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Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue
Submitted by Technology Tools for Today on May 1st, 2013
Hemant More of Arcons Technology gives T3 newsletter subscribers a preview of what he'll share in his billPort article in the T3 Newsletter (May 2013 issue). Pssst … If you are not a T3 Newsletter subscriber, you ought to be!
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Atlanta
Ellen Smith
SugarCRM
Kevin Cimring
Schwab OpenView MarketSquare®
portfolio construction capabilities
Invesco
Risk Analysis
online advisor-client collaboration
forms library
cloud-based billing tool
Upside Advisor
Barrett Ayers
Modern Portfolio Theory
BrandYourself.com
enterprise-grade data management platform
Advisor Office
Laser App Advisor Con 2015
David Canter
Security
PortfolioCenter®
IPSAdvisorPro
Gemini Fund Services
compliance and security
Morningstar, Inc.
business development metrics
ETF’s
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial Holdings
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
robust technology capabilities
paperless onboarding
Gregg Klein
Copytalk+
Wealthcare Capital Management
Bob Veres
Nationwide
Celent
Fee Calculation Details
the Practice
AICPA
Mario Canas
Donald Capone
SMAs
John Mackowiak
Salentica’s Data Broker
Performance Center
IBackup®
Wes Stillman
regulatory compliance
Chris Wacker
FinaMetrica Plus
Matt Crisp
easily view user activity
SS&C Technologies Holdings
account rebalancing software
Redhawk
Julie Littlechild
SCANalytics
Pete Hess
Institutional Intelligent Portfolios™
Cybersecurity
XLR8
Northern Lights Compliance Services
Client Relationship Management (CRM)
FINRA and SEC technology guidelines
turnkey data science solutions
Attribution Analysis
Mike Phillips
Suhail Ali
Advent Custodial Data
Kevin Crowe
Schwab OpenView Mobile
Portfolio Construction Tool
Investigo
risk engineering
online client engagement
Fox Financial Planning
cloud-based CRM platform
Uri Pomerantz
basic client interaction
Modestpark
Bret Baier
TA Associates
Advisor Office platform
David Fetter
position data
iReach
Riskalyze and RetireUp Integration Demo
Gemini Hedge Fund Services
ComplianceQ
Vestorly solution
Morningstar®
business intelligence
Everplans
TD Ameritrade National LINC Conference
AdvisorQ
LPL Financial LLC
Digital Fortress Suite
Simon Sinek
ProTracker
James Poer
Rocaton Advisors
paperless processing systems
Copytalk+ Smartphone App
WealthCentral
Bobby Yazdani
Natural Language Processing
Center For Wealth Planning
fee elimination
The Retirement Hub
Mark Balasa
Doug Harbrecht
Social Analytics
Radar
John McArthur
Sales Cloud
Performance Dashboard and Client Reporting Engine
IBDs
Cross-business Tracking Routing & Control
Weston
regulatory compliance services and technology
CIO Review
Tom Schildhauer
AppHub
Matt Nelson
EBITDA growth rate
SS&C Technologies Holdings, Inc.
account servicing
Juney Ham
Peter Intraligi
inStream Solutions
Cybersecurity and Compliance
Retirement Plan Network
Northern Lights Distributors
client relationship solution
FinTech 100
Client Risk Assessments
Firm Alerts and Announcements
two-factor authentication
Audit Management
Mike Walsh
Advent Direct
Kevin Knull
Schwab Performance Technologies®
Portfolio Crash Test solution
investment advice
Risk Management
online practice management platform
Fox Financial Planning Network
cloud-based IT
user-friendly programing
BD Equalizer
modify portfolio exposures
Bret Magpiong
Tamarac Advisor® Xi
Advisor Pro platform
Laser App Enterprise
David Lyon
service alerts
Positions
iRebal
Riskalyze Autopilot
Orion Business Intelligence
Gen X/Y
compliant ready platform
Morningstar® Advisor WorkstationSM
business processing services
eVestment
TD Ameritrade's VEO
LPL Focus 2015
digital marketing hub
single sign-on integration
ProTracker Advantage
Jason Roberts
Park City, Utah
Guide Financial Technologies
Cory Haberkorn
Bonaventure Resort and Spa
Naureen Hassan
centralized and tailored user experience
The Tarbox Group, Inc.
