
Signix
Jason Wenk
Dr. Noah Smith
Robo-Shield™
AdvisorQ
Gustav Karner
Wealthbase
Cross-business Tracking Routing & Control
rebalancing
NaviPlan
The Future of Risk is Here: Enhance Your Value or Perish
CIO Review
Pershing’s Net 360 Technology Channel
Mark Engelhardt
Smarter Prospecting
Financial Personalities
Bobby Yazdani
John Norwood
Ed Butowsky
Impact Technologies Group
Wells Fargo Advisors
registration checker tool
1-to-1 client relationships
Damian Gallina
new client electronic on-boarding
Tom Kimberly
Client Risk Assessments
SS&C Technologies
Flexible Optimizer
EMX Platform
SCANaltyics
Application of Preference Measurement: The Case of Riskalyze
integrated CRM
XCelent Award
data analysis solutions
retirement income planning tool
accounting software
cloud-based IT
Portfolio Pathway
Mitt Romney
Sugar Ray Leonard
Bret Magpiong
Kevin Miller
Envestnet’s Digital Advisor platform
Audit Management
Investment Income Summary Report
DecisionCenter
Risk Alignment Platform
Advent Direct
Ft. Lauderdale
Upside
compliant ready platform
PRNewswire
T3 Enterprise Conference
business processing services
Panoramix™
Laser App’s Software as a Service (SaaS) platform
Expanded Performance Details for Sample Portfolios
securities and insurance industries
BD Equalizer
iShares
Document Imaging
Risk-Balanced Portfolios
Advisor Pro platform
Vestmark Manager Marketplace (VMM)
Cory Haberkorn
Quantum
Multi-Asset Class Portfolio Analysis
TD Ameritrade Institutional’s Veo Open Access platform
centralized and tailored user experience
PCI-compliant platform
LPL’s Resource Center
Silanis
Jay Jay French
robust backup features
Hemant Moore
Wealthbox CRM
CSIA
rebalancing capability
NaviPlan LEADS
The Markets
Cities Digital
Personal Finance Management Application
SmartOffice
Bonaventure Resort and Spa
Ed O’ Brien
Albridge Solutions
import tool
Wes Stillman
regulatory compliance
2015 Peter L. Bernstein Award
Damon Deru
New Microsoft Dynamics®
Client Service Monitor
Michael M. Carter
SS&C Technologies Holdings
Online Account Management
Junxure Cloud®
emX’s Vault
SCANalytics
application program interface (API)
Integrated CRM Performance Dashboard
XLR8
data automation
AccountQ™
TRX Edge
cloud-based IT outsourcing
portfolio risk
Mobile app
SugarCRM
order processing
Kevin Paulsen
Schwab OpenView MarketSquare®
Audit Technology
investment management experience
Deena Katz
Risk Analysis
FTJ FundChoice
Upside Advisor
Composite Holdings Report
ProcessEZ
MoneyGuideProTM
business valuation knowledge
Paperclip
LaserApp
Security
Behavioral Finance
ISO
George Will
Cory Olson
Questar Capital℠
multi-block trading
TD Ameritrade Institutional’s VEO®
Cetera
Luis Gomez
Fidelity Institutional Wealth Services
Black Diamond platform
Jeff Norris
Dropbox
robust technology capabilities
Advisors Assistant Everywhere
Wealthcare Capital Management
curation engines
NaviPlan® financial planning tool
the Practice
Cities Digital’s MagniMail
personal financial management
Mark Wilson
SMAs
financial planning and client engagement solutions
Branch Audit Consulting
John Schobel
Ed O’Brien
Salentica’s Data Broker
Allen Eickelberg
John Vaccaro
EDGAR filing agent
Sales Cloud
Amanda Steinberg
Income Generator
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
Dan Arnold
Newgate Capital Management
Tom Schildhauer
client-facing analytical and proposal tool
portfolio applications
SS&C Technologies Holdings, Inc.
