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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Proposal Tool for Chapwood Investments
Robo-advisor
paperless onboarding
wealth management technology
The E‐Valuator
Advizr and Orion integration
Darren Tedesco
Nationwide
FinTech 100
Holdings
Smart Office
ClientWorks platform
Mario Canas
Sagacious, Inc.
Performance Center
web-based software portal
RegEd
Tom Embrogno
Anna Curry
independent portfolio rebalancing software platform
sqope
account management software
Commonwealth Financial Network
Matt Crisp
Redhawk
brokerage and custody services
scalable personal finance data platform
David Fetter
Pete Hess
WorthFM
RESTful
Junxure CRM
Northern Lights Compliance Services
Trizic
AssetBook
integrated technology
Streetscape
advanced wealth planning solutions
Concierge Service
Everplans
CapGainsValet
Kevin Cimring
Digital Fortress Suite
portfolio construction capabilities
Rio Hotel & Casino
online advisor-client collaboration
United Capital Financial Advisors
back-office solutions
investment policy statement
Advisor FinTech Hackathon
Modern Portfolio Theory
fee elimination
full lifecycle portfolio management
check scanning
Laser App Advisor Con 2015
search engine optimization tagging
Doug Harbrecht
PortfolioCenter®
risk tolerance assessment tools
verification
Bill Wostoupal
J. Kelley Williams, Jr.
J. Richard Coe
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Customizable Quarterly Investment Review Presentations
Morningstar®
Financelogix
goalgamiPro
LPL Financial LLC
Signix
Ebix
ProTracker
Robo-Shield™
paperless processing systems
Wealthbase
Jenny Richards
The Future of Risk is Here: Enhance Your Value or Perish
Darrin Courtney
Natural Language Processing
Firm Alerts and Announcements
Homrich Berg
Smarter Prospecting
Cloud applications
Mark Balasa
Radar
Performance Dashboard and Client Reporting Engine
Wednesday July 22, 2015
registered investment advisors
Jonathan Jaranson
Annuities + Insurance
industry related forms
sqopeTM Score
account opening
Commonwealth’s Practice360º
Matt Nelson
browser in the cloud
Scalable workflow tools
David Lyon
Peter Intraligi
X-Ray Reports
Retirement Hub app
Junxure® CRM
Northern Lights Distributors
Trust Company of Sterne Agee
advanced workflow tools
conflict-free custody solution
Mike Phillips
eVestment
Career Activity Management System
Kevin Crowe
Schwab OpenView Gateway®
digital marketing hub
Portfolio Construction Tool
Rio Hotel & Casino in Las Vegas
online client engagement
up-to-date account data
BakerAvenue Asset Management
investment research platforms
T3 Conference Anaheim, CA
Advisor Impact
Modestpark
Fuse 2014
Chicago
Securities America
Doug McPhail
position data
Risk Tolerance Questionnaire
Vestmark
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
customizable questionnaires
Morningstar® Advisor WorkstationSM
Financial Account Data Technology Platform
goalgamiPro®
Client Marketing Systems, Inc.
LPL Focus 2015
Silanis
Ebix Smart Office
ProTracker Advantage
robust backup features
Park City, Utah
Wealthbox CRM
Bob Stiess
Jenze Bosma
The Markets
Aggregation
Naureen Hassan
First Rate
hosted archiving solutions
SmartOffice
Cloud Desktop solution
Mark Casady
eMoney Select system
Raj Udeshi
performance expectations
Wells Fargo Advisors
registration checker tool
Joseph Miola
Tom Kimberly
App expansion
NetXInvestor
Informatica
SS&C Technologies
Account opening and commissions
Community Blog
Matt O’Brien
Envestnet Advisor Summit
Built In Token 2-Factor Authentication
SCANaltyics
David, Stalnaker
XCelent Award
retirement income planning tool
Junxure’s cloud-based CRM/office management solution
NorthStar
AssetMark Advisor iPad
