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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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portfolio accounting service provider
Zywave
RIA in a Box
LPL Focus Conference
Office 365
unified wealth management technology
Automated Workflow
filter and cross reference data
Symantec VIP integration
Chicago
Jeff Norris
Earnings Potential
NaviPlan
portfolio management tools
Risk Number®
Optionsplay®
Vendor Affinity Program
Bill Good
customizable questionnaires
FinFolio’s WorkStation
tax-aware trading program
Advisor View
Client Marketing Systems, Inc.
John Vaccaro
Eliza De Pardo
Sharing
Income Generator
new client electronic on-boarding
predictive analytical tools
Robert Eggebrecht
Panoramix
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
Cloud Desktop solution
Junxure Cloud® CRM
Enterprise Content Management Software
Small Businesses
integrated receivables management
Quantitative Risk Tolerance
Russell Leto
Mitt Romney
Paul West
Web App Single Sign On
Kevin Miller
TJ Jones
Andrew Stevens
Community Blog
Sonia Rosenbaum
Abby Schneiderman
Built In Token 2-Factor Authentication
digital financial solutions
rebalancing
Salesforce.com
FTNI
Pershing’s Net 360 Technology Channel
Women Investors
Reporting Console for Each Office
Laser App’s Software as a Service (SaaS) platform
Artisan and Grendel
Connections Console
February 4, 2015
Steve Sanduski
ActiFi software suite
Carson Wealth Management Group
iTunes App Stores
Dominey Stewart
Schwab Independent Advisor Outlook Study
Global Financial Private Capital
Multi-Asset Class Portfolio Analysis
Portfolio Accounting Solutions
“Robo” Challenge
RIA/Client reletionships
LPL’s Resource Center
Office of the Future
Unify
Automated workflows
CRM systems
Synapse API
advisor and client portals
Chris Casdia
EarningsQ
High-Performing Firms
NaviPlan LEADS
portfolio mappings services
Mark Wilson
VEO
Bill Laird
customized analysis
FINRA and SEC technology guidelines
tax-losses
Advisor View™
Client Meeting Support for Advisors
Ellen Smith
Sherri DuMond
independent portfolio rebalancing software platform
New Microsoft Dynamics®
PRNewswire
Robert Moore
Michael M. Carter
Panoramix™
data aggregation functionality
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
cloud-based archiving solutions
Junxure CRM
enterprise-grade data management platform
Smarsh
BranchNet
integrated technology
David Canter
Quantum
Mobile app
PCI-compliant platform
web-based applications
Kevin Paulsen
To-Do Lists
Andrew Tognela
company performance analysis
ETF’s
Sophie Schmitt
acceptable and unacceptable tolerance standards
Business Analytics
investment policy statement
Digital Fortress
rebalancing capability
Salesforce1 Customer Platform
full lifecycle portfolio management
MoneyGuideProTM
Personal Finance Management Application
Woodrow Levin
LaserApp
TradeWarrior
Ashley Globerman
content aggregation
Fee Calculation Details
Steven D. Kelly
activity streams
cash posting
J. Kelley Williams, Jr.
Donald Capone
Schwab Intelligent Integration®
Global Investment Performance Standards
multi-block trading
Luis Gomez
Unify Cloud Disaster Recovery
automating portfolio management
CRM technology
FinaMetrica Plus
T. Rowe Price
Chris Casey
easily view user activity
Scottrade® Advisor Services Platform
Holdings
NaviPlan® financial planning tool
Portfolio Pathway
portfolio risk
risk profiling questionnaire provider
Market Movement Strategies (MMS)
order processing
Veo Open Access
Cutting Edge Auditing
FinTech 100
Advisor Websites
Jonathan Jaranson
Sheryl Garrett
industry related forms
Newgate Capital Management
ProcessEZ
Paperclip
Blu Giant, LLC
data aggregation solutions
Technology Tools for Today 2014 Conference
Advisor® Xi
cloud-based billing software
Junxure® CRM
Smarsh My Site
brand-centric theme customization
David Fetter
Questar Capital℠
SaaS
Mobile App 2.0
web-based client management software
Kevin Sweet
compete against other digital advisors
Everplans
sophisticated computer algorithms
business and technology management
investment research platforms
Digital Fortress Suite
Fuse 2014
