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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XCelent Award
retirement income planning tool
NorthStar
fixed index annuities
AssetMark Advisor iPad
eMoney’s wealth management platform
Sugar Ray Leonard
integrated CRM
Mobile App 2.0
Custodian
Schwab OpenView MarketSquare®
client database portal
Portfolio Crash Testing
Risk Analysis
Online Reporting Dashboard
Upside Advisor
Barrett Ayers
Envestnet’s Advisor Suite®
Advisor Office
investment management experience
MoneyTree
FTJ FundChoice
Security
Clients & Portfolios
POWER
eWealthManager
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
ISO
mutual fund capital gains distributions
disparate and divergent solutions
George Will
Maggie Crowley
CNN Money
ProTracker Cloud
robust technology capabilities
Wealthcare Capital Management
Bob Veres
Fidelity Center for Applied Technology
the Practice
AICPA
Jeff Norris
Dr. Noah Smith
SMAs
Marketing Center platform
comprehensive trading solutions
Salentica’s Data Broker
CAM System
Performance Measurement
Wes Stillman
regulatory compliance
Financial Personalities
John Schobel
Next Generation Investor Portal
Ed Butowsky
SS&C Technologies Holdings
account rebalancing software
import tool
Michael Spellacy
Craig Smith
SCANalytics
Phil Sorgen
XLR8
flexibility to scale
TRX Edge
Atlanta
Junxure Cloud®
emX
SugarCRM
Integrated CRM Performance Dashboard
Mobile Application
data analysis
Custom Cloud (Force.com)
Schwab OpenView Mobile
Kirk Hulett
client engagement
risk engineering
Open View Gateway
Uri Pomerantz
basic client interaction
Envestnet’s Digital Advisor platform
TA Associates
Advisor Office platform
monitoring
DecisionCenter
Daniel Inveen
FTNI
Laserfiche Connector
ClientView Client Portal
Power of Together
Riskalyze and RetireUp Integration Demo
Orion Discover
Vestorly solution
Expanded Performance Details for Sample Portfolios
TD Ameritrade National LINC Conference
AdvisorQ
iTunes App Stores
My Wall
Document Imaging
Global Financial Private Capital
Simon Sinek
MagniPost
Cohesive Client Management Process
ProTracker Software
Rocaton Advisors
Brian Stimpfl
Patrick Ambron
WealthCentral
Bobby Yazdani
The Retirement Hub
Social Analytics
High-Performing Firms
Marketing Cloud
computer-based modeling system
RCS Capital
Sales Cloud
Cameron Routh
Weston
regulatory compliance services and technology
Tom Schildhauer
AppHub
John Vaccaro
Next Generation of Integration
Ed O’ Brien
SS&C Technologies Holdings, Inc.
account servicing
Income Generator
Michael Stier
create and manage portfolios
Retirement Plan Network
Norwood Consulting
Flexible Optimizer
turnkey data science solutions
Attribution Analysis
Junxure Cloud® CRM
EMX Platform
Suhail Ali
Advent Custodial Data
integrated receivables management
Mobile channel
data analysis solutions
customer acquisition
data automation
Schwab Performance Technologies®
Krilogy Financial
client feedback
Portfolio Management and Insurance Management modules
Risk Management
open-architecture platform
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
investment policy statement
monthly compliance checklists
Deena Katz
full lifecycle portfolio management
service alerts
Laserfiche Document Management
ClientWorks
PowerAdvisor
Riskalyze Autopilot
Orion Portfolio Reports
TD Ameritrade's VEO
J. Kelley Williams, Jr.
myeDocumentsuite.com
Global Investment Performance Standards
single sign-on integration
maintenance of composites
Collaboration Cloud (Chatter)
psychometric risk tolerance test
Broker Dealers
Patrick Dempsey
Bonaventure Resort and Spa
Fidelity Institutional Wealth Services
The Tarbox Group, Inc.
