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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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T. Rowe Price
NFP Advisor Services Group
Nobel Foundation
Downloadable Portfolio Review Reports
seamless advisor integration
Microsoft Dynamics CRM
Daniel Inveen
risk profiling questionnaire provider
Karl Chan
investment screening functionality
quantitative risk technology
ClientView Client Portal
Veo Open Access
Fuse 2014 award
Financial Account Data Technology Platform
Advisor Websites
Ebix Smart Office
Sheryl Garrett
Mobile Productivity
Las Vegas
Rebalancer
Cohesive Client Management Process
Blu Giant, LLC
goalgamiPro®
Pershing LLC
Brian Stimpfl
First Rate
Technology Tools for Today 2014 Conference
Advisor® Xi
eMoney Select system
Smarsh My Site
Morningstar for Advisors App
SaaS
Loring Ward
Jenze Bosma
computer-based modeling system
web-based client management software
hosted archiving solutions
portfolio accounting service provider
Cameron Routh
Office 365
Envestnet Advisor Summit
sophisticated computer algorithms
Narrator™ application builder
David, Stalnaker
Mara Laisson
Joseph Miola
create and manage portfolios
Wordpress platform
reporting solutions
Informatica
portfolio management tools
Trading Processes
ASI
OptionsPlay Score
eVestment Quantum Analytics
Stifel
Activity tracking and corporate memory
NetExchange Select
Digital Marketing Platform
Schwab Intelligent Portfolios
Mary Ferguson
Junxure’s cloud-based CRM/office management solution
customer acquisition
integration of independent recordkeepers
PreciseFP
client engagement
Unify Software
automation software tool
Florida
packaged web design
Fetter Logic
Advisor Con
Advisor Convention October 7-8
downside volatility
seamless forms-filling capabilities
Mike Capelle
Kelly Caffrey
Quantitative Risk Tolerance
ClientWorks
Veo Open AccessSM platform
Bill Stone
Fusion Advisor Workstation
Paul West
TD Ameritrade Holding Corporation
advisor workflow partnership
Echosign
Mobile Scribe Service
robo advisors
J.P. Morgan
rebalancing
Collaboration Cloud (Chatter)
Wealth Access Estate Platform 3.0
Google Analytics integration
Pershing’s Net 360 Technology Channel
Broker Dealers
Fisher Investments
tenth annual T3 Technology Conference
Advisor® Xi suite
eMoney’s emX Select platform
Smarsh Sites
SaaS-based payment processing platform
Concenter Services
web-based CRM
Redtail Technology CRM
Household Balance Sheet
Portfolio Accounting Solutions
Canterbury Consulting
Todd R. Crockett
Ann Haas
Office of the Future
Spark
Account Alerts
Nathan Lucius
Daxs Stadjuhar
San Diego
Maree Moscati
Joseph Mrak
credit card processing
workflow solutions
ReportQ
InformationWeek 500
portfolio mappings services
Charles Sizemore
Trading Strategy Checklist
asset allocation mappings service
Optionsplay®
eVestment Spectrum Analytics
Strategic Advisor
Adhesion
NetExchange View
Digital Practice Management
Schwab Intelligent Portfolios™
Matched Portfolio
Intelligent Aggregation
predictive analytical tools
client feedback
Unify’s Cloud VPN
Autopilot
FMG Suite
Panoramix
Fetterlogic
T3 Advisor Tech Conference
Dr. David Lawrence
Search Engine Optimization
Mike Ethridge
Darren Tedesco
InvestmentNews
Quantum
ClientWorks platform
Veo®
Fusion® Advisor Workstation
PCI-compliant platform
Financial Feed
Advisor Xi
Model Wealth Portfolios
Robo-Advisers
Laser App 2015 Financial Services Conference
Jackson
rebalancing capability
Commonwealth Financial Network
BlueSky
Google Play
Personal Finance Management Application
brokerage and custody services
fixed index annuities
The Efficient Practice
eMoney’s wealth management platform
Smart Form Tool
Safe by Estate Assist
Jim McKelvey
Concierge Service
web-based portfolio management software
Reduce computer sprawl
household-‐level rebalancing
CapGainsValet
Tom Doherty
Ann Marie Stieler
Envestnet | Tamarac's Advisor Xi
Account Details
National Financial Partners Corp.