MoneyGuidePro®
personal financial management
Wordpress platform
reporting solutions
LaserApp Anywhere
Trading Processes
ASI
fee elimination
Stifel
Activity tracking and corporate memory
CEB TowerGroup
J. Richard Coe
Doug Harbrecht
Schwab Intelligent Portfolios
goalgamiPro
multi-user support
MacroRisk Analytics
Online Account Management
Unify Software
automation software tool
CRM User Adoption
Advisor Con
Chris Momsen
Jenny Richards
EBITDA growth rate
seamless advisor integration
Homrich Berg
Portfolio Snapshot
Marketing Center platform
Veo Open AccessSM platform
Bill Stone
Cybersecurity
Firm Alerts and Announcements
TD Ameritrade Holding Corporation
advisor workflow partnership
Client Relationship Management (CRM)
Joseph Miola
Informatica
Next Generation Investor Portal
Productivity
robo advisors
Michael Spellacy
paperless client onboarding process
Wealth Access Estate Platform 3.0
tenth annual T3 Technology Conference
Advisor® Xi suite
cloud-based billing tool
Junxure’s cloud-based CRM/office management solution
Smarsh Sites
BrandYourself.com
integration of independent recordkeepers
David Lyon
Quik! Form
SaaS-based payment processing platform
Florida
Mobile Application
pensions
web-based CRM
Redtail Technology CRM
Todd R. Crockett
Ann Haas
compliance and security
eVestment
Spark
Account Alerts
business development metrics
investment screening functionality
digital marketing hub
rebalancing solution
San Diego
Fuse 2014 award
MoneyTree
Personal Financial Management (PFM) tool
workflow solutions
ReportQ
Trading Strategy Checklist
asset allocation mappings service
Copytalk+
Strategic Advisor
Adhesion
Celent
Doug McPhail
Schwab Intelligent Portfolios™
goalgamiPro®
mutual fund capital gains distributions
portfolio applications
Maggie Crowley
online account opening
Unify’s Cloud VPN
Autopilot
Financelogix
Advisor Convention October 7-8
Chris Wacker
Jenze Bosma
Ebix
seamless forms-filling capabilities
hosted archiving solutions
Household Balance Sheet
PortfolioCenter
Marketing Cloud
Orion Advisor Integration
Veo®
Cybersecurity and Compliance
First Rate
Advisor Xi
client relationship solution
Joseph Mrak
eMoney Select system
InformationWeek 500
Next Generation of Integration
Proposal Generation Capabilities
Robo-Advisers
Michael Stier
paperless enrolment
BlueSky
The Efficient Practice
cloud-based CRM platform
Envestnet Advisor Summit
Smart Form Tool
Bret Baier
Intelligent Aggregation
David, Stalnaker
Quik! Forms
Safe by Estate Assist
FMG Suite
Mobile channel
Performance
web-based portfolio management software
Reduce computer sprawl
Kirk Hulett
Tom Doherty
Ann Marie Stieler
ComplianceQ
eVestment Quantum Analytics
Account Details
business intelligence
Digital Marketing Platform
rebalancing workflows
San Diego, CA
Fusion Advisor Workstation
monitoring
personal financial management platform
Worldox
required trading and rebalancing
Laserfiche Connector
normalization
asset gathering
Copytalk+ Smartphone App
Fetter Logic
Strategic Integrated Online Account Processing
advanced data reporting
Center For Wealth Planning
J.P. Morgan
Downloadable Portfolio Review Reports
Schwab Intelligent Technologies
Google Analytics integration
My Wall
Portfolio Building
RightSize Solutions
MagniPost
Online Account Opening & Transfer
United Capital
Back Office Solutions
Cross-business Tracking Routing & Control
Financial Account Data Technology Platform
T3 Advisor Tech Conference
CIO Review
Ebix Smart Office
Search Engine Optimization
search engine optimization tagging
household-‐level rebalancing
Nerd’s Eye View
PortfolioCenter®
risk tolerance assessment tools
Marketing Gorilla System
verification
Bill Wostoupal
Damian Gallina
Fisher Investments
TD Ameritrade Institutional Veo®
Client Risk Assessments
Joseph Starinsky
eMoney’s emX Select platform
SIFMA/FINRA Cybersecurity Conference
Innovation Centers
Next-Generation Advisor CRM®
Proposal Tool for Chapwood Investments
Robo-advisor
paperless onboarding
wealth management technology
The E‐Valuator
Advizr and Orion integration
cloud-based IT
Smart Office
Bret Magpiong
interactive compliance calendar
Daxs Stadjuhar
Sagacious, Inc.
