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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Orion’s Client Portal
Global Financial Private Capital
SS&C Technologies Holdings, Inc.
account servicing
multi-user support
eWealthManager
MacroRisk Analytics
disparate and divergent solutions
Retirement Plan Network
Damian Gallina
Damon Deru
Quadron Data Solutions
two-factor authentication
Audit Management
Client Service Monitor
Patrick Yip
Holdings
Advent Direct
Schwab Performance Technologies®
Marketing Center platform
Risk Management
Real-time Profile Tracking
user-friendly programing
BD Equalizer
cloud-based IT outsourcing
Perry Moore
independent portfolio rebalancing software platform
Tamarac Advisor® Xi
Advisor Pro platform
Next Generation Investor Portal
service alerts
Michael Spellacy
Ed O’ Brien
Riskalyze Autopilot
Junxure CRM
Composite Holdings Report
PMC's Quantitative Portfolios
integrated technology
TD Ameritrade's VEO
business valuation knowledge
November 2-4, 2015
Flexible Optimizer
single sign-on integration
Mobile Application
EMX Platform
data analysis solutions
Bonaventure Resort and Spa
Cory Olson
portfolio management process
investment policy statement
The Tarbox Group, Inc.
Albridge Solutions
Cetera
OpportunityView™
full lifecycle portfolio management
social collaboration
1-to-1 client relationships
MoneyTree
Envestnet’s Digital Advisor platform
Westport Resources
DecisionCenter
Rehmann
curation engines
J. Kelley Williams, Jr.
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Cities Digital’s MagniMail
OS33 Cloud Desktop platform
Global Investment Performance Standards
accounting software
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Maggie Crowley
XTRAC App
Document Imaging
RetireRisk
MagniPost
Dan Arnold
Quadron Data Solutions™
Jenny Richards
Audit Technology
client-facing analytical and proposal tool
Paul Cantrell
Homrich Berg
Fidelity Institutional Wealth Services
Schwab’s 2013 RIA Benchmarking Study
Marketing Cloud
Dropbox
risk management characteristics
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Behavioral Finance
cloud-based platform
industry related forms
Tamarac's Advisor® Xi
Brett Thorne
Next Generation of Integration
financial planning and client engagement solutions
Service Cloud
Michael Stier
Ed O’Brien
Junxure® CRM
Video conferencing
Black Diamond platform
composite performance reporting
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
business valuations
Oauth2 user authentication security
single-sign on capability
Mobile channel
emX’s Vault
Ron Huddleston
Kirk Hulett
Wealthminder Seed Capital
data automation
Branch Audit Consulting
Cost Basis
Portfolio Management Processes
investment research platforms
Third-Party Technology Integrations
Allen Eickelberg
Cetera Financial Group
Optimum Market Portfolios
Fuse 2014
2015 Peter L. Bernstein Award
monitoring
Laserfiche Connector
Whitepaper
Deena Katz
relationship solutions
custodial data file import process
practice management
J. Richard Coe
application program interface (API)
CitiMortgage
Outlook email archiving
goalgamiPro
AccountQ™
My Wall
maintenance of composites
yHLsoft
Document Processing
Dan Brownell
qualified fiduciary advisors
Jenze Bosma
Ultra High Net Worth
auditable workflow and document management technology
Client-facing technology
Paul Polese
hosted archiving solutions
SunGard’s WealthStation
Nerd’s Eye View
SciQ Insights
Marketing Gorilla System
Duane D’Orazio
risk management platform
rebalance
Joseph Miola
Vanare | NestEgg
Ben Francois
cloud-based portfolio management
Informatica
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Brian A. Davis
Next-Generation Advisor CRM®
services and support for RIAs
EDGAR filing agent
RiXtrema's Portfolio Crash Test
Junxure’s cloud-based CRM/office management solution
Vincent Guyaux
Black Diamond®
Composite Portfolio Review
portfolio accounting
integration of independent recordkeepers
TDA
ByAllAccountsSM
October 13
Florida
single-sign on functionality
mobile connectivity
end-of-life plan
Roy Burns
Krilogy Financial
Data Cloud (Jigsaw)
cost-efficient beta exposure
portfolio management system
investment screening functionality
Tim Ramza
Amanda Steinberg
Chad Blythe
Optional Tax Management
Fuse 2014 award
social media integrations
2015 Veo® Integrated Awards
monthly compliance checklists
Eric Jardine
Salesforce CRM
Laserfiche Document Management
Will Bressman
Dennis Fox
Relius Adminstration
Custodial Data Integrations
practice management solutions
Total Rebalance Expert (TRX)
application programming interface
client acquisition
Outsourcing Services
goalgamiPro®
Stark & Stark
Accounts and Fact Sheets for Investments
myeDocumentsuite.com
External IT Cloud Desktop
Schwab Advisor Services’
manage cash flows