integration of independent recordkeepers
Sugar Ray Leonard
Connections Console
Mike Walsh
eVestment Quantum Analytics
Florida
Carson Wealth Management Group
Kevin Knull
Digital Marketing Platform
Portfolio Crash Test solution
Risk Alignment Platform
online practice management platform
Upside
Balances
investment screening functionality
T3 Enterprise Conference
Advisor iPad App
CRM systems
modify portfolio exposures
Fetter Logic
Fuse 2014 award
Chris Casdia
Laser App Enterprise
securities and insurance industries
Downloadable Portfolio Review Reports
Positions
Risk-Balanced Portfolios
Orion Business Intelligence
Vestmark Manager Marketplace (VMM)
J.P. Morgan
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
customized analysis
Morningstar® Portfolio X-Ray®
Google Analytics integration
Client Meeting Support for Advisors
LPL Focus Conference
Echosign
ProTracker Cloud
robust technology capabilities
Wealthcare Capital Management
Bob Veres
the Practice
AICPA
data aggregation functionality
NaviPlan
Fisher Investments
Household Balance Sheet
SMAs
cloud-based archiving solutions
Mark Engelhardt
eMoney’s emX Select platform
BranchNet
Salentica’s Data Broker
Performance Measurement
Wes Stillman
regulatory compliance
Joseph Mrak
NetXInvestor®
InformationWeek 500
SS&C Technologies Holdings
account rebalancing software
company performance analysis
Maureen Duff
Business Analytics
SCANalytics
Daxs Stadjuhar
Phil Sorgen
XLR8
TRX Edge
Atlanta
Intelligent Aggregation
SugarCRM
content aggregation
mitigate risk
eVestment Spectrum Analytics
FMG Suite
cash posting
Kevin Kraus
Schwab OpenView MarketSquare®
Digital Practice Management
Portfolio Crash Testing
Risk Analysis
Online Reporting Dashboard
Upside Advisor
Barrett Ayers
Advisor Office
CRM technology
Fetterlogic
Fusion Advisor Workstation
Chris Casey
Security
downside volatility
POWER
Orion Discover
Vestorly solution
Jackson
TD Ameritrade National LINC Conference
AdvisorQ
Cutting Edge Auditing
Multi-Asset Class Portfolio Analysis
Financial Feed
Google Play
LPL’s Resource Center
Simon Sinek
ProTracker Software
Rocaton Advisors
Patrick Ambron
WealthCentral
Bobby Yazdani
Jim McKelvey
The Retirement Hub
data aggregation solutions
NaviPlan LEADS
fixed index annuities
household-‐level rebalancing
Social Analytics
cloud-based billing software
eMoney’s wealth management platform
RCS Capital
brand-centric theme customization
Sales Cloud
Weston
regulatory compliance services and technology
Joseph Starinsky
Tom Schildhauer
AppHub
new client electronic on-boarding
Innovation Centers
SS&C Technologies Holdings, Inc.
account servicing
compete against other digital advisors
Envestnet | Tamarac's Advisor Xi
business and technology management
Dean Cook
Retirement Plan Network
Norwood Consulting
turnkey data science solutions
Attribution Analysis
interactive compliance calendar
Suhail Ali
Advent Custodial Data
Mitt Romney
eVestment Spotlight Analytics
Folio Institutional
CEB TowerGroup
Kevin Miller
Schwab OpenView Mobile
direct online insurance offerings
risk engineering
Open View Gateway
Uri Pomerantz
basic client interaction
InvestmentNews
TA Associates
Advisor Office platform
CRM User Adoption
Fusion® Advisor Workstation
Chris Momsen
Laser App’s Software as a Service (SaaS) platform
Dr. David Lawrence
Power of Together
Riskalyze and RetireUp Integration Demo
Orion Portfolio Reports
Jackson app
TD Ameritrade's VEO
Cybersecurity
multi-block trading
Financial Personalities
Gradient Investments
Client Relationship Management (CRM)
Luis Gomez
single sign-on integration
Ed Butowsky
psychometric risk tolerance test
Patrick Dempsey
Bonaventure Resort and Spa
Jim Patrick
The Tarbox Group, Inc.
