AssetBook and Modestspark Announce Integration at #T32015

technology Eric Clarke CRM Orion Advisor Services Orion Riskalyze Junxure MoneyGuidePro Greg Friedman Envestnet Morningstar T3 T3 Blog Vestorly Justin Wisz Schwab Laser App Software AdvisoryWorld Aaron Klein TD Ameritrade TD Ameritrade Institutional portfolio management Salesforce RiXtrema Pershing Robert Powell Junxure Cloud Tricia Rothschild Stuart DePina Laserfiche Fidelity Redtail Technology Ken Golding Laser App Anywhere eMoney Redtail Daniel Satchkov Redtail CRM CRM Solutions Morningstar OfficeSM LPL Financial Advent DocuSign PIEtech FinaMetrica Brian McLaughlin eMoney Advisor Advicent Brian Shenson Neesha Hathi account aggregation Jemstep Laser App client relationship management NetX360® NorthStar Financial Services Group T3 Technology Conference Ram Nagappan Performance Reporting SunGard Victor Fetter David Benskin Michael Kitces Vanare forms automation Risk Number™ Charles Schwab Wealth Access Sam Attias Sheryl Rowling External IT Bill Winterberg Sid Yenamandra Advizr Data Aggregation Jennifer Valdez Jon Patullo Quovo Lowell Putnam Orion Advisor Services, LLC Advyzon Phil Cunningham tRx Salentica CRM FAStech Orion Connect Pat Dempsey Tom Nally BizEquity Dave Welling Albridge Black Diamond Advisors Assistant Ron Carson Total Rebalance Expert Schwab Advisor Services RetireUp SunGard Financial Systems Advent Software OpenView Gateway Finance Logix Entreda Jud Bergman Yodlee Vanguard Hussain Zaidi ActiFi Kiplinger Redi2 Technologies Scottrade Bill Crager Advisor Technology solutions Ed Beggs Michael Wilson RIAs Oleg Tishkevich Oranj Ryan Beach Junxure Advisor Conference Portfolio Analytics Rich Cancro Geoff Davey Bill Rourke document management management software T3 Advisor Conference HiddenLevers Client Marketing Systems Investment Planning Fidelity Investments Advisor CRM financial planning software risk tolerance assessment wealth management solutions Spenser Segal Schwab OpenView Gateway Edmond Walters Advisor Xi Platform BNY Mellon Morningstar Office Integration AssetMark E-Valuator content marketing NetX360 BillFin Bob Curtis Salentica Tom Giachetti Schwab OpenView Gateway™ J.D. Bruce Croesus Mike McDaniel Billy Oliverio Retirement Income Story© Advent Black Diamond investment solutions NetX360® platform BioniX Jim Dario Simon Mulcahy Appcrown February 10-12, 2016 Philip Wilson XTRAC SEI Digital Content Marketing SSG Schwab advisor center Gail Graham Wealthminder Money Guide Pro ETFs Brett Clarke SSG Conference FolioDynamix XTRAC Solutions Mark Tibergien Tyler Nunnally advisor rebalancing Social Media Salesforce AppExchange RIA AdventConnect practice and portfolio management system Advisors Assistant® WealthStation Fermin Garcia Pocket Risk NaviPro Michael Pinsker Advisor Software custodial platform Zohar Swaine Neal Ringquist Risk Number ClientFirst Pershing Advisor Solutions Advicent Solutions financial advisors Charles Goldman Grendel Shareholders Service Group Envestnet | Tamarac Dan Skiles Paul Resnik TradePMR Scottrade® Advisor Services Blu Giant reporting platform MyRetirement portfolio analysis NestEgg Advisor BioniX Risk Profiling customer relationship management Blu Giant Advisor Studios Deborah Fox MyRIACompliance Fidelity Institutional Drew DiMarino financial planning John Prendergast Peak Advisor Alliance Todd Clarke Anil Arora rebalancing platform Rich Ellinger Risk Tolerance Blueleaf External IT Cloud Desktop rebalancing workflows San Diego, CA Document Processing personal financial management platform Worldox required trading and rebalancing Community Blog Narrator™ application builder normalization Built In Token 2-Factor Authentication Mara Laisson asset gathering Strategic Integrated Online Account Processing advanced data reporting FTNI Schwab Intelligent Technologies Duane D’Orazio Portfolio Building RightSize Solutions Connections Console NetExchange Select Online Account Opening & Transfer Carson Wealth Management Group Mary Ferguson United Capital Back Office Solutions T3 Advisor Tech Conference iTunes App Stores Global Financial Private Capital Search Engine Optimization EDGAR filing agent PortfolioCenter CRM systems Nobel Foundation Orion Advisor Integration Chris Casdia Microsoft Dynamics CRM Veo® Karl Chan Advisor Xi High-Performing Firms end-of-life plan Proposal Generation Capabilities