Home > Blogs > AdvisoryWorld Releases Short Video on "Joe Advisor" and Benefits of Attending the T3 Conference
AdvisoryWorld Releases Short Video on "Joe Advisor" and Benefits of Attending the T3 Conference
Submitted by Technology Tools for Today on February 7th, 2014
Take a look at this short (and fun!) video from AdvisoryWorld Financial Technology. It points toward the value of attending the T3 conference as a financial advisor ... in this case "Joe Advisor" and showcases a couple of T3's long-time sponsors. Keep your eyes peeled as there are two cartoon characters you'll recognize: Dave Drucker and Joel Bruckenstein!
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Artisan and Grendel
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
enhanced mutual funds order management
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
Composite Portfolio Review
RIA/Client reletionships
DataPro
October 13
Florida
ByAllAccountsSM
Unify
Automated workflows
mobile connectivity
Synapse API
advisor and client portals
Krilogy Financial
estate management
portfolio management system
investment screening functionality
cost-efficient beta exposure
Council Capital
OptionsPlay Score
Fusion Advisor Workstation
Chad Centorbi
VEO
Bill Laird
tax-losses
Advisor View™
Lex Sokolin
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
Client communications management
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh
filter and cross reference data
quantitative risk technology
Dan Hunt
Earnings Potential
Household Balance Sheet
web-based applications
Client360º
To-Do Lists
Andrew Tognela
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
FinFolio’s Portfolio Management Software
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
eliminating selected fees
Pershing LLC
InformationWeek 500
Woodrow Levin
cloud-based solutions
next-generation wealth management platform
TradeWarrior
Ashley Globerman
Michelle Smith
Steven D. Kelly
activity streams
Schwab Intelligent Integration®
enrollment platform
portfolio accounting service provider
Intelligent Aggregation
CompositeBuilder
Office 365
FMG Suite
CAIS
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
T. Rowe Price
Kyle Hiatt
Scottrade® Advisor Services Platform
ETF OneSource participants
portfolio management tools
couple’s report
risk profiling questionnaire provider
digital financial solutions
Optionsplay®
Fusion® Advisor Workstation
Chapwood Investments
Veo Open Access
Morningstar Advisor
Advisor Websites
LiquidHub
Sheryl Garrett
February 4, 2015
predictive analytical tools
Jackson
Custodian
Dominey Stewart
Panoramix
Google Play
Client Data Automation
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
Smarsh My Site
Quantitative Risk Tolerance
Jim McKelvey
Dan Santner
SaaS
EarningsQ
Paul West
household-‐level rebalancing
web-based client management software
NestEgg Wealth
Martin L. Flanagan
sophisticated computer algorithms
FinFolio’s WorkStation
rebalancing
Joseph Starinsky
Eliza De Pardo
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
CLS Investments
reporting solutions
NFP
Brian Semitekol
Trading Processes
ASI
Microsoft
Stifel
Activity tracking and corporate memory
Schwab Intelligent Portfolios
Enterprise Content Management Software
Portfolio Accounting Solutions
interactive compliance calendar
comprehensive portfolio management
Office of the Future
Folio Institutional
CAM
Unify Software
automation software tool
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
Investor-Advisor Collaboration
Craig Smith
Digital Fortress
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
Fee Calculation Details
PRNewswire
Jackson app
Custom Cloud (Force.com)
robo advisors
Donald Capone
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
client database portal
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
Smarsh Sites
FinaMetrica Plus
Quantum
Jim Patrick
SaaS-based payment processing platform
easily view user activity
PCI-compliant platform
householded data backbone
web-based CRM
Clients & Portfolios
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
Spark
Account Alerts
FINRA and SEC technology guidelines
rebalancing capability
Josh Brown
San Diego
Ellen Smith
Personal Finance Management Application
Inside Information
workflow solutions
CNN Money
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Strategic Advisor
Adhesion
Kanchana Chalia
Schwab Intelligent Portfolios™
enterprise-grade data management platform
Interview
comprehensive trading solutions
David Canter
FolioDynamics
CAM System
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
ETF’s
Portfolio Pathway
Everplans
portfolio risk
Investor360°
create and manage portfolios
Digital Fortress Suite
order processing
Garrett Planning Network
Veo®
Morningstar for Advisors App
Advisor Xi
Loring Ward
fee elimination
ProcessEZ
Jackson National Life Insurance Company®
customer acquisition
Robo-Advisers
Doug Harbrecht
Paperclip
Great Kight
client engagement
BlueSky
Narrator™ application builder
The Efficient Practice
Mara Laisson
Smart Form Tool
Questar Capital℠
Joe Duran
Daniel Inveen
Safe by Estate Assist
EBITDA growth rate
HTML5 version
web-based portfolio management software
ClientView Client Portal
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Account Details
FinTech 100
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Worldox
Cohesive Client Management Process
required trading and rebalancing
Nobel Foundation
Brian Stimpfl
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Schwab Intelligent Technologies
Intraday Integration
computer-based modeling system
RightSize Solutions
David Fetter
Online Account Management
Cameron Routh
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
Search Engine Optimization
search engine optimization tagging
eVestment
Portfolio Snapshot
iPad app
credit card processing
risk tolerance assessment tools
digital marketing hub
Gemcom
Charles Sizemore
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Robo-advisor
Doug McPhail
paperless client onboarding process
wealth management technology
client feedback
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Smart Office
Financelogix
Quik! Form
Joe Ruzycki
Sagacious, Inc.
