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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Fetterlogic
Tim Ramza
Amanda Steinberg
downside volatility
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
real time balances
John Schobel
Performance Reporting Capabilities
Salesforce data migrator
cloud-based IT outsourcing
import tool
William Faulkner
Report Builder
New Microsoft Dynamics®
Financial Feed
Total Technology Platform
Michael M. Carter
Arcons Technology
State Income Tax Calculator
ACH origination
Junxure Cloud®
Schwab Advisor Services’ SOLUTIONS®
Composite Holdings Report
Integrated CRM Performance Dashboard
Note Taking
RIA advisor platform
business valuation knowledge
fixed index annuities
unified cloud computing solutions
Mobile app
Automate Client Marketing
eMoney’s wealth management platform
SunGard’s WealthStation Financial Planning solution
Kevin Paulsen
AdventConnect 2014
Portfolio Management and Insurance Management modules
Scivantage
Cory Olson
investment management experience
open-architecture platform
risk modeling
Cetera
FTJ FundChoice
MoneyGuideProTM
Benjamin Birken
Envestnet | Tamarac's Advisor Xi
Tax Efficient Drawdown
LaserApp
Dean Cook
PowerAdvisor
Shane Bingham
curation engines
ISO
Orion Portfolio Reports
Rob Cirrotti
Cities Digital’s MagniMail
George Will
Vladimir Baranov
multi-block trading
Black Diamond℠
eVestment Spotlight Analytics
Luis Gomez
Advisors Assistant’s CRM
direct online insurance offerings
psychometric risk tolerance test
SixThirty
Damon Deru
Jeff Norris
Patrick Dempsey
Run Smarter®
Client Service Monitor
WealthStation CompAct
Redhawk Wealth Advisors
NaviPlan® financial planning tool
Tim Welsh
Mark Wilson
Analytics Cloud
Dr. David Lawrence
Social Security Analyzer
Aaron Guidotti
Real-Time Data
John Vaccaro
performance reporting software
Salesforce Financial Service Cloud Integration
cloud-based platform
Income Generator
Windows™ PowerShell
reporting
Brett Thorne
Newgate Capital Management
Financial Personalities
Touch functionality
ARKON
Ed Butowsky
state‐of‐the‐art forms-filling technology
Junxure Cloud® CRM
PIEtech, Inc.,
Schwab Advisory Services
composite performance reporting
integrated receivables management
Nova
RIA Benchmarking Study
business valuations
flexibility to scale
unified managed account
Mobile App 2.0
automated portfolio management
emX
Sustainable Retirement Income
Kevin Sweet
data analysis
Portfolio Management Consultants
Scott Parry
Cost Basis
Cetera Financial Group
FTNI
variable annuities
MoneyGuidePro®
Best Technology for a Vertical CRM
Envestnet’s Advisor Suite®
Tax Lot information
LaserApp Anywhere
Advisor Software, Inc.
PowerShares
Shannon Dempsey
custodial data file import process
iTunes App Stores
Orion’s Client Portal
Robb Baldwin
CitiMortgage
Global Financial Private Capital
Wall Street Journal
multi-user support
Black Diamond℠ platform
eWealthManager
Technology adoption
MacroRisk Analytics
Advisory World
disparate and divergent solutions
Q-Suite
SixThirty FinTech Accelerator
Dan Arnold
Patrick Flaherty
Rushmore Advisor Services
client-facing analytical and proposal tool
High-Performing Firms
WealthStation Financial Planning
Fidelity Center for Applied Technology
time-effective onboarding experience
Market Movement Strategies (MMS)
