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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TA Associates
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David Fetter
service alerts
Benjamin Birken
iRebal
Community Blog
Riskalyze Autopilot
Gen X/Y
Built In Token 2-Factor Authentication
Quik! Forms
Morningstar® Advisor WorkstationSM
eVestment
TD Ameritrade's VEO
Performance
LPL Focus 2015
digital marketing hub
single sign-on integration
Black Diamond℠
Jason Roberts
Connections Console
Advisors Assistant’s CRM
Guide Financial Technologies
Carson Wealth Management Group
rebalancing workflows
Naureen Hassan
The Tarbox Group, Inc.
personal financial management platform
Mark Casady
Doug McPhail
social collaboration
normalization
John Ndege
CRM systems
Analytics Cloud
IEC
Chris Casdia
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
NetXInvestor
Financelogix
Total Portfolio Expert (TPX)
Portfolio Building
Matt O’Brien
Ebix
Online Account Opening & Transfer
customizable questionnaires
Arcons Technology
Insurance and Securities verticals
Client Marketing Systems, Inc.
XTRAC App
RetireRisk
ACH origination
Firm Alerts and Announcements
two-factor authentication
PortfolioCenter
Mike Walsh
Orion Advisor Integration
Kevin Knull
Schwab Performance Technologies®
Automate Client Marketing
investment advice
Cloud Desktop solution
Risk Management
AdventConnect 2014
Fox Financial Planning Network
user-friendly programing
Proposal Generation Capabilities
modify portfolio exposures
Tamarac Advisor® Xi
paperless enrolment
Laser App Enterprise
David Lyon
David, Stalnaker
Service Cloud
Best Technology for a Vertical CRM
iRebal®
company performance analysis
Advisor Software, Inc.
Gentech
Business Analytics
Video conferencing
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
TD Ameritrade’s Veo platform
Performance Center
LPL Focus Conference
Digital Marketing Platform
single-sign on capability
Black Diamond℠ platform
Jason Wenk
content aggregation
Ron Huddleston
Advisory World
Gustav Karner
cash posting
Wealthminder Seed Capital
Redhawk
NaviPlan
Fetter Logic
Third-Party Technology Integrations
Pete Hess
Mark Engelhardt
Downloadable Portfolio Review Reports
Northern Lights Compliance Services
John Norwood
CRM technology
Andrew Rogers
Impact Communications
Chris Casey
Whitepaper
relationship solutions
Aaron Guidotti
NetXInvestor®
Financial Account Data Technology Platform
portfolio construction capabilities
Maureen Duff
Ebix Smart Office
online advisor-client collaboration
customized analysis
ARKON
integrated cloud based technology
Client Meeting Support for Advisors
First Rate
PortfolioCenter®
mitigate risk
eMoney Select system
Kevin Kraus
data aggregation functionality
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
Investment Advisors Workflow
cloud-based archiving solutions
risk management characteristics
Fred Tomczyk
BranchNet
Proposal Tool for Chapwood Investments
Envestnet Advisor Summit
Tamarac's Advisor® Xi
paperless onboarding
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
services and support for RIAs
iShares
compete against other digital advisors
RiXtrema's Portfolio Crash Test
business and technology management
Vincent Guyaux
Radar
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
TDA
Performance Dashboard and Client Reporting Engine
LPL’s Resource Center
Digital Practice Management
single-sign on functionality
Blaze Portfolio
Jay Jay French
Roy Burns
Hemant Moore
CEB TowerGroup
NaviPlan LEADS
Fetterlogic
Tim Ramza
Peter Intraligi
downside volatility
social media integrations
Northern Lights Distributors
CRM User Adoption
Salesforce CRM
Andrew Rudd
Impact Technologies Group
Chris Momsen
Will Bressman
Relius Adminstration
new client electronic on-boarding
Total Rebalance Expert (TRX)
Portfolio Construction Tool
Echosign
Stark & Stark
online client engagement
Cutting Edge Auditing
Schwab Advisor Services’
Artificial Intelligence
integrated CRM
yHLsoft
ActiFi Client Engagement
Fisher Investments
Ultra High Net Worth
position data
Mitt Romney
eMoney’s emX Select platform
SunGard’s WealthStation
Kevin Miller
data aggregation solutions
SciQ Insights
Automated Workflow
Investment Income Summary Report
cloud-based billing software
risk management platform
Ft. Lauderdale
brand-centric theme customization
Vanare | NestEgg
ProTracker
tax efficiency in a cloud-‐based model
paperless processing systems
Tax Efficient Drawdown
Park City, Utah
LaserApp
Dean Cook
Shane Bingham
Bill Good
ISO
compliance and security
Rob Cirrotti
Advisor View
George Will
business development metrics
Vladimir Baranov
Raj Udeshi
multi-block trading
eVestment Spotlight Analytics
performance expectations
Luis Gomez
direct online insurance offerings
SixThirty
Jeff Norris
Copytalk+
Run Smarter®
AdvisoryWorld Financial Technology
Celent
WealthStation CompAct
Redhawk Wealth Advisors
NaviPlan® financial planning tool
Tim Welsh
Mark Wilson
Dr. David Lawrence
Social Security
NorthStar
John Schobel
Salesforce data migrator
Andrew Stevens
import tool
Chris Wacker
William Faulkner
Report Builder
Abby Schneiderman
New Microsoft Dynamics®
Financial Feed
Total Technology Platform
Portfolio Crash Test solution
Michael M. Carter
State Income Tax Calculator
online practice management platform
Junxure Cloud®
Cybersecurity
Schwab Advisor Services’ SOLUTIONS®
Artisan and Grendel
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
RIA advisor platform
ActiFi software suite
fixed index annuities
unified cloud computing solutions
Positions
Mobile app
eMoney’s wealth management platform
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
Kevin Paulsen
Scivantage
Automated workflows
investment management experience
cloud-based billing tool
risk modeling
advisor and client portals
FTJ FundChoice
BrandYourself.com
ProTracker Advantage
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Tax Lot information
LaserApp Anywhere
Shannon Dempsey
Bill Laird
iTunes App Stores
ComplianceQ
Robb Baldwin
Advisor View™
Global Financial Private Capital
business intelligence
Wall Street Journal
multi-user support
eWealthManager
Technology adoption
Performance Measurement
MacroRisk Analytics
disparate and divergent solutions
SixThirty FinTech Accelerator
Copytalk+ Smartphone App
Rushmore Advisor Services
AdvisoryWorld HoldingScan Report for Households
High-Performing Firms
Center For Wealth Planning
WealthStation Financial Planning
Fidelity Center for Applied Technology
time-effective onboarding experience
Phil Sorgen
Market Movement Strategies (MMS)
