Tech Tidbit from Christophe Gauthron of Kwanti gives preview of article in T3 June 2013 newsletter

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