Home > Blogs > Tech Tidbit from Paul Cantrell of Redtail Technology gives preview of article in T3 August 2013 newsletter
Tech Tidbit from Paul Cantrell of Redtail Technology gives preview of article in T3 August 2013 newsletter
Submitted by Technology Tools for Today on July 29th, 2013
CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.
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Flexible Optimizer
Vladimir Baranov
Black Diamond℠
mutual fund capital gains distributions
Human Finance Project
browser in the cloud
EMX Platform
Advisors Assistant’s CRM
MagniPost
data automation
SixThirty FinTech Accelerator
Quadron Data Solutions™
Rushmore Advisor Services
Paul Cantrell
Jud Mackrill
WealthStation Financial Planning
Connections Console
instantaneous stress testing
Carson Wealth Management Group
time-effective onboarding experience
Andrew Rogers
Marketing Cloud
Deena Katz
Social Security Analyzer
Aaron Guidotti
Realized and Unrealized Gains/Losses
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
CRM systems
reporting
Next Generation of Integration
intuitive user-experience
Chris Casdia
Touch functionality
ARKON
Michael Stier
state‐of‐the‐art forms-filling technology
Schwab Advisory Services
customizable questionnaires
RIA Benchmarking Study
Oauth2 user authentication security
IPS AdvisorPro
Client Marketing Systems, Inc.
Fidelity Institutional Wealth Services
unified managed account
automated portfolio management
Mobile channel
Gemini Alternative Funds
Dropbox
Sustainable Retirement Income
Kirk Hulett
Scott Parry
Portfolio Management Processes
Optimum Market Portfolios
Jackson®
Cloud Desktop solution
financial planning and client engagement solutions
variable annuities
Best Technology for a Vertical CRM
monitoring
Greg Vigrass
Ed O’Brien
Tax Lot information
Advisor Software, Inc.
Laserfiche Connector
Shannon Dempsey
practice management
Robb Baldwin
Outlook email archiving
John Hancock
Community Blog
Wall Street Journal
Black Diamond℠ platform
My Wall
Built In Token 2-Factor Authentication
emX’s Vault
Technology adoption
Advisory World
Technology Integrations
maintenance of composites
Data Cloud (Jigsaw)
qualified fiduciary advisors
Russ Thornton
Paul Polese
Julie Littlechild
WealthTechs
content aggregation
Redkite
Nerd’s Eye View
Institutional Intelligent Portfolios™
cash posting
Eric Jardine
timeframes
Andrew Rudd
Marketing Gorilla System
Dennis Fox
Social Security Optimizer
rebalance
Salesforce Financial Services Cloud
WinOps
CRM technology
reporting capabilities
Next-Generation Advisor CRM®
Invesco
Chris Casey
External IT Cloud Desktop
Trade Strategy Visualization
Artificial Intelligence
forms library
Document Processing
Steve Dunlap
ActiFi Client Engagement
Schwab IMPACT 2013
portfolio accounting
Zywave
customized analysis
RIA in a Box
October 13
IPSAdvisorPro
Client Meeting Support for Advisors
unified wealth management technology
Automated Workflow
mobile connectivity
Gemini Fund Services
Duane D’Orazio
Symantec VIP integration
Krilogy Financial
portfolio management system
data aggregation functionality
Risk Number®
Optional Tax Management
James Carney
cloud-based archiving solutions
VAs
monthly compliance checklists
Gregg Klein
BranchNet
EDGAR filing agent
tax planning
Laserfiche Document Management
practice management solutions
Robert Arnott
Outsourcing Services
John Mackowiak
company performance analysis
Walt Bettinger
Blaze Portfolio
myeDocumentsuite.com
IBackup®
Business Analytics
end-of-life plan
IBDs
business and technology management
end-‐to-‐end portfolio management
technology solutions
AdvisoryWorld Financial Technology
manage cash flows
data management solutions
Small Businesses
quantitative risk technology
Russell Leto
Juney Ham
Web App Single Sign On
inStream Solutions
CEB TowerGroup
error checking