Robo-Advisers customizable questionnaires Data Cloud (Jigsaw) paperless enrolment Client Marketing Systems, Inc. Mobile Productivity BlueSky Las Vegas The Efficient Practice John Vaccaro Smart Form Tool Income Generator Eric Jardine Quik! Forms Safe by Estate Assist Dennis Fox Performance web-based portfolio management software Reduce computer sprawl Cloud Desktop solution Morningstar for Advisors App Loring Ward Tom Doherty Ann Marie Stieler Junxure Cloud® CRM Account Details integrated receivables management External IT's Cloud Desktop Redhawk scalable personal finance data platform document storage software-as-a-service Pete Hess WorthFM RESTful company performance analysis Nathan Lucius Northern Lights Compliance Services Business Analytics Maree Moscati Trizic AssetBook Streetscape advanced wealth planning solutions investment policy statement Fidelity Investments® full lifecycle portfolio management Dynamic Rebalancing portfolio construction capabilities Rio Hotel & Casino content aggregation NetExchange View online advisor-client collaboration cash posting Matched Portfolio United Capital Financial Advisors back-office solutions Advisor FinTech Hackathon J. Kelley Williams, Jr. financial planning technology Global Investment Performance Standards search engine optimization tagging PortfolioCenter® risk tolerance assessment tools CRM technology Chris Casey Mike Capelle verification Bill Wostoupal Kelly Caffrey TD Ameritrade Institutional Veo® Holdings SIFMA/FINRA Cybersecurity Conference end-­‐to-­‐end portfolio management Proposal Tool for Chapwood Investments Robo-advisor customized analysis data management solutions paperless onboarding wealth management technology Client Meeting Support for Advisors Mobile Scribe Service The E‐Valuator Advizr and Orion integration Smart Office independent portfolio rebalancing software platform error checking Sagacious, Inc. data aggregation functionality Denny Bottorff Performance Center web-based software portal RegEd cloud-based archiving solutions BranchNet Tom Embrogno Anna Curry Junxure CRM sqope account management software integrated technology account opening FA Insight Scalable workflow tools Docupace Peter Intraligi X-Ray Reports Retirement Hub app compete against other digital advisors National Financial Partners Corp. Northern Lights Distributors business and technology management Marie Swift Trust Company of Sterne Agee advanced workflow tools investment research platforms Fidelity®'s New Wealthcentral® Technology Bundle Fuse 2014 Schwab OpenView Gateway® Portfolio Construction Tool Rio Hotel & Casino in Las Vegas online client engagement CEB TowerGroup Matt Abar up-to-date account data BakerAvenue Asset Management T3 Conference Anaheim, CA Advisor Impact J. Richard Coe financial planning tool goalgamiPro Securities America Edward Jones position data Risk Tolerance Questionnaire CRM User Adoption Chris Momsen Mike Ethridge Vestmark TD Ameritrade Institutional's Veo® Advisor-Client relationships Jenny Richards Homrich Berg Signix Enhanced Capital Partners ProTracker Robo-Shield™ Cutting Edge Auditing data protection paperless processing systems Wealthbase Model Wealth Portfolios Laser App 2015 Financial Services Conference The Future of Risk is Here: Enhance Your Value or Perish Jonathan Jaranson Smarter Prospecting industry related forms eSignature Capabilities Radar data aggregation solutions Depository Trust and Clearing Corporation Performance Dashboard and Client Reporting Engine Wednesday July 22, 2015 registered investment advisors cloud-based billing software brand-centric theme customization Annuities + Insurance Junxure® CRM sqopeTM Score SS&C Technologies Account opening and commissions integration of independent recordkeepers Farshad Ghaffari Florida SCANaltyics Docupace ePACS® XCelent Award retirement income planning tool compliance and security Nationwide NorthStar business development metrics Mario Canas AssetMark Advisor iPad Sugar Ray Leonard investment screening functionality Fidelity’s Technology and Operations Consulting Fuse 2014 award eAdvisor Portfolio Crash Test solution Risk Alignment Platform Copytalk+ online practice management platform Celent Matt Crisp Upside Balances T3 Enterprise Conference Advisor iPad App Financial Transmission Network Inc. goalgamiPro® securities and insurance industries Efficient