Albridge Solutions
Nerd’s Eye View
Dropbox
social collaboration
1-to-1 client relationships
Holdings
Marketing Gorilla System
Concenter Services
real time balances
Canterbury Consulting
Performance Reporting Capabilities
Westport Resources
Rehmann
financial planning and client engagement solutions
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Next-Generation Advisor CRM®
Ed O’Brien
accounting software
independent portfolio rebalancing software platform
credit card processing
Charles Sizemore
XTRAC App
RetireRisk
Note Taking
two-factor authentication
Audit Management
Junxure CRM
emX’s Vault
Advent Direct
integrated technology
mobile connectivity
mobile devices
Data Cloud (Jigsaw)
Customer Success Platform
Schwab’s 2013 RIA Benchmarking Study
Kyle Hiatt
Client Management System
Portfolio Management Consultants
risk management characteristics
Behavioral Finance
Eric Jardine
Tamarac's Advisor® Xi
investment research platforms
Dennis Fox
Darren Tedesco
Fuse 2014
Service Cloud
Lex Sokolin
ClientWorks platform
PowerShares
Orion’s Client Portal
Video conferencing
Black Diamond platform
External IT Cloud Desktop
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
J. Richard Coe
Document Processing
goalgamiPro
single-sign on capability
manage cash flows
Commonwealth Financial Network
Q-Suite
Ron Huddleston
brokerage and custody services
Patrick Flaherty
Wealthminder Seed Capital
Branch Audit Consulting
Third-Party Technology Integrations
Allen Eickelberg
Jenny Richards
Duane D’Orazio
2015 Peter L. Bernstein Award
Homrich Berg
Marketware International
Concierge Service
Real-Time Data
CapGainsValet
performance reporting software
Whitepaper
relationship solutions
application program interface (API)
Jonathan Jaranson
next-generation wealth management platform
EDGAR filing agent
AccountQ™
industry related forms
Michelle Smith
check scanning
PIEtech, Inc.,
Nova
Audit Technology
Junxure® CRM
end-of-life plan
integration of independent recordkeepers
mobile forms-filling
data management solutions
Customizable Quarterly Investment Review Presentations
Florida
SciQ Insights
Ladenburg Thalmann Financial Services Inc.
portfolio management process
risk management platform
OpportunityView™
Vanare | NestEgg
Ben Francois
error checking
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
investment screening functionality
Morningstar Advisor
Denny Bottorff
Darrin Courtney
Fuse 2014 award
services and support for RIAs
LiquidHub
Cloud applications
RiXtrema's Portfolio Crash Test
OS33 Cloud Desktop platform
Vincent Guyaux
Black Diamond®
External IT's Cloud Desktop
TDA
document storage software-as-a-service
goalgamiPro®
single-sign on functionality
management fee
Commonwealth’s Practice360º
Quadron Data Solutions
Roy Burns
browser in the cloud
Patrick Yip
Fidelity Investments®
Tim Ramza
Amanda Steinberg
Jenze Bosma
NestEgg Wealth
Dynamic Rebalancing
social media integrations
2015 Veo® Integrated Awards
hosted archiving solutions
Martin L. Flanagan
conflict-free custody solution
Real-time Profile Tracking
Salesforce CRM
Career Activity Management System
Perry Moore
Will Bressman
Relius Adminstration
financial planning technology
Total Rebalance Expert (TRX)
application programming interface
Joseph Miola
NFP
Stark & Stark
Accounts and Fact Sheets for Investments
Informatica
Microsoft
Schwab Advisor Services’
Chicago
PMC's Quantitative Portfolios
yHLsoft
November 2-4, 2015
Ultra High Net Worth
auditable workflow and document management technology
Junxure’s cloud-based CRM/office management solution
end-‐to-‐end portfolio management
SunGard’s WealthStation
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Intelligent Aggregation
Mobile Optimization
data protection
customizable questionnaires
FMG Suite
Scivantage
lagging performance duration and timeframe priorities
Client Marketing Systems, Inc.
Portfolio Management Processes
risk modeling
Optimum Market Portfolios
Benjamin Birken
eSignature Capabilities
Tax Efficient Drawdown
Morningstar Analyst Rating™
Depository Trust and Clearing Corporation
Fusion Advisor Workstation
Shane Bingham
Lori Hardwick
Cloud Desktop solution
practice management
Rob Cirrotti
Outlook email archiving
Vladimir Baranov
Black Diamond℠
FA Insight
Advisors Assistant’s CRM
J.P. Morgan
Narrator Clients™
Docupace
Google Analytics integration
SixThirty
Community Blog
Quadron Data Solutions™
Run Smarter®
Built In Token 2-Factor Authentication
Paul Cantrell
WealthStation CompAct
Redhawk Wealth Advisors
Fidelity®'s New Wealthcentral® Technology Bundle
Tim Welsh
Analytics Cloud
NetExchange Client
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Household Balance Sheet
Mary Ellen Whiteman
Connections Console
Realized and Unrealized Gains/Losses
Salesforce data migrator
Carson Wealth Management Group
William Faulkner
Report Builder
financial planning tool
Total Technology Platform
Arcons Technology
Joseph Mrak
NFP Advisor Services Group
Edward Jones
State Income Tax Calculator
ACH origination
InformationWeek 500
Microsoft Corp
CRM systems
Schwab Advisor Services’ SOLUTIONS®
Kanchana Chalia
Chris Casdia
RIA advisor platform
Oauth2 user authentication security
unified cloud computing solutions
Automate Client Marketing
Enhanced Capital Partners
enhanced client communication
Sustainable Retirement Income
interactive compliance calendar
Mobile Productivity
Data-Driven Insights
customized analysis
Folio Institutional
Scott Parry
Las Vegas
Client Meeting Support for Advisors
portfolio management system
Optional Tax Management
variable annuities
Best Technology for a Vertical CRM
Estate Assist
Tax Lot information
Advisor Software, Inc.
