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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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Perry Moore
Greg Vigrass
Smarsh My Site
Downloadable Portfolio Review Reports
CRM technology
SaaS
Advizr and Orion integration
Mike Ethridge
Chris Casey
web-based client management software
John Hancock
Financial Account Data Technology Platform
PMC's Quantitative Portfolios
sophisticated computer algorithms
Ebix Smart Office
November 2-4, 2015
customized analysis
Anna Curry
Model Wealth Portfolios
Client Meeting Support for Advisors
Wordpress platform
reporting solutions
account management software
Laser App 2015 Financial Services Conference
Jud Mackrill
Trading Processes
First Rate
portfolio management process
instantaneous stress testing
Stifel
eMoney Select system
OpportunityView™
data aggregation functionality
Schwab Intelligent Portfolios
AssetBook
cloud-based archiving solutions
advanced wealth planning solutions
BranchNet
Unify Software
intuitive user-experience
Envestnet Advisor Summit
OS33 Cloud Desktop platform
David, Stalnaker
seamless advisor integration
back-office solutions
National Financial Partners Corp.
company performance analysis
risk profiling questionnaire provider
Advisor FinTech Hackathon
Marie Swift
Business Analytics
Veo Open Access
Quadron Data Solutions
IPS AdvisorPro
eVestment Quantum Analytics
Patrick Yip
Gemini Alternative Funds
Digital Marketing Platform
Sheryl Garrett
Bill Wostoupal
robo advisors
Advisor-Client relationships
Matt Crisp
CEB TowerGroup
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
James Carney
tenth annual T3 Technology Conference
Fetterlogic
Gregg Klein
Smarsh Sites
downside volatility
CRM User Adoption
SaaS-based payment processing platform
Chris Momsen
web-based CRM
Redtail Technology CRM
Kevin Cimring
John Mackowiak
Todd R. Crockett
IBackup®
Spark
Echosign
Oauth2 user authentication security
Cutting Edge Auditing
San Diego
Annuities + Insurance
Modern Portfolio Theory
workflow solutions
ReportQ
account opening
Laser App Advisor Con 2015
Julie Littlechild
Trading Strategy Checklist
Fisher Investments
Portfolio Management Processes
Institutional Intelligent Portfolios™
Strategic Advisor
eMoney’s emX Select platform
Optimum Market Portfolios
data aggregation solutions
Schwab Intelligent Portfolios™
Morningstar, Inc.
cloud-based billing software
advanced workflow tools
LPL Financial Holdings
brand-centric theme customization
Unify’s Cloud VPN
practice management
Invesco
Outlook email archiving
forms library
Daxs Stadjuhar
seamless forms-filling capabilities
BakerAvenue Asset Management
Nationwide
compete against other digital advisors
Advisor Impact
Mario Canas
business and technology management
Veo Open AccessSM platform
Quadron Data Solutions™
IPSAdvisorPro
TD Ameritrade Holding Corporation
eVestment Spectrum Analytics
Paul Cantrell
Gemini Fund Services
Digital Practice Management
direct online insurance offerings
Copytalk+
Robo-Advisers
AdvisorComplete platform
Matt Nelson
Celent
rebalance
James Poer
The Efficient Practice
Smart Form Tool
Dr. David Lawrence
Bob Stiess
Safe by Estate Assist
Aggregation
Mike Phillips
Chris Wacker
web-based portfolio management software
Reduce computer sprawl
Kevin Crowe
John McArthur
Tom Doherty
Financial Feed
portfolio accounting
IBDs
October 13
Cybersecurity
San Diego, CA
App expansion
Modestpark
Client Relationship Management (CRM)
Worldox
required trading and rebalancing
Account opening and commissions
Juney Ham
fixed index annuities
portfolio management system
inStream Solutions
Strategic Integrated Online Account Processing
eMoney’s wealth management platform
Optional Tax Management
Schwab Intelligent Technologies
AssetMark Advisor iPad
Morningstar®
cloud-based billing tool
RightSize Solutions
LPL Financial LLC
BrandYourself.com
United Capital
practice management solutions
Investigo
T3 Advisor Tech Conference
Envestnet | Tamarac's Advisor Xi
Outsourcing Services
Fox Financial Planning
Dean Cook
Search Engine Optimization
Balances
Natural Language Processing
compliance and security
Advisor iPad App
Mark Balasa
business development metrics
Veo®
qualified fiduciary advisors
iReach
eVestment Spotlight Analytics
Paul Polese
Gemini Hedge Fund Services
disparate and divergent solutions
SIFMA/FINRA Cybersecurity Conference
NetXInvestor
Copytalk+ Smartphone App
Robo-advisor
AdvisorComplete℠
Matt O’Brien
Center For Wealth Planning
wealth management technology
Rebalancer
Jason Roberts
The E‐Valuator
Fidelity Center for Applied Technology
Pershing LLC
Guide Financial Technologies
Smart Office
Dr. Noah Smith
Bob Veres
Cross-business Tracking Routing & Control
Sagacious, Inc.