document storage software-as-a-service
RIA advisor platform
Dan Hunt
quantitative risk technology
unified cloud computing solutions
Automate Client Marketing
Client360º
Household Balance Sheet
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Fidelity Investments®
Scivantage
Marketware International
Dynamic Rebalancing
risk modeling
Rebalancer
Joseph Mrak
Benjamin Birken
cloud-based solutions
Pershing LLC
InformationWeek 500
Tax Efficient Drawdown
next-generation wealth management platform
financial planning technology
Shane Bingham
Michelle Smith
Rob Cirrotti
Vladimir Baranov
Black Diamond℠
CompositeBuilder
portfolio accounting service provider
Intelligent Aggregation
Advisors Assistant’s CRM
CAIS
Office 365
FMG Suite
SixThirty
mobile devices
end-‐to-‐end portfolio management
Run Smarter®
Kyle Hiatt
WealthStation CompAct
data management solutions
Redhawk Wealth Advisors
Council Capital
portfolio management tools
Tim Welsh
Analytics Cloud
Chad Centorbi
OptionsPlay Score
Fusion Advisor Workstation
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
error checking
Salesforce data migrator
Lex Sokolin
William Faulkner
Denny Bottorff
Report Builder
PreciseFP
J.P. Morgan
Total Technology Platform
Arcons Technology
Client communications management
packaged web design
Google Analytics integration
State Income Tax Calculator
ACH origination
External IT's Cloud Desktop
Schwab Advisor Services’ SOLUTIONS®
management fee
Docupace
RIA Benchmarking Study
Dan Santner
Quantitative Risk Tolerance
Jim McKelvey
unified managed account
automated portfolio management
Paul West
household-‐level rebalancing
Sustainable Retirement Income
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Scott Parry
Martin L. Flanagan
rebalancing
Joseph Starinsky
variable annuities
Best Technology for a Vertical CRM
CLS Investments
Pershing’s Net 360 Technology Channel
Innovation Centers
Tax Lot information
Advisor Software, Inc.
Brian Semitekol
NFP
financial planning tool
Shannon Dempsey
Microsoft
Edward Jones
Robb Baldwin
Wall Street Journal
Black Diamond℠ platform
comprehensive portfolio management
Portfolio Accounting Solutions
interactive compliance calendar
Technology adoption
Advisory World
CAM
Office of the Future
Folio Institutional
SixThirty FinTech Accelerator
mobile forms-filling
Enhanced Capital Partners
Rushmore Advisor Services
Ladenburg Thalmann Financial Services Inc.
WealthStation Financial Planning
data protection
couple’s report
portfolio mappings services
InvestmentNews
time-effective onboarding experience
Andrew Rogers
Chapwood Investments
Optionsplay®
Fusion® Advisor Workstation
Social Security Analyzer
Aaron Guidotti
Morningstar Advisor
eSignature Capabilities
Salesforce Financial Service Cloud Integration
LiquidHub
Windows™ PowerShell
Depository Trust and Clearing Corporation
reporting
Custodian
predictive analytical tools
Jackson
Touch functionality
ARKON
Client Data Automation
Panoramix
Google Play
state‐of‐the‐art forms-filling technology
FA Insight
Schwab Advisory Services
Narrator Clients™
Farshad Ghaffari
Schwab IMPACT 2013
Zywave
Docupace ePACS®
RIA in a Box
Quantum
Jim Patrick
unified wealth management technology
Automated Workflow
Clients & Portfolios
PCI-compliant platform
householded data backbone
Symantec VIP integration
NetExchange Client
Fidelity’s Technology and Operations Consulting
Mary Ellen Whiteman
eAdvisor
Risk Number®
rebalancing capability
Josh Brown
VAs
CNN Money
Personal Finance Management Application
Inside Information
tax planning
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
Efficient Technology
Robert Arnott
Kanchana Chalia
Walt Bettinger
Blaze Portfolio
comprehensive trading solutions
Interview
Technology Integrations
CAM System
FolioDynamics
Mobile Optimization
enhanced client communication
Russ Thornton
lagging performance duration and timeframe priorities
WealthTechs
Data-Driven Insights
Redkite
Craig Smith
Portfolio Pathway
Investor-Advisor Collaboration
timeframes
Andrew Rudd
Social Security Optimizer
Morningstar Analyst Rating™
Estate Assist
Salesforce Financial Services Cloud
Lori Hardwick
WinOps
detailed financial planning
reporting capabilities
Custom Cloud (Force.com)
PRNewswire
Jackson app
Trade Strategy Visualization
Artificial Intelligence
client database portal
Panoramix™
Gradient Investments
Steve Dunlap
ActiFi Client Engagement
Narrator™ application builder
Schwab Independent Advisor Outlook Study
Mara Laisson
“Robo” Challenge
Docupace Technologies
RIA/Client reletionships
Daniel Inveen
Questar Capital℠
Joe Duran
Unify
Automated workflows
ClientView Client Portal
HTML5 version
Synapse API
advisor and client portals
NetExchange Select
Figlo
Mary Ferguson
EAI
Juan Williams
Vendor Affinity Program
Bill Good
Cohesive Client Management Process
