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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browser in the cloud
Built In Token 2-Factor Authentication
Global Financial Private Capital
Fidelity®'s New Wealthcentral® Technology Bundle
Unify’s Cloud VPN
multi-user support
practice management
MacroRisk Analytics
Outlook email archiving
Connections Console
Bill Laird
seamless forms-filling capabilities
Carson Wealth Management Group
Advisor View™
High-Performing Firms
financial planning tool
Veo Open AccessSM platform
Quadron Data Solutions™
Edward Jones
TD Ameritrade Holding Corporation
Market Movement Strategies (MMS)
Paul Cantrell
CRM systems
John Vaccaro
Chris Casdia
AdvisoryWorld HoldingScan Report for Households
robo advisors
Income Generator
Wealth Access Estate Platform 3.0
Newgate Capital Management
Realized and Unrealized Gains/Losses
Enhanced Capital Partners
tenth annual T3 Technology Conference
data protection
customizable questionnaires
Smarsh Sites
Junxure Cloud® CRM
Client Marketing Systems, Inc.
Andrew Tognela
SaaS-based payment processing platform
integrated receivables management
acceptable and unacceptable tolerance standards
web-based CRM
Redtail Technology CRM
eSignature Capabilities
Todd R. Crockett
Mobile App 2.0
Depository Trust and Clearing Corporation
Spark
Kevin Sweet
Oauth2 user authentication security
Cloud Desktop solution
Ashley Globerman
San Diego
activity streams
workflow solutions
ReportQ
FTNI
FA Insight
Trading Strategy Checklist
MoneyGuidePro®
Portfolio Management Processes
Docupace
Strategic Advisor
LaserApp Anywhere
Optimum Market Portfolios
Community Blog
automating portfolio management
Schwab Intelligent Portfolios™
iTunes App Stores
Schwab Intelligent Technologies
J. Kelley Williams, Jr.
Business Analytics
Advisor Con
RightSize Solutions
Global Investment Performance Standards
Fidelity’s Technology and Operations Consulting
United Capital
mutual fund capital gains distributions
practice management solutions
eAdvisor
T3 Advisor Tech Conference
Maggie Crowley
Outsourcing Services
content aggregation
Search Engine Optimization
cash posting
Advisor Websites
Holdings
Financial Transmission Network Inc.
Veo®
qualified fiduciary advisors
Efficient Technology
Marketing Center platform
Paul Polese
CRM technology
Blu Giant, LLC
Chris Casey
Advisor® Xi
Robo-Advisers
independent portfolio rebalancing software platform
Next Generation Investor Portal
rebalance
enhanced client communication
The Efficient Practice
Michael Spellacy
Data-Driven Insights
customized analysis
Smart Form Tool
Junxure CRM
Client Meeting Support for Advisors
Safe by Estate Assist
integrated technology
web-based portfolio management software
Reduce computer sprawl
Estate Assist
Tom Doherty
Mobile Application
portfolio accounting
detailed financial planning
data aggregation functionality
October 13
cloud-based archiving solutions
ASI
San Diego, CA
investment policy statement
BranchNet
Activity tracking and corporate memory
Worldox
required trading and rebalancing
full lifecycle portfolio management
Farshad Ghaffari
MoneyTree
portfolio management system
Docupace ePACS®
Strategic Integrated Online Account Processing
Optional Tax Management
company performance analysis
automation software tool
Autopilot
J. Richard Coe
business and technology management
Advisor Convention October 7-8
Rio Hotel & Casino
goalgamiPro
Figlo
United Capital Financial Advisors
My Wall
PreciseFP
EAI
MagniPost
packaged web design
Bill Stone
search engine optimization tagging
Jenny Richards
CEB TowerGroup
advisor workflow partnership
risk tolerance assessment tools
Homrich Berg
FinFolio
verification
quantitative risk technology
Electronic Signing
TD Ameritrade Institutional Veo®
Marketing Cloud
CRM User Adoption
SIFMA/FINRA Cybersecurity Conference
Jonathan Jaranson
Chris Momsen
Advisor® Xi suite
Robo-advisor
industry related forms
wealth management technology
Next Generation of Integration
Rebalancer
enhanced mutual funds order management
The E‐Valuator
Michael Stier
Pershing LLC
DataPro
Cutting Edge Auditing
Smart Office
Junxure® CRM
Ann Haas
Sagacious, Inc.