AICPA
Mike Walsh
CIO Review
web-based software portal
RegEd
Kevin Knull
John Ndege
Tom Embrogno
Financial Personalities
portfolio accounting service provider
IEC
sqope
Ed Butowsky
Office 365
Cybersecurity and Compliance
scalable personal finance data platform
modify portfolio exposures
client relationship solution
WorthFM
RESTful
account rebalancing software
Laser App Enterprise
Trizic
flexibility to scale
portfolio management tools
Insurance and Securities verticals
Streetscape
emX
OptionsPlay Score
data analysis
Atlanta
Morningstar® Advisor WorkstationSM
cloud-based CRM platform
Rio Hotel & Casino
LPL Focus 2015
Bret Baier
United Capital Financial Advisors
PreciseFP
investment advice
Envestnet’s Advisor Suite®
packaged web design
Fox Financial Planning Network
search engine optimization tagging
Barrett Ayers
Naureen Hassan
ComplianceQ
risk tolerance assessment tools
Advisor Office
Mark Casady
business intelligence
verification
quantitative risk technology
iRebal
TD Ameritrade Institutional Veo®
eWealthManager
Gen X/Y
Document Imaging
Signix
NetXInvestor®
Cory Haberkorn
Robo-Shield™
AdvisorQ
Maureen Duff
centralized and tailored user experience
Wealthbase
rebalancing
Jason Wenk
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
Gustav Karner
Smarter Prospecting
Bobby Yazdani
CSIA
mitigate risk
Cities Digital
Wednesday July 22, 2015
registered investment advisors
Kevin Kraus
John Norwood
Portfolio Accounting Solutions
Impact Communications
sqopeTM Score
Ed O’ Brien
Office of the Future
Damian Gallina
Scalable workflow tools
AppHub
Client Risk Assessments
X-Ray Reports
Retirement Hub app
account servicing
Trust Company of Sterne Agee
Flexible Optimizer
portfolio mappings services
integrated cloud based technology
EMX Platform
Optionsplay®
data analysis solutions
Schwab OpenView Gateway®
Attribution Analysis
Morningstar® Portfolio X-Ray®
cloud-based IT
Rio Hotel & Casino in Las Vegas
Advent Custodial Data
LPL Focus Conference
Bret Magpiong
up-to-date account data
predictive analytical tools
Investment Advisors Workflow
T3 Conference Anaheim, CA
Envestnet’s Digital Advisor platform
Panoramix
Fred Tomczyk
DecisionCenter
Securities America
basic client interaction
NaviPlan
compliant ready platform
Risk Tolerance Questionnaire
Advisor Office platform
Mark Engelhardt
business processing services
Vestmark
Quantitative Risk Tolerance
iRebal®
TD Ameritrade Institutional's Veo®
Expanded Performance Details for Sample Portfolios
Paul West
Gentech
Silanis
new client electronic on-boarding
Cory Olson
robust backup features
Cetera
Wealthbox CRM
rebalancing capability
Jay Jay French
The Markets
Fidelity Institutional Wealth Services
Personal Finance Management Application
Hemant Moore
SmartOffice
Dropbox
Bonaventure Resort and Spa
curation engines
Albridge Solutions
Mitt Romney
Cities Digital’s MagniMail
Wells Fargo Advisors
registration checker tool
1-to-1 client relationships
Kevin Miller
Tom Kimberly
financial planning and client engagement solutions
Impact Technologies Group
SS&C Technologies
Ed O’Brien
Damon Deru
SCANaltyics
Application of Preference Measurement: The Case of Riskalyze
Client Service Monitor
XCelent Award
retirement income planning tool
accounting software
Laser App’s Software as a Service (SaaS) platform
Portfolio Pathway
integrated CRM
Sugar Ray Leonard
emX’s Vault
data automation
Audit Management
Multi-Asset Class Portfolio Analysis
cloud-based IT outsourcing
Risk Alignment Platform
Advent Direct
LPL’s Resource Center
Upside
PRNewswire
Investment Income Summary Report
T3 Enterprise Conference
Panoramix™
Ft. Lauderdale
Deena Katz
securities and insurance industries
BD Equalizer
NaviPlan LEADS
