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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client acquisition
Walt Bettinger
next-generation wealth management platform
financial planning technology
Technology Integrations
Sagacious, Inc.
Michelle Smith
RegEd
Dan Brownell
Amanda Steinberg
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
WealthTechs
2015 Veo® Integrated Awards
Office 365
FMG Suite
timeframes
scalable personal finance data platform
mobile devices
end-‐to-‐end portfolio management
Sonia Rosenbaum
Retirement Hub app
Ladenburg Thalmann Financial Services Inc.
data protection
Arcons Technology
portfolio mappings services
InvestmentNews
cloud-based solutions
Women Investors
ACH origination
Optionsplay®
Fusion® Advisor Workstation
Schwab OpenView Gateway®
Morningstar Advisor
eSignature Capabilities
Steve Sanduski
Rio Hotel & Casino in Las Vegas
LiquidHub
Depository Trust and Clearing Corporation
Automate Client Marketing
predictive analytical tools
Jackson
CompositeBuilder
“Robo” Challenge
AdventConnect 2014
Panoramix
Google Play
CAIS
Unify
Securities America
FA Insight
Synapse API
Risk Tolerance Questionnaire
management fee
Docupace
Benjamin Birken
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Paul West
household-‐level rebalancing
Chad Centorbi
Vendor Affinity Program
Signix
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
tax-aware trading program
Robo-Shield™
Martin L. Flanagan
Black Diamond℠
rebalancing
Joseph Starinsky
Advisors Assistant’s CRM
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Warren Mackensen
NFP
financial planning tool
technology solutions
Microsoft
Edward Jones
Small Businesses
registered investment advisors
Dan Hunt
Analytics Cloud
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Office of the Future
Folio Institutional
TJ Jones
Scalable workflow tools
mobile forms-filling
Enhanced Capital Partners
SCANaltyics
Mobile Optimization
enhanced client communication
Sophie Schmitt
retirement income planning tool
lagging performance duration and timeframe priorities
Data-Driven Insights
ARKON
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
Woodrow Levin
Brian Semitekol
TradeWarrior
Morningstar Analyst Rating™
Estate Assist
Steven D. Kelly
Risk Alignment Platform
Lori Hardwick
detailed financial planning
automated portfolio management
PRNewswire
Jackson app
comprehensive portfolio management
Panoramix™
Gradient Investments
CAM
Unify Cloud Disaster Recovery
securities and insurance industries
Narrator Clients™
Farshad Ghaffari
T. Rowe Price
Risk-Balanced Portfolios
Docupace ePACS®
Best Technology for a Vertical CRM
Quantum
Jim Patrick
couple’s report
Advisor Software, Inc.
PCI-compliant platform
householded data backbone
Chapwood Investments
VEO
Silanis
NetExchange Client
Fidelity’s Technology and Operations Consulting
tax-losses
robust backup features
Mary Ellen Whiteman
eAdvisor
Black Diamond℠ platform
rebalancing capability
Josh Brown
Custodian
Advisory World
Personal Finance Management Application
Inside Information
Client Data Automation
NFP Advisor Services Group
Financial Transmission Network Inc.