Folio Institutional
mobile connectivity
Performance Center
web-based software portal
RegEd
Krilogy Financial
Tom Embrogno
Anna Curry
compliant ready platform
eVestment Spectrum Analytics
sqope
account management software
business processing services
InvestmentNews
Digital Practice Management
Redhawk
scalable personal finance data platform
Fusion® Advisor Workstation
monthly compliance checklists
Pete Hess
WorthFM
RESTful
Laserfiche Document Management
Northern Lights Compliance Services
Trizic
AssetBook
Cory Haberkorn
Fetterlogic
Streetscape
advanced wealth planning solutions
centralized and tailored user experience
Jackson
downside volatility
Google Play
myeDocumentsuite.com
portfolio construction capabilities
Rio Hotel & Casino
maintenance of composites
online advisor-client collaboration
United Capital Financial Advisors
back-office solutions
CSIA
Advisor FinTech Hackathon
Cities Digital
Jim McKelvey
Echosign
Securities America
householded data backbone
position data
Risk Tolerance Questionnaire
Marketware International
Vestmark
Damon Deru
fixed index annuities
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Client Service Monitor
Josh Brown
eMoney’s wealth management platform
Signix
Inside Information
next-generation wealth management platform
ProTracker
Robo-Shield™
Michelle Smith
paperless processing systems
Wealthbase
The Future of Risk is Here: Enhance Your Value or Perish
cloud-based IT outsourcing
Envestnet | Tamarac's Advisor Xi
Smarter Prospecting
Interview
Dean Cook
Radar
FolioDynamics
mobile devices
Performance Dashboard and Client Reporting Engine
Wednesday July 22, 2015
registered investment advisors
Kyle Hiatt
Annuities + Insurance
Composite Holdings Report
eVestment Spotlight Analytics
sqopeTM Score
account opening
business valuation knowledge
Investor-Advisor Collaboration
direct online insurance offerings
Scalable workflow tools
Peter Intraligi
X-Ray Reports
Retirement Hub app
Lex Sokolin
Northern Lights Distributors
Trust Company of Sterne Agee
Cory Olson
advanced workflow tools
Cetera
Jackson app
Dr. David Lawrence
Schwab OpenView Gateway®
Gradient Investments
Portfolio Construction Tool
Rio Hotel & Casino in Las Vegas
manage cash flows
online client engagement
up-to-date account data
BakerAvenue Asset Management
curation engines
Financial Feed
T3 Conference Anaheim, CA
Advisor Impact
Cities Digital’s MagniMail
Jim Patrick
Ed Butowsky
securities and insurance industries
HTML5 version
NestEgg Wealth
Positions
Risk-Balanced Portfolios
Martin L. Flanagan
Orion Business Intelligence
Vestmark Manager Marketplace (VMM)
Dan Arnold
flexibility to scale
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
client-facing analytical and proposal tool
Juan Williams
emX
Silanis
Insights on Advice
data analysis
NFP
ProTracker Advantage
robust backup features
Microsoft
Park City, Utah
Wealthbox CRM
Bob Stiess
The Markets
Aggregation
cloud-based platform
Envestnet’s Advisor Suite®
SmartOffice
Brett Thorne
Intraday Integration
Raj Udeshi
mobile forms-filling
performance expectations
Wells Fargo Advisors
registration checker tool
Ladenburg Thalmann Financial Services Inc.
Tom Kimberly
App expansion
composite performance reporting
eWealthManager
SS&C Technologies
Account opening and commissions
business valuations
Investor360°
disparate and divergent solutions
SCANaltyics
Garrett Planning Network
Morningstar Advisor
XCelent Award
retirement income planning tool
LiquidHub
NorthStar
AssetMark Advisor iPad
Cost Basis
Fidelity Center for Applied Technology
Sugar Ray Leonard
Cetera Financial Group
Jackson National Life Insurance Company®
Dr. Noah Smith
Great Kight
Portfolio Crash Test solution
Risk Alignment Platform
management fee
online practice management platform
Upside
Balances
custodial data file import process
Financial Personalities
T3 Enterprise Conference
Advisor iPad App
CitiMortgage
Joe Duran
client acquisition
Joe Ruzycki
Ed O’ Brien
Security
Human Finance Project
NetExchange Client
POWER
Mary Ellen Whiteman
Dan Brownell
Flexible Optimizer
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Client-facing technology
EMX Platform
INSITE™ 2015 conference
data analysis solutions
NFP Advisor Services Group
ProTracker Cloud
robust technology capabilities
Microsoft Corp
Wealthcare Capital Management
Bob Veres
Kanchana Chalia
the Practice
AICPA
cloud-based portfolio management
Envestnet’s Digital Advisor platform
SMAs
Brian A. Davis
intraday quotes
DecisionCenter
Salentica’s Data Broker
Forbes
Mobile Optimization
Performance Measurement
Wes Stillman
regulatory compliance
lagging performance duration and timeframe priorities
Composite Portfolio Review
Expanded Performance Details for Sample Portfolios
SS&C Technologies Holdings
account rebalancing software
ByAllAccountsSM
iPad app
Document Imaging
SCANalytics
Gemcom
Morningstar Analyst Rating™
Phil Sorgen
XLR8
Lori Hardwick
TRX Edge
Atlanta
cost-efficient beta exposure
SugarCRM
Chad Blythe
Jackson.com
Schwab OpenView MarketSquare®
Narrator Clients™
Portfolio Crash Testing
Risk Analysis
Online Reporting Dashboard
Upside Advisor
Barrett Ayers
Custodial Data Integrations
Advisor Office
Client communications management
John Hancock
Ed O’Brien
NetExchange Select
Power of Together
Riskalyze and RetireUp Integration Demo
Mary Ferguson
Orion Discover
Vestorly solution
Dan Hunt
TD Ameritrade National LINC Conference
AdvisorQ
Client360º
Jud Mackrill
emX’s Vault
Simon Sinek
instantaneous stress testing
data automation
Nobel Foundation
ProTracker Software
Rocaton Advisors
Microsoft Dynamics CRM
Patrick Ambron
WealthCentral
Bobby Yazdani
Karl Chan
The Retirement Hub
cloud-based solutions
Social Analytics
intuitive user-experience
Deena Katz
RCS Capital
Sales Cloud
Mobile Productivity
Weston
regulatory compliance services and technology
Las Vegas
Tom Schildhauer
AppHub
CompositeBuilder
SS&C Technologies Holdings, Inc.
account servicing
CAIS
IPS AdvisorPro
Gemini Alternative Funds
Morningstar for Advisors App
Retirement Plan Network
Loring Ward
Norwood Consulting
turnkey data science solutions
Attribution Analysis
Council Capital
Fidelity Institutional Wealth Services
Suhail Ali
Advent Custodial Data
Chad Centorbi
Jackson®
Dropbox
Schwab OpenView Mobile
Greg Vigrass
Narrator™ application builder
risk engineering
Mara Laisson
Open View Gateway
Uri Pomerantz
basic client interaction
financial planning and client engagement solutions
TA Associates
Advisor Office platform
Tamarac Advisor® Xi
Advisor Pro platform
Client Data Automation
John Mackowiak
EDGAR filing agent
service alerts
IBackup®
NetExchange View
PowerAdvisor
Riskalyze Autopilot
Matched Portfolio
Orion Portfolio Reports
Dan Santner
TD Ameritrade's VEO
Julie Littlechild
end-of-life plan
single sign-on integration
Institutional Intelligent Portfolios™
Data Cloud (Jigsaw)
psychometric risk tolerance test
Mike Capelle
Patrick Dempsey
Bonaventure Resort and Spa
Kelly Caffrey
The Tarbox Group, Inc.
Albridge Solutions
CLS Investments
Eric Jardine
social collaboration
1-to-1 client relationships
Brian Semitekol
Invesco
Dennis Fox
real time balances
forms library
Mobile Scribe Service
Performance Reporting Capabilities
Westport Resources
Rehmann
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
comprehensive portfolio management
External IT Cloud Desktop
accounting software
CAM
IPSAdvisorPro
Document Processing
Gemini Fund Services
XTRAC App
RetireRisk
Note Taking
two-factor authentication
Audit Management
couple’s report
Advent Direct
Chapwood Investments
James Carney
Duane D’Orazio
Schwab Performance Technologies®
Gregg Klein
Nathan Lucius
Portfolio Management and Insurance Management modules
Risk Management
Maree Moscati
open-architecture platform
user-friendly programing
BD Equalizer
Custodian
financial planning technology
Tamarac's Advisor® Xi
client database portal
John McArthur
Service Cloud
IBDs
PowerShares
Matt Abar
Orion’s Client Portal
Video conferencing
Black Diamond platform
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Clients & Portfolios
Juney Ham
end-‐to-‐end portfolio management
single-sign on capability
inStream Solutions
data management solutions
Q-Suite
Ron Huddleston
Mike Ethridge
Patrick Flaherty
Wealthminder Seed Capital
Branch Audit Consulting
Third-Party Technology Integrations
Allen Eickelberg
CNN Money
error checking
2015 Peter L. Bernstein Award
Investigo
Denny Bottorff
Real-Time Data
Fox Financial Planning
Model Wealth Portfolios
performance reporting software
Whitepaper
relationship solutions
Laser App 2015 Financial Services Conference
application program interface (API)
comprehensive trading solutions
External IT's Cloud Desktop
AccountQ™
CAM System
iReach
document storage software-as-a-service
Gemini Hedge Fund Services
PIEtech, Inc.,
Nova
Audit Technology
Craig Smith
Fidelity Investments®
James Poer
Dynamic Rebalancing
Schwab’s 2013 RIA Benchmarking Study
National Financial Partners Corp.
Portfolio Management Consultants
risk management characteristics
Marie Swift
Behavioral Finance
Custom Cloud (Force.com)