InvestmentNews
Morningstar for Advisors App
detailed financial planning
data aggregation functionality
Fusion® Advisor Workstation
Shannon Dempsey
Loring Ward
cloud-based archiving solutions
practice management solutions
Robb Baldwin
BranchNet
Outsourcing Services
Wall Street Journal
Black Diamond℠ platform
Farshad Ghaffari
Technology adoption
Advisory World
Jackson
Narrator™ application builder
Docupace ePACS®
Google Play
SixThirty FinTech Accelerator
Mara Laisson
company performance analysis
qualified fiduciary advisors
Rushmore Advisor Services
Business Analytics
Paul Polese
WealthStation Financial Planning
Fidelity’s Technology and Operations Consulting
time-effective onboarding experience
Andrew Rogers
Jim McKelvey
NetExchange Select
eAdvisor
Social Security Analyzer
Aaron Guidotti
household-‐level rebalancing
Mary Ferguson
content aggregation
rebalance
Salesforce Financial Service Cloud Integration
cash posting
Windows™ PowerShell
reporting
Financial Transmission Network Inc.
Touch functionality
ARKON
Joseph Starinsky
Nobel Foundation
Efficient Technology
state‐of‐the‐art forms-filling technology
Innovation Centers
Microsoft Dynamics CRM
CRM technology
Schwab Advisory Services
Karl Chan
Chris Casey
portfolio accounting
RIA Benchmarking Study
October 13
unified managed account
automated portfolio management
enhanced mutual funds order management
Symantec VIP integration
Interview
Mobile Scribe Service
DataPro
Cutting Edge Auditing
FolioDynamics
portfolio management tools
Risk Number®
OptionsPlay Score
VAs
estate management
tax planning
Investor-Advisor Collaboration
Digital Advice
data aggregation solutions
cloud-based billing software
PreciseFP
Robert Arnott
brand-centric theme customization
packaged web design
Walt Bettinger
Blaze Portfolio
Technology Integrations
Jackson app
Nathan Lucius
Docupace Technologies
Gradient Investments
Maree Moscati
compete against other digital advisors
quantitative risk technology
Russ Thornton
business and technology management
WealthTechs
Redkite
Figlo
timeframes
Andrew Rudd
Jim Patrick
NetExchange View
EAI
Social Security Optimizer
householded data backbone
Matched Portfolio
Rebalancer
Salesforce Financial Services Cloud
CEB TowerGroup
Pershing LLC
WinOps
reporting capabilities
FinFolio
Trade Strategy Visualization
Artificial Intelligence
Josh Brown
Electronic Signing
Steve Dunlap
ActiFi Client Engagement
Inside Information
Mike Capelle
CRM User Adoption
Schwab IMPACT 2013
Kelly Caffrey
Chris Momsen
portfolio accounting service provider
Zywave
RIA in a Box
Office 365
unified wealth management technology
Automated Workflow
Automated workflows
enrollment platform
Synapse API
advisor and client portals
Intraday Integration
Model Wealth Portfolios
Cybersecurity
Laser App 2015 Financial Services Conference
Client Relationship Management (CRM)
portfolio mappings services
Optionsplay®
Vendor Affinity Program
Bill Good
ETF OneSource participants
tax-aware trading program
Advisor View
Investor360°
Garrett Planning Network
Sharing
cloud-based billing tool
predictive analytical tools
Robert Eggebrecht
BrandYourself.com
Panoramix
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
Jackson National Life Insurance Company®
National Financial Partners Corp.
Small Businesses
Great Kight
Marie Swift
compliance and security
Quantitative Risk Tolerance
Russell Leto
business development metrics
Paul West
Web App Single Sign On
filter and cross reference data
TJ Jones
Andrew Stevens
Joe Duran
Earnings Potential
Sonia Rosenbaum
Abby Schneiderman
HTML5 version
Matt Abar
Copytalk+
rebalancing
Salesforce.com
Celent
Pershing’s Net 360 Technology Channel
Women Investors
Reporting Console for Each Office
FinFolio’s Portfolio Management Software
Artisan and Grendel
Juan Williams
eliminating selected fees
Steve Sanduski
ActiFi software suite
Insights on Advice
Mike Ethridge
Schwab Independent Advisor Outlook Study
Chris Wacker
Portfolio Accounting Solutions
“Robo” Challenge
RIA/Client reletionships
Office of the Future
Unify
Unify Cloud Disaster Recovery
automating portfolio management
Enterprise Content Management Software
T. Rowe Price
intraday quotes
Modern Portfolio Theory
Cybersecurity and Compliance
Forbes
Scottrade® Advisor Services Platform
Laser App Advisor Con 2015
client relationship solution
Portfolio Pathway
VEO
Bill Laird
tax-losses
Advisor View™
iPad app
Morningstar, Inc.