Composite Holdings Report
Risk-Balanced Portfolios
Advisor Pro platform
business valuation knowledge
Vestmark Manager Marketplace (VMM)
Quantum
iShares
TD Ameritrade Institutional’s Veo Open Access platform
PCI-compliant platform
TD Ameritrade Institutional’s VEO®
External IT Cloud Desktop
George Will
Document Processing
Black Diamond platform
New Microsoft Dynamics®
Cost Basis
robust technology capabilities
Advisors Assistant Everywhere
Michael M. Carter
Cetera Financial Group
Wealthcare Capital Management
Jeff Norris
the Practice
personal financial management
SMAs
Duane D’Orazio
Branch Audit Consulting
custodial data file import process
Salentica’s Data Broker
Allen Eickelberg
Mobile app
CitiMortgage
Wes Stillman
regulatory compliance
2015 Peter L. Bernstein Award
Kevin Paulsen
John Schobel
import tool
SS&C Technologies Holdings
EDGAR filing agent
Online Account Management
Dan Arnold
SCANalytics
application program interface (API)
MoneyGuideProTM
client-facing analytical and proposal tool
XLR8
AccountQ™
LaserApp
Junxure Cloud®
TRX Edge
portfolio risk
Integrated CRM Performance Dashboard
SugarCRM
end-of-life plan
order processing
Data Cloud (Jigsaw)
Schwab OpenView MarketSquare®
Audit Technology
multi-block trading
cloud-based platform
Risk Analysis
Luis Gomez
Brett Thorne
Upside Advisor
ProcessEZ
investment management experience
Eric Jardine
Paperclip
FTJ FundChoice
Dennis Fox
Security
Behavioral Finance
NaviPlan® financial planning tool
composite performance reporting
Mark Wilson
business valuations
Questar Capital℠
ISO
TD Ameritrade National LINC Conference
External IT's Cloud Desktop
pensions
Global Financial Private Capital
document storage software-as-a-service
Simon Sinek
Black Diamond®
Newgate Capital Management
cost-efficient beta exposure
Rocaton Advisors
Chad Blythe
WealthCentral
rebalancing solution
The Retirement Hub
Fidelity Investments®
Personal Financial Management (PFM) tool
High-Performing Firms
Social Analytics
Dynamic Rebalancing
Custodial Data Integrations
Sales Cloud
Amanda Steinberg
Mobile App 2.0
client acquisition
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
Kevin Sweet
John Vaccaro
Tom Schildhauer
financial planning technology
portfolio applications
Income Generator
SS&C Technologies Holdings, Inc.
online account opening
Dan Brownell
application programming interface
MoneyGuidePro®
Client-facing technology
Retirement Plan Network
Accounts and Fact Sheets for Investments
LaserApp Anywhere
Junxure Cloud® CRM
turnkey data science solutions
Portfolio Snapshot
integrated receivables management
Suhail Ali
end-‐to-‐end portfolio management
data management solutions
Schwab OpenView Mobile
auditable workflow and document management technology
multi-user support
cloud-based portfolio management
risk engineering
MacroRisk Analytics
Brian A. Davis
Uri Pomerantz
Productivity
TA Associates
error checking
paperless client onboarding process
FTNI
Denny Bottorff
Ben Francois
Composite Portfolio Review
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
Market Movement Strategies (MMS)
ByAllAccountsSM
Vestorly solution
Quik! Form
iTunes App Stores
TD Ameritrade's VEO
FA Insight
Performance
Global Investment Performance Standards
Docupace
single sign-on integration
Black Diamond℠
Next Generation Investor Portal
Council Capital
Advisors Assistant’s CRM
Michael Spellacy
Chad Centorbi
rebalancing workflows
The Tarbox Group, Inc.
Fidelity®'s New Wealthcentral® Technology Bundle
personal financial management platform
Holdings
social collaboration
normalization
Analytics Cloud
Mobile Application
Client communications management
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Total Portfolio Expert (TPX)