Technology Tools For Today
Microsoft Corp
Efficient Technology
Smarsh
registration checker tool
Kanchana Chalia
Dan Santner
Andrew Rogers
Interview
web-based applications
Aaron Guidotti
FolioDynamics
To-Do Lists
SCANalytics
Mobile Productivity
enhanced mutual funds order management
sophisticated computer algorithms
Las Vegas
DataPro
Artificial Intelligence
portfolio risk
Investor360°
CNN Money
Wordpress platform
ActiFi Client Engagement
order processing
Garrett Planning Network
Trading Processes
Schwab OpenView MarketSquare®
Morningstar for Advisors App
estate management
Stifel
Risk Analysis
Loring Ward
Digital Advice
Automated Workflow
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Paperclip
Great Kight
CAM System
Unify Software
Security
Narrator™ application builder
Mara Laisson
Docupace Technologies
Questar Capital℠
Joe Duran
Craig Smith
HTML5 version
Veo Open Access
NetExchange Select
Figlo
robust technology capabilities
Mary Ferguson
EAI
Blaze Portfolio
Juan Williams
Custom Cloud (Force.com)
personal financial management
Insights on Advice
client database portal
Nobel Foundation
FinFolio
Technology Tools for Today 2014 Conference
Salentica’s Data Broker
Microsoft Dynamics CRM
Electronic Signing
Smarsh My Site
regulatory compliance
Karl Chan
Andrew Rudd
Intraday Integration
Clients & Portfolios
web-based client management software
Online Account Management
Todd R. Crockett
Mobile Scribe Service
enrollment platform
Spark
Retirement Plan Network
Artisan and Grendel
Portfolio Snapshot
iPad app
Cohesive Client Management Process
workflow solutions
ActiFi software suite
Gemcom
Brian Stimpfl
Trading Strategy Checklist
Schwab OpenView Mobile
ETF OneSource participants
Strategic Advisor
risk engineering
Automated workflows
Productivity
Jackson.com
computer-based modeling system
advisor and client portals
paperless client onboarding process
Cameron Routh
Unify’s Cloud VPN
Nathan Lucius
Riskalyze and RetireUp Integration Demo
Maree Moscati
Bill Good
Quik! Form
Joe Ruzycki
create and manage portfolios
Advisor View
pensions
Human Finance Project
Veo Open AccessSM platform
Simon Sinek
NetExchange View
filter and cross reference data
TD Ameritrade Holding Corporation
Rocaton Advisors
Matched Portfolio
Earnings Potential
rebalancing solution
customer acquisition
AdvisoryWorld Financial Technology
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
Wealth Access Estate Platform 3.0
FinFolio’s Portfolio Management Software
tenth annual T3 Technology Conference
Sales Cloud
Mike Capelle
eliminating selected fees
Smarsh Sites
regulatory compliance services and technology
Kelly Caffrey
Daniel Inveen
Andrew Stevens
portfolio applications
intraday quotes
ClientView Client Portal
web-based CRM
Abby Schneiderman
online account opening
Forbes
Tom Doherty
Model Wealth Portfolios
Enterprise Content Management Software
RetireRisk
Laser App 2015 Financial Services Conference
Ashley Globerman
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Worldox
activity streams
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Schwab Performance Technologies®
Strategic Integrated Online Account Processing
Risk Management
digital financial solutions
automating portfolio management
Proposal Generation Capabilities
Jackson®
Concenter Services
paperless enrolment
Greg Vigrass
Canterbury Consulting
United Capital
service alerts
National Financial Partners Corp.
February 4, 2015
T3 Advisor Tech Conference
Riskalyze Autopilot
Marie Swift
Dominey Stewart
Bill Laird
Quik! Forms
John Hancock
credit card processing
Advisor View™
Performance
Charles Sizemore
Veo®
single sign-on integration
Matt Abar
EarningsQ
rebalancing workflows
Jud Mackrill
AdvisoryWorld HoldingScan Report for Households
personal financial management platform
instantaneous stress testing
client feedback
normalization
FinFolio’s WorkStation
The Efficient Practice
Mike Ethridge
Eliza De Pardo
Smart Form Tool
Rehmann
Andrew Tognela
Portfolio Building
intuitive user-experience
ClientWorks
web-based portfolio management software
acceptable and unacceptable tolerance standards
Online Account Opening & Transfer
forms library
Tom Embrogno
Modern Portfolio Theory
enterprise-grade data management platform
sqope
Laser App Advisor Con 2015
David Canter
ASI
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
WorthFM
Activity tracking and corporate memory
Gemini Fund Services
brokerage and custody services
Trizic
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Streetscape
risk management characteristics
LPL Financial Holdings
Digital Fortress
automation software tool
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Advisor Con
paperless onboarding
Gregg Klein
CapGainsValet
United Capital Financial Advisors
Service Cloud
Nationwide
Fee Calculation Details
Mario Canas
Donald Capone
John Mackowiak
Advisor Websites
