AssetBook and Modestspark Announce Integration at #T32015
Submitted by Technology Tools for Today on February 12th, 2015
AssetBook, LLC. is formally announcing its new integration with Modestspark in the form of a robust platform for building RIA/Client relationships. They understand that advisors will need more than a portal or document vault and are leading the charge on meeting this need. The visualization in Modestspark is built on the data advisors trust from AssetBook. The Modestspark client application will come bundled with Radar, AssetBook's flagship portfolio management platform. Stop by the AssetBook booth at T3 for a preview of the application and get A Better View!
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Loring Ward
Digital Advice
SS&C Technologies
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
asset gathering
Paperclip
Great Kight
CAM System
paperless client onboarding process
Cameron Routh
XLR8
advanced wealth planning solutions
Nathan Lucius
TRX Edge
Riskalyze and RetireUp Integration Demo
Maree Moscati
SugarCRM
Quik! Form
Joe Ruzycki
create and manage portfolios
back-office solutions
pensions
Human Finance Project
Advisor FinTech Hackathon
Simon Sinek
NetExchange View
filter and cross reference data
Upside Advisor
Rocaton Advisors
Matched Portfolio
Earnings Potential
rebalancing solution
customer acquisition
Bill Wostoupal
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
FinFolio’s Portfolio Management Software
Sales Cloud
Mike Capelle
eliminating selected fees
TD Ameritrade Institutional’s VEO®
regulatory compliance services and technology
Kelly Caffrey
Daniel Inveen
portfolio applications
intraday quotes
ClientView Client Portal
Advizr and Orion integration
online account opening
Forbes
Wealthcare Capital Management
Mobile Scribe Service
enrollment platform
the Practice
Retirement Plan Network
SMAs
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Anna Curry
Gemcom
Brian Stimpfl
Wes Stillman
account management software
Schwab OpenView Mobile
ETF OneSource participants
risk engineering
SS&C Technologies Holdings
Productivity
Jackson.com
computer-based modeling system
AssetBook
paperless enrolment
Greg Vigrass
Canterbury Consulting
advanced workflow tools
service alerts
National Financial Partners Corp.
February 4, 2015
turnkey data science solutions
Riskalyze Autopilot
Marie Swift
Dominey Stewart
Suhail Ali
Quik! Forms
John Hancock
credit card processing
BakerAvenue Asset Management
Performance
Charles Sizemore
Advisor Impact
single sign-on integration
Uri Pomerantz
Matt Abar
EarningsQ
TA Associates
rebalancing workflows
Jud Mackrill
personal financial management platform
instantaneous stress testing
client feedback
Advisor-Client relationships
normalization
FinFolio’s WorkStation
Vestorly solution
Mike Ethridge
Eliza De Pardo
TD Ameritrade National LINC Conference
Rehmann
Portfolio Building
intuitive user-experience
ClientWorks
Online Account Opening & Transfer
WealthCentral
Model Wealth Portfolios
Enterprise Content Management Software
The Retirement Hub
RetireRisk
Laser App 2015 Financial Services Conference
Social Analytics
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Annuities + Insurance
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Weston
account opening
Schwab Performance Technologies®
Tom Schildhauer
Risk Management
digital financial solutions
SS&C Technologies Holdings, Inc.
Proposal Generation Capabilities
Jackson®
Concenter Services
paperless onboarding
Gregg Klein
CapGainsValet
XTRAC App
Service Cloud
Nationwide
Fee Calculation Details
two-factor authentication
Mario Canas
Donald Capone
John Mackowiak
Balances
Performance Center
IBackup®
check scanning
Advisor iPad App
single-sign on capability
FinaMetrica Plus
user-friendly programing
Ron Huddleston
Matt Crisp
easily view user activity
Tamarac Advisor® Xi
Redhawk
Julie Littlechild
Customer Success Platform
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
AdvisorComplete platform
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Ellen Smith
TD Ameritrade's VEO
relationship solutions
Kevin Cimring
Darren Tedesco
Bob Stiess
portfolio construction capabilities
Invesco
ClientWorks platform
Aggregation
online advisor-client collaboration
forms library
Modern Portfolio Theory
enterprise-grade data management platform
The Tarbox Group, Inc.