Albridge Solutions
NaviPlan® financial planning tool
flexibility to scale
householded data backbone
social collaboration
1-to-1 client relationships
cloud-based billing tool
Mark Wilson
emX
real time balances
BrandYourself.com
data analysis
Performance Reporting Capabilities
Westport Resources
Rehmann
Josh Brown
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
New Microsoft Dynamics®
Inside Information
accounting software
compliance and security
Michael M. Carter
Envestnet’s Advisor Suite®
business development metrics
XTRAC App
RetireRisk
Note Taking
two-factor authentication
Audit Management
Interview
Advent Direct
Copytalk+
Mobile app
eWealthManager
FolioDynamics
Celent
Kevin Paulsen
Schwab Performance Technologies®
disparate and divergent solutions
Portfolio Management and Insurance Management modules
Risk Management
open-architecture platform
user-friendly programing
BD Equalizer
Investor-Advisor Collaboration
Tamarac Advisor® Xi
Advisor Pro platform
MoneyGuideProTM
Fidelity Center for Applied Technology
Chris Wacker
LaserApp
service alerts
Dr. Noah Smith
PowerAdvisor
Riskalyze Autopilot
Orion’s Client Portal
Video conferencing
Black Diamond platform
Jackson National Life Insurance Company®
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Cybersecurity and Compliance
multi-user support
Great Kight
client relationship solution
MacroRisk Analytics
single-sign on capability
Ed O’ Brien
Q-Suite
Ron Huddleston
Patrick Flaherty
Wealthminder Seed Capital
Branch Audit Consulting
Joe Duran
Third-Party Technology Integrations
Allen Eickelberg
Flexible Optimizer
HTML5 version
2015 Peter L. Bernstein Award
cloud-based CRM platform
Market Movement Strategies (MMS)
EMX Platform
Real-Time Data
Bret Baier
data analysis solutions
performance reporting software
Whitepaper
relationship solutions
Juan Williams
application program interface (API)
Newgate Capital Management
Insights on Advice
AccountQ™
ComplianceQ
Envestnet’s Digital Advisor platform
business intelligence
DecisionCenter
PIEtech, Inc.,
Nova
Audit Technology
Intraday Integration
Copytalk+ Smartphone App
Mobile App 2.0
Expanded Performance Details for Sample Portfolios
Center For Wealth Planning
Kevin Sweet
Schwab’s 2013 RIA Benchmarking Study
Document Imaging
Portfolio Management Consultants
risk management characteristics
Behavioral Finance
Investor360°
Tamarac's Advisor® Xi
Cross-business Tracking Routing & Control
MoneyGuidePro®
Garrett Planning Network
CIO Review
LaserApp Anywhere
Service Cloud
PowerShares
RiXtrema's Portfolio Crash Test
OS33 Cloud Desktop platform
Vincent Guyaux
Black Diamond®
Jackson.com
TDA
Damian Gallina
mutual fund capital gains distributions
financial planning and client engagement solutions
Client Risk Assessments
Maggie Crowley
single-sign on functionality
Ed O’Brien
Quadron Data Solutions
Roy Burns
Patrick Yip
Joe Ruzycki
Tim Ramza
Amanda Steinberg
Human Finance Project
social media integrations
2015 Veo® Integrated Awards
cloud-based IT
Marketing Center platform
emX’s Vault
Real-time Profile Tracking
Bret Magpiong
Salesforce CRM
data automation
Perry Moore
Will Bressman
Relius Adminstration
Total Rebalance Expert (TRX)
application programming interface
Next Generation Investor Portal
INSITE™ 2015 conference
Stark & Stark
Accounts and Fact Sheets for Investments
compliant ready platform
Michael Spellacy
business processing services
Schwab Advisor Services’
Deena Katz
PMC's Quantitative Portfolios
yHLsoft
November 2-4, 2015
Ultra High Net Worth
auditable workflow and document management technology
intraday quotes
SunGard’s WealthStation
Cory Haberkorn
Mobile Application
Forbes
centralized and tailored user experience
SciQ Insights
portfolio management process
risk management platform
OpportunityView™
Vanare | NestEgg
Ben Francois
iPad app
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
CSIA
MoneyTree
Fidelity Institutional Wealth Services
Gemcom
Cities Digital
services and support for RIAs
Dropbox
practice management
Rob Cirrotti
Outlook email archiving
Vladimir Baranov
Black Diamond℠
Jackson®
Advisors Assistant’s CRM
Damon Deru
My Wall
Greg Vigrass
Client Service Monitor
MagniPost
SixThirty
EDGAR filing agent
Quadron Data Solutions™
Run Smarter®
Paul Cantrell
WealthStation CompAct
Redhawk Wealth Advisors
John Hancock
Tim Welsh
Analytics Cloud
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
cloud-based IT outsourcing
Marketing Cloud
end-of-life plan
Realized and Unrealized Gains/Losses
Salesforce data migrator
Data Cloud (Jigsaw)
William Faulkner
Report Builder
Jud Mackrill
Total Technology Platform
Arcons Technology
Next Generation of Integration
instantaneous stress testing
State Income Tax Calculator
ACH origination
Composite Holdings Report
Michael Stier
Eric Jardine
business valuation knowledge
Schwab Advisor Services’ SOLUTIONS®
Dennis Fox
RIA advisor platform
Oauth2 user authentication security
unified cloud computing solutions
Automate Client Marketing
intuitive user-experience
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Cory Olson
Mobile channel
External IT Cloud Desktop
Cetera
Kirk Hulett
Scivantage
Document Processing
Portfolio Management Processes
risk modeling
Optimum Market Portfolios
Benjamin Birken
IPS AdvisorPro
Tax Efficient Drawdown
curation engines
monitoring
Gemini Alternative Funds
Cities Digital’s MagniMail
Laserfiche Connector
Shane Bingham
Duane D’Orazio
practice management solutions
Robb Baldwin
Outsourcing Services
Wall Street Journal
Black Diamond℠ platform
James Carney
Technology adoption
Advisory World
Dan Arnold
myeDocumentsuite.com
financial planning technology
Gregg Klein
client-facing analytical and proposal tool
maintenance of composites
SixThirty FinTech Accelerator
qualified fiduciary advisors
Rushmore Advisor Services
Paul Polese
WealthStation Financial Planning
John Mackowiak
time-effective onboarding experience
Andrew Rogers
Nerd’s Eye View
IBackup®
Social Security Analyzer
Aaron Guidotti
cloud-based platform
Marketing Gorilla System
end-‐to-‐end portfolio management
rebalance
Brett Thorne
Salesforce Financial Service Cloud Integration
data management solutions
Windows™ PowerShell
reporting
Julie Littlechild
Touch functionality
ARKON
Next-Generation Advisor CRM®
Institutional Intelligent Portfolios™
state‐of‐the‐art forms-filling technology
composite performance reporting
error checking
business valuations
Schwab Advisory Services
Denny Bottorff
portfolio accounting
RIA Benchmarking Study
October 13
unified managed account
automated portfolio management
Invesco
Sustainable Retirement Income
Cost Basis
mobile connectivity
External IT's Cloud Desktop
forms library
Cetera Financial Group
Krilogy Financial
Scott Parry
document storage software-as-a-service
portfolio management system
Optional Tax Management
variable annuities
Best Technology for a Vertical CRM
IPSAdvisorPro
Tax Lot information
Advisor Software, Inc.