Performance Center
IBackup®
check scanning
verification
single-sign on capability
FinaMetrica Plus
TD Ameritrade Institutional Veo®
Ron Huddleston
Matt Crisp
easily view user activity
Blu Giant, LLC
Redhawk
Julie Littlechild
Customer Success Platform
Advisor® Xi
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
wealth management technology
Northern Lights Compliance Services
FINRA and SEC technology guidelines
The E‐Valuator
Ellen Smith
Smart Office
relationship solutions
Kevin Cimring
Darren Tedesco
portfolio construction capabilities
Invesco
ClientWorks platform
web-based software portal
online advisor-client collaboration
online client engagement
Fox Financial Planning
Schwab Advisor Services’
Modestpark
sqopeTM Score
David Fetter
asset allocation mappings service
position data
iReach
Commonwealth’s Practice360º
X-Ray Reports
Adhesion
Gemini Hedge Fund Services
browser in the cloud
Trust Company of Sterne Agee
SciQ Insights
Morningstar®
Everplans
risk management platform
LPL Financial LLC
Digital Fortress Suite
Autopilot
ProTracker
James Poer
conflict-free custody solution
Advisor Convention October 7-8
paperless processing systems
Career Activity Management System
up-to-date account data
services and support for RIAs
Natural Language Processing
fee elimination
T3 Conference Anaheim, CA
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Bill Stone
Radar
John McArthur
advisor workflow partnership
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
Vestmark
single-sign on functionality
TD Ameritrade Institutional's Veo®
Roy Burns
Matt Nelson
EBITDA growth rate
Juney Ham
Customizable Quarterly Investment Review Presentations
Advisor® Xi suite
Peter Intraligi
inStream Solutions
Wealthbase
Northern Lights Distributors
FinTech 100
The Future of Risk is Here: Enhance Your Value or Perish
Salesforce CRM
Mike Phillips
Smarter Prospecting
Relius Adminstration
Kevin Crowe
Darrin Courtney
Ann Haas
Portfolio Construction Tool
Investigo
Cloud applications
Wednesday July 22, 2015
Account Alerts
Wells Fargo Advisors
Account Details
online practice management platform
Fox Financial Planning Network
Tom Kimberly
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
SS&C Technologies
RIA advisor platform
Laser App Enterprise
David Lyon
asset gathering
Positions
iRebal
Community Blog
XCelent Award
advanced data reporting
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
Sugar Ray Leonard
risk modeling
LPL Focus 2015
digital marketing hub
Back Office Solutions
ProTracker Advantage
Jason Roberts
Connections Console
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Upside
Shane Bingham
Naureen Hassan
T3 Enterprise Conference
Rob Cirrotti
Mark Casady
Doug McPhail
Raj Udeshi
John Ndege
CRM systems
Advisor Xi
performance expectations
IEC
Chris Casdia
Vestmark Manager Marketplace (VMM)
SixThirty
NetXInvestor
Financelogix
TD Ameritrade Institutional’s Veo Open Access platform
Run Smarter®
Matt O’Brien
Ebix
Redhawk Wealth Advisors
BlueSky
customizable questionnaires
Insurance and Securities verticals
Client Marketing Systems, Inc.
Wealthbox CRM
NorthStar
Firm Alerts and Announcements
The Markets
Salesforce data migrator
Mike Walsh
SmartOffice
Report Builder
Kevin Knull
Ann Marie Stieler
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Wes Stillman
account management software
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Schwab Advisory Services
Envestnet Advisor Summit
SS&C Technologies Holdings
RIA Benchmarking Study
David, Stalnaker
AssetBook
POWER
iRebal®
company performance analysis
XLR8
advanced wealth planning solutions
Gentech
Business Analytics
TRX Edge
Scott Parry
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
SugarCRM
LPL Focus Conference
Digital Marketing Platform
back-office solutions
ProTracker Cloud
Jason Wenk
content aggregation
Advisor FinTech Hackathon
Gustav Karner
cash posting
Upside Advisor
Shannon Dempsey
NaviPlan
Fetter Logic
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
Bill Wostoupal
John Norwood
CRM technology
Performance Measurement
Impact Communications
Chris Casey
SixThirty FinTech Accelerator
NetXInvestor®
Financial Account Data Technology Platform
TD Ameritrade Institutional’s VEO®
Rushmore Advisor Services
Maureen Duff
Ebix Smart Office
customized analysis
Advizr and Orion integration
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Wealthcare Capital Management
First Rate
the Practice
Salesforce Financial Service Cloud Integration
mitigate risk
eMoney Select system
SMAs
reporting
Kevin Kraus
data aggregation functionality
Anna Curry
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Investment Income Summary Report
cloud-based billing software
Weston
account opening
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
Tom Schildhauer
Schwab IMPACT 2013
SS&C Technologies Holdings, Inc.