Technology Positions Risk-Balanced Portfolios Orion Business Intelligence Chris Wacker Vestmark Manager Marketplace (VMM) Kevin Cimring TD Ameritrade Institutional’s Veo Open Access platform AdvisorComplete platform Jenze Bosma hosted archiving solutions Silanis enhanced client communication ProTracker Advantage robust backup features Cybersecurity Data-Driven Insights Park City, Utah Wealthbox CRM Client Relationship Management (CRM) Modern Portfolio Theory Bob Stiess Laser App Advisor Con 2015 The Markets Aggregation Joseph Miola SmartOffice Informatica Estate Assist Raj Udeshi detailed financial planning performance expectations Wells Fargo Advisors registration checker tool cloud-based billing tool Morningstar, Inc. BrandYourself.com LPL Financial Holdings Tom Kimberly App expansion Junxure’s cloud-based CRM/office management solution SS&C Technologies Holdings account rebalancing software Intelligent Aggregation FMG Suite SCANalytics Docupace Technologies Phil Sorgen XLR8 ComplianceQ Natural Language Processing business intelligence Mark Balasa TRX Edge Atlanta SugarCRM Figlo Fusion Advisor Workstation Schwab OpenView MarketSquare® EAI Portfolio Crash Testing Risk Analysis Copytalk+ Smartphone App Online Reporting Dashboard Center For Wealth Planning Matt Nelson Upside Advisor Barrett Ayers Advisor Office J.P. Morgan FinFolio Google Analytics integration Security Electronic Signing POWER Cross-business Tracking Routing & Control CIO Review Mike Phillips Kevin Crowe TD Ameritrade Institutional’s VEO® AdvisorComplete℠ Household Balance Sheet enhanced mutual funds order management ProTracker Cloud robust technology capabilities Cybersecurity and Compliance DataPro Wealthcare Capital Management client relationship solution Modestpark Bob Veres the Practice AICPA Joseph Mrak SMAs InformationWeek 500 estate management Salentica’s Data Broker Digital Advice Performance Measurement Wes Stillman regulatory compliance cloud-based CRM platform Morningstar® Bret Baier LPL Financial LLC SS&C Technologies Holdings, Inc. account servicing interactive compliance calendar Folio Institutional Retirement Plan Network compliant ready platform Naureen Hassan Norwood Consulting business processing services Mark Casady turnkey data science solutions Attribution Analysis Suhail Ali Advent Custodial Data InvestmentNews filter and cross reference data Fusion® Advisor Workstation Schwab OpenView Mobile Earnings Potential risk engineering Cory Haberkorn NetXInvestor Open View Gateway centralized and tailored user experience Matt O’Brien Uri Pomerantz basic client interaction TA Associates Advisor Office platform Jackson FinFolio’s Portfolio Management Software Google Play eliminating selected fees Power of Together Riskalyze and RetireUp Integration Demo CSIA Orion Discover Cities Digital Mike Walsh Vestorly solution Kevin Knull TD Ameritrade National LINC Conference AdvisorQ Jim McKelvey household-­‐level rebalancing Simon Sinek enrollment platform ProTracker Software Rocaton Advisors Damian Gallina Patrick Ambron WealthCentral Client Risk Assessments modify portfolio exposures Bobby Yazdani Laser App Enterprise The Retirement Hub Joseph Starinsky Social Analytics Innovation Centers ETF OneSource participants RCS Capital Sales Cloud Weston regulatory compliance services and technology cloud-based IT Morningstar® Advisor WorkstationSM Bret Magpiong LPL Focus 2015 Tom Schildhauer AppHub Total Portfolio Expert (TPX) Application of Preference Measurement: The Case of Riskalyze accounting software Interview February 4, 2015 FolioDynamics Dominey Stewart XTRAC App RetireRisk Composite Holdings Report NaviPlan Note Taking business valuation knowledge Mark Engelhardt two-factor authentication Audit Management Advent Direct Investor-Advisor Collaboration Schwab Performance Technologies® EarningsQ Portfolio Management and Insurance Management modules Risk Management Cory Olson NetXInvestor® open-architecture platform Cetera Maureen Duff user-friendly programing BD Equalizer Tamarac Advisor® Xi Advisor Pro platform Jackson app FinFolio’s WorkStation Gradient Investments service alerts Eliza De Pardo PowerAdvisor Riskalyze Autopilot curation engines Orion Portfolio Reports Cities Digital’s MagniMail mitigate risk Kevin Kraus TD Ameritrade's VEO Jim Patrick householded data backbone single sign-on integration Enterprise Content