Ebix
pensions
Human Finance Project
web-based software portal
ClientWorks
RegEd
NetExchange View
Tom Embrogno
Anna Curry
Matched Portfolio
sqope
account management software
Firm Alerts and Announcements
rebalancing solution
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
Collaboration Cloud (Chatter)
RESTful
Broker Dealers
Trizic
AssetBook
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
Concenter Services
Rio Hotel & Casino
David Lyon
online account opening
Forbes
Canterbury Consulting
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Advisor FinTech Hackathon
Securities America
eVestment Quantum Analytics
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Digital Marketing Platform
Orion Advisor Integration
Gemini Alternative Funds
check scanning
Vestmark
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Signix
Fetter Logic
Proposal Generation Capabilities
Jackson®
Customer Success Platform
Robo-Shield™
Downloadable Portfolio Review Reports
paperless enrolment
Greg Vigrass
Wealthbase
Client Management System
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Smarter Prospecting
Financial Account Data Technology Platform
Quik! Forms
John Hancock
Darren Tedesco
Ebix Smart Office
Performance
Wednesday July 22, 2015
ClientWorks platform
registered investment advisors
Annuities + Insurance
Matt Abar
sqopeTM Score
account opening
First Rate
rebalancing workflows
Jud Mackrill
Scalable workflow tools
eMoney Select system
personal financial management platform
instantaneous stress testing
X-Ray Reports
Commonwealth Financial Network
Retirement Hub app
normalization
brokerage and custody services
Trust Company of Sterne Agee
Mike Ethridge
advanced workflow tools
Schwab OpenView Gateway®
Envestnet Advisor Summit
Portfolio Building
intuitive user-experience
Concierge Service
Rio Hotel & Casino in Las Vegas
David, Stalnaker
Online Account Opening & Transfer
CapGainsValet
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
securities and insurance industries
eVestment Spectrum Analytics
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Digital Practice Management
Gemini Fund Services
Chicago
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
Silanis
Fetterlogic
Proposal Tool for Chapwood Investments
James Carney
Customizable Quarterly Investment Review Presentations
robust backup features
downside volatility
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
SmartOffice
John Mackowiak
Darrin Courtney
Echosign
Performance Center
IBackup®
Wells Fargo Advisors
Cloud applications
registration checker tool
Tom Kimberly
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Fisher Investments
Redhawk
Julie Littlechild
SCANaltyics
eMoney’s emX Select platform
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
Commonwealth’s Practice360º
retirement income planning tool
Northern Lights Compliance Services
browser in the cloud
AssetMark Advisor iPad
Sugar Ray Leonard
Kevin Cimring
portfolio construction capabilities
Invesco
conflict-free custody solution
Risk Alignment Platform
Daxs Stadjuhar
online advisor-client collaboration
forms library
Career Activity Management System
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
Security
eVestment Spotlight Analytics
position data
iReach
CRM systems
direct online insurance offerings
Gemini Hedge Fund Services
Chris Casdia
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
ProTracker
James Poer
customizable questionnaires
robust technology capabilities
Dr. David Lawrence
paperless processing systems
Wealthcare Capital Management
Client Marketing Systems, Inc.
