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technology Eric Clarke CRM Orion Advisor Services Orion Riskalyze Junxure MoneyGuidePro Envestnet Greg Friedman Morningstar T3 AdvisoryWorld Aaron Klein T3 Blog Vestorly Laser App Software Justin Wisz Schwab TD Ameritrade TD Ameritrade Institutional Robert Powell Junxure Cloud Salesforce RiXtrema portfolio management Pershing Tricia Rothschild Redtail Technology Stuart DePina Laserfiche Fidelity Redtail CRM Ken Golding Laser App Anywhere eMoney Daniel Satchkov CRM Solutions Redtail Morningstar OfficeSM LPL Financial DocuSign account aggregation FinaMetrica Brian McLaughlin eMoney Advisor Advent Brian Shenson Neesha Hathi PIEtech Advicent Laser App client relationship management Sam Attias Sheryl Rowling NetX360® Jemstep David Benskin T3 Technology Conference SunGard Victor Fetter Michael Kitces Vanare Ram Nagappan NorthStar Financial Services Group Charles Schwab Performance Reporting forms automation External IT Wealth Access Risk Number™ Junxure Advisor Conference Ryan Beach Bill Crager Advisor Technology solutions Lowell Putnam RIAs Rich Cancro Geoff Davey Oranj FAStech Oleg Tishkevich HiddenLevers Dave Welling Sid Yenamandra tRx Bill Rourke Portfolio Analytics Tom Nally Jon Patullo Jennifer Valdez Bill Winterberg Advizr Entreda Salentica CRM Quovo Finance Logix Total Rebalance Expert Orion Advisor Services, LLC SunGard Financial Systems Advyzon Phil Cunningham Orion Connect Ron Carson Kiplinger Yodlee Pat Dempsey Vanguard BizEquity Schwab Advisor Services RetireUp Ed Beggs Albridge Michael Wilson Jud Bergman Black Diamond Advisors Assistant OpenView Gateway Hussain Zaidi Advent Software Redi2 Technologies Client Marketing Systems document management Data Aggregation management software Scottrade ActiFi T3 Advisor Conference Spenser Segal Advicent Solutions Paul Resnik Morningstar Office reporting platform E-Valuator wealth management solutions Risk Profiling content marketing John Prendergast Croesus Blu Giant NetX360 Tom Giachetti Mike McDaniel Advisor BioniX Blu Giant Advisor Studios Rich Ellinger portfolio analysis Risk Tolerance Digital Content Marketing February 10-12, 2016 Peak Advisor Alliance Investment Planning rebalancing platform NetX360® platform Anil Arora risk tolerance assessment ETFs Brett Clarke Blueleaf Schwab OpenView Gateway XTRAC Money Guide Pro Salentica Advisor CRM Integration SSG Advisor Xi Platform BNY Mellon Schwab OpenView Gateway™ J.D. Bruce Mark Tibergien Wealthminder SSG Conference Simon Mulcahy AssetMark XTRAC Solutions custodial platform Tyler Nunnally Fermin Garcia BillFin investment solutions Retirement Income Story© Bob Curtis Social Media Jim Dario Michael Pinsker ClientFirst Billy Oliverio NaviPro WealthStation SEI Appcrown Envestnet | Tamarac Charles Goldman Advent Black Diamond Dan Skiles BioniX Schwab advisor center Gail Graham financial advisors Neal Ringquist Zohar Swaine Salesforce AppExchange FolioDynamix Philip Wilson Deborah Fox customer relationship management RIA TradePMR advisor rebalancing Fidelity Institutional Drew DiMarino MyRetirement financial planning NestEgg practice and portfolio management system AdventConnect MyRIACompliance Advisors Assistant® Risk Number Shareholders Service Group Advisor Software Fidelity Investments financial planning software Pocket Risk Grendel Todd Clarke Pershing Advisor Solutions Edmond Walters Scottrade® Advisor Services Enhanced Capital Partners portfolio management tools Tom Doherty CEB TowerGroup data protection OptionsPlay Score Sherri DuMond Artificial Intelligence John Norwood Mike Capelle Robert Moore ActiFi Client Engagement Impact Communications Kelly Caffrey Worldox CRM User Adoption eSignature Capabilities PreciseFP Chris Momsen Depository Trust and Clearing Corporation packaged web design Strategic Integrated Online Account Processing Automated Workflow Mobile Scribe Service integrated cloud based technology Cutting Edge Auditing FA Insight quantitative risk technology United Capital Docupace T3 Advisor Tech Conference Salesforce1 Customer Platform Investment Advisors Workflow Fred Tomczyk data aggregation solutions Fidelity®'s New Wealthcentral® Technology Bundle Rebalancer Veo® cloud-based billing software Pershing LLC brand-centric theme customization Blaze Portfolio Nathan Lucius Schwab Intelligent Integration® iRebal® Maree Moscati Gentech financial planning tool compete against other digital advisors Edward Jones portfolio accounting service provider The Efficient Practice business and technology management NetExchange View Office 365 Smart Form Tool Scottrade® Advisor Services Platform Andrew Rudd Jason Wenk Matched Portfolio Gustav Karner web-based portfolio management software Copytalk+ enhanced client communication portfolio mappings services Tom Embrogno Celent Data-Driven Insights Optionsplay® sqope Sheryl Garrett Artisan and Grendel Mike Ethridge ActiFi software suite Impact Technologies Group WorthFM Estate Assist predictive analytical tools Trizic Chris Wacker detailed financial planning Panoramix Streetscape Automated workflows Model Wealth Portfolios SaaS advisor and client portals integrated CRM Laser App 2015 Financial Services Conference Cybersecurity Farshad Ghaffari Quantitative Risk Tolerance United Capital Financial Advisors Client Relationship Management (CRM) Docupace ePACS® Paul West Bill Good Advisor View Investment Income Summary Report reporting solutions Ft. Lauderdale Fidelity’s Technology and Operations Consulting rebalancing verification cloud-based billing tool eAdvisor Pershing’s Net 360 Technology Channel TD Ameritrade Institutional Veo® BrandYourself.com National Financial Partners Corp. Schwab Intelligent Portfolios AdvisoryWorld Financial Technology iShares Marie Swift Financial Transmission Network Inc. wealth management technology compliance and security Efficient Technology Portfolio Accounting Solutions The E‐Valuator business development metrics Office of the Future Smart Office seamless advisor integration Andrew Stevens Jay Jay French Matt Abar risk profiling questionnaire provider Abby Schneiderman Hemant Moore web-based software portal Copytalk+ Smartphone App enhanced mutual funds order management Portfolio Pathway Center For Wealth Planning DataPro sqopeTM Score Ashley Globerman John Schobel robo advisors activity streams import tool Kevin Cimring X-Ray Reports Cross-business Tracking Routing & Control estate management PRNewswire Trust Company of Sterne Agee CIO Review Digital Advice Panoramix™ automating portfolio management Junxure Cloud® Modern Portfolio Theory SaaS-based payment processing platform Integrated CRM Performance Dashboard Laser App Advisor Con 2015 Redtail Technology CRM Cybersecurity and Compliance Quantum up-to-date account data client relationship solution Docupace Technologies PCI-compliant platform T3 Conference Anaheim, CA Bill Laird Morningstar, Inc. San Diego Advisor View™ investment management experience LPL Financial Holdings ReportQ FTJ FundChoice Figlo rebalancing capability Vestmark cloud-based CRM platform EAI Personal Finance Management Application TD Ameritrade Institutional's Veo® Bret Baier Nationwide Schwab Intelligent Portfolios™ AdvisoryWorld HoldingScan Report for Households ISO Mario Canas George Will FinFolio Wealthbase ComplianceQ Electronic Signing The Future of Risk is Here: Enhance Your Value or Perish business intelligence Smarter Prospecting seamless forms-filling capabilities Andrew Tognela Jeff Norris Matt Crisp acceptable and unacceptable tolerance standards Wednesday July 22, 2015 Wells Fargo Advisors Cory Haberkorn enrollment platform portfolio risk Tom Kimberly centralized and tailored user experience order processing SS&C Technologies ASI John Vaccaro Mike Phillips Robo-Advisers Activity tracking and corporate memory Income Generator Kevin Crowe XCelent Award CSIA ETF OneSource participants ProcessEZ Cities Digital Paperclip Sugar Ray Leonard automation software tool Junxure Cloud® CRM Modestpark Safe by Estate Assist Advisor Con integrated receivables management Reduce computer sprawl Damian Gallina Questar Capital℠ Upside Client Risk Assessments T3 Enterprise Conference Morningstar® San Diego, CA Advisor Websites LPL Financial LLC required trading and rebalancing FTNI filter and cross reference data Vestmark Manager Marketplace (VMM) cloud-based IT Earnings Potential personal financial management TD Ameritrade Institutional’s Veo Open Access platform Bret Magpiong Blu Giant, LLC Natural Language Processing Schwab Intelligent Technologies Advisor® Xi iTunes App Stores Mark Balasa RightSize Solutions Global Financial Private Capital FinFolio’s Portfolio Management Software Wealthbox CRM compliant ready platform eliminating selected fees The Markets business processing services Online Account Management SmartOffice Search Engine Optimization Matt Nelson High-Performing Firms Wes Stillman Cory Olson Enterprise Content Management Software Portfolio Snapshot Cetera SS&C Technologies Holdings SIFMA/FINRA Cybersecurity Conference asset allocation mappings service Mike Walsh Robo-advisor Adhesion independent portfolio rebalancing software platform Kevin Knull XLR8 curation engines Productivity TRX Edge Cities Digital’s MagniMail digital financial solutions paperless client onboarding process SugarCRM Autopilot Junxure CRM modify portfolio exposures Sagacious, Inc. Advisor Convention October 7-8 integrated technology Laser App Enterprise RegEd Damon Deru February 4, 2015 Quik! Form Upside Advisor Client Service Monitor Dominey Stewart pensions Bill Stone Morningstar® Advisor WorkstationSM scalable personal finance data platform advisor workflow partnership investment policy statement LPL Focus 2015 RESTful full lifecycle portfolio management rebalancing solution cloud-based IT outsourcing EarningsQ Personal Financial Management (PFM) tool TD Ameritrade Institutional’s VEO® Naureen Hassan Advisor® Xi suite J. Kelley Williams, Jr. Mark Casady Rio Hotel & Casino Global Investment Performance Standards FinFolio’s WorkStation Wealthcare Capital Management Composite Holdings Report Eliza De Pardo portfolio applications the Practice business valuation knowledge NetXInvestor online account opening SMAs search engine optimization tagging Ann Haas Matt O’Brien risk tolerance assessment tools Account Alerts Holdings Homrich Berg Weston Cost Basis enterprise-grade data management platform PortfolioCenter Tom Schildhauer Cetera Financial Group David Canter Orion Advisor Integration SS&C Technologies Holdings, Inc. Signix asset gathering Jonathan Jaranson mitigate risk Robo-Shield™ advanced data reporting industry related forms Kevin Kraus custodial data file import process ETF’s Proposal Generation Capabilities turnkey data science solutions CitiMortgage Digital Fortress paperless enrolment Suhail Ali Back Office Solutions Junxure® CRM registered investment advisors Dan Arnold Fee Calculation Details Quik! Forms Uri Pomerantz client-facing analytical and proposal tool Donald Capone Performance TA Associates Morningstar® Portfolio X-Ray® Scalable workflow tools Advisor Xi investment research platforms LPL Focus Conference Retirement Hub app Fuse 2014 FinaMetrica Plus rebalancing workflows Vestorly solution cloud-based platform easily view user activity personal financial management platform TD Ameritrade National LINC Conference Brett Thorne BlueSky NaviPlan normalization Schwab OpenView Gateway® J. Richard Coe Mark Engelhardt Rio Hotel & Casino in Las Vegas goalgamiPro FINRA and SEC technology guidelines WealthCentral composite performance reporting Ellen Smith Portfolio Building The Retirement Hub business valuations NetXInvestor® Online Account Opening & Transfer Social Analytics Securities America Ann Marie Stieler Jenny Richards Maureen Duff Risk Tolerance Questionnaire Account Details Risk-Balanced Portfolios account management software hosted archiving solutions Westport Resources cost-efficient beta exposure PortfolioCenter® Total Portfolio Expert (TPX) Chad Blythe David Fetter Silanis AssetBook Joseph Miola Mitt Romney robust backup features advanced wealth planning solutions Informatica Kevin Miller XTRAC App Custodial Data Integrations Everplans Proposal Tool for Chapwood Investments two-factor authentication client acquisition Digital Fortress Suite paperless onboarding back-office solutions Junxure’s cloud-based CRM/office management solution Advisor FinTech Hackathon integration of independent recordkeepers Laser App’s Software as a Service (SaaS) platform registration checker tool Florida Dan Brownell fee elimination user-friendly programing Client-facing technology Doug Harbrecht Performance Center Tamarac Advisor® Xi Bill Wostoupal Multi-Asset Class Portfolio Analysis SCANaltyics investment screening functionality LPL’s Resource Center retirement income planning tool Fuse 2014 award Redhawk cloud-based portfolio management EBITDA growth rate Pete Hess TD Ameritrade's VEO Brian A. Davis NaviPlan LEADS Northern Lights Compliance Services Advizr and Orion integration Risk Alignment Platform goalgamiPro® FinTech 100 Composite Portfolio Review portfolio construction capabilities The Tarbox Group, Inc. ByAllAccountsSM new client electronic on-boarding online advisor-client collaboration social collaboration securities and insurance industries Anna Curry Jenze Bosma account opening Household Balance Sheet Whitepaper Council Capital position data Chad Centorbi David Lyon Joseph Mrak Mobile app robust technology capabilities advanced workflow tools InformationWeek 500 Kevin Paulsen eVestment ProTracker Client communications management digital marketing hub paperless processing systems BakerAvenue Asset Management MoneyGuideProTM Salentica’s Data Broker Advisor Impact Intelligent Aggregation LaserApp regulatory compliance FMG Suite Dan Hunt Radar Client360º Doug McPhail Performance Dashboard and Client Reporting Engine Tamarac's Advisor® Xi multi-block trading SCANalytics Advisor-Client relationships Luis Gomez Fusion Advisor Workstation Financelogix Video conferencing cloud-based solutions Ebix Peter Intraligi TD Ameritrade’s Veo platform NaviPlan® financial planning tool Northern Lights Distributors Schwab OpenView MarketSquare® J.P. Morgan Mark Wilson Risk Analysis Google Analytics integration Firm Alerts and Announcements Wealthminder Seed Capital CompositeBuilder Portfolio Construction Tool Third-Party Technology Integrations CAIS New Microsoft Dynamics® online client engagement Security Annuities + Insurance Michael M. Carter Riskalyze and RetireUp Integration Demo Account opening and commissions household-­‐level rebalancing Will Bressman couple’s report Envestnet Advisor Summit Positions Total Rebalance Expert (TRX) Chapwood Investments David, Stalnaker Orion Business Intelligence Stark & Stark Simon Sinek AssetMark Advisor iPad Joseph Starinsky Mobile App 2.0 Rocaton Advisors Innovation Centers Kevin Sweet yHLsoft Custodian eVestment Quantum Analytics ProTracker Advantage Ultra High Net Worth Client Data Automation Digital Marketing Platform Park City, Utah SunGard’s WealthStation Balances MoneyGuidePro® Sales Cloud Advisor iPad App interactive compliance calendar LaserApp Anywhere regulatory compliance services and technology Folio Institutional Dan Santner Fetter Logic Raj Udeshi Vanare | NestEgg Downloadable Portfolio Review Reports performance expectations tax efficiency in a cloud-­‐based model multi-user support AdvisorComplete platform InvestmentNews MacroRisk Analytics Retirement Plan Network Fusion® Advisor Workstation Financial Account Data Technology Platform Vincent Guyaux CLS Investments Ebix Smart Office TDA Brian Semitekol Bob Stiess NorthStar Schwab OpenView Mobile Aggregation Jackson Market Movement Strategies (MMS) risk engineering Google Play First Rate comprehensive portfolio management eMoney Select system Portfolio Crash Test solution Tim Ramza CAM Newgate Capital Management online practice management platform social media integrations App expansion Jim McKelvey Jim Patrick Michael Spellacy Riskalyze Autopilot account rebalancing software householded data backbone William Faulkner Craig Smith POWER Total Technology Platform Daxs Stadjuhar State Income Tax Calculator single sign-on integration Atlanta Josh Brown Mobile Application Inside Information Custom Cloud (Force.com) eVestment Spectrum Analytics ProTracker Cloud unified cloud computing solutions client database portal Digital Practice Management SunGard’s WealthStation Financial Planning solution Barrett Ayers MoneyTree Advisor Office Interview Rehmann FolioDynamics Fetterlogic Clients & Portfolios downside volatility Performance Measurement Tax Efficient Drawdown mutual fund capital gains distributions AdvisorComplete℠ Investor-Advisor Collaboration Maggie Crowley RetireRisk Vladimir Baranov CNN Money Echosign Phil Sorgen Bob Veres Schwab Performance Technologies® AICPA Jackson app Marketing Center platform Risk Management Gradient Investments Fisher Investments WealthStation CompAct comprehensive trading solutions eMoney’s emX Select platform Portfolio Crash Testing Tim Welsh CAM System Next Generation Investor Portal Online Reporting Dashboard Social Security service alerts Service Cloud AppHub Joe Duran Michael Stier account servicing HTML5 version Windows™ PowerShell create and manage portfolios Envestnet | Tamarac's Advisor Xi Power of Together Touch functionality Dean Cook Orion Discover state‐of‐the‐art forms-filling technology single-sign on capability Attribution Analysis Juan Williams Mobile channel Ron Huddleston Advent Custodial Data Insights on Advice Kirk Hulett customer acquisition eVestment Spotlight Analytics ProTracker Software unified managed account client engagement direct online insurance offerings Patrick Ambron Sustainable Retirement Income basic client interaction monitoring Advisor Office platform Intraday Integration Laserfiche Connector relationship solutions Daniel Inveen RCS Capital variable annuities ClientView Client Portal Dr. David Lawrence Tax Lot information My Wall AdvisorQ Investor360° MagniPost Garrett Planning Network Financial Feed Wall Street Journal Cohesive Client Management Process Technology adoption Brian Stimpfl Bobby Yazdani Norwood Consulting Schwab’s 2013 RIA Benchmarking Study Jackson National Life Insurance Company® Marketing Cloud risk management characteristics Great Kight fixed index annuities WealthStation Financial Planning computer-based modeling system eMoney’s wealth management platform time-effective onboarding experience Cameron Routh Next Generation of Integration Open View Gateway Social Security Analyzer open-architecture platform Social Security Optimizer services and support for RIAs Application of Preference Measurement: The Case of Riskalyze Joe Ruzycki RiXtrema's Portfolio Crash Test accounting software Human Finance Project WinOps credit card processing Envestnet’s Advisor Suite® PowerAdvisor Trade Strategy Visualization Charles Sizemore Orion Portfolio Reports Steve Dunlap single-sign on functionality Audit Management mobile connectivity Roy Burns Advent Direct INSITE™ 2015 conference Krilogy Financial Zywave eWealthManager psychometric risk tolerance test unified wealth management technology client feedback disparate and divergent solutions Patrick Dempsey Symantec VIP integration BD Equalizer monthly compliance checklists Salesforce CRM Advisor Pro platform intraday quotes Laserfiche Document Management Relius Adminstration Forbes Fidelity Center for Applied Technology real time balances VAs ClientWorks Dr. Noah Smith Performance Reporting Capabilities tax planning myeDocumentsuite.com Schwab Advisor Services’ iPad app maintenance of composites Gemcom Financial Personalities Walt Bettinger Collaboration Cloud (Chatter) Ed Butowsky Technology Integrations Broker Dealers Bonaventure Resort and Spa Nerd’s Eye View Note Taking SciQ Insights Albridge Solutions Jackson.com Marketing Gorilla System risk management platform 1-to-1 client relationships flexibility to scale WealthTechs Concenter Services emX Portfolio Management and Insurance Management modules timeframes Canterbury Consulting data analysis Next-Generation Advisor CRM® next-generation wealth management platform Sonia Rosenbaum Shane Bingham application program interface (API) John Hancock Michelle Smith Rob Cirrotti AccountQ™ Women Investors Envestnet’s Digital Advisor platform PowerShares check scanning DecisionCenter Orion’s Client Portal Steve Sanduski SixThirty Audit Technology Jud Mackrill mobile devices Run Smarter® instantaneous stress testing Kyle Hiatt “Robo” Challenge Redhawk Wealth Advisors Customer Success Platform Expanded Performance Details for Sample Portfolios Q-Suite Unify Client Management System Document Imaging Patrick Flaherty Synapse API Behavioral Finance Salesforce data migrator intuitive user-experience Lex Sokolin Report Builder Darren Tedesco Real-Time Data Vendor Affinity Program ClientWorks platform performance reporting software tax-aware trading program Black Diamond platform Schwab Advisor Services’ SOLUTIONS® Advisors Assistant Everywhere IPS AdvisorPro manage cash flows RIA advisor platform Gemini Alternative Funds Warren Mackensen Commonwealth Financial Network Ed O’ Brien PIEtech, Inc., technology solutions brokerage and custody services Branch Audit Consulting Nova Small Businesses Scivantage Allen Eickelberg Jackson® Marketware International risk modeling 2015 Peter L. Bernstein Award Greg Vigrass Flexible Optimizer Web App Single Sign On Concierge Service EMX Platform Portfolio Management Consultants TJ Jones CapGainsValet data analysis solutions Career Activity Management System data automation NFP OpportunityView™ Sophie Schmitt Shannon Dempsey application programming interface John Mackowiak Microsoft Robb Baldwin Accounts and Fact Sheets for Investments IBackup® Woodrow Levin TradeWarrior Chicago Deena Katz OS33 Cloud Desktop platform Steven D. Kelly SixThirty FinTech Accelerator auditable workflow and document management technology Julie Littlechild mobile forms-filling Rushmore Advisor Services Institutional Intelligent Portfolios™ Ladenburg Thalmann Financial Services Inc. Customizable Quarterly Investment Review Presentations Quadron Data Solutions Unify Cloud Disaster Recovery Patrick Yip T. Rowe Price Ben Francois Morningstar Advisor Salesforce Financial Service Cloud Integration Advisor Rebalancing® Invesco LiquidHub reporting forms library Darrin Courtney Fidelity Institutional Wealth Services Real-time Profile Tracking VEO Cloud applications Dropbox Perry Moore tax-losses Black Diamond® Schwab Advisory Services IPSAdvisorPro management fee RIA Benchmarking Study Gemini Fund Services financial planning and client engagement solutions Commonwealth’s Practice360º Ed O’Brien PMC's Quantitative Portfolios Technology Tools For Today browser in the cloud NestEgg Wealth November 2-4, 2015 Smarsh Scott Parry Amanda Steinberg James Carney Martin L. Flanagan 2015 Veo® Integrated Awards Gregg Klein web-based applications conflict-free custody solution emX’s Vault portfolio management process To-Do Lists Carson Wealth Management Group Data Cloud (Jigsaw) NFP Advisor Services Group Optimum Market Portfolios sophisticated computer algorithms Arcons Technology John McArthur Microsoft Corp Robert Arnott ACH origination IBDs Kanchana Chalia Wordpress platform CRM systems Eric Jardine practice management Trading Processes Chris Casdia Dennis Fox Outlook email archiving Stifel Automate Client Marketing Juney Ham Mobile Optimization Russ Thornton AdventConnect 2014 inStream Solutions lagging performance duration and timeframe priorities Redkite customizable questionnaires External IT Cloud Desktop Quadron Data Solutions™ Unify Software Client Marketing Systems, Inc. Document Processing Paul Cantrell Benjamin Birken Morningstar Analyst Rating™ Salesforce Financial Services Cloud Investigo Lori Hardwick reporting capabilities Fox Financial Planning Realized and Unrealized Gains/Losses Veo Open Access Cloud Desktop solution Duane D’Orazio Black Diamond℠ Narrator Clients™ Schwab IMPACT 2013 Advisors Assistant’s CRM iReach RIA in a Box Gemini Hedge Fund Services Community Blog EDGAR filing agent Technology Tools for Today 2014 Conference Built In Token 2-Factor Authentication NetExchange Client Oauth2 user authentication security Smarsh My Site Analytics Cloud James Poer Mary Ellen Whiteman Risk Number® 2016 T3 Advisor Conference, Ft. Lauderdale, FL web-based client management software Connections Console end-of-life plan Portfolio Management Processes portfolio management system Todd R. Crockett cash posting data management solutions Nobel Foundation Optional Tax Management Spark Sharing ARKON John Ndege Microsoft Dynamics CRM Robert Eggebrecht IEC Karl Chan workflow solutions CRM technology error checking practice management solutions Trading Strategy Checklist Chris Casey Denny Bottorff Outsourcing Services Strategic Advisor automated portfolio management Mobile Productivity Russell Leto Insurance and Securities verticals Las Vegas customized analysis External IT's Cloud Desktop qualified fiduciary advisors Unify’s Cloud VPN Client Meeting Support for Advisors document storage software-as-a-service Paul Polese Best Technology for a Vertical CRM Morningstar for Advisors App Salesforce.com Advisor Software, Inc. investment advice Loring Ward Reporting Console for Each Office Fox Financial Planning Network data aggregation functionality Fidelity Investments® rebalance Veo Open AccessSM platform cloud-based archiving solutions Dynamic Rebalancing TD Ameritrade Holding Corporation BranchNet Black Diamond℠ platform Narrator™ application builder Schwab Independent Advisor Outlook Study Advisory World iRebal Mara Laisson RIA/Client reletionships Gen X/Y financial planning technology Wealth Access Estate Platform 3.0 company performance analysis portfolio accounting tenth annual T3 Technology Conference Business Analytics NetExchange Select October 13 Smarsh Sites Andrew Rogers Jason Roberts Mary Ferguson Aaron Guidotti Guide Financial Technologies web-based CRM content aggregation end-­‐to-­‐end portfolio management