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