Management Software psychometric risk tolerance test Damon Deru Patrick Dempsey Client Service Monitor Bonaventure Resort and Spa The Tarbox Group, Inc. Albridge Solutions Josh Brown social collaboration 1-to-1 client relationships Inside Information real time balances digital financial solutions Performance Reporting Capabilities Westport Resources Rehmann cloud-based IT outsourcing Morningstar® Portfolio X-Ray® LPL Focus Conference Brett Thorne LPL’s Resource Center application program interface (API) AccountQ™ Intraday Integration Fee Calculation Details Donald Capone PIEtech, Inc., composite performance reporting NaviPlan LEADS Nova business valuations Audit Technology Investor360° FinaMetrica Plus Garrett Planning Network Schwab’s 2013 RIA Benchmarking Study easily view user activity Portfolio Management Consultants risk management characteristics Cost Basis new client electronic on-boarding Cetera Financial Group Behavioral Finance Tamarac's Advisor® Xi Jackson National Life Insurance Company® FINRA and SEC technology guidelines Great Kight Service Cloud Ellen Smith PowerShares custodial data file import process Orion’s Client Portal CitiMortgage Mitt Romney Video conferencing Black Diamond platform Kevin Miller TD Ameritrade’s Veo platform Advisors Assistant Everywhere Joe Duran HTML5 version single-sign on capability enterprise-grade data management platform Q-Suite Ron Huddleston Dan Arnold David Canter Patrick Flaherty Wealthminder Seed Capital client-facing analytical and proposal tool Branch Audit Consulting Laser App’s Software as a Service (SaaS) platform Third-Party Technology Integrations Allen Eickelberg Juan Williams 2015 Peter L. Bernstein Award Insights on Advice ETF’s Real-Time Data Digital Fortress performance reporting software Whitepaper relationship solutions cloud-based platform Multi-Asset Class Portfolio Analysis Brian A. Davis Luis Gomez Total Rebalance Expert (TRX) application programming interface Stark & Stark Accounts and Fact Sheets for Investments intraday quotes fee elimination Forbes Schwab Advisor Services’ Doug Harbrecht PMC's Quantitative Portfolios yHLsoft Composite Portfolio Review NaviPlan® financial planning tool November 2-4, 2015 ByAllAccountsSM Mark Wilson Ultra High Net Worth auditable workflow and document management technology SunGard’s WealthStation iPad app Gemcom SciQ Insights EBITDA growth rate portfolio management process risk management platform cost-efficient beta exposure New Microsoft Dynamics® OpportunityView™ Chad Blythe Michael M. Carter Vanare | NestEgg Ben Francois tax efficiency in a cloud-­‐based model Advisor Rebalancing® Jackson.com FinTech 100 services and support for RIAs RiXtrema's Portfolio Crash Test Custodial Data Integrations OS33 Cloud Desktop platform client acquisition Mobile app Vincent Guyaux Black Diamond® Kevin Paulsen TDA Joe Ruzycki Human Finance Project single-sign on functionality Quadron Data Solutions Roy Burns Dan Brownell David Fetter Patrick Yip Client-facing technology MoneyGuideProTM LaserApp Tim Ramza Amanda Steinberg social media integrations 2015 Veo® Integrated Awards INSITE™ 2015 conference Everplans Real-time Profile Tracking Salesforce CRM Digital Fortress Suite Perry Moore Will Bressman Relius Adminstration cloud-based portfolio management multi-block trading MacroRisk Analytics Total Technology Platform Arcons Technology State Income Tax Calculator ACH origination intuitive user-experience Schwab Advisor Services’ SOLUTIONS® Doug McPhail RIA advisor platform CompositeBuilder Oauth2 user authentication security CAIS Market Movement Strategies (MMS) unified cloud computing solutions Automate Client Marketing SunGard’s WealthStation Financial Planning solution AdventConnect 2014 IPS AdvisorPro Financelogix Gemini Alternative Funds Scivantage Ebix Portfolio Management Processes risk modeling Council Capital Newgate Capital Management Optimum Market Portfolios Chad Centorbi Benjamin Birken Tax Efficient Drawdown Jackson® Firm Alerts and Announcements Greg Vigrass Shane Bingham practice management Rob Cirrotti Outlook email archiving Client communications management Mobile App 2.0 Vladimir Baranov Black Diamond℠ Kevin Sweet Advisors Assistant’s CRM John Hancock SixThirty Quadron Data Solutions™ Run Smarter® Dan Hunt David Lyon Paul Cantrell WealthStation CompAct Redhawk Wealth Advisors Client360º