Account Alerts
web-based software portal
RegEd
estate management
Tom Embrogno
Mobile channel
portfolio accounting service provider
Digital Advice
data aggregation solutions
sqope
Kirk Hulett
Office 365
cloud-based billing software
asset allocation mappings service
scalable personal finance data platform
investment research platforms
brand-centric theme customization
Adhesion
WorthFM
RESTful
Fuse 2014
Trizic
monitoring
portfolio management tools
Docupace Technologies
Streetscape
Laserfiche Connector
OptionsPlay Score
compete against other digital advisors
Back Office Solutions
Schwab OpenView Gateway®
business development metrics
Rio Hotel & Casino in Las Vegas
goalgamiPro®
filter and cross reference data
up-to-date account data
myeDocumentsuite.com
predictive analytical tools
Earnings Potential
T3 Conference Anaheim, CA
maintenance of composites
Panoramix
Copytalk+
Securities America
Jenze Bosma
Celent
Advisor Xi
Risk Tolerance Questionnaire
hosted archiving solutions
FinFolio’s Portfolio Management Software
Vestmark
Nerd’s Eye View
Quantitative Risk Tolerance
eliminating selected fees
TD Ameritrade Institutional's Veo®
Marketing Gorilla System
Paul West
BlueSky
Signix
Joseph Miola
Chris Wacker
Robo-Shield™
Informatica
Wealthbase
Next-Generation Advisor CRM®
rebalancing
enrollment platform
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
Cybersecurity
Smarter Prospecting
Junxure’s cloud-based CRM/office management solution
Client Relationship Management (CRM)
Ann Marie Stieler
integration of independent recordkeepers
Account Details
Wednesday July 22, 2015
registered investment advisors
Florida
ETF OneSource participants
mobile connectivity
Portfolio Accounting Solutions
sqopeTM Score
Krilogy Financial
Office of the Future
cloud-based billing tool
asset gathering
Scalable workflow tools
investment screening functionality
BrandYourself.com
advanced data reporting
X-Ray Reports
Retirement Hub app
Fuse 2014 award
Trust Company of Sterne Agee
monthly compliance checklists
portfolio mappings services
Laserfiche Document Management
Optionsplay®
compliance and security
ComplianceQ
back-office solutions
J.P. Morgan
business intelligence
Advisor FinTech Hackathon
Risk Alignment Platform
Google Analytics integration
Upside
PRNewswire
EarningsQ
T3 Enterprise Conference
manage cash flows
Panoramix™
Copytalk+ Smartphone App
Bill Wostoupal
securities and insurance industries
Center For Wealth Planning
Risk-Balanced Portfolios
Household Balance Sheet
FinFolio’s WorkStation
Vestmark Manager Marketplace (VMM)
Quantum
Eliza De Pardo
TD Ameritrade Institutional’s Veo Open Access platform
Marketware International
PCI-compliant platform
Cross-business Tracking Routing & Control
Silanis
Joseph Mrak
CIO Review
Advizr and Orion integration
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InformationWeek 500
Wealthbox CRM
next-generation wealth management platform
rebalancing capability
Enterprise Content Management Software
The Markets
Michelle Smith
Personal Finance Management Application
Cybersecurity and Compliance
SmartOffice
client relationship solution
Anna Curry
Intelligent Aggregation
account management software
Wells Fargo Advisors
registration checker tool
FMG Suite
Tom Kimberly
mobile devices
digital financial solutions
SS&C Technologies
Kyle Hiatt
cloud-based CRM platform
AssetBook
SCANaltyics
Bret Baier
advanced wealth planning solutions
XCelent Award
retirement income planning tool
Fusion Advisor Workstation
February 4, 2015
Portfolio Pathway
Dominey Stewart
Sugar Ray Leonard
Lex Sokolin
compliant ready platform
BakerAvenue Asset Management
Schwab OpenView MarketSquare®
Jackson
business processing services
Advisor Impact
Risk Analysis
Google Play
FinaMetrica Plus
Upside Advisor
ProcessEZ
easily view user activity
management fee
Paperclip
Cory Haberkorn
Security
Jim McKelvey
centralized and tailored user experience
Advisor-Client relationships
household-‐level rebalancing
FINRA and SEC technology guidelines
NestEgg Wealth
Questar Capital℠
Ellen Smith
TD Ameritrade Institutional’s VEO®
Martin L. Flanagan
CSIA
Joseph Starinsky
Cities Digital
robust technology capabilities
Innovation Centers
Wealthcare Capital Management
NFP
enterprise-grade data management platform
the Practice
Microsoft
personal financial management
David Canter
Damian Gallina
SMAs
Client Risk Assessments
Annuities + Insurance
Salentica’s Data Broker
interactive compliance calendar
account opening
Wes Stillman
regulatory compliance
Folio Institutional
ETF’s
mobile forms-filling
Digital Fortress
SS&C Technologies Holdings
Ladenburg Thalmann Financial Services Inc.
Online Account Management
cloud-based IT
SCANalytics
InvestmentNews
Bret Magpiong
advanced workflow tools
XLR8
Fusion® Advisor Workstation
Fee Calculation Details
TRX Edge
Morningstar Advisor
portfolio risk
Donald Capone
SugarCRM
LiquidHub
order processing
Suhail Ali
Lori Hardwick
Composite Holdings Report
Balances
Schwab OpenView Mobile
Jackson app
business valuation knowledge
Advisor iPad App
risk engineering
Gradient Investments
Uri Pomerantz
Narrator Clients™
Productivity
EBITDA growth rate
TA Associates
paperless client onboarding process
Cory Olson
Jim Patrick
Cetera
AdvisorComplete platform
Riskalyze and RetireUp Integration Demo
householded data backbone
FinTech 100
Vestorly solution
NetExchange Client
Quik! Form
TD Ameritrade National LINC Conference
Mary Ellen Whiteman
pensions
curation engines
Bob Stiess
Simon Sinek
Josh Brown
Cities Digital’s MagniMail
Aggregation
Rocaton Advisors
Inside Information
WealthCentral
NFP Advisor Services Group
rebalancing solution
The Retirement Hub
Microsoft Corp
Personal Financial Management (PFM) tool
David Fetter
Damon Deru
Social Analytics
Kanchana Chalia
Client Service Monitor
App expansion
Sales Cloud
Interview
Account opening and commissions
Weston
regulatory compliance services and technology
FolioDynamics
Everplans
Tom Schildhauer
Mobile Optimization
portfolio applications
Digital Fortress Suite
SS&C Technologies Holdings, Inc.
lagging performance duration and timeframe priorities
online account opening
cloud-based IT outsourcing
AssetMark Advisor iPad
Investor-Advisor Collaboration
Retirement Plan Network
fee elimination
turnkey data science solutions
Morningstar Analyst Rating™
Portfolio Snapshot
Doug Harbrecht
Loring Ward
Orion Advisor Integration
composite performance reporting
Barrett Ayers
Schwab Performance Technologies®
Jackson National Life Insurance Company®
business valuations
Advisor Office
Risk Management
Great Kight
Financelogix
user-friendly programing
Narrator™ application builder
Proposal Generation Capabilities
Ebix
Tamarac Advisor® Xi
Mara Laisson
paperless enrolment
Cost Basis
service alerts
Joe Duran
Cetera Financial Group
AdvisorComplete℠
Riskalyze Autopilot
HTML5 version
Firm Alerts and Announcements
NetExchange Select
Quik! Forms
TD Ameritrade's VEO
Mary Ferguson
Performance
custodial data file import process
Bob Veres
single sign-on integration
Juan Williams
CitiMortgage
AICPA
Insights on Advice
Nobel Foundation
rebalancing workflows
The Tarbox Group, Inc.
Microsoft Dynamics CRM
personal financial management platform
David Lyon
Dan Arnold
social collaboration
Karl Chan
normalization
client-facing analytical and proposal tool
Intraday Integration
account rebalancing software
Westport Resources
Rehmann
eVestment
Total Portfolio Expert (TPX)
Mobile Productivity
Portfolio Building
digital marketing hub
Las Vegas
Online Account Opening & Transfer
cloud-based platform
Atlanta
Investor360°
Brett Thorne
XTRAC App
RetireRisk
Garrett Planning Network
two-factor authentication
Morningstar for Advisors App
PortfolioCenter
Doug McPhail
Downloadable Portfolio Review Reports
Composite Portfolio Review
basic client interaction
Schwab’s 2013 RIA Benchmarking Study
Jackson.com
ByAllAccountsSM
Advisor Office platform
risk management characteristics
Financial Account Data Technology Platform
Nathan Lucius
Proposal Tool for Chapwood Investments
Ebix Smart Office
Tamarac's Advisor® Xi
Maree Moscati
paperless onboarding
cost-efficient beta exposure
Service Cloud
Joe Ruzycki
Chad Blythe
AdvisorQ
Human Finance Project
First Rate
Video conferencing
NetExchange View
eMoney Select system
TD Ameritrade’s Veo platform
Matched Portfolio
Performance Center
Custodial Data Integrations
Bobby Yazdani
single-sign on capability
client acquisition
Ron Huddleston
INSITE™ 2015 conference
Wealthminder Seed Capital
Redhawk
Envestnet Advisor Summit
Third-Party Technology Integrations
Mike Capelle
Pete Hess
David, Stalnaker
Dan Brownell
Kelly Caffrey
Northern Lights Compliance Services
Client-facing technology
AppHub
intraday quotes
account servicing
Whitepaper
relationship solutions
Forbes
eVestment Quantum Analytics
Mobile Scribe Service
portfolio construction capabilities
Digital Marketing Platform
online advisor-client collaboration
cloud-based portfolio management
Attribution Analysis
iPad app
Brian A. Davis
Advent Custodial Data
Gemcom
Fetter Logic
PortfolioCenter®
position data
downside volatility
SunGard’s WealthStation
CompositeBuilder
BD Equalizer
SciQ Insights
Jackson®
CAIS
Advisor Pro platform
risk management platform
Greg Vigrass
Vanare | NestEgg
National Financial Partners Corp.
ProTracker
Echosign
tax efficiency in a cloud-‐based model
Marie Swift
paperless processing systems
Council Capital
services and support for RIAs
John Hancock
Chad Centorbi
RiXtrema's Portfolio Crash Test
Fisher Investments
Vincent Guyaux
Radar
eMoney’s emX Select platform
TDA
Matt Abar
Performance Dashboard and Client Reporting Engine
Bonaventure Resort and Spa
single-sign on functionality
Jud Mackrill
Client communications management
Albridge Solutions
Roy Burns
instantaneous stress testing
1-to-1 client relationships
Tim Ramza
Mike Ethridge
Peter Intraligi
Daxs Stadjuhar
Dan Hunt
social media integrations
Northern Lights Distributors
Client360º
Application of Preference Measurement: The Case of Riskalyze
Salesforce CRM
intuitive user-experience
accounting software
Will Bressman
Relius Adminstration
eVestment Spectrum Analytics
Total Rebalance Expert (TRX)
Model Wealth Portfolios
Portfolio Construction Tool
Digital Practice Management
Stark & Stark
Laser App 2015 Financial Services Conference
online client engagement
cloud-based solutions
Audit Management
Schwab Advisor Services’
IPS AdvisorPro
Advent Direct
yHLsoft
Gemini Alternative Funds
Fetterlogic
Ultra High Net Worth
unified cloud computing solutions
Morningstar, Inc.
Positions
Dr. David Lawrence
SunGard’s WealthStation Financial Planning solution
LPL Financial Holdings
Orion Business Intelligence
comprehensive portfolio management
Behavioral Finance
Scivantage
James Carney
CAM
risk modeling
Gregg Klein
Financial Feed
Nationwide
ProTracker Advantage
Tax Efficient Drawdown
Mario Canas
Park City, Utah
couple’s report
Black Diamond platform
Shane Bingham
John Mackowiak
Chapwood Investments
Advisors Assistant Everywhere
Rob Cirrotti
IBackup®
fixed index annuities
Vladimir Baranov
Raj Udeshi
eMoney’s wealth management platform
Matt Crisp
performance expectations
Custodian
Branch Audit Consulting
SixThirty
Julie Littlechild
Client Data Automation
Allen Eickelberg
Run Smarter®
Institutional Intelligent Portfolios™
2015 Peter L. Bernstein Award
WealthStation CompAct
Redhawk Wealth Advisors
Envestnet | Tamarac's Advisor Xi
Tim Welsh
Dean Cook
Dan Santner
Social Security
Kevin Cimring
NorthStar
application program interface (API)
Salesforce data migrator
Invesco
AccountQ™
William Faulkner
Report Builder
forms library
eVestment Spotlight Analytics
Total Technology Platform
Modern Portfolio Theory
Portfolio Crash Test solution
direct online insurance offerings
State Income Tax Calculator
Laser App Advisor Con 2015
online practice management platform
CLS Investments
Audit Technology
Schwab Advisor Services’ SOLUTIONS®
IPSAdvisorPro
Brian Semitekol
RIA advisor platform
Gemini Fund Services
unified managed account
Morningstar®
POWER
Dr. Noah Smith
Sustainable Retirement Income
LPL Financial LLC
comprehensive trading solutions
Ben Francois
Scott Parry
James Poer
CAM System
Advisor Rebalancing®
Financial Personalities
variable annuities
Natural Language Processing
ProTracker Cloud
Ed Butowsky
Tax Lot information
Mark Balasa
Craig Smith
Black Diamond®
Shannon Dempsey
John McArthur
Robb Baldwin
IBDs
flexibility to scale
Wall Street Journal
emX
Technology adoption
Matt Nelson
Performance Measurement
data analysis
Custom Cloud (Force.com)
SixThirty FinTech Accelerator
Juney Ham
client database portal
Amanda Steinberg
Rushmore Advisor Services
inStream Solutions
2015 Veo® Integrated Awards
WealthStation Financial Planning
Envestnet’s Advisor Suite®
time-effective onboarding experience
Mike Phillips
Phil Sorgen
Social Security Analyzer
Kevin Crowe
Clients & Portfolios
application programming interface
Salesforce Financial Service Cloud Integration
Investigo
Accounts and Fact Sheets for Investments
Windows™ PowerShell
reporting
Fox Financial Planning
eWealthManager
Touch functionality
Modestpark
Portfolio Crash Testing
disparate and divergent solutions
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
CNN Money
auditable workflow and document management technology
Schwab Advisory Services
iReach
RIA Benchmarking Study
Gemini Hedge Fund Services
Fidelity Center for Applied Technology