Bob Veres
Natural Language Processing
the Practice
AICPA
Mark Balasa
SMAs
Financial Feed
Radar
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
Cloud Desktop solution
regulatory compliance
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
fixed index annuities
Juney Ham
SCANalytics
eMoney’s wealth management platform
Peter Intraligi
inStream Solutions
XLR8
Community Blog
Northern Lights Distributors
Built In Token 2-Factor Authentication
TRX Edge
Atlanta
Mike Phillips
SugarCRM
Kevin Crowe
Schwab OpenView MarketSquare®
Envestnet | Tamarac's Advisor Xi
Portfolio Construction Tool
Investigo
Connections Console
Risk Analysis
Dean Cook
online client engagement
Fox Financial Planning
Carson Wealth Management Group
Upside Advisor
Barrett Ayers
Modestpark
Advisor Office
TA Associates
Advisor Office platform
Laser App Enterprise
eWealthManager
Positions
iRebal
CRM technology
Riskalyze and RetireUp Integration Demo
disparate and divergent solutions
Orion Business Intelligence
Gen X/Y
Chris Casey
Vestorly solution
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
Simon Sinek
Fidelity Center for Applied Technology
ProTracker Advantage
Jason Roberts
customized analysis
Rocaton Advisors
Dr. Noah Smith
Park City, Utah
Guide Financial Technologies
WealthCentral
Client Meeting Support for Advisors
Bobby Yazdani
Naureen Hassan
The Retirement Hub
Mark Casady
Social Analytics
Financial Personalities
Raj Udeshi
John Ndege
data aggregation functionality
Sales Cloud
Ed Butowsky
performance expectations
IEC
Weston
cloud-based archiving solutions
regulatory compliance services and technology
NetXInvestor
BranchNet
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
flexibility to scale
emX
Insurance and Securities verticals
company performance analysis
Retirement Plan Network
data analysis
NorthStar
Business Analytics
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
Advent Custodial Data
Kevin Knull
Schwab OpenView Mobile
Envestnet’s Advisor Suite®
Portfolio Crash Test solution
investment advice
content aggregation
risk engineering
online practice management platform
Fox Financial Planning Network
cash posting
Uri Pomerantz
basic client interaction
modify portfolio exposures
Tamarac Advisor® Xi
Advisor Pro platform
service alerts
Expanded Performance Details for Sample Portfolios
POWER
iRebal®
CRM User Adoption
Riskalyze Autopilot
Document Imaging
Gentech
Chris Momsen
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
LPL Focus Conference
single sign-on integration
ProTracker Cloud
Jason Wenk
Cutting Edge Auditing
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
data aggregation solutions
Ed O’ Brien
Performance Measurement
Impact Communications
Westport Resources
cloud-based billing software
Rehmann
NetXInvestor®
brand-centric theme customization
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
accounting software
Flexible Optimizer
EMX Platform
Phil Sorgen
integrated cloud based technology
XTRAC App
compete against other digital advisors
RetireRisk
data analysis solutions
business and technology management
two-factor authentication
Audit Management
mitigate risk
Advent Direct
Kevin Kraus
Schwab Performance Technologies®
Envestnet’s Digital Advisor platform
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
DecisionCenter
Online Reporting Dashboard
Fred Tomczyk
CEB TowerGroup
user-friendly programing
BD Equalizer
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
Service Cloud
Power of Together
iShares
Orion Discover
Chris Wacker
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
Fidelity Institutional Wealth Services
ProTracker Software
Jay Jay French
Cybersecurity
Ron Huddleston
Dropbox
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Client Relationship Management (CRM)
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
2015 Peter L. Bernstein Award
financial planning and client engagement solutions
RCS Capital
Ed O’Brien
Impact Technologies Group
Whitepaper
cloud-based billing tool
relationship solutions
new client electronic on-boarding
BrandYourself.com
application program interface (API)
AccountQ™
emX’s Vault
integrated CRM
compliance and security
data automation
Norwood Consulting
business development metrics
Audit Technology
Mitt Romney
Kevin Miller
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
Copytalk+
risk management characteristics
Deena Katz
Open View Gateway
Ft. Lauderdale
Celent
Behavioral Finance
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
services and support for RIAs
External IT Cloud Desktop
PowerAdvisor
ISO
Cross-business Tracking Routing & Control
RiXtrema's Portfolio Crash Test
Document Processing
Orion Portfolio Reports
George Will
CIO Review
Vincent Guyaux
Black Diamond®
multi-block trading
TDA
Luis Gomez
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Cybersecurity and Compliance
Roy Burns
Duane D’Orazio
Patrick Dempsey
client relationship solution
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
real time balances
John Schobel
Salesforce CRM
EDGAR filing agent
Performance Reporting Capabilities
import tool
Will Bressman
cloud-based CRM platform
Relius Adminstration
New Microsoft Dynamics®
Bret Baier
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Junxure Cloud®
Schwab Advisor Services’
end-of-life plan
Integrated CRM Performance Dashboard
yHLsoft
ComplianceQ
Data Cloud (Jigsaw)
Note Taking
business intelligence
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Kevin Paulsen
SciQ Insights
Eric Jardine
Portfolio Management and Insurance Management modules
investment management experience
Copytalk+ Smartphone App
risk management platform
Dennis Fox
open-architecture platform
FTJ FundChoice
Center For Wealth Planning
Vanare | NestEgg
Ben Francois