Laser App Advisor Con 2015
David Canter
social collaboration
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
App expansion
Gemini Fund Services
brokerage and custody services
Westport Resources
Account opening and commissions
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Total Portfolio Expert (TPX)
risk management characteristics
LPL Financial Holdings
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
AssetMark Advisor iPad
conflict-free custody solution
Atlanta
paperless processing systems
Career Activity Management System
services and support for RIAs
Natural Language Processing
fee elimination
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Radar
John McArthur
Barrett Ayers
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
Advisor Office
single-sign on functionality
Roy Burns
Matt Nelson
EBITDA growth rate
Tamarac's Advisor® Xi
Juney Ham
Customizable Quarterly Investment Review Presentations
Peter Intraligi
inStream Solutions
AdvisorComplete℠
Northern Lights Distributors
FinTech 100
Video conferencing
Salesforce CRM
Mike Phillips
TD Ameritrade’s Veo platform
Relius Adminstration
Kevin Crowe
Darrin Courtney
Bob Veres
Portfolio Construction Tool
Investigo
Cloud applications
AICPA
online client engagement
Fox Financial Planning
Wealthminder Seed Capital
Schwab Advisor Services’
Modestpark
Third-Party Technology Integrations
David Fetter
position data
iReach
Commonwealth’s Practice360º
Gemini Hedge Fund Services
browser in the cloud
Whitepaper
account rebalancing software
SciQ Insights
Morningstar®
Everplans
risk management platform
LPL Financial LLC
Digital Fortress Suite
ProTracker
James Poer
ProTracker Advantage
Jason Roberts
Connections Console
Attribution Analysis
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
yHLsoft
Advent Custodial Data
Shane Bingham
Naureen Hassan
Ultra High Net Worth
Rob Cirrotti
Mark Casady
Doug McPhail
SunGard’s WealthStation
Raj Udeshi
John Ndege
CRM systems
basic client interaction
performance expectations
IEC
Chris Casdia
Advisor Office platform
SixThirty
NetXInvestor
Financelogix
Vanare | NestEgg
Run Smarter®
Matt O’Brien
Ebix
tax efficiency in a cloud-‐based model
Redhawk Wealth Advisors
customizable questionnaires
Insurance and Securities verticals
Client Marketing Systems, Inc.
AdvisorQ
NorthStar
Firm Alerts and Announcements
Vincent Guyaux
Salesforce data migrator
Mike Walsh
TDA
Report Builder
Kevin Knull
Bobby Yazdani
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
online practice management platform
Fox Financial Planning Network
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
Tim Ramza
RIA advisor platform
Laser App Enterprise
David Lyon
social media integrations
Positions
iRebal
Community Blog
AppHub
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Will Bressman
account servicing
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
Total Rebalance Expert (TRX)
risk modeling
LPL Focus 2015
digital marketing hub
Stark & Stark
ProTracker Cloud
Jason Wenk
content aggregation
Audit Management
Gustav Karner
cash posting
Advent Direct
Shannon Dempsey
NaviPlan
Fetter Logic
unified cloud computing solutions
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
SunGard’s WealthStation Financial Planning solution
John Norwood
CRM technology
BD Equalizer
Performance Measurement
Impact Communications
Chris Casey
Advisor Pro platform
SixThirty FinTech Accelerator
NetXInvestor®
Financial Account Data Technology Platform
Rushmore Advisor Services
Maureen Duff
Ebix Smart Office
Tax Efficient Drawdown
customized analysis
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
First Rate
Vladimir Baranov
Salesforce Financial Service Cloud Integration
mitigate risk
eMoney Select system
reporting
Kevin Kraus
data aggregation functionality
Bonaventure Resort and Spa
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Albridge Solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
WealthStation CompAct
1-to-1 client relationships
Schwab Advisory Services
Envestnet Advisor Summit
Tim Welsh
RIA Benchmarking Study
David, Stalnaker
Social Security
POWER
iRebal®
company performance analysis
Application of Preference Measurement: The Case of Riskalyze
Gentech
Business Analytics
William Faulkner
accounting software
Scott Parry
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
Total Technology Platform
LPL Focus Conference
Digital Marketing Platform
State Income Tax Calculator
ProTracker Software
Jay Jay French
Audit Technology
Patrick Ambron
Hemant Moore
CEB TowerGroup
NaviPlan LEADS
Fetterlogic
unified managed account