Dr. Noah Smith
Social Security Analyzer
John Vaccaro
Cross-business Tracking Routing & Control
Salesforce Financial Service Cloud Integration
Andrew Tognela
Income Generator
CIO Review
Windows™ PowerShell
reporting
acceptable and unacceptable tolerance standards
Newgate Capital Management
Financial Personalities
Touch functionality
Portfolio Crash Testing
Ed Butowsky
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Junxure Cloud® CRM
Cybersecurity and Compliance
Schwab Advisory Services
Ashley Globerman
integrated receivables management
client relationship solution
RIA Benchmarking Study
activity streams
flexibility to scale
unified managed account
POWER
Mobile App 2.0
emX
Sustainable Retirement Income
Kevin Sweet
data analysis
Scott Parry
automating portfolio management
cloud-based CRM platform
FTNI
Bret Baier
variable annuities
ProTracker Cloud
MoneyGuidePro®
Envestnet’s Advisor Suite®
MoneyTree
Envestnet’s Digital Advisor platform
tax planning
Patrick Ambron
DecisionCenter
J. Kelley Williams, Jr.
compliant ready platform
Robert Arnott
Advisor Websites
Global Investment Performance Standards
business processing services
Walt Bettinger
RCS Capital
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Technology Integrations
Maggie Crowley
Document Imaging
Blu Giant, LLC
Cory Haberkorn
Russ Thornton
Advisor® Xi
Holdings
centralized and tailored user experience
WealthTechs
Redkite
timeframes
Marketing Center platform
Social Security Optimizer
Norwood Consulting
CSIA
Salesforce Financial Services Cloud
independent portfolio rebalancing software platform
Cities Digital
WinOps
reporting capabilities
Next Generation Investor Portal
Trade Strategy Visualization
Michael Spellacy
Ed O’ Brien
Steve Dunlap
Open View Gateway
Junxure CRM
Damian Gallina
Schwab IMPACT 2013
ASI
integrated technology
Client Risk Assessments
Zywave
RIA in a Box
Activity tracking and corporate memory
Flexible Optimizer
unified wealth management technology
Power of Together
Mobile Application
EMX Platform
Symantec VIP integration
Orion Discover
data analysis solutions
automation software tool
investment policy statement
cloud-based IT
Risk Number®
Advisor Con
full lifecycle portfolio management
Bret Magpiong
VAs
ProTracker Software
psychometric risk tolerance test
monitoring
tax-aware trading program
Patrick Dempsey
Laserfiche Connector
Deena Katz
Sharing
Bill Stone
J. Richard Coe
Composite Holdings Report
Robert Eggebrecht
advisor workflow partnership
goalgamiPro
business valuation knowledge
Warren Mackensen
real time balances
My Wall
technology solutions
Performance Reporting Capabilities
MagniPost
Small Businesses
Jenny Richards
Cory Olson
Russell Leto
Advisor® Xi suite
Homrich Berg
Cetera
Web App Single Sign On
Fidelity Institutional Wealth Services
TJ Jones
Marketing Cloud
Dropbox
Sonia Rosenbaum
Note Taking
Jonathan Jaranson
curation engines
Salesforce.com
Ann Haas
industry related forms
Cities Digital’s MagniMail
Women Investors
Reporting Console for Each Office
Account Alerts
Next Generation of Integration
financial planning and client engagement solutions
Portfolio Management and Insurance Management modules
Michael Stier
Ed O’Brien
Steve Sanduski
open-architecture platform
Junxure® CRM
Damon Deru
Schwab Independent Advisor Outlook Study
asset allocation mappings service
Client Service Monitor
“Robo” Challenge
RIA/Client reletionships
Adhesion
Unify
PowerAdvisor
Mobile channel
emX’s Vault
Synapse API
Orion Portfolio Reports
Kirk Hulett
data automation
Autopilot
investment research platforms
cloud-based IT outsourcing
Advisor Convention October 7-8
Fuse 2014
Vendor Affinity Program
VEO
Q-Suite
monthly compliance checklists
Eric Jardine
tax-losses
Patrick Flaherty
Laserfiche Document Management
Dennis Fox
Sherri DuMond
composite performance reporting
Robert Moore
Advisor Xi
goalgamiPro®
business valuations
Real-Time Data
myeDocumentsuite.com
External IT Cloud Desktop
Technology Tools For Today
performance reporting software
maintenance of composites
Document Processing
Smarsh
BlueSky
Jenze Bosma
Cost Basis
hosted archiving solutions
Cetera Financial Group
web-based applications
Nerd’s Eye View
To-Do Lists
PIEtech, Inc.,
Marketing Gorilla System
Duane D’Orazio
Sophie Schmitt
Nova
Joseph Miola
custodial data file import process
Salesforce1 Customer Platform
Ann Marie Stieler
Informatica
CitiMortgage
Woodrow Levin
Account Details
Next-Generation Advisor CRM®
TradeWarrior
Portfolio Management Consultants
EDGAR filing agent
Steven D. Kelly
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Schwab Intelligent Integration®
asset gathering
integration of independent recordkeepers
client-facing analytical and proposal tool
advanced data reporting
Florida
Unify Cloud Disaster Recovery
PowerShares
mobile connectivity
end-of-life plan
T. Rowe Price
Orion’s Client Portal
Krilogy Financial
Data Cloud (Jigsaw)
Scottrade® Advisor Services Platform
Back Office Solutions
investment screening functionality
cloud-based platform
Fuse 2014 award
Brett Thorne
Veo Open Access
Quadron Data Solutions
error checking
Patrick Yip
Lex Sokolin
Denny Bottorff
Sheryl Garrett
Bill Wostoupal
J.P. Morgan
Composite Portfolio Review
Google Analytics integration
ByAllAccountsSM
Real-time Profile Tracking
External IT's Cloud Desktop
Technology Tools for Today 2014 Conference
Perry Moore
manage cash flows
document storage software-as-a-service
Smarsh My Site
cost-efficient beta exposure
SaaS
Advizr and Orion integration
Household Balance Sheet
Chad Blythe
web-based client management software
Fidelity Investments®
PMC's Quantitative Portfolios
Marketware International
Dynamic Rebalancing
sophisticated computer algorithms
November 2-4, 2015
Joseph Mrak
Custodial Data Integrations
Anna Curry
InformationWeek 500
client acquisition
Wordpress platform
reporting solutions
account management software
next-generation wealth management platform
financial planning technology
Trading Processes
portfolio management process
Michelle Smith
Stifel
OpportunityView™
Dan Brownell
Schwab Intelligent Portfolios
AssetBook
Intelligent Aggregation
Client-facing technology
advanced wealth planning solutions
FMG Suite
Unify Software
mobile devices
end-‐to-‐end portfolio management
OS33 Cloud Desktop platform
Kyle Hiatt
data management solutions
seamless advisor integration
back-office solutions
cloud-based portfolio management
risk profiling questionnaire provider
Advisor FinTech Hackathon
Fusion Advisor Workstation
Brian A. Davis
Fusion® Advisor Workstation
Veo Open AccessSM platform
Quadron Data Solutions™
Morningstar Advisor
eSignature Capabilities
TD Ameritrade Holding Corporation
Paul Cantrell
LiquidHub
Depository Trust and Clearing Corporation
Jackson
CompositeBuilder
robo advisors
Advisor-Client relationships
Google Play
CAIS
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
FA Insight
tenth annual T3 Technology Conference
management fee
Docupace
Smarsh Sites
Jim McKelvey
Council Capital
SaaS-based payment processing platform
household-‐level rebalancing
Chad Centorbi
web-based CRM
Redtail Technology CRM
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Todd R. Crockett
Martin L. Flanagan
Spark
Oauth2 user authentication security
Joseph Starinsky
San Diego
Annuities + Insurance
Innovation Centers
Client communications management
workflow solutions
ReportQ
account opening
NFP
financial planning tool
Trading Strategy Checklist
Portfolio Management Processes
Microsoft
Edward Jones
Strategic Advisor
Optimum Market Portfolios
Dan Hunt
Schwab Intelligent Portfolios™
interactive compliance calendar
Client360º
advanced workflow tools
Folio Institutional
Unify’s Cloud VPN
practice management
mobile forms-filling
Enhanced Capital Partners
Outlook email archiving
Ladenburg Thalmann Financial Services Inc.
data protection
seamless forms-filling capabilities
BakerAvenue Asset Management
InvestmentNews
cloud-based solutions
Advisor Impact
Brian Semitekol
Veo®
qualified fiduciary advisors
Morningstar Analyst Rating™
Estate Assist
Paul Polese
Lori Hardwick
detailed financial planning
Jackson app
comprehensive portfolio management
Robo-Advisers
AdvisorComplete platform
Gradient Investments
CAM
rebalance
Narrator Clients™
Farshad Ghaffari
The Efficient Practice
Docupace ePACS®
Smart Form Tool
Bob Stiess
Jim Patrick
couple’s report
Safe by Estate Assist
Aggregation
householded data backbone
Chapwood Investments
web-based portfolio management software
Reduce computer sprawl
NetExchange Client
Fidelity’s Technology and Operations Consulting
Tom Doherty
portfolio accounting
Mary Ellen Whiteman
eAdvisor
October 13
Josh Brown
Custodian
San Diego, CA
App expansion
Inside Information
Client Data Automation
Worldox
required trading and rebalancing
Account opening and commissions
NFP Advisor Services Group
Financial Transmission Network Inc.
portfolio management system
Microsoft Corp
Efficient Technology
Strategic Integrated Online Account Processing
Optional Tax Management
Kanchana Chalia
Dan Santner
Schwab Intelligent Technologies
AssetMark Advisor iPad
Interview
RightSize Solutions
FolioDynamics
United Capital
practice management solutions
Mobile Optimization
enhanced client communication
T3 Advisor Tech Conference
Outsourcing Services
lagging performance duration and timeframe priorities
Data-Driven Insights
Search Engine Optimization
Balances
Investor-Advisor Collaboration
CLS Investments
Advisor iPad App
risk tolerance assessment tools
Advisor Office
Garrett Planning Network
verification
quantitative risk technology
Morningstar for Advisors App
estate management
TD Ameritrade Institutional Veo®
Loring Ward
Digital Advice
SIFMA/FINRA Cybersecurity Conference
Jackson National Life Insurance Company®
comprehensive trading solutions
Robo-advisor
AdvisorComplete℠
Great Kight
CAM System
wealth management technology
Rebalancer
Narrator™ application builder
The E‐Valuator
Pershing LLC
Mara Laisson
Docupace Technologies
Smart Office
Bob Veres
Joe Duran
Craig Smith
Sagacious, Inc.
AICPA
HTML5 version
web-based software portal
RegEd
NetExchange Select
Figlo
Tom Embrogno
portfolio accounting service provider
Mary Ferguson
EAI
sqope
Office 365
Juan Williams
Custom Cloud (Force.com)
scalable personal finance data platform
Insights on Advice
client database portal
WorthFM
RESTful
account rebalancing software
Nobel Foundation
FinFolio
Trizic
portfolio management tools
Microsoft Dynamics CRM
Electronic Signing
Streetscape
OptionsPlay Score
Karl Chan
Atlanta
Intraday Integration
Clients & Portfolios
Rio Hotel & Casino
United Capital Financial Advisors
PreciseFP
Mobile Productivity
enhanced mutual funds order management
packaged web design
Las Vegas
DataPro
search engine optimization tagging
Barrett Ayers
Investor360°
CNN Money