MoneyGuidePro® LaserApp Anywhere Tim Welsh Analytics Cloud Jud Mackrill Social Security 2016 T3 Advisor Conference, Ft. Lauderdale, FL instantaneous stress testing eVestment Realized and Unrealized Gains/Losses Salesforce data migrator digital marketing hub William Faulkner Report Builder cloud-based solutions multi-user support mutual fund capital gains distributions Brian Semitekol Maggie Crowley Touch functionality ARKON state‐of‐the‐art forms-filling technology Invesco Fetter Logic forms library Schwab Advisory Services Downloadable Portfolio Review Reports portfolio accounting RIA Benchmarking Study comprehensive portfolio management October 13 CAM Marketing Center platform unified managed account automated portfolio management Sustainable Retirement Income IPSAdvisorPro Financial Account Data Technology Platform Gemini Fund Services Scott Parry Ebix Smart Office portfolio management system couple’s report Next Generation Investor Portal Optional Tax Management Chapwood Investments Michael Spellacy variable annuities Best Technology for a Vertical CRM Tax Lot information Advisor Software, Inc. James Carney First Rate Gregg Klein Shannon Dempsey eMoney Select system practice management solutions Robb Baldwin Custodian Outsourcing Services Client Data Automation Mobile Application Wall Street Journal Black Diamond℠ platform Technology adoption Advisory World John Mackowiak IBackup® SixThirty FinTech Accelerator Envestnet Advisor Summit qualified fiduciary advisors Rushmore Advisor Services Dan Santner David, Stalnaker Paul Polese WealthStation Financial Planning MoneyTree time-effective onboarding experience Andrew Rogers Julie Littlechild Social Security Analyzer Aaron Guidotti Institutional Intelligent Portfolios™ eVestment Quantum Analytics rebalance Salesforce Financial Service Cloud Integration Digital Marketing Platform Windows™ PowerShell reporting CLS Investments Pershing LLC WinOps reporting capabilities CNN Money My Wall MagniPost Trade Strategy Visualization Artificial Intelligence Steve Dunlap ActiFi Client Engagement Investigo Fetterlogic Fox Financial Planning Schwab IMPACT 2013 downside volatility portfolio accounting service provider Zywave RIA in a Box comprehensive trading solutions Office 365 CAM System Marketing Cloud unified wealth management technology Automated Workflow Symantec VIP integration iReach Gemini Hedge Fund Services Echosign portfolio management tools Risk Number® Craig Smith Next Generation of Integration OptionsPlay Score Michael Stier VAs tax planning James Poer Fisher Investments eMoney’s emX Select platform PreciseFP Robert Arnott Custom Cloud (Force.com) packaged web design client database portal Mobile channel Walt Bettinger Blaze Portfolio Kirk Hulett Technology Integrations John McArthur IBDs quantitative risk technology Russ Thornton Daxs Stadjuhar WealthTechs Redkite Clients & Portfolios monitoring Laserfiche Connector timeframes Andrew Rudd Juney Ham Social Security Optimizer inStream Solutions eVestment Spectrum Analytics Rebalancer Salesforce Financial Services Cloud Digital Practice Management direct online insurance offerings Pershing’s Net 360 Technology Channel Women Investors Reporting Console for Each Office Cohesive Client Management Process myeDocumentsuite.com Brian Stimpfl maintenance of composites Artisan and Grendel Steve Sanduski ActiFi software suite investment advice Fox Financial Planning Network Schwab Independent Advisor Outlook Study Dr. David Lawrence Portfolio Accounting Solutions “Robo” Challenge RIA/Client reletionships computer-based modeling system Nerd’s Eye View Office of the Future Cameron Routh Marketing Gorilla System Unify Automated workflows Synapse API advisor and client portals iRebal Financial Feed Gen X/Y portfolio mappings services create and manage portfolios Next-Generation Advisor CRM® Optionsplay® Vendor Affinity Program Bill Good tax-aware trading program Advisor View Jason Roberts fixed index annuities Guide Financial Technologies Sharing eMoney’s wealth management platform predictive analytical tools Robert Eggebrecht customer acquisition Panoramix client engagement mobile connectivity Warren Mackensen Krilogy Financial technology solutions AdvisoryWorld Financial Technology John Ndege Small Businesses IEC Envestnet | Tamarac's Advisor Xi Quantitative Risk Tolerance Russell Leto Daniel