online account opening
Junxure Cloud® CRM
end-of-life plan
application programming interface
integrated receivables management
Data Cloud (Jigsaw)
Retirement Plan Network
Accounts and Fact Sheets for Investments
turnkey data science solutions
cloud-based platform
Portfolio Snapshot
Mobile App 2.0
Suhail Ali
Brett Thorne
Kevin Sweet
Eric Jardine
Schwab OpenView Mobile
auditable workflow and document management technology
Dennis Fox
risk engineering
FTNI
Uri Pomerantz
composite performance reporting
Productivity
MoneyGuidePro®
TA Associates
business valuations
paperless client onboarding process
LaserApp Anywhere
External IT Cloud Desktop
Ben Francois
iTunes App Stores
Document Processing
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
Global Financial Private Capital
Vestorly solution
Cost Basis
Quik! Form
multi-user support
TD Ameritrade National LINC Conference
Cetera Financial Group
pensions
MacroRisk Analytics
Simon Sinek
Black Diamond®
Duane D’Orazio
Rocaton Advisors
High-Performing Firms
WealthCentral
custodial data file import process
rebalancing solution
The Retirement Hub
CitiMortgage
Personal Financial Management (PFM) tool
Market Movement Strategies (MMS)
Social Analytics
Analytics Cloud
independent portfolio rebalancing software platform
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Dan Brownell
Next Generation Investor Portal
Total Portfolio Expert (TPX)
Client-facing technology
Portfolio Building
Michael Spellacy
Online Account Opening & Transfer
Junxure CRM
end-‐to-‐end portfolio management
Arcons Technology
integrated technology
XTRAC App
data management solutions
RetireRisk
ACH origination
two-factor authentication
cloud-based portfolio management
PortfolioCenter
Mobile Application
Brian A. Davis
Orion Advisor Integration
error checking
Schwab Performance Technologies®
Automate Client Marketing
investment policy statement
Denny Bottorff
Risk Management
AdventConnect 2014
full lifecycle portfolio management
user-friendly programing
Composite Portfolio Review
Proposal Generation Capabilities
MoneyTree
Tamarac Advisor® Xi
ByAllAccountsSM
paperless enrolment
External IT's Cloud Desktop
service alerts
Benjamin Birken
J. Kelley Williams, Jr.
document storage software-as-a-service
Riskalyze Autopilot
Global Investment Performance Standards
cost-efficient beta exposure
Quik! Forms
mutual fund capital gains distributions
TD Ameritrade's VEO
Chad Blythe
Performance
Maggie Crowley
Fidelity Investments®
single sign-on integration
Black Diamond℠
Dynamic Rebalancing
Advisors Assistant’s CRM
Holdings
Custodial Data Integrations
rebalancing workflows
The Tarbox Group, Inc.
client acquisition
personal financial management platform
Marketing Center platform
social collaboration
normalization
financial planning technology
Jonathan Jaranson
Edward Jones
Andrew Rogers
industry related forms
Whitepaper
relationship solutions
Aaron Guidotti
Dan Hunt
Next Generation of Integration
Client360º
portfolio construction capabilities
Michael Stier
online advisor-client collaboration
Junxure® CRM
Enhanced Capital Partners
ARKON
data protection
cloud-based solutions
PortfolioCenter®
Mobile channel
Kirk Hulett
eSignature Capabilities
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
investment research platforms
Depository Trust and Clearing Corporation
risk management characteristics
Fuse 2014
CompositeBuilder
Proposal Tool for Chapwood Investments
monitoring
Tamarac's Advisor® Xi
CAIS
paperless onboarding
Laserfiche Connector
FA Insight
Service Cloud
Best Technology for a Vertical CRM
J. Richard Coe
Docupace
Advisor Software, Inc.
goalgamiPro
Video conferencing
Council Capital
My Wall
TD Ameritrade’s Veo platform
Chad Centorbi
Performance Center
MagniPost
Fidelity®'s New Wealthcentral® Technology Bundle
single-sign on capability
Black Diamond℠ platform
Jenny Richards
Ron Huddleston
Advisory World
Homrich Berg
Wealthminder Seed Capital
Redhawk
Third-Party Technology Integrations
Client communications management
Pete Hess
Marketing Cloud
Northern Lights Compliance Services
financial planning tool