digital financial solutions
Gemcom
Sherri DuMond
LPL Financial Holdings
cloud-based CRM platform
PRNewswire
Robert Moore
Bret Baier
Panoramix™
February 4, 2015
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Jackson.com
Nationwide
Dominey Stewart
Smarsh
Mario Canas
ComplianceQ
Quantum
business intelligence
PCI-compliant platform
web-based applications
To-Do Lists
Andrew Tognela
Joe Ruzycki
EarningsQ
Sophie Schmitt
acceptable and unacceptable tolerance standards
Human Finance Project
Matt Crisp
Copytalk+ Smartphone App
rebalancing capability
Salesforce1 Customer Platform
Center For Wealth Planning
Personal Finance Management Application
Woodrow Levin
FinFolio’s WorkStation
TradeWarrior
Ashley Globerman
Eliza De Pardo
Steven D. Kelly
activity streams
INSITE™ 2015 conference
Cross-business Tracking Routing & Control
Schwab Intelligent Integration®
Kevin Cimring
CIO Review
Online Account Management
Unify Software
automation software tool
enterprise-grade data management platform
Advisor Con
intuitive user-experience
Modestpark
David Canter
Damian Gallina
seamless advisor integration
Client Risk Assessments
portfolio risk
risk profiling questionnaire provider
order processing
Veo Open Access
ETF’s
Advisor Websites
IPS AdvisorPro
Morningstar®
Digital Fortress
Gemini Alternative Funds
Sheryl Garrett
LPL Financial LLC
cloud-based IT
ProcessEZ
Bret Magpiong
Paperclip
Blu Giant, LLC
Fee Calculation Details
Technology Tools for Today 2014 Conference
Advisor® Xi
Jackson®
Natural Language Processing
Donald Capone
Smarsh My Site
Greg Vigrass
Mark Balasa
compliant ready platform
Questar Capital℠
SaaS
business processing services
web-based client management software
FinaMetrica Plus
John Hancock
easily view user activity
sophisticated computer algorithms
Matt Nelson
Cory Haberkorn
centralized and tailored user experience
personal financial management
Wordpress platform
reporting solutions
FINRA and SEC technology guidelines
Trading Processes
ASI
Jud Mackrill
Ellen Smith
Stifel
Activity tracking and corporate memory
instantaneous stress testing
Mike Phillips
CSIA
Schwab Intelligent Portfolios
Kevin Crowe
Cities Digital
online account opening
Unify’s Cloud VPN
Autopilot
Advisor Convention October 7-8
Invesco
modify portfolio exposures
David Fetter
Damon Deru
forms library
seamless forms-filling capabilities
Laser App Enterprise
Client Service Monitor
Portfolio Snapshot
Veo Open AccessSM platform
Bill Stone
Everplans
TD Ameritrade Holding Corporation
advisor workflow partnership
IPSAdvisorPro
Morningstar® Advisor WorkstationSM
Digital Fortress Suite
Gemini Fund Services
LPL Focus 2015
cloud-based IT outsourcing
Productivity
robo advisors
paperless client onboarding process
Wealth Access Estate Platform 3.0
fee elimination
tenth annual T3 Technology Conference
Advisor® Xi suite
James Carney
Naureen Hassan
Doug Harbrecht
Smarsh Sites
Gregg Klein
Mark Casady
Composite Holdings Report
Quik! Form
SaaS-based payment processing platform
business valuation knowledge
pensions
web-based CRM
Redtail Technology CRM
Todd R. Crockett
Ann Haas
John Mackowiak
NetXInvestor
EBITDA growth rate
Spark
Account Alerts
IBackup®
Matt O’Brien
Cory Olson
rebalancing solution
San Diego
Cetera
Personal Financial Management (PFM) tool
workflow solutions
ReportQ
FinTech 100
Trading Strategy Checklist
asset allocation mappings service
Julie Littlechild
Strategic Advisor
Adhesion
Institutional Intelligent Portfolios™
Mike Walsh
curation engines
Schwab Intelligent Portfolios™
Kevin Knull
Cities Digital’s MagniMail
portfolio applications
