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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Advisor Xi
Loring Ward
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Enterprise Content Management Software
Robo-advisor
paperless client onboarding process
Dan Santner
wealth management technology
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Smart Office
Quik! Form
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
digital financial solutions
web-based software portal
RegEd
CLS Investments
NetExchange View
Tom Embrogno
Anna Curry
Brian Semitekol
Matched Portfolio
sqope
account management software
rebalancing solution
February 4, 2015
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
Dominey Stewart
WorthFM
RESTful
comprehensive portfolio management
Trizic
AssetBook
CAM
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
EarningsQ
Rio Hotel & Casino
online account opening
couple’s report
Forbes
United Capital Financial Advisors
back-office solutions
Chapwood Investments
Mobile Scribe Service
Advisor FinTech Hackathon
FinFolio’s WorkStation
search engine optimization tagging
Portfolio Snapshot
iPad app
Eliza De Pardo
risk tolerance assessment tools
Custodian
Gemcom
verification
Bill Wostoupal
Client Data Automation
TD Ameritrade Institutional Veo®
Signix
Proposal Generation Capabilities
Jackson®
enterprise-grade data management platform
Robo-Shield™
paperless enrolment
Greg Vigrass
David Canter
Wealthbase
Clients & Portfolios
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Smarter Prospecting
Quik! Forms
John Hancock
ETF’s
Performance
Digital Fortress
Wednesday July 22, 2015
registered investment advisors
CNN Money
Annuities + Insurance
Matt Abar
sqopeTM Score
account opening
rebalancing workflows
Jud Mackrill
Fee Calculation Details
Scalable workflow tools
personal financial management platform
instantaneous stress testing
Donald Capone
X-Ray Reports
Retirement Hub app
normalization
comprehensive trading solutions
Trust Company of Sterne Agee
CAM System
Mike Ethridge
advanced workflow tools
FinaMetrica Plus
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
easily view user activity
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Craig Smith
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
FINRA and SEC technology guidelines
Securities America
PortfolioCenter
IPS AdvisorPro
Ellen Smith
Risk Tolerance Questionnaire
Orion Advisor Integration
Custom Cloud (Force.com)
Gemini Alternative Funds
Vestmark
client database portal
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Daniel Inveen
Gregg Klein
David Fetter
Wealthbox CRM
Bob Stiess
ClientView Client Portal
Nationwide
The Markets
Aggregation
Mario Canas
SmartOffice
John Mackowiak
Everplans
Performance Center
IBackup®
Digital Fortress Suite
Wells Fargo Advisors
registration checker tool
Cohesive Client Management Process
Tom Kimberly
App expansion
Brian Stimpfl
Matt Crisp
SS&C Technologies
Account opening and commissions
Redhawk
Julie Littlechild
fee elimination
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
Doug Harbrecht
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
computer-based modeling system
AssetMark Advisor iPad
Cameron Routh
Sugar Ray Leonard
Kevin Cimring
portfolio construction capabilities
Invesco
EBITDA growth rate
Risk Alignment Platform
online advisor-client collaboration
create and manage portfolios
forms library
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
FinTech 100
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
customer acquisition
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
client engagement
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
ProTracker
James Poer
robust technology capabilities
paperless processing systems
David Lyon
Wealthcare Capital Management
Bob Veres
ClientWorks
Natural Language Processing
the Practice
AICPA
Mark Balasa
SMAs
Radar
John McArthur
eVestment
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
digital marketing hub
Wes Stillman
regulatory compliance
Collaboration Cloud (Chatter)
Broker Dealers
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
Doug McPhail
XLR8
Northern Lights Distributors
Concenter Services
TRX Edge
Atlanta
Canterbury Consulting
Mike Phillips
SugarCRM
Kevin Crowe
Financelogix
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Ebix
Risk Analysis
online client engagement
credit card processing
Fox Financial Planning
Upside Advisor
Barrett Ayers
Charles Sizemore
Modestpark
Advisor Office
Firm Alerts and Announcements
Security
position data
iReach
Gemini Hedge Fund Services
client feedback
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
LPL Focus 2015
Simon Sinek
ProTracker Advantage
Jason Roberts
Envestnet Advisor Summit
Rocaton Advisors
Park City, Utah
Darren Tedesco
Guide Financial Technologies
David, Stalnaker
WealthCentral
Bobby Yazdani
ClientWorks platform
Naureen Hassan
The Retirement Hub
Mark Casady
Social Analytics
Raj Udeshi
John Ndege
eVestment Quantum Analytics
Sales Cloud
performance expectations
IEC
Digital Marketing Platform
Weston
regulatory compliance services and technology
Commonwealth Financial Network
NetXInvestor
Tom Schildhauer
AppHub
brokerage and custody services
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
Fetter Logic
Insurance and Securities verticals
Downloadable Portfolio Review Reports
Retirement Plan Network
NorthStar
Concierge Service
turnkey data science solutions
Attribution Analysis
CapGainsValet
Mike Walsh
Suhail Ali
Advent Custodial Data
Kevin Knull
Financial Account Data Technology Platform
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
Ebix Smart Office
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
basic client interaction
check scanning
modify portfolio exposures
TA Associates
Advisor Office platform
Laser App Enterprise
First Rate
Positions
iRebal
eMoney Select system
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Customer Success Platform
Gen X/Y
Vestorly solution
Client Management System
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
TD Ameritrade's VEO
LPL Focus Conference
single sign-on integration
ProTracker Cloud
Jason Wenk
Darrin Courtney
Gustav Karner
Daxs Stadjuhar
Bonaventure Resort and Spa
Cloud applications
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
eVestment Spectrum Analytics
Performance Measurement
Impact Communications
Digital Practice Management
Westport Resources
Rehmann
Commonwealth’s Practice360º
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
browser in the cloud
Maureen Duff
accounting software
Fetterlogic
Phil Sorgen
integrated cloud based technology
downside volatility
XTRAC App
RetireRisk
conflict-free custody solution
two-factor authentication
Audit Management
Career Activity Management System
mitigate risk
Advent Direct
Kevin Kraus
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Echosign
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Chicago
Tamarac Advisor® Xi
Advisor Pro platform
Fisher Investments
service alerts
POWER
iRebal®
eMoney’s emX Select platform
Riskalyze Autopilot
Customizable Quarterly Investment Review Presentations
Gentech
Morningstar® Portfolio X-Ray®
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
ProTracker Software
Jay Jay French
Envestnet | Tamarac's Advisor Xi
Ron Huddleston
Patrick Ambron
Hemant Moore
Dean Cook
Wealthminder Seed Capital
Branch Audit Consulting
Cloud Desktop solution
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
2015 Peter L. Bernstein Award
RCS Capital
eVestment Spotlight Analytics
Impact Technologies Group
direct online insurance offerings
Whitepaper
relationship solutions
Community Blog
new client electronic on-boarding
application program interface (API)
Built In Token 2-Factor Authentication
AccountQ™
integrated CRM
Dr. David Lawrence
Norwood Consulting
Connections Console
Audit Technology
Carson Wealth Management Group
Mitt Romney
Kevin Miller
Financial Feed
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
CRM systems
Ft. Lauderdale
Behavioral Finance
Chris Casdia
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
fixed index annuities
Service Cloud
Power of Together
iShares
eMoney’s wealth management platform
Orion Discover
customizable questionnaires
Video conferencing
Black Diamond platform
Client Marketing Systems, Inc.
Multi-Asset Class Portfolio Analysis
multi-block trading
TDA
Luis Gomez
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Envestnet’s Advisor Suite®
Roy Burns
Patrick Dempsey
data aggregation functionality
cloud-based archiving solutions
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
BranchNet
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
real time balances
John Schobel
eWealthManager
Salesforce CRM
Performance Reporting Capabilities
import tool
disparate and divergent solutions
Will Bressman
Relius Adminstration
company performance analysis
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
Business Analytics
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
Junxure Cloud®
Fidelity Center for Applied Technology
Schwab Advisor Services’
Integrated CRM Performance Dashboard
Dr. Noah Smith
yHLsoft
Note Taking
content aggregation
Ultra High Net Worth
auditable workflow and document management technology
cash posting
Mobile app
SunGard’s WealthStation
Kevin Paulsen
Financial Personalities
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
Ed Butowsky
risk management platform
open-architecture platform
CRM technology
FTJ FundChoice
Vanare | NestEgg
Ben Francois
Chris Casey
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
flexibility to scale
services and support for RIAs
PowerAdvisor
ISO
emX
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
customized analysis
George Will
data analysis
Vincent Guyaux
Black Diamond®
Client Meeting Support for Advisors
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
SixThirty
Q-Suite
Envestnet’s Digital Advisor platform
Run Smarter®
Patrick Flaherty
data aggregation solutions
High-Performing Firms
DecisionCenter
WealthStation CompAct
Redhawk Wealth Advisors
cloud-based billing software
Tim Welsh
Analytics Cloud
brand-centric theme customization
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