financial planning tool
Portfolio Building
independent portfolio rebalancing software platform
Edward Jones
Online Account Opening & Transfer
Dan Hunt
Arcons Technology
MoneyTree
Client360º
XTRAC App
RetireRisk
ACH origination
Junxure CRM
two-factor authentication
PortfolioCenter
integrated technology
Enhanced Capital Partners
Orion Advisor Integration
data protection
Schwab Performance Technologies®
Automate Client Marketing
mutual fund capital gains distributions
cloud-based solutions
Risk Management
AdventConnect 2014
Maggie Crowley
user-friendly programing
Proposal Generation Capabilities
investment policy statement
Tamarac Advisor® Xi
eSignature Capabilities
paperless enrolment
full lifecycle portfolio management
Depository Trust and Clearing Corporation
service alerts
Benjamin Birken
CompositeBuilder
Riskalyze Autopilot
Marketing Center platform
CAIS
Quik! Forms
J. Kelley Williams, Jr.
J. Richard Coe
TD Ameritrade’s Veo platform
Farshad Ghaffari
Performance Center
goalgamiPro
Docupace ePACS®
single-sign on capability
Black Diamond℠ platform
Next Generation of Integration
couple’s report
Ron Huddleston
Advisory World
Michael Stier
Chapwood Investments
Wealthminder Seed Capital
Redhawk
Jenny Richards
Third-Party Technology Integrations
Fidelity’s Technology and Operations Consulting
Pete Hess
Homrich Berg
eAdvisor
Northern Lights Compliance Services
Custodian
Andrew Rogers
Mobile channel
Client Data Automation
Whitepaper
relationship solutions
Aaron Guidotti
Kirk Hulett
Jonathan Jaranson
Financial Transmission Network Inc.
portfolio construction capabilities
industry related forms
Efficient Technology
online advisor-client collaboration
Dan Santner
ARKON
monitoring
Laserfiche Connector
Junxure® CRM
PortfolioCenter®
enhanced client communication
Data-Driven Insights
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
My Wall
CLS Investments
risk management characteristics
MagniPost
Brian Semitekol
Proposal Tool for Chapwood Investments
investment research platforms
Tamarac's Advisor® Xi
Estate Assist
paperless onboarding
Fuse 2014
detailed financial planning
Service Cloud
Best Technology for a Vertical CRM
comprehensive portfolio management
Advisor Software, Inc.
Marketing Cloud
CAM
Video conferencing
Vincent Guyaux
Radar
TDA
Performance Dashboard and Client Reporting Engine
goalgamiPro®
Docupace Technologies
single-sign on functionality
Blaze Portfolio
Next-Generation Advisor CRM®
Craig Smith
Roy Burns
Jenze Bosma
Tim Ramza
Figlo
Peter Intraligi
hosted archiving solutions
social media integrations
EAI
Northern Lights Distributors
Custom Cloud (Force.com)
Salesforce CRM
Andrew Rudd
mobile connectivity
client database portal
Will Bressman
Relius Adminstration
Krilogy Financial
Joseph Miola
Total Rebalance Expert (TRX)
FinFolio
Portfolio Construction Tool
Informatica
Stark & Stark
Electronic Signing
online client engagement
Schwab Advisor Services’
Artificial Intelligence
monthly compliance checklists
Clients & Portfolios
yHLsoft
ActiFi Client Engagement
Laserfiche Document Management
Junxure’s cloud-based CRM/office management solution
Ultra High Net Worth
position data
integration of independent recordkeepers
SunGard’s WealthStation
enhanced mutual funds order management
Florida
DataPro
SciQ Insights
Automated Workflow
myeDocumentsuite.com
CNN Money
risk management platform
maintenance of composites
Vanare | NestEgg
ProTracker
investment screening functionality
tax efficiency in a cloud-‐based model
estate management
paperless processing systems
Fuse 2014 award
Digital Advice
services and support for RIAs
Nerd’s Eye View
comprehensive trading solutions
RiXtrema's Portfolio Crash Test
Marketing Gorilla System
CAM System
Cameron Routh
Vladimir Baranov
Raj Udeshi
J.P. Morgan
performance expectations
Google Analytics integration
SixThirty
next-generation wealth management platform
create and manage portfolios
Run Smarter®
AdvisoryWorld Financial Technology
Michelle Smith
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
filter and cross reference data
Household Balance Sheet
Social Security
Earnings Potential
NorthStar
customer acquisition
Salesforce data migrator
Andrew Stevens
mobile devices
client engagement
William Faulkner
Report Builder
Abby Schneiderman
Kyle Hiatt
Joseph Mrak
Total Technology Platform
FinFolio’s Portfolio Management Software
Portfolio Crash Test solution
InformationWeek 500
State Income Tax Calculator
eliminating selected fees
online practice management platform
Daniel Inveen
Schwab Advisor Services’ SOLUTIONS®
Artisan and Grendel
ClientView Client Portal
RIA advisor platform
ActiFi software suite
Lex Sokolin
unified cloud computing solutions
Positions
Intelligent Aggregation
SunGard’s WealthStation Financial Planning solution
enrollment platform
Orion Business Intelligence
FMG Suite
Scivantage
Automated workflows
Cohesive Client Management Process
risk modeling
advisor and client portals
manage cash flows
Brian Stimpfl
ProTracker Advantage
Tax Efficient Drawdown
ETF OneSource participants
Park City, Utah
Fusion Advisor Workstation
Shane Bingham
Bill Good
computer-based modeling system
Rob Cirrotti
Advisor View
Marketware International