TJ Jones
Andrew Stevens
Marketware International
Denny Bottorff
Sonia Rosenbaum
Abby Schneiderman
Rebalancer
Salesforce.com
Pershing LLC
Women Investors
CRM User Adoption
Reporting Console for Each Office
next-generation wealth management platform
Investigo
Chris Momsen
External IT's Cloud Desktop
Artisan and Grendel
Michelle Smith
Fox Financial Planning
document storage software-as-a-service
Steve Sanduski
ActiFi software suite
Schwab Independent Advisor Outlook Study
portfolio accounting service provider
“Robo” Challenge
Cutting Edge Auditing
RIA/Client reletionships
Office 365
iReach
Fidelity Investments®
Unify
Automated workflows
mobile devices
Gemini Hedge Fund Services
Dynamic Rebalancing
Synapse API
advisor and client portals
Kyle Hiatt
portfolio management tools
data aggregation solutions
OptionsPlay Score
James Poer
cloud-based billing software
financial planning technology
Vendor Affinity Program
Bill Good
brand-centric theme customization
tax-aware trading program
Advisor View
Lex Sokolin
Sharing
PreciseFP
Robert Eggebrecht
packaged web design
John McArthur
compete against other digital advisors
Warren Mackensen
IEC
business development metrics
Enhanced Capital Partners
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
management fee
data protection
Smarsh
Quantitative Risk Tolerance
Paul West
web-based applications
Copytalk+
NestEgg Wealth
Insurance and Securities verticals
Celent
eSignature Capabilities
To-Do Lists
Andrew Tognela
Martin L. Flanagan
Depository Trust and Clearing Corporation
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalancing
Salesforce1 Customer Platform
Pershing’s Net 360 Technology Channel
Woodrow Levin
NFP
investment advice
Chris Wacker
FA Insight
TradeWarrior
Ashley Globerman
Microsoft
Fox Financial Planning Network
Docupace
Steven D. Kelly
activity streams
Schwab Intelligent Integration®
Portfolio Accounting Solutions
Cybersecurity
Office of the Future
iRebal
Client Relationship Management (CRM)
Fidelity®'s New Wealthcentral® Technology Bundle
Unify Cloud Disaster Recovery
automating portfolio management
mobile forms-filling
Gen X/Y
T. Rowe Price
Ladenburg Thalmann Financial Services Inc.
Scottrade® Advisor Services Platform
portfolio mappings services
Optionsplay®
Jason Roberts
cloud-based billing tool
financial planning tool
VEO
Bill Laird
Morningstar Advisor
Guide Financial Technologies
BrandYourself.com
Edward Jones
tax-losses
Advisor View™
LiquidHub
Sherri DuMond
predictive analytical tools
Robert Moore
Panoramix
John Ndege
compliance and security
Narrator Clients™
Impact Communications
business intelligence
enhanced client communication
Technology Tools for Today 2014 Conference
Advisor® Xi
Data-Driven Insights
Smarsh My Site
Quantum
SaaS
PCI-compliant platform
web-based client management software
Copytalk+ Smartphone App
NetExchange Client
integrated cloud based technology
Center For Wealth Planning
Estate Assist
Mary Ellen Whiteman
detailed financial planning
sophisticated computer algorithms
rebalancing capability
Personal Finance Management Application
Wordpress platform
Cross-business Tracking Routing & Control
reporting solutions
NFP Advisor Services Group
Investment Advisors Workflow
CIO Review
Farshad Ghaffari
Trading Processes
ASI
Microsoft Corp
Fred Tomczyk
Docupace ePACS®
Stifel
Activity tracking and corporate memory
Kanchana Chalia
Schwab Intelligent Portfolios
Cybersecurity and Compliance
iRebal®
client relationship solution
Fidelity’s Technology and Operations Consulting
Unify Software
automation software tool
Mobile Optimization
Gentech
eAdvisor
Advisor Con
lagging performance duration and timeframe priorities
seamless advisor integration
Portfolio Pathway
risk profiling questionnaire provider
Jason Wenk
cloud-based CRM platform
Financial Transmission Network Inc.
Veo Open Access
Morningstar Analyst Rating™
Gustav Karner
Bret Baier
Efficient Technology
Advisor Websites
Lori Hardwick
Sheryl Garrett
PRNewswire
Panoramix™
John Norwood
ComplianceQ
Blu Giant, LLC
Narrator™ application builder
Impact Technologies Group
business processing services
enhanced mutual funds order management
tenth annual T3 Technology Conference
Advisor® Xi suite
Mara Laisson
DataPro
Smarsh Sites
Questar Capital℠
SaaS-based payment processing platform
web-based CRM
Cory Haberkorn
Redtail Technology CRM
NetExchange Select
integrated CRM
centralized and tailored user experience
estate management
Todd R. Crockett
Ann Haas
Mary Ferguson
Digital Advice
Spark
Account Alerts
San Diego
personal financial management
workflow solutions
CSIA
ReportQ
Nobel Foundation
Investment Income Summary Report
Cities Digital
Trading Strategy Checklist
asset allocation mappings service
Microsoft Dynamics CRM
Ft. Lauderdale
Docupace Technologies
Strategic Advisor
Adhesion
Karl Chan
Schwab Intelligent Portfolios™
Damian Gallina
Online Account Management
iShares
Client Risk Assessments
Figlo
Unify’s Cloud VPN
Autopilot
Mobile Productivity
EAI
Advisor Convention October 7-8
Las Vegas
seamless forms-filling capabilities
portfolio risk
order processing
Jay Jay French
cloud-based IT
FinFolio
Veo Open AccessSM platform
Bill Stone
Morningstar for Advisors App
Hemant Moore
Bret Magpiong
Electronic Signing
TD Ameritrade Holding Corporation
advisor workflow partnership
Loring Ward
ProcessEZ
robo advisors
Paperclip
Wealth Access Estate Platform 3.0
compliant ready platform
John Schobel
Composite Holdings Report
BlueSky
Nathan Lucius
import tool
business valuation knowledge
enrollment platform
The Efficient Practice
Maree Moscati
Smart Form Tool
Quik! Form
Safe by Estate Assist
pensions
Junxure Cloud®
web-based portfolio management software
Cory Olson
Reduce computer sprawl
NetExchange View
Integrated CRM Performance Dashboard
Cetera
ETF OneSource participants
Tom Doherty
Ann Marie Stieler
Matched Portfolio
Account Details
rebalancing solution
San Diego, CA
Personal Financial Management (PFM) tool
Worldox
curation engines
required trading and rebalancing
investment management experience
Cities Digital’s MagniMail
asset gathering
Mike Capelle
FTJ FundChoice
Strategic Integrated Online Account Processing
advanced data reporting
Kelly Caffrey
Schwab Intelligent Technologies
portfolio applications
Damon Deru
RightSize Solutions
online account opening
ISO
Client Service Monitor
filter and cross reference data
United Capital
Back Office Solutions
Mobile Scribe Service
George Will
Earnings Potential
T3 Advisor Tech Conference
Search Engine Optimization
Portfolio Snapshot
Jeff Norris
cloud-based IT outsourcing
FinFolio’s Portfolio Management Software
Veo®
eliminating selected fees
Advisor Xi
Productivity
Robo-Advisers
paperless client onboarding process
paperless enrolment
John Vaccaro
wealth management technology
composite performance reporting
National Financial Partners Corp.
Income Generator
business valuations
Enterprise Content Management Software
The E‐Valuator
Advizr and Orion integration
Marie Swift
Smart Office
Quik! Forms
Sagacious, Inc.
Performance
Junxure Cloud® CRM
web-based software portal
Cost Basis
RegEd
integrated receivables management
Cetera Financial Group
Tom Embrogno
Anna Curry
Matt Abar
digital financial solutions
sqope
account management software
rebalancing workflows
scalable personal finance data platform
personal financial management platform
WorthFM
custodial data file import process
RESTful
normalization
CitiMortgage
February 4, 2015
Trizic
AssetBook
Mike Ethridge
FTNI
Dominey Stewart
Streetscape
advanced wealth planning solutions
Portfolio Building
Dan Arnold
Rio Hotel & Casino
Online Account Opening & Transfer
iTunes App Stores
client-facing analytical and proposal tool
United Capital Financial Advisors
back-office solutions
Model Wealth Portfolios
Global Financial Private Capital
EarningsQ
Advisor FinTech Hackathon
Laser App 2015 Financial Services Conference
search engine optimization tagging
PortfolioCenter
risk tolerance assessment tools
Orion Advisor Integration
cloud-based platform
FinFolio’s WorkStation
verification
Bill Wostoupal
High-Performing Firms
Brett Thorne
Eliza De Pardo
TD Ameritrade Institutional Veo®
SIFMA/FINRA Cybersecurity Conference
Proposal Generation Capabilities
Robo-advisor
paperless onboarding
Wealthbase
Composite Portfolio Review
Nationwide
independent portfolio rebalancing software platform
ByAllAccountsSM
enterprise-grade data management platform
The Future of Risk is Here: Enhance Your Value or Perish
Mario Canas
David Canter
Smarter Prospecting
Performance Center
Junxure CRM
Wednesday July 22, 2015
cost-efficient beta exposure
registered investment advisors
integrated technology
Chad Blythe
ETF’s
Annuities + Insurance
Matt Crisp
Digital Fortress
sqopeTM Score
account opening
Redhawk
Scalable workflow tools
Pete Hess
X-Ray Reports
Custodial Data Integrations
Retirement Hub app
Northern Lights Compliance Services
investment policy statement
client acquisition
Fee Calculation Details
Trust Company of Sterne Agee
full lifecycle portfolio management
Donald Capone
advanced workflow tools
Kevin Cimring
Schwab OpenView Gateway®
portfolio construction capabilities
Dan Brownell
Rio Hotel & Casino in Las Vegas
online advisor-client collaboration
J. Kelley Williams, Jr.
Client-facing technology
FinaMetrica Plus
up-to-date account data
BakerAvenue Asset Management
Modern Portfolio Theory
Global Investment Performance Standards
easily view user activity
T3 Conference Anaheim, CA
Advisor Impact
Laser App Advisor Con 2015
Securities America
PortfolioCenter®
Risk Tolerance Questionnaire
cloud-based portfolio management
FINRA and SEC technology guidelines
Vestmark
Morningstar, Inc.
Holdings
Brian A. Davis
Ellen Smith
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
LPL Financial Holdings
Signix
Proposal Tool for Chapwood Investments
Robo-Shield™
robust backup features
paperless processing systems
Jonathan Jaranson
Wealthbox CRM
CompositeBuilder
Bob Stiess
Natural Language Processing
industry related forms
CAIS
The Markets
Aggregation
Mark Balasa
David Fetter
SmartOffice
Radar
Performance Dashboard and Client Reporting Engine
Junxure® CRM
Wells Fargo Advisors
Council Capital
registration checker tool
Chad Centorbi
Everplans
Tom Kimberly
App expansion
Matt Nelson
Digital Fortress Suite
SS&C Technologies
Account opening and commissions
SCANaltyics
Peter Intraligi
XCelent Award
retirement income planning tool
Northern Lights Distributors
investment research platforms
Client communications management
fee elimination
AssetMark Advisor iPad
Mike Phillips
Fuse 2014
Doug Harbrecht
Sugar Ray Leonard
Kevin Crowe
Portfolio Construction Tool
Dan Hunt
Risk Alignment Platform
online client engagement
J. Richard Coe
Client360º
Upside
Balances
Modestpark
goalgamiPro
EBITDA growth rate
T3 Enterprise Conference
Advisor iPad App
securities and insurance industries
position data
Risk-Balanced Portfolios
Jenny Richards
cloud-based solutions
FinTech 100
Vestmark Manager Marketplace (VMM)
Morningstar®
Homrich Berg
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial LLC
Silanis
ProTracker
robust technology capabilities
Park City, Utah
Joseph Miola
Wealthcare Capital Management
comprehensive portfolio management
Bob Veres
Naureen Hassan
Informatica
CAM
the Practice
AICPA
Mark Casady
David Lyon
SMAs
Raj Udeshi
Salentica’s Data Broker
performance expectations
Junxure’s cloud-based CRM/office management solution
Wes Stillman
couple’s report
regulatory compliance
NetXInvestor
integration of independent recordkeepers
Chapwood Investments
eVestment
Matt O’Brien
Florida
digital marketing hub
SS&C Technologies Holdings
account rebalancing software
SCANalytics
XLR8
Custodian
NorthStar
investment screening functionality
Client Data Automation
TRX Edge
Atlanta
Mike Walsh
Fuse 2014 award
Doug McPhail
SugarCRM
Kevin Knull
Schwab OpenView MarketSquare®
Portfolio Crash Test solution
Dan Santner
Risk Analysis
online practice management platform
Financelogix
Upside Advisor
Barrett Ayers
modify portfolio exposures
goalgamiPro®
Ebix
Advisor Office
Laser App Enterprise
Security
Positions
Orion Business Intelligence
Jenze Bosma
CLS Investments
Firm Alerts and Announcements
Morningstar® Advisor WorkstationSM
hosted archiving solutions
Brian Semitekol
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Focus 2015
ProTracker Advantage
ProTracker Cloud
Rocaton Advisors
Joseph Mrak
WealthCentral
comprehensive trading solutions
Bobby Yazdani
NaviPlan
InformationWeek 500
CAM System
Envestnet Advisor Summit
The Retirement Hub
Mark Engelhardt
David, Stalnaker
Social Analytics
Sales Cloud
Performance Measurement
Weston
Craig Smith
regulatory compliance services and technology
NetXInvestor®
Intelligent Aggregation
eVestment Quantum Analytics
Tom Schildhauer
AppHub
Maureen Duff
FMG Suite
Digital Marketing Platform
SS&C Technologies Holdings, Inc.
account servicing
Phil Sorgen
Custom Cloud (Force.com)
Retirement Plan Network
client database portal
Fetter Logic
turnkey data science solutions
Attribution Analysis
mitigate risk
Fusion Advisor Workstation
Downloadable Portfolio Review Reports
Suhail Ali
Advent Custodial Data
Kevin Kraus
Schwab OpenView Mobile
Portfolio Crash Testing
risk engineering
Online Reporting Dashboard
J.P. Morgan
Clients & Portfolios
Financial Account Data Technology Platform
Uri Pomerantz
basic client interaction
Google Analytics integration
Ebix Smart Office
TA Associates
Advisor Office platform
POWER
Riskalyze and RetireUp Integration Demo
CNN Money
First Rate
Vestorly solution
Morningstar® Portfolio X-Ray®
Household Balance Sheet
eMoney Select system
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus Conference
Simon Sinek