RIA in a Box
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Power of Together
iShares
compete against other digital advisors
advanced workflow tools
Orion Discover
business and technology management
turnkey data science solutions
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Suhail Ali
Risk Number®
LPL’s Resource Center
Digital Practice Management
BakerAvenue Asset Management
ProTracker Software
Jay Jay French
Advisor Impact
Patrick Ambron
Hemant Moore
CEB TowerGroup
Uri Pomerantz
NaviPlan LEADS
Fetterlogic
TA Associates
Robert Arnott
downside volatility
RCS Capital
CRM User Adoption
Advisor-Client relationships
Impact Technologies Group
Chris Momsen
Vestorly solution
new client electronic on-boarding
TD Ameritrade National LINC Conference
Russ Thornton
Echosign
Redkite
Cutting Edge Auditing
integrated CRM
WealthCentral
Norwood Consulting
Fisher Investments
The Retirement Hub
Salesforce Financial Services Cloud
Mitt Romney
eMoney’s emX Select platform
Social Analytics
reporting capabilities
Kevin Miller
data aggregation solutions
Annuities + Insurance
App expansion
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
Westport Resources
Account opening and commissions
open-architecture platform
FTJ FundChoice
BrandYourself.com
Total Portfolio Expert (TPX)
Schwab Independent Advisor Outlook Study
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
RIA/Client reletionships
LaserApp
Dean Cook
AssetMark Advisor iPad
PowerAdvisor
ISO
compliance and security
XTRAC App
Orion Portfolio Reports
George Will
business development metrics
two-factor authentication
multi-block trading
eVestment Spotlight Analytics
Luis Gomez
direct online insurance offerings
Balances
psychometric risk tolerance test
Jeff Norris
Copytalk+
Advisor iPad App
Patrick Dempsey
Celent
user-friendly programing
Sharing
NaviPlan® financial planning tool
Tamarac Advisor® Xi
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
real time balances
John Schobel
AdvisorComplete platform
Performance Reporting Capabilities
import tool
Chris Wacker
New Microsoft Dynamics®
Financial Feed
TD Ameritrade's VEO
Russell Leto
Michael M. Carter
Bob Stiess
Junxure Cloud®
Cybersecurity
Aggregation
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Note Taking
fixed index annuities
The Tarbox Group, Inc.
Salesforce.com
Mobile app
eMoney’s wealth management platform
social collaboration
Reporting Console for Each Office
Kevin Paulsen
Portfolio Management Consultants
cloud-based CRM platform
Whitepaper
account rebalancing software
FTNI
Bret Baier
Schwab Intelligent Integration®
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
Atlanta
PowerShares
iTunes App Stores
ComplianceQ
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Scottrade® Advisor Services Platform
multi-user support
eWealthManager
MacroRisk Analytics
disparate and divergent solutions
Barrett Ayers
Q-Suite
Copytalk+ Smartphone App
Advisor Office
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
Sherri DuMond
Fidelity Center for Applied Technology
Tamarac's Advisor® Xi
Robert Moore
Market Movement Strategies (MMS)
Dr. Noah Smith
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
AdvisorComplete℠
performance reporting software
Income Generator
CIO Review
Video conferencing
Newgate Capital Management
Financial Personalities
TD Ameritrade’s Veo platform
Ed Butowsky
Bob Veres
Junxure Cloud® CRM
Cybersecurity and Compliance
AICPA
PIEtech, Inc.,
integrated receivables management
client relationship solution
Wealthminder Seed Capital
Nova
flexibility to scale
Third-Party Technology Integrations
Salesforce1 Customer Platform
Mobile App 2.0
emX
Kevin Sweet
data analysis
