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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Innovation Centers
Wordpress platform
reporting solutions
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Copytalk+ Smartphone App
Echosign
Strategic Advisor