John Vaccaro
Expanded Performance Details for Sample Portfolios
Salesforce data migrator
performance reporting software
Income Generator
Document Imaging
William Faulkner
Report Builder
compete against other digital advisors
Newgate Capital Management
Total Technology Platform
Arcons Technology
business and technology management
State Income Tax Calculator
ACH origination
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
unified cloud computing solutions
Automate Client Marketing
CEB TowerGroup
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Scivantage
Portfolio Management Consultants
Ed O’ Brien
risk modeling
CRM User Adoption
FTNI
Benjamin Birken
Chris Momsen
MoneyGuidePro®
Tax Efficient Drawdown
LaserApp Anywhere
Flexible Optimizer
Shane Bingham
PowerShares
iTunes App Stores
EMX Platform
Rob Cirrotti
Orion’s Client Portal
Cutting Edge Auditing
Global Financial Private Capital
data analysis solutions
Vladimir Baranov
Wall Street Journal
Black Diamond℠ platform
Client Relationship Management (CRM)
mutual fund capital gains distributions
Technology adoption
Advisory World
Maggie Crowley
SixThirty FinTech Accelerator
Quadron Data Solutions
Rushmore Advisor Services
Patrick Yip
Holdings
Deena Katz
WealthStation Financial Planning
cloud-based billing tool
time-effective onboarding experience
Andrew Rogers
BrandYourself.com
Marketing Center platform
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
compliance and security
Next Generation Investor Portal
Touch functionality
ARKON
business development metrics
Michael Spellacy
state‐of‐the‐art forms-filling technology
Junxure CRM
Fidelity Institutional Wealth Services
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
Dropbox
RIA Benchmarking Study
November 2-4, 2015
Copytalk+
unified managed account
automated portfolio management
Celent
Mobile Application
Sustainable Retirement Income
financial planning and client engagement solutions
Scott Parry
portfolio management process
investment policy statement
Ed O’Brien
OpportunityView™
full lifecycle portfolio management
variable annuities
Best Technology for a Vertical CRM
Chris Wacker
MoneyTree
Tax Lot information
Advisor Software, Inc.
Shannon Dempsey
J. Kelley Williams, Jr.
emX’s Vault
Robb Baldwin
OS33 Cloud Desktop platform
Cybersecurity
Global Investment Performance Standards
data automation
Data Cloud (Jigsaw)
Walt Bettinger
Blaze Portfolio
client relationship solution
My Wall
Technology Integrations
MagniPost
Quadron Data Solutions™
Jenny Richards
Eric Jardine
Russ Thornton
Paul Cantrell
Homrich Berg
Dennis Fox
WealthTechs
Redkite
cloud-based CRM platform
timeframes
Andrew Rudd
Bret Baier
Marketing Cloud
Social Security Optimizer
Realized and Unrealized Gains/Losses
Jonathan Jaranson
External IT Cloud Desktop
Salesforce Financial Services Cloud
industry related forms
Document Processing
WinOps
reporting capabilities
ComplianceQ
Next Generation of Integration
Trade Strategy Visualization
Artificial Intelligence
business intelligence
Michael Stier
Steve Dunlap
ActiFi Client Engagement
Junxure® CRM
Schwab IMPACT 2013
Duane D’Orazio
Zywave
RIA in a Box
Oauth2 user authentication security
Copytalk+ Smartphone App
unified wealth management technology
Automated Workflow
Center For Wealth Planning
Mobile channel
Symantec VIP integration
Kirk Hulett
Portfolio Management Processes
investment research platforms
EDGAR filing agent
Risk Number®
Optimum Market Portfolios
Cross-business Tracking Routing & Control
Fuse 2014
VAs
CIO Review
monitoring
tax planning
Laserfiche Connector
practice management
J. Richard Coe
end-of-life plan
Robert Arnott
Outlook email archiving
Cybersecurity and Compliance
goalgamiPro
data management solutions
Warren Mackensen
Client Risk Assessments
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Small Businesses
qualified fiduciary advisors
Jenze Bosma
error checking
Russell Leto
Paul Polese
hosted archiving solutions
Denny Bottorff
Web App Single Sign On
cloud-based IT
Nerd’s Eye View
TJ Jones
Andrew Stevens
Bret Magpiong
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
rebalance
Joseph Miola
External IT's Cloud Desktop
Salesforce.com
Informatica
document storage software-as-a-service
Women Investors
Reporting Console for Each Office
compliant ready platform
Next-Generation Advisor CRM®
Artisan and Grendel
business processing services
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Fidelity Investments®
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
Dynamic Rebalancing
“Robo” Challenge
RIA/Client reletionships
October 13
Cory Haberkorn
Florida
Unify
Automated workflows
centralized and tailored user experience
mobile connectivity
Synapse API
advisor and client portals
Krilogy Financial
financial planning technology
portfolio management system
investment screening functionality
Optional Tax Management
CSIA
Fuse 2014 award
Vendor Affinity Program
Bill Good
Cities Digital
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
Sharing
practice management solutions
end-‐to-‐end portfolio management
Robert Eggebrecht
Outsourcing Services
Damian Gallina
goalgamiPro®
