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