custodial data file import process
monthly compliance checklists
Fidelity Investments®
Gemini Fund Services
CitiMortgage
Laserfiche Document Management
Shannon Dempsey
Dynamic Rebalancing
PreciseFP
Robert Arnott
packaged web design
Walt Bettinger
Blaze Portfolio
James Poer
Technology Integrations
Dan Brownell
financial planning tool
Client-facing technology
manage cash flows
Edward Jones
quantitative risk technology
Russ Thornton
WealthTechs
Redkite
John McArthur
timeframes
Andrew Rudd
IBDs
Social Security Optimizer
cloud-based portfolio management
Marketware International
Enhanced Capital Partners
Rebalancer
Brian A. Davis
Salesforce Financial Services Cloud
data protection
Pershing LLC
WinOps
reporting capabilities
Juney Ham
Trade Strategy Visualization
Artificial Intelligence
next-generation wealth management platform
inStream Solutions
Steve Dunlap
ActiFi Client Engagement
Composite Portfolio Review
Michelle Smith
eSignature Capabilities
ByAllAccountsSM
Schwab IMPACT 2013
Depository Trust and Clearing Corporation
portfolio accounting service provider
Zywave
RIA in a Box
Office 365
unified wealth management technology
Automated Workflow
Investigo
Symantec VIP integration
cost-efficient beta exposure
mobile devices
FA Insight
Fox Financial Planning
Chad Blythe
Kyle Hiatt
Docupace
portfolio management tools
Risk Number®
OptionsPlay Score
VAs
iReach
tax planning
Custodial Data Integrations
Fidelity®'s New Wealthcentral® Technology Bundle
Gemini Hedge Fund Services
client acquisition
Lex Sokolin
Client communications management
LiquidHub
Sharing
eAdvisor
predictive analytical tools
Robert Eggebrecht
Panoramix
Warren Mackensen
Jason Roberts
technology solutions
AdvisoryWorld Financial Technology
Dan Hunt
Financial Transmission Network Inc.
Guide Financial Technologies
Small Businesses
Client360º
management fee
Efficient Technology
Quantitative Risk Tolerance
Russell Leto
Paul West
Web App Single Sign On
John Ndege
TJ Jones
Andrew Stevens
NestEgg Wealth
IEC
Sonia Rosenbaum
Abby Schneiderman
cloud-based solutions
Martin L. Flanagan
enhanced client communication
rebalancing
Salesforce.com
Data-Driven Insights
Pershing’s Net 360 Technology Channel
Women Investors
Reporting Console for Each Office
Artisan and Grendel
NFP
Insurance and Securities verticals
Steve Sanduski
ActiFi software suite
CompositeBuilder
Microsoft
Estate Assist
CAIS
Schwab Independent Advisor Outlook Study
detailed financial planning
Portfolio Accounting Solutions
“Robo” Challenge
RIA/Client reletionships
Office of the Future
Unify
Automated workflows
investment advice
Synapse API
advisor and client portals
Council Capital
mobile forms-filling
Farshad Ghaffari
Fox Financial Planning Network
Chad Centorbi
Ladenburg Thalmann Financial Services Inc.
Docupace ePACS®
portfolio mappings services
Optionsplay®
Vendor Affinity Program
Bill Good
iRebal
tax-aware trading program
Advisor View
Morningstar Advisor
Fidelity’s Technology and Operations Consulting
Gen X/Y