personal financial management
Insights on Advice
tax-aware trading program
Advisor View
Brian Stimpfl
Nobel Foundation
FinFolio
Sharing
Microsoft Dynamics CRM
Electronic Signing
Robert Eggebrecht
Karl Chan
Warren Mackensen
computer-based modeling system
Intraday Integration
technology solutions
AdvisoryWorld Financial Technology
Cameron Routh
Online Account Management
Small Businesses
Mobile Productivity
enhanced mutual funds order management
Russell Leto
Las Vegas
Web App Single Sign On
DataPro
create and manage portfolios
portfolio risk
Investor360°
TJ Jones
Andrew Stevens
order processing
Garrett Planning Network
Sonia Rosenbaum
Abby Schneiderman
Morningstar for Advisors App
estate management
Salesforce.com
Loring Ward
Women Investors
Digital Advice
Reporting Console for Each Office
customer acquisition
ProcessEZ
Jackson National Life Insurance Company®
Artisan and Grendel
client engagement
Paperclip
Great Kight
Steve Sanduski
ActiFi software suite
Nathan Lucius
Schwab Intelligent Integration®
Maree Moscati
Quik! Form
Joe Ruzycki
Unify Cloud Disaster Recovery
automating portfolio management
ClientWorks
pensions
Human Finance Project
T. Rowe Price
NetExchange View
filter and cross reference data
Scottrade® Advisor Services Platform
Matched Portfolio
Earnings Potential
rebalancing solution
VEO
Bill Laird
Collaboration Cloud (Chatter)
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
tax-losses
Advisor View™
Broker Dealers
FinFolio’s Portfolio Management Software
Sherri DuMond
Mike Capelle
eliminating selected fees
Robert Moore
Kelly Caffrey
Concenter Services
portfolio applications
intraday quotes
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Canterbury Consulting
online account opening
Forbes
Smarsh
Mobile Scribe Service
enrollment platform
web-based applications
credit card processing
Portfolio Snapshot
iPad app
To-Do Lists
Andrew Tognela
Charles Sizemore
Gemcom
Sophie Schmitt
acceptable and unacceptable tolerance standards
ETF OneSource participants
Salesforce1 Customer Platform
Woodrow Levin
Productivity
Jackson.com
TradeWarrior
Ashley Globerman
client feedback
paperless client onboarding process
Steven D. Kelly
activity streams
National Financial Partners Corp.
February 4, 2015
Schwab Intelligent Portfolios
Marie Swift
Dominey Stewart
Darren Tedesco
Quik! Forms
John Hancock
Unify Software
automation software tool
ClientWorks platform
Performance
Advisor Con
seamless advisor integration
Matt Abar
EarningsQ
risk profiling questionnaire provider
rebalancing workflows
Jud Mackrill
Veo Open Access
Commonwealth Financial Network
personal financial management platform
instantaneous stress testing
Advisor Websites
brokerage and custody services
normalization
FinFolio’s WorkStation
Sheryl Garrett
Mike Ethridge
Eliza De Pardo
Blu Giant, LLC
Concierge Service
Portfolio Building
intuitive user-experience
Technology Tools for Today 2014 Conference
Advisor® Xi
CapGainsValet
Online Account Opening & Transfer
Smarsh My Site
Model Wealth Portfolios
Enterprise Content Management Software
SaaS
Laser App 2015 Financial Services Conference
web-based client management software
PortfolioCenter
IPS AdvisorPro
check scanning
Orion Advisor Integration
Gemini Alternative Funds
sophisticated computer algorithms
Wordpress platform
digital financial solutions
reporting solutions
Customer Success Platform
Proposal Generation Capabilities
Jackson®
Trading Processes
ASI
Client Management System
paperless enrolment
Greg Vigrass
Stifel
Activity tracking and corporate memory
Gregg Klein
Strategic Advisor
Adhesion
Nationwide
Fee Calculation Details
Schwab Intelligent Portfolios™
Mario Canas
Donald Capone
Darrin Courtney
John Mackowiak
Unify’s Cloud VPN
Autopilot
Cloud applications
Performance Center
IBackup®
Advisor Convention October 7-8
FinaMetrica Plus
seamless forms-filling capabilities
Matt Crisp
easily view user activity
Redhawk
Julie Littlechild
Veo Open AccessSM platform
Bill Stone
Commonwealth’s Practice360º
Pete Hess
Institutional Intelligent Portfolios™
TD Ameritrade Holding Corporation
advisor workflow partnership
browser in the cloud
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Ellen Smith
robo advisors
Kevin Cimring
Wealth Access Estate Platform 3.0
conflict-free custody solution
portfolio construction capabilities
Invesco
tenth annual T3 Technology Conference
Advisor® Xi suite
Career Activity Management System
online advisor-client collaboration
forms library
Smarsh Sites
Modern Portfolio Theory
enterprise-grade data management platform
SaaS-based payment processing platform
Laser App Advisor Con 2015
web-based CRM
David Canter
Redtail Technology CRM
PortfolioCenter®
IPSAdvisorPro
Todd R. Crockett
Ann Haas
Chicago
Gemini Fund Services
Spark
Account Alerts
Morningstar, Inc.