Inveen Dean Cook Paul West Web App Single Sign On ClientView Client Portal monthly compliance checklists Laserfiche Document Management TJ Jones Andrew Stevens Sonia Rosenbaum Abby Schneiderman Insurance and Securities verticals eVestment Spotlight Analytics rebalancing Salesforce.com disparate and divergent solutions Personal Finance Management Application Woodrow Levin Collaboration Cloud (Chatter) Broker Dealers manage cash flows TradeWarrior Ashley Globerman Steven D. Kelly activity streams Investment Advisors Workflow Fidelity Center for Applied Technology Fred Tomczyk Schwab Intelligent Integration® Dr. Noah Smith Concenter Services Canterbury Consulting Marketware International Unify Cloud Disaster Recovery automating portfolio management T. Rowe Price iRebal® Financial Personalities Gentech Scottrade® Advisor Services Platform Ed Butowsky Portfolio Pathway credit card processing next-generation wealth management platform Charles Sizemore Michelle Smith VEO Bill Laird tax-losses Advisor View™ Jason Wenk flexibility to scale Gustav Karner Sherri DuMond emX PRNewswire Robert Moore data analysis Panoramix™ client feedback mobile devices Kyle Hiatt Technology Tools For Today AdvisoryWorld HoldingScan Report for Households John Norwood Smarsh Impact Communications Envestnet’s Advisor Suite® Quantum PCI-compliant platform web-based applications ClientWorks Lex Sokolin To-Do Lists Andrew Tognela Sophie Schmitt acceptable and unacceptable tolerance standards integrated cloud based technology eWealthManager rebalancing capability Salesforce1 Customer Platform Document Imaging personal financial management Wordpress platform reporting solutions Commonwealth Financial Network brokerage and custody services management fee Trading Processes ASI Stifel Activity tracking and corporate memory Investment Income Summary Report Ft. Lauderdale Schwab Intelligent Portfolios Concierge Service NestEgg Wealth Online Account Management CapGainsValet Martin L. Flanagan Unify Software automation software tool Advisor Con iShares seamless advisor integration Ed O’ Brien portfolio risk risk profiling questionnaire provider NFP order processing check scanning Microsoft Veo Open Access Advisor Websites Jay Jay French Flexible Optimizer Hemant Moore Sheryl Garrett EMX Platform ProcessEZ Customer Success Platform data analysis solutions Paperclip Client Management System mobile forms-filling Blu Giant, LLC Ladenburg Thalmann Financial Services Inc. Technology Tools for Today 2014 Conference Advisor® Xi Smarsh My Site Impact Technologies Group Envestnet’s Digital Advisor platform Questar Capital℠ SaaS Darren Tedesco DecisionCenter web-based client management software ClientWorks platform Morningstar Advisor LiquidHub sophisticated computer algorithms integrated CRM Expanded Performance Details for Sample Portfolios rebalancing solution San Diego Personal Financial Management (PFM) tool workflow solutions ReportQ Commonwealth’s Practice360º Narrator Clients™ browser in the cloud Trading Strategy Checklist asset allocation mappings service Strategic Advisor Adhesion investment management experience Fidelity Institutional Wealth Services FTJ FundChoice Schwab Intelligent Portfolios™ Dropbox portfolio applications conflict-free custody solution NetExchange Client online account opening Career Activity Management System Mary Ellen Whiteman Unify’s Cloud VPN Autopilot Advisor Convention October 7-8 ISO financial planning and client engagement solutions George Will seamless forms-filling capabilities Ed O’Brien Portfolio Snapshot NFP Advisor Services Group Chicago Microsoft Corp Veo Open AccessSM platform Bill Stone Kanchana Chalia TD Ameritrade Holding Corporation advisor workflow partnership Jeff Norris emX’s Vault Productivity robo advisors Customizable Quarterly Investment Review Presentations data automation paperless client onboarding process Wealth Access Estate Platform 3.0 Mobile Optimization lagging performance duration and timeframe priorities tenth annual T3 Technology Conference Advisor® Xi suite John Schobel Smarsh Sites import tool Quik! Form SaaS-based payment processing platform Darrin Courtney Deena Katz pensions web-based CRM Redtail Technology CRM Cloud applications Morningstar Analyst Rating™ Lori Hardwick Todd R. Crockett Ann Haas Junxure Cloud® Spark Account Alerts Integrated CRM Performance Dashboard