Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue

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