Albridge Solutions
Mark Casady
Doug McPhail
social collaboration
1-to-1 client relationships
Raj Udeshi
John Ndege
performance expectations
IEC
CSIA
Westport Resources
Rehmann
NetXInvestor
Cities Digital
Financelogix
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Matt O’Brien
Ebix
accounting software
Insurance and Securities verticals
Damian Gallina
XTRAC App
RetireRisk
NorthStar
Client Service Monitor
First Rate
Audit Technology
mitigate risk
eMoney Select system
Kevin Kraus
Schwab’s 2013 RIA Benchmarking Study
Portfolio Crash Testing
Investment Advisors Workflow
risk management characteristics
Online Reporting Dashboard
Fred Tomczyk
cloud-based IT outsourcing
Behavioral Finance
Envestnet Advisor Summit
Tamarac's Advisor® Xi
David, Stalnaker
Service Cloud
POWER
iRebal®
Gentech
Composite Holdings Report
Video conferencing
Black Diamond platform
Morningstar® Portfolio X-Ray®
business valuation knowledge
eVestment Quantum Analytics
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL Focus Conference
Digital Marketing Platform
single-sign on capability
ProTracker Cloud
Jason Wenk
Ron Huddleston
Gustav Karner
Cory Olson
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan
Cetera
Fetter Logic
Third-Party Technology Integrations
Allen Eickelberg
Mark Engelhardt
Downloadable Portfolio Review Reports
2015 Peter L. Bernstein Award
John Norwood
Performance Measurement
Impact Communications
curation engines
Whitepaper
relationship solutions
NetXInvestor®
Cities Digital’s MagniMail
Financial Account Data Technology Platform
application program interface (API)
Maureen Duff
Ebix Smart Office
AccountQ™
Phil Sorgen
integrated cloud based technology
Damon Deru
yHLsoft
Norwood Consulting
client-facing analytical and proposal tool
Fisher Investments
Ultra High Net Worth
auditable workflow and document management technology
Mitt Romney
eMoney’s emX Select platform
SunGard’s WealthStation
Kevin Miller
SciQ Insights
Investment Income Summary Report
risk management platform
Open View Gateway
Ft. Lauderdale
cloud-based platform
Vanare | NestEgg
Ben Francois
Brett Thorne
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
services and support for RIAs
Power of Together
iShares
RiXtrema's Portfolio Crash Test
Orion Discover
composite performance reporting
Vincent Guyaux
Black Diamond®
Multi-Asset Class Portfolio Analysis
business valuations
eVestment Spectrum Analytics
TDA
LPL’s Resource Center
Digital Practice Management
single-sign on functionality
ProTracker Software
Jay Jay French
Roy Burns
Patrick Ambron
Hemant Moore
Cost Basis
NaviPlan LEADS
Cetera Financial Group
Fetterlogic
Tim Ramza
Amanda Steinberg
downside volatility
social media integrations
2015 Veo® Integrated Awards
RCS Capital
Salesforce CRM
Impact Technologies Group
custodial data file import process
Will Bressman
Relius Adminstration
new client electronic on-boarding
CitiMortgage
Total Rebalance Expert (TRX)
application programming interface
Echosign
Stark & Stark
Accounts and Fact Sheets for Investments
Schwab Advisor Services’
integrated CRM
Dan Arnold
RIA advisor platform
Note Taking
Client-facing technology
fixed index annuities
unified cloud computing solutions
Automate Client Marketing
Mobile app
eMoney’s wealth management platform
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Paulsen
Scivantage
Portfolio Management and Insurance Management modules
investment management experience
risk modeling
open-architecture platform
FTJ FundChoice
cloud-based portfolio management
Benjamin Birken
MoneyGuideProTM
Brian A. Davis
Envestnet | Tamarac's Advisor Xi
Tax Efficient Drawdown
LaserApp
Dean Cook
Shane Bingham
PowerAdvisor
ISO
Rob Cirrotti
Orion Portfolio Reports
George Will
Composite Portfolio Review
Vladimir Baranov
Black Diamond℠
multi-block trading
ByAllAccountsSM
eVestment Spotlight Analytics
Advisors Assistant’s CRM
Luis Gomez
direct online insurance offerings
SixThirty
psychometric risk tolerance test
Jeff Norris
Run Smarter®
Patrick Dempsey
cost-efficient beta exposure
WealthStation CompAct
Redhawk Wealth Advisors
NaviPlan® financial planning tool
Chad Blythe
Tim Welsh
Analytics Cloud
Mark Wilson
Dr. David Lawrence
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
real time balances
John Schobel
Salesforce data migrator
Performance Reporting Capabilities
import tool
Custodial Data Integrations
William Faulkner
Report Builder
New Microsoft Dynamics®
client acquisition
Financial Feed
Total Technology Platform
Arcons Technology
Michael M. Carter
State Income Tax Calculator
ACH origination
Junxure Cloud®
Schwab Advisor Services’ SOLUTIONS®
Integrated CRM Performance Dashboard
Dan Brownell
Dan Hunt
RIA Benchmarking Study
Nova
Client360º
flexibility to scale
unified managed account
automated portfolio management
Mobile App 2.0
emX
Sustainable Retirement Income
Kevin Sweet
data analysis
Scott Parry
Portfolio Management Consultants
FTNI
cloud-based solutions
variable annuities
Best Technology for a Vertical CRM
MoneyGuidePro®
Envestnet’s Advisor Suite®
Tax Lot information
Advisor Software, Inc.
LaserApp Anywhere
Shannon Dempsey
PowerShares
iTunes App Stores
Robb Baldwin
Orion’s Client Portal
Global Financial Private Capital
CompositeBuilder
Wall Street Journal
Black Diamond℠ platform
multi-user support
CAIS
eWealthManager
Technology adoption
Advisory World
MacroRisk Analytics
disparate and divergent solutions
SixThirty FinTech Accelerator
Q-Suite
Rushmore Advisor Services
Patrick Flaherty
High-Performing Firms
Council Capital
WealthStation Financial Planning
Chad Centorbi
Fidelity Center for Applied Technology
time-effective onboarding experience
Andrew Rogers
Market Movement Strategies (MMS)
Dr. Noah Smith
Social Security Analyzer
Aaron Guidotti
Real-Time Data
John Vaccaro
Salesforce Financial Service Cloud Integration
performance reporting software
Income Generator
Windows™ PowerShell
reporting
Newgate Capital Management
Client communications management
Financial Personalities
Touch functionality
ARKON
Ed Butowsky
state‐of‐the‐art forms-filling technology
Junxure Cloud® CRM
Schwab Advisory Services
PIEtech, Inc.,
integrated receivables management
Schwab IMPACT 2013
PMC's Quantitative Portfolios
integrated technology
Dan Santner
Zywave
RIA in a Box
November 2-4, 2015
Flexible Optimizer
unified wealth management technology
Automated Workflow
Mobile Application
EMX Platform
Symantec VIP integration
data analysis solutions
portfolio management process
investment policy statement
Risk Number®
OpportunityView™
full lifecycle portfolio management
CLS Investments
VAs
MoneyTree
Brian Semitekol
Envestnet’s Digital Advisor platform
tax planning
DecisionCenter
J. Kelley Williams, Jr.
Robert Arnott
OS33 Cloud Desktop platform
Global Investment Performance Standards
comprehensive portfolio management
Walt Bettinger
Blaze Portfolio
mutual fund capital gains distributions
CAM
Expanded Performance Details for Sample Portfolios
Technology Integrations
Maggie Crowley
Document Imaging
Quadron Data Solutions
Russ Thornton
Patrick Yip
Holdings
couple’s report
WealthTechs
Redkite
Chapwood Investments
timeframes
Andrew Rudd
Marketing Center platform
Social Security Optimizer
Real-time Profile Tracking
Salesforce Financial Services Cloud
Perry Moore
independent portfolio rebalancing software platform
Custodian
WinOps
reporting capabilities
Next Generation Investor Portal
Client Data Automation
Trade Strategy Visualization
Artificial Intelligence
Michael Spellacy
Ed O’ Brien
Steve Dunlap
ActiFi Client Engagement
Junxure CRM
Schwab Independent Advisor Outlook Study
“Robo” Challenge
RIA/Client reletionships
Oauth2 user authentication security
Clients & Portfolios
Unify
Automated workflows
Mobile channel
emX’s Vault
Synapse API
advisor and client portals
Kirk Hulett
data automation
Portfolio Management Processes
investment research platforms
Optimum Market Portfolios
Fuse 2014
CNN Money
Vendor Affinity Program
Bill Good
monitoring
tax-aware trading program
Advisor View
Laserfiche Connector
Deena Katz
Sharing
practice management
J. Richard Coe
Robert Eggebrecht
Outlook email archiving
goalgamiPro
comprehensive trading solutions
Warren Mackensen
My Wall
CAM System
technology solutions
AdvisoryWorld Financial Technology
MagniPost
Small Businesses
Quadron Data Solutions™
Jenny Richards
Russell Leto
Paul Cantrell
Homrich Berg
Craig Smith
Web App Single Sign On
Fidelity Institutional Wealth Services
TJ Jones
Andrew Stevens
Marketing Cloud
Dropbox
Sonia Rosenbaum
Abby Schneiderman
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce.com
industry related forms
Custom Cloud (Force.com)
Women Investors
Reporting Console for Each Office
Next Generation of Integration
client database portal
financial planning and client engagement solutions
Artisan and Grendel
Michael Stier
Ed O’Brien
Steve Sanduski
ActiFi software suite
Junxure® CRM
Schwab Intelligent Integration®
portfolio accounting
integration of independent recordkeepers
Daniel Inveen
October 13
Florida
ClientView Client Portal
Unify Cloud Disaster Recovery
automating portfolio management
mobile connectivity
end-of-life plan