Robert Arnott
downside volatility
Sustainable Retirement Income
RCS Capital
CRM User Adoption
Behavioral Finance
Impact Technologies Group
Chris Momsen
new client electronic on-boarding
variable annuities
Russ Thornton
Echosign
Tax Lot information
Redkite
Cutting Edge Auditing
Black Diamond platform
integrated CRM
Advisors Assistant Everywhere
Norwood Consulting
Fisher Investments
Wall Street Journal
Salesforce Financial Services Cloud
Mitt Romney
eMoney’s emX Select platform
Technology adoption
reporting capabilities
Kevin Miller
data aggregation solutions
Branch Audit Consulting
Investment Income Summary Report
cloud-based billing software
Allen Eickelberg
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
WealthStation Financial Planning
2015 Peter L. Bernstein Award
Schwab IMPACT 2013
time-effective onboarding experience
RIA in a Box
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Social Security Analyzer
Power of Together
iShares
compete against other digital advisors
application program interface (API)
Orion Discover
business and technology management
Windows™ PowerShell
AccountQ™
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Touch functionality
Risk Number®
LPL’s Resource Center
Digital Practice Management
state‐of‐the‐art forms-filling technology
Steve Dunlap
psychometric risk tolerance test
Jeff Norris
Copytalk+
auditable workflow and document management technology
Patrick Dempsey
Celent
Zywave
Sharing
NaviPlan® financial planning tool
unified wealth management technology
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
Symantec VIP integration
real time balances
John Schobel
Ben Francois
Performance Reporting Capabilities
import tool
Chris Wacker
Advisor Rebalancing®
New Microsoft Dynamics®
Financial Feed
VAs
Russell Leto
Michael M. Carter
tax planning
Junxure Cloud®
Cybersecurity
Black Diamond®
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Note Taking
fixed index annuities
Walt Bettinger
Salesforce.com
Mobile app
eMoney’s wealth management platform
Technology Integrations
Reporting Console for Each Office
Kevin Paulsen
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
Amanda Steinberg
open-architecture platform
FTJ FundChoice
BrandYourself.com
WealthTechs
2015 Veo® Integrated Awards
Schwab Independent Advisor Outlook Study
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
timeframes
RIA/Client reletionships
LaserApp
Dean Cook
Social Security Optimizer
PowerAdvisor
ISO
compliance and security
application programming interface
Orion Portfolio Reports
George Will
business development metrics
WinOps
Accounts and Fact Sheets for Investments
multi-block trading
eVestment Spotlight Analytics
Trade Strategy Visualization
Luis Gomez
direct online insurance offerings
MacroRisk Analytics
disparate and divergent solutions
Steve Sanduski
Q-Suite
Copytalk+ Smartphone App
Automate Client Marketing
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
“Robo” Challenge
AdventConnect 2014
Sherri DuMond
Fidelity Center for Applied Technology
Unify
Robert Moore
Market Movement Strategies (MMS)
Dr. Noah Smith
Synapse API
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
Benjamin Birken
performance reporting software
Income Generator
CIO Review
Newgate Capital Management
Financial Personalities
Vendor Affinity Program
Ed Butowsky
tax-aware trading program
Junxure Cloud® CRM
Cybersecurity and Compliance
Black Diamond℠
PIEtech, Inc.,
integrated receivables management
client relationship solution
Advisors Assistant’s CRM
Nova
flexibility to scale
Warren Mackensen
Salesforce1 Customer Platform
Mobile App 2.0
emX
technology solutions
Kevin Sweet
data analysis
Small Businesses
Portfolio Management Consultants
cloud-based CRM platform
Analytics Cloud
FTNI
Bret Baier
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Schwab Intelligent Integration®
MoneyGuidePro®
Envestnet’s Advisor Suite®
TJ Jones
LaserApp Anywhere
Sonia Rosenbaum
PowerShares
iTunes App Stores
ComplianceQ
Arcons Technology
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Women Investors
ACH origination
Scottrade® Advisor Services Platform
multi-user support
eWealthManager
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Steven D. Kelly
Quadron Data Solutions
Cory Haberkorn
automated portfolio management
Patrick Yip
Holdings
centralized and tailored user experience
Sheryl Garrett
Unify Cloud Disaster Recovery
Marketing Center platform
T. Rowe Price
Real-time Profile Tracking
CSIA
Best Technology for a Vertical CRM
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Advisor Software, Inc.
