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