Dean Cook
San Diego, CA
Marie Swift
Joseph Starinsky
Worldox
required trading and rebalancing
Innovation Centers
Portfolio Pathway
check scanning
asset gathering
eVestment Spotlight Analytics
Strategic Integrated Online Account Processing
advanced data reporting
direct online insurance offerings
Schwab Intelligent Technologies
Matt Abar
Customer Success Platform
RightSize Solutions
interactive compliance calendar
PRNewswire
Client Management System
United Capital
Back Office Solutions
Folio Institutional
Panoramix™
FolioDynamics
Paperclip
Fidelity Center for Applied Technology
Advisor FinTech Hackathon
Dr. Noah Smith
search engine optimization tagging
Darrin Courtney
risk tolerance assessment tools
Kevin Cimring
Investor-Advisor Collaboration
Questar Capital℠
Cloud applications
verification
Bill Wostoupal
Financial Personalities
TD Ameritrade Institutional Veo®
Ed Butowsky
SIFMA/FINRA Cybersecurity Conference
Modern Portfolio Theory
Robo-advisor
Laser App Advisor Con 2015
Jackson app
Commonwealth’s Practice360º
wealth management technology
Gradient Investments
personal financial management
browser in the cloud
flexibility to scale
The E‐Valuator
Advizr and Orion integration
emX
Smart Office
Morningstar, Inc.
data analysis
Sagacious, Inc.
LPL Financial Holdings
Jim Patrick
conflict-free custody solution
web-based software portal
RegEd
householded data backbone
Career Activity Management System
Tom Embrogno
Anna Curry
Online Account Management
Envestnet’s Advisor Suite®
sqope
account management software
Nationwide
scalable personal finance data platform
Mario Canas
Josh Brown
WorthFM
RESTful
Inside Information
portfolio risk
Chicago
Trizic
AssetBook
order processing
eWealthManager
Streetscape
advanced wealth planning solutions
disparate and divergent solutions
Matt Crisp
Customizable Quarterly Investment Review Presentations
Rio Hotel & Casino
Interview
ProcessEZ
United Capital Financial Advisors
back-office solutions
paperless client onboarding process
T3 Conference Anaheim, CA
Advisor Impact
Securities America
Mike Phillips
Risk Tolerance Questionnaire
Kevin Crowe
Investor360°
Quik! Form
Cloud Desktop solution
Vestmark
Garrett Planning Network
pensions
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Ed O’ Brien
Signix
Modestpark
Robo-Shield™
Jackson National Life Insurance Company®
rebalancing solution
Community Blog
Wealthbase
Great Kight
Personal Financial Management (PFM) tool
Built In Token 2-Factor Authentication
Flexible Optimizer
The Future of Risk is Here: Enhance Your Value or Perish
EMX Platform
Smarter Prospecting
Morningstar®
data analysis solutions
LPL Financial LLC
Joe Duran
Connections Console
Wednesday July 22, 2015
registered investment advisors
HTML5 version
portfolio applications
Carson Wealth Management Group
Annuities + Insurance
online account opening
Envestnet’s Digital Advisor platform
sqopeTM Score
account opening
Natural Language Processing
DecisionCenter
Scalable workflow tools
Mark Balasa
Juan Williams
CRM systems
X-Ray Reports
Retirement Hub app
Insights on Advice
Portfolio Snapshot
Chris Casdia
Trust Company of Sterne Agee
Expanded Performance Details for Sample Portfolios
advanced workflow tools
Document Imaging
Schwab OpenView Gateway®
Matt Nelson
customizable questionnaires
Rio Hotel & Casino in Las Vegas
Intraday Integration
Productivity
Client Marketing Systems, Inc.
up-to-date account data
BakerAvenue Asset Management
Upside
Balances
Forbes
paperless enrolment
Fidelity Institutional Wealth Services
T3 Enterprise Conference
Advisor iPad App
Dropbox
securities and insurance industries
Mike Walsh
data aggregation functionality
Risk-Balanced Portfolios
Kevin Knull
iPad app
Quik! Forms
cloud-based archiving solutions
Vestmark Manager Marketplace (VMM)
Gemcom
Performance
BranchNet
financial planning and client engagement solutions
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Ed O’Brien
Silanis
modify portfolio exposures
robust backup features
Laser App Enterprise
Jackson.com
rebalancing workflows
company performance analysis
Wealthbox CRM
Bob Stiess
personal financial management platform
Business Analytics
The Markets
Aggregation
normalization
emX’s Vault
SmartOffice
Morningstar® Advisor WorkstationSM
data automation
LPL Focus 2015
Joe Ruzycki
content aggregation
Wells Fargo Advisors
registration checker tool
Human Finance Project
Portfolio Building
cash posting
Tom Kimberly
App expansion
Online Account Opening & Transfer
SS&C Technologies
Account opening and commissions
Naureen Hassan
Deena Katz
SCANaltyics
Mark Casady
CRM technology
XCelent Award
retirement income planning tool
INSITE™ 2015 conference
PortfolioCenter
Chris Casey
AssetMark Advisor iPad
Orion Advisor Integration
Sugar Ray Leonard
NetXInvestor
Matt O’Brien
customized analysis
Risk Alignment Platform
intraday quotes
Proposal Generation Capabilities
Client Meeting Support for Advisors
Upside Advisor
Barrett Ayers
paperless onboarding
Advisor Office
Duane D’Orazio
Security
mitigate risk
data aggregation solutions
Kevin Kraus
IPS AdvisorPro
cloud-based billing software
Gemini Alternative Funds
Performance Center
brand-centric theme customization
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
EDGAR filing agent
robust technology capabilities
Jackson®
Redhawk
compete against other digital advisors
Wealthcare Capital Management
Bob Veres
Greg Vigrass
Pete Hess
business and technology management
the Practice
AICPA
Northern Lights Compliance Services
end-of-life plan
SMAs
Morningstar® Portfolio X-Ray®
Data Cloud (Jigsaw)
Salentica’s Data Broker
LPL Focus Conference
John Hancock
Wes Stillman
regulatory compliance
portfolio construction capabilities
CEB TowerGroup
online advisor-client collaboration
Eric Jardine
SS&C Technologies Holdings
account rebalancing software
NaviPlan
Dennis Fox
SCANalytics
Mark Engelhardt
Jud Mackrill
CRM User Adoption
XLR8
instantaneous stress testing
PortfolioCenter®
Chris Momsen
TRX Edge
Atlanta
External IT Cloud Desktop
SugarCRM
NetXInvestor®
Document Processing
Schwab OpenView MarketSquare®
Maureen Duff
Cutting Edge Auditing
Risk Analysis
intuitive user-experience
Proposal Tool for Chapwood Investments
Invesco
ProTracker
Client Relationship Management (CRM)
Uri Pomerantz
basic client interaction
forms library
paperless processing systems
Fidelity Investments®
TA Associates
Advisor Office platform
Dynamic Rebalancing
Mitt Romney
Riskalyze and RetireUp Integration Demo
Kevin Miller
IPSAdvisorPro
Radar
cloud-based billing tool
Vestorly solution
Gemini Fund Services
Performance Dashboard and Client Reporting Engine
BrandYourself.com
financial planning technology
TD Ameritrade National LINC Conference
AdvisorQ
Simon Sinek
Rocaton Advisors
Laser App’s Software as a Service (SaaS) platform
James Carney
compliance and security
WealthCentral
Bobby Yazdani
Gregg Klein
Peter Intraligi
business development metrics
The Retirement Hub
Northern Lights Distributors
end-‐to-‐end portfolio management
Social Analytics
Multi-Asset Class Portfolio Analysis
data management solutions
Sales Cloud
LPL’s Resource Center
John Mackowiak
Copytalk+
Weston
regulatory compliance services and technology
IBackup®
Portfolio Construction Tool
Celent
Tom Schildhauer
AppHub
online client engagement
error checking
SS&C Technologies Holdings, Inc.
account servicing
NaviPlan LEADS
Denny Bottorff
Julie Littlechild
Retirement Plan Network
Institutional Intelligent Portfolios™
position data
Chris Wacker
turnkey data science solutions
Attribution Analysis
External IT's Cloud Desktop
Suhail Ali
Advent Custodial Data
new client electronic on-boarding
document storage software-as-a-service
Schwab OpenView Mobile
Cybersecurity
risk engineering
Investigo
ProTracker Advantage
client relationship solution
user-friendly programing
BD Equalizer
Fox Financial Planning
Park City, Utah
Fidelity®'s New Wealthcentral® Technology Bundle
Tamarac Advisor® Xi
Advisor Pro platform
service alerts
Mobile app
Riskalyze Autopilot
Kevin Paulsen
iReach
Raj Udeshi
cloud-based CRM platform
Gemini Hedge Fund Services
performance expectations
Bret Baier
financial planning tool
TD Ameritrade's VEO
Edward Jones
single sign-on integration
MoneyGuideProTM
LaserApp
James Poer
ComplianceQ
Bonaventure Resort and Spa
business intelligence
The Tarbox Group, Inc.
Albridge Solutions
NorthStar
Enhanced Capital Partners
social collaboration
1-to-1 client relationships
multi-block trading
data protection
Luis Gomez
John McArthur
Copytalk+ Smartphone App
Westport Resources
Rehmann
IBDs
Portfolio Crash Test solution
Center For Wealth Planning
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
online practice management platform
eSignature Capabilities
accounting software
NaviPlan® financial planning tool
Depository Trust and Clearing Corporation
Mark Wilson
Juney Ham
Cross-business Tracking Routing & Control
XTRAC App
RetireRisk
inStream Solutions
Positions
CIO Review
two-factor authentication
Audit Management
Orion Business Intelligence
FA Insight
Advent Direct
New Microsoft Dynamics®
Docupace
Schwab Performance Technologies®
Michael M. Carter
Cybersecurity and Compliance
Risk Management
investment advice
ProTracker Cloud
Client Risk Assessments
Behavioral Finance
Fox Financial Planning Network
Fidelity’s Technology and Operations Consulting
Tamarac's Advisor® Xi
eAdvisor
Service Cloud
Mobile App 2.0
Kevin Sweet
iRebal
cloud-based IT
Video conferencing
Black Diamond platform
Gen X/Y
Performance Measurement
Bret Magpiong
Financial Transmission Network Inc.