Next Generation Investor Portal
VEO
SaaS
Michael Spellacy
Ed O’ Brien
tax-losses
Junxure CRM
Damian Gallina
Black Diamond℠ platform
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Advisory World
November 2-4, 2015
Flexible Optimizer
Mobile Application
EMX Platform
Technology Tools For Today
reporting solutions
data analysis solutions
Smarsh
portfolio management process
investment policy statement
cloud-based IT
Andrew Rogers
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
web-based applications
Aaron Guidotti
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
To-Do Lists
DecisionCenter
Sophie Schmitt
J. Kelley Williams, Jr.
compliant ready platform
ARKON
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
Woodrow Levin
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
TradeWarrior
MagniPost
Stifel
Quadron Data Solutions™
Jenny Richards
Cory Olson
Automated Workflow
Paul Cantrell
Homrich Berg
Cetera
Fidelity Institutional Wealth Services
Unify Software
robo advisors
Marketing Cloud
Dropbox
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
industry related forms
Cities Digital’s MagniMail
Next Generation of Integration
financial planning and client engagement solutions
Veo Open Access
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
Redtail Technology CRM
Junxure® CRM
Damon Deru
Blaze Portfolio
Client Service Monitor
Oauth2 user authentication security
San Diego
Mobile channel
emX’s Vault
Technology Tools for Today 2014 Conference
ReportQ
Kirk Hulett
data automation
Smarsh My Site
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Andrew Rudd
Optimum Market Portfolios
Fuse 2014
web-based client management software
Schwab Intelligent Portfolios™
monitoring
Laserfiche Connector
Deena Katz
sophisticated computer algorithms
practice management
J. Richard Coe
Composite Holdings Report
Artificial Intelligence
Outlook email archiving
goalgamiPro
business valuation knowledge
Wordpress platform
ActiFi Client Engagement
seamless forms-filling capabilities
My Wall
Trading Processes
Trading Strategy Checklist
maintenance of composites
Document Processing
Strategic Advisor
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Automated workflows
Paul Polese
hosted archiving solutions
Cetera Financial Group
advisor and client portals
Nerd’s Eye View
Unify’s Cloud VPN
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
rebalance
Joseph Miola
custodial data file import process
Bill Good
Informatica
CitiMortgage
Advisor View
Next-Generation Advisor CRM®
Veo Open AccessSM platform
Safe by Estate Assist
EDGAR filing agent
TD Ameritrade Holding Corporation
Reduce computer sprawl
Junxure’s cloud-based CRM/office management solution
Dan Arnold
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
AdvisoryWorld Financial Technology
October 13
Florida
Wealth Access Estate Platform 3.0
San Diego, CA
mobile connectivity
end-of-life plan
tenth annual T3 Technology Conference
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
Smarsh Sites
portfolio management system
investment screening functionality
cloud-based platform
Andrew Stevens
Optional Tax Management
Fuse 2014 award
Brett Thorne
web-based CRM
Abby Schneiderman
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
Todd R. Crockett
RightSize Solutions
Laserfiche Document Management
Dennis Fox
Spark
practice management solutions
composite performance reporting
Artisan and Grendel
Outsourcing Services
goalgamiPro®
business valuations
workflow solutions
ActiFi software suite
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop