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