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Efficient Technology
single-sign on capability
MoneyGuidePro®
Ron Huddleston
LaserApp Anywhere
Jason Roberts
compliant ready platform
Wealthminder Seed Capital
Branch Audit Consulting
Guide Financial Technologies
Phil Sorgen
business processing services
Third-Party Technology Integrations
Allen Eickelberg
enhanced client communication
2015 Peter L. Bernstein Award
multi-user support
Data-Driven Insights
MacroRisk Analytics
John Ndege
Cory Haberkorn
Whitepaper
relationship solutions
IEC
Portfolio Crash Testing
centralized and tailored user experience
application program interface (API)
Online Reporting Dashboard
Estate Assist
AccountQ™
detailed financial planning
Market Movement Strategies (MMS)
CSIA
Insurance and Securities verticals
POWER
Cities Digital
Audit Technology
Farshad Ghaffari
Newgate Capital Management
Docupace ePACS®
Schwab’s 2013 RIA Benchmarking Study
Damian Gallina
risk management characteristics
risk management platform
Investment Advisors Workflow
ProTracker Software
Client Service Monitor
Vanare | NestEgg
Ben Francois
Fred Tomczyk
Patrick Ambron
Figlo
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
EAI
services and support for RIAs
Mobile Application
RiXtrema's Portfolio Crash Test
iRebal®
RCS Capital
cloud-based IT outsourcing
Vincent Guyaux
Black Diamond®
Gentech
FinFolio
TDA
Electronic Signing
single-sign on functionality
MoneyTree
Roy Burns
Jason Wenk
Composite Holdings Report
Gustav Karner
business valuation knowledge
Tim Ramza
Amanda Steinberg
Norwood Consulting
enhanced mutual funds order management
social media integrations
2015 Veo® Integrated Awards
mutual fund capital gains distributions
DataPro
Salesforce CRM
Maggie Crowley
John Norwood
Cory Olson
Will Bressman
Relius Adminstration
Impact Communications
Cetera
Total Rebalance Expert (TRX)
application programming interface
Open View Gateway
estate management
Stark & Stark
Accounts and Fact Sheets for Investments
Digital Advice
Schwab Advisor Services’
Marketing Center platform
curation engines
yHLsoft
integrated cloud based technology
Power of Together
Cities Digital’s MagniMail
Ultra High Net Worth
auditable workflow and document management technology
Orion Discover
SunGard’s WealthStation
Next Generation Investor Portal
Docupace Technologies
SciQ Insights
Michael Spellacy
Damon Deru
Dan Arnold
risk modeling
Investment Income Summary Report
psychometric risk tolerance test
client-facing analytical and proposal tool
Benjamin Birken
Ft. Lauderdale
Patrick Dempsey
filter and cross reference data
Tax Efficient Drawdown
Earnings Potential
Shane Bingham
Mobile channel
Rob Cirrotti
Kirk Hulett
iShares
real time balances
cloud-based platform
Vladimir Baranov
Black Diamond℠
Performance Reporting Capabilities
Brett Thorne
FinFolio’s Portfolio Management Software
Advisors Assistant’s CRM
eliminating selected fees
SixThirty
monitoring
Run Smarter®
Laserfiche Connector
Jay Jay French
composite performance reporting
WealthStation CompAct
Redhawk Wealth Advisors
Hemant Moore
business valuations
Tim Welsh
Analytics Cloud
Note Taking
enrollment platform
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
My Wall
Salesforce data migrator
MagniPost
Cost Basis
William Faulkner
Report Builder
Impact Technologies Group
Portfolio Management and Insurance Management modules
Cetera Financial Group
Total Technology Platform
Arcons Technology
open-architecture platform
ETF OneSource participants
State Income Tax Calculator
ACH origination
Schwab Advisor Services’ SOLUTIONS®
Marketing Cloud
custodial data file import process
RIA advisor platform
integrated CRM
PowerAdvisor
CitiMortgage
unified cloud computing solutions
Automate Client Marketing
Orion Portfolio Reports
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Next Generation of Integration
Scivantage
Michael Stier