Andrew Rogers
Dr. Noah Smith
Social Security Optimizer
Real-time Profile Tracking
Perry Moore
Salesforce Financial Services Cloud
cloud-based portfolio management
independent portfolio rebalancing software platform
WinOps
reporting capabilities
Brian A. Davis
Next Generation Investor Portal
Trade Strategy Visualization
Michael Spellacy
Artificial Intelligence
Ed O’ Brien
Steve Dunlap
ActiFi Client Engagement
Junxure CRM
PMC's Quantitative Portfolios
Schwab IMPACT 2013
Composite Portfolio Review
integrated technology
Zywave
November 2-4, 2015
RIA in a Box
ByAllAccountsSM
Flexible Optimizer
unified wealth management technology
Mobile Application
Automated Workflow
EMX Platform
Symantec VIP integration
data analysis solutions
portfolio management process
cost-efficient beta exposure
investment policy statement
OpportunityView™
Risk Number®
Chad Blythe
full lifecycle portfolio management
VAs
MoneyTree
Envestnet’s Digital Advisor platform
tax planning
DecisionCenter
Custodial Data Integrations
J. Kelley Williams, Jr.
OS33 Cloud Desktop platform
Robert Arnott
client acquisition
Global Investment Performance Standards
Walt Bettinger
mutual fund capital gains distributions
Blaze Portfolio
Expanded Performance Details for Sample Portfolios
Technology Integrations
Maggie Crowley
Document Imaging
Quadron Data Solutions
Dan Brownell
Patrick Yip
Russ Thornton
Client-facing technology
Holdings
WealthTechs
Redkite
timeframes
Marketing Center platform
Andrew Rudd
TJ Jones
Marketing Cloud
Andrew Stevens
Dropbox
Sonia Rosenbaum
Abby Schneiderman
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce.com
cloud-based solutions
industry related forms
Women Investors
Reporting Console for Each Office
Next Generation of Integration
financial planning and client engagement solutions
Michael Stier
Artisan and Grendel
Ed O’Brien
Steve Sanduski
ActiFi software suite
Junxure® CRM
Schwab Independent Advisor Outlook Study
CompositeBuilder
“Robo” Challenge
Oauth2 user authentication security
RIA/Client reletionships
CAIS
Unify
Mobile channel
Automated workflows
emX’s Vault
Synapse API
Kirk Hulett
advisor and client portals
data automation
Portfolio Management Processes
Council Capital
investment research platforms
Optimum Market Portfolios
Chad Centorbi
Fuse 2014
Vendor Affinity Program
monitoring
Bill Good
tax-aware trading program
Laserfiche Connector
Advisor View
Deena Katz
practice management
Sharing
J. Richard Coe
Outlook email archiving
Robert Eggebrecht
Client communications management
goalgamiPro
Warren Mackensen
My Wall
technology solutions
MagniPost
AdvisoryWorld Financial Technology
Small Businesses
Quadron Data Solutions™
Dan Hunt
Jenny Richards
Paul Cantrell
Russell Leto
Client360º
Homrich Berg
Web App Single Sign On
Fidelity Institutional Wealth Services
To-Do Lists
Marketing Gorilla System
Andrew Tognela
Duane D’Orazio
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalance
Joseph Miola
Salesforce1 Customer Platform
CLS Investments
Informatica
Woodrow Levin
Brian Semitekol
Next-Generation Advisor CRM®
TradeWarrior
Ashley Globerman
EDGAR filing agent
Steven D. Kelly
activity streams
Junxure’s cloud-based CRM/office management solution
portfolio accounting
Schwab Intelligent Integration®
comprehensive portfolio management
integration of independent recordkeepers
October 13
CAM
Florida
Unify Cloud Disaster Recovery
mobile connectivity
automating portfolio management
end-of-life plan
T. Rowe Price
Krilogy Financial
Data Cloud (Jigsaw)
portfolio management system
Scottrade® Advisor Services Platform
couple’s report
investment screening functionality
Optional Tax Management
Chapwood Investments
Fuse 2014 award
VEO
monthly compliance checklists
Bill Laird
Eric Jardine
tax-losses
Laserfiche Document Management
Advisor View™
Dennis Fox
practice management solutions
Sherri DuMond
Custodian
Outsourcing Services
Robert Moore
Client Data Automation
goalgamiPro®
myeDocumentsuite.com
External IT Cloud Desktop
Technology Tools For Today
maintenance of composites
AdvisoryWorld HoldingScan Report for Households
Document Processing
Smarsh
qualified fiduciary advisors
Dan Santner
Jenze Bosma
Paul Polese
hosted archiving solutions
web-based applications
Nerd’s Eye View
Marketware International
Dynamic Rebalancing
sophisticated computer algorithms
Rebalancer
Joseph Mrak
Pershing LLC
CNN Money
InformationWeek 500
Wordpress platform
reporting solutions
next-generation wealth management platform
financial planning technology
Trading Processes
Michelle Smith
ASI
Stifel
Activity tracking and corporate memory
portfolio accounting service provider
Schwab Intelligent Portfolios
comprehensive trading solutions
Intelligent Aggregation
Office 365
CAM System
FMG Suite
Unify Software
mobile devices
automation software tool
end-‐to-‐end portfolio management
Kyle Hiatt
Advisor Con
data management solutions
portfolio management tools
seamless advisor integration