ETF’s
San Diego
LPL Financial Holdings
workflow solutions
Digital Fortress
ReportQ
Customizable Quarterly Investment Review Presentations
Proposal Tool for Chapwood Investments
James Carney
Trading Strategy Checklist
asset allocation mappings service
paperless onboarding
paperless processing systems
Strategic Integrated Online Account Processing
advanced data reporting
Natural Language Processing
fee elimination
Schwab Intelligent Technologies
Mark Balasa
Doug Harbrecht
RightSize Solutions
Radar
John McArthur
United Capital
Back Office Solutions
Cloud Desktop solution
Performance Dashboard and Client Reporting Engine
IBDs
T3 Advisor Tech Conference
Search Engine Optimization
Matt Nelson
EBITDA growth rate
Juney Ham
Veo®
Community Blog
Peter Intraligi
inStream Solutions
Advisor Xi
Built In Token 2-Factor Authentication
Northern Lights Distributors
FinTech 100
Mike Phillips
Robo-Advisers
Kevin Crowe
BlueSky
Connections Console
Portfolio Construction Tool
Investigo
The Efficient Practice
Carson Wealth Management Group
online client engagement
Fox Financial Planning
Smart Form Tool
Modestpark
Safe by Estate Assist
web-based portfolio management software
David Fetter
Reduce computer sprawl
CRM systems
position data
iReach
Tom Doherty
Ann Marie Stieler
Chris Casdia
Gemini Hedge Fund Services
Account Details
Morningstar®
Everplans
San Diego, CA
LPL Financial LLC
Worldox
Digital Fortress Suite
required trading and rebalancing
customizable questionnaires
ProTracker
James Poer
asset gathering
Client Marketing Systems, Inc.
Park City, Utah
Guide Financial Technologies
Streetscape
advanced wealth planning solutions
Naureen Hassan
Mark Casady
Doug McPhail
Rio Hotel & Casino
data aggregation functionality
Raj Udeshi
John Ndege
United Capital Financial Advisors
back-office solutions
cloud-based archiving solutions
performance expectations
IEC
Advisor FinTech Hackathon
BranchNet
NetXInvestor
Financelogix
search engine optimization tagging
Matt O’Brien
Ebix
risk tolerance assessment tools
verification
Bill Wostoupal
company performance analysis
Insurance and Securities verticals
TD Ameritrade Institutional Veo®
Business Analytics
NorthStar
Firm Alerts and Announcements
SIFMA/FINRA Cybersecurity Conference
Mike Walsh
Robo-advisor
Kevin Knull
wealth management technology
content aggregation
Portfolio Crash Test solution
investment advice
The E‐Valuator
Advizr and Orion integration
cash posting
online practice management platform
Fox Financial Planning Network
Smart Office
modify portfolio exposures
Sagacious, Inc.
Laser App Enterprise
web-based software portal
David Lyon
RegEd
CRM technology
Positions
iRebal
Tom Embrogno
Anna Curry
Chris Casey
Orion Business Intelligence
Gen X/Y
sqope
account management software
Morningstar® Advisor WorkstationSM
eVestment
scalable personal finance data platform
LPL Focus 2015
WorthFM
digital marketing hub
RESTful
customized analysis
ProTracker Advantage
Jason Roberts
Trizic
AssetBook
Client Meeting Support for Advisors