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