T. Rowe Price
Krilogy Financial
Data Cloud (Jigsaw)
Scottrade® Advisor Services Platform
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Cohesive Client Management Process
VEO
Bill Laird
monthly compliance checklists
Brian Stimpfl
Eric Jardine
tax-losses
Advisor View™
Laserfiche Document Management
Dennis Fox
Sherri DuMond
practice management solutions
Robert Moore
Outsourcing Services
goalgamiPro®
computer-based modeling system
myeDocumentsuite.com
Cameron Routh
External IT Cloud Desktop
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
maintenance of composites
Document Processing
Smarsh
qualified fiduciary advisors
Jenze Bosma
Paul Polese
hosted archiving solutions
create and manage portfolios
web-based applications
Nerd’s Eye View
To-Do Lists
Andrew Tognela
Marketing Gorilla System
Duane D’Orazio
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalance
Joseph Miola
Salesforce1 Customer Platform
Informatica
customer acquisition
Woodrow Levin
Next-Generation Advisor CRM®
client engagement
TradeWarrior
Ashley Globerman
EDGAR filing agent
Steven D. Kelly
activity streams
Junxure’s cloud-based CRM/office management solution
Schwab Intelligent Portfolios
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
ClientWorks
Unify Software
automation software tool
mobile devices
end-‐to-‐end portfolio management
Advisor Con
Kyle Hiatt
data management solutions
seamless advisor integration
portfolio management tools
risk profiling questionnaire provider
OptionsPlay Score
Fusion Advisor Workstation
Collaboration Cloud (Chatter)
Veo Open Access
Broker Dealers
error checking
Advisor Websites
Lex Sokolin
Denny Bottorff
Sheryl Garrett
PreciseFP
J.P. Morgan
packaged web design
Google Analytics integration
Concenter Services
Blu Giant, LLC
Canterbury Consulting
External IT's Cloud Desktop
Technology Tools for Today 2014 Conference
Advisor® Xi
manage cash flows
document storage software-as-a-service
Smarsh My Site
quantitative risk technology
SaaS
Household Balance Sheet
credit card processing
web-based client management software
Charles Sizemore
Fidelity Investments®
Marketware International
Dynamic Rebalancing
sophisticated computer algorithms
Rebalancer
Joseph Mrak
Pershing LLC
InformationWeek 500
Wordpress platform
reporting solutions
next-generation wealth management platform
client feedback
financial planning technology
Trading Processes
ASI
Michelle Smith
Stifel
Activity tracking and corporate memory
Schwab Intelligent Portfolios™
Portfolio Accounting Solutions
interactive compliance calendar
Darren Tedesco
Office of the Future
Folio Institutional
ClientWorks platform
Unify’s Cloud VPN
Autopilot
mobile forms-filling
Enhanced Capital Partners
Advisor Convention October 7-8
Ladenburg Thalmann Financial Services Inc.
data protection
seamless forms-filling capabilities
portfolio mappings services
InvestmentNews
Optionsplay®
Fusion® Advisor Workstation
Commonwealth Financial Network
Veo Open AccessSM platform
Bill Stone
Morningstar Advisor
brokerage and custody services
eSignature Capabilities
TD Ameritrade Holding Corporation
advisor workflow partnership
LiquidHub
Depository Trust and Clearing Corporation
predictive analytical tools
Jackson
robo advisors
Panoramix
Google Play
Concierge Service
Wealth Access Estate Platform 3.0
CapGainsValet
FA Insight
tenth annual T3 Technology Conference
Advisor® Xi suite
management fee
Docupace
Smarsh Sites
Quantitative Risk Tolerance
Jim McKelvey
SaaS-based payment processing platform
Paul West
household-‐level rebalancing
web-based CRM
Redtail Technology CRM
NestEgg Wealth
check scanning
Fidelity®'s New Wealthcentral® Technology Bundle
Todd R. Crockett
Ann Haas
Martin L. Flanagan
Spark
Account Alerts
rebalancing
Joseph Starinsky
San Diego
Pershing’s Net 360 Technology Channel
Innovation Centers
Customer Success Platform
workflow solutions
ReportQ
NFP
Client Management System
financial planning tool
Trading Strategy Checklist
asset allocation mappings service
Microsoft
Edward Jones
Strategic Advisor
Adhesion