Craig Smith
OptionsPlay Score
risk profiling questionnaire provider
Fusion Advisor Workstation
Veo Open Access
error checking
Lex Sokolin
Advisor Websites
Denny Bottorff
PreciseFP
Sheryl Garrett
Custom Cloud (Force.com)
J.P. Morgan
packaged web design
client database portal
Google Analytics integration
Blu Giant, LLC
External IT's Cloud Desktop
Technology Tools for Today 2014 Conference
manage cash flows
Advisor® Xi
document storage software-as-a-service
Smarsh My Site
quantitative risk technology
SaaS
Clients & Portfolios
Household Balance Sheet
web-based client management software
Fidelity Investments®
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Todd R. Crockett
Martin L. Flanagan
Ann Haas
Spark
Account Alerts
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
San Diego
Cohesive Client Management Process
Innovation Centers
workflow solutions
ReportQ
Brian Stimpfl
NFP
financial planning tool
Trading Strategy Checklist
Microsoft
asset allocation mappings service
Edward Jones
Strategic Advisor
Adhesion
Portfolio Accounting Solutions
Schwab Intelligent Portfolios™
computer-based modeling system
interactive compliance calendar
Office of the Future
Cameron Routh
Folio Institutional
Unify’s Cloud VPN
mobile forms-filling
Autopilot
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
Advisor Convention October 7-8
data protection
portfolio mappings services
seamless forms-filling capabilities
create and manage portfolios
InvestmentNews
Optionsplay®
Fusion® Advisor Workstation
Veo Open AccessSM platform
Morningstar Advisor
Bill Stone
eSignature Capabilities
TD Ameritrade Holding Corporation
LiquidHub
advisor workflow partnership
Depository Trust and Clearing Corporation
predictive analytical tools
customer acquisition
Jackson
Panoramix
robo advisors
client engagement
Google Play
Wealth Access Estate Platform 3.0
FA Insight
tenth annual T3 Technology Conference
management fee
Advisor® Xi suite
Docupace
Smarsh Sites
Quantitative Risk Tolerance
Daniel Inveen
Jim McKelvey
Paul West
SaaS-based payment processing platform
ClientView Client Portal
household-‐level rebalancing
web-based CRM
Redtail Technology CRM
Reduce computer sprawl
NetExchange Client
Fidelity’s Technology and Operations Consulting
Tom Doherty
Mary Ellen Whiteman
Ann Marie Stieler
eAdvisor
Account Details
rebalancing capability
Josh Brown
Personal Finance Management Application
San Diego, CA
Collaboration Cloud (Chatter)
Inside Information
Worldox
required trading and rebalancing
Broker Dealers
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
asset gathering
Efficient Technology
Strategic Integrated Online Account Processing
Kanchana Chalia
advanced data reporting
Schwab Intelligent Technologies
Concenter Services
Interview
RightSize Solutions
Canterbury Consulting
FolioDynamics
United Capital
Mobile Optimization
Back Office Solutions
enhanced client communication
T3 Advisor Tech Conference
lagging performance duration and timeframe priorities
Data-Driven Insights
Portfolio Pathway
Search Engine Optimization
credit card processing
Investor-Advisor Collaboration
Charles Sizemore
Veo®
Morningstar Analyst Rating™
Estate Assist
Lori Hardwick
Advisor Xi
detailed financial planning
PRNewswire
Jackson app
Panoramix™
Robo-Advisers
client feedback
Gradient Investments
Narrator Clients™
BlueSky
Farshad Ghaffari
The Efficient Practice
Docupace ePACS®
Smart Form Tool
Quantum
Jim Patrick
PCI-compliant platform
Safe by Estate Assist
ClientWorks
householded data backbone
web-based portfolio management software
web-based software portal
RegEd
NetExchange Select
Figlo
Tom Embrogno
Mary Ferguson
Anna Curry
EAI
sqope
account management software
Juan Williams
personal financial management
scalable personal finance data platform
Commonwealth Financial Network
Insights on Advice
WorthFM
RESTful
brokerage and custody services
Nobel Foundation
FinFolio
Trizic
Microsoft Dynamics CRM
AssetBook
Electronic Signing
Streetscape
Karl Chan
advanced wealth planning solutions
Concierge Service
Intraday Integration
Online Account Management
Rio Hotel & Casino
CapGainsValet
United Capital Financial Advisors
Mobile Productivity
back-office solutions
enhanced mutual funds order management
Las Vegas
Advisor FinTech Hackathon
DataPro
portfolio risk
search engine optimization tagging
Investor360°
order processing
risk tolerance assessment tools
check scanning
Garrett Planning Network
verification
Morningstar for Advisors App
Bill Wostoupal
estate management
TD Ameritrade Institutional Veo®
Loring Ward
Digital Advice
ProcessEZ
SIFMA/FINRA Cybersecurity Conference
Customer Success Platform
Jackson National Life Insurance Company®
Paperclip
Robo-advisor
Client Management System
Great Kight
wealth management technology
Narrator™ application builder
The E‐Valuator
Mara Laisson
Advizr and Orion integration
Docupace Technologies
Smart Office
Questar Capital℠
Darren Tedesco
Joe Duran
Sagacious, Inc.
ClientWorks platform
HTML5 version
Wednesday July 22, 2015
registered investment advisors
NetExchange View
filter and cross reference data
Matched Portfolio
Annuities + Insurance
Earnings Potential
sqopeTM Score
account opening
rebalancing solution
Personal Financial Management (PFM) tool
Scalable workflow tools
Commonwealth’s Practice360º
INSITE™ 2015 conference
X-Ray Reports
Retirement Hub app
browser in the cloud
FinFolio’s Portfolio Management Software
Trust Company of Sterne Agee
Mike Capelle
eliminating selected fees
Kelly Caffrey
advanced workflow tools
portfolio applications
Schwab OpenView Gateway®
conflict-free custody solution
intraday quotes
online account opening
Rio Hotel & Casino in Las Vegas
Career Activity Management System
Forbes
up-to-date account data
Mobile Scribe Service
BakerAvenue Asset Management
enrollment platform
T3 Conference Anaheim, CA
Advisor Impact
Portfolio Snapshot
Securities America
iPad app
Risk Tolerance Questionnaire
Chicago
Gemcom
Vestmark
ETF OneSource participants
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Productivity
Signix
Customizable Quarterly Investment Review Presentations
Jackson.com
paperless client onboarding process
Robo-Shield™
Wealthbase
Nathan Lucius
The Future of Risk is Here: Enhance Your Value or Perish
Maree Moscati
Smarter Prospecting
Quik! Form
Darrin Courtney
Joe Ruzycki
pensions
Cloud applications
Human Finance Project
Wells Fargo Advisors
registration checker tool
Tom Kimberly
Matt Abar
App expansion
EarningsQ
SS&C Technologies
Account opening and commissions
rebalancing workflows
Jud Mackrill
personal financial management platform
SCANaltyics
Community Blog
instantaneous stress testing
XCelent Award
normalization
retirement income planning tool
Built In Token 2-Factor Authentication
FinFolio’s WorkStation
Mike Ethridge
AssetMark Advisor iPad
Eliza De Pardo
Sugar Ray Leonard
Portfolio Building
Connections Console
intuitive user-experience
Online Account Opening & Transfer
Risk Alignment Platform
Carson Wealth Management Group
Upside
Model Wealth Portfolios
Balances
Enterprise Content Management Software
T3 Enterprise Conference
Laser App 2015 Financial Services Conference
Advisor iPad App
PortfolioCenter
securities and insurance industries
CRM systems
IPS AdvisorPro
Orion Advisor Integration
Risk-Balanced Portfolios
Chris Casdia
Gemini Alternative Funds
Vestmark Manager Marketplace (VMM)
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
digital financial solutions
Proposal Generation Capabilities
Silanis
customizable questionnaires
Jackson®
paperless enrolment
robust backup features
Client Marketing Systems, Inc.
Greg Vigrass
Wealthbox CRM
National Financial Partners Corp.
Bob Stiess
February 4, 2015
The Markets
Marie Swift
Aggregation
Dominey Stewart
SmartOffice
Quik! Forms
John Hancock
Performance
Cloud Desktop solution
Performance Center
Salentica’s Data Broker
cloud-based archiving solutions
IBackup®
Wes Stillman
regulatory compliance
BranchNet
FinaMetrica Plus
Matt Crisp
easily view user activity
SS&C Technologies Holdings
account rebalancing software
Redhawk
Julie Littlechild
Pete Hess
SCANalytics
company performance analysis
Institutional Intelligent Portfolios™
XLR8
Northern Lights Compliance Services
Business Analytics
FINRA and SEC technology guidelines
TRX Edge
Atlanta
Ellen Smith
SugarCRM
Kevin Cimring
portfolio construction capabilities
Schwab OpenView MarketSquare®
content aggregation
Invesco
online advisor-client collaboration
Risk Analysis
cash posting
forms library
Upside Advisor
Modern Portfolio Theory
Barrett Ayers
enterprise-grade data management platform
Laser App Advisor Con 2015
Advisor Office
David Canter
PortfolioCenter®
Security
CRM technology
IPSAdvisorPro
Chris Casey
Gemini Fund Services
Morningstar, Inc.
ETF’s
TD Ameritrade Institutional’s VEO®
LPL Financial Holdings
AdvisorComplete℠
Digital Fortress
Proposal Tool for Chapwood Investments
customized analysis
James Carney
paperless onboarding
robust technology capabilities
Client Meeting Support for Advisors
Gregg Klein
Wealthcare Capital Management
Nationwide
Bob Veres
Fee Calculation Details
the Practice
Mario Canas
AICPA
Donald Capone
SMAs
data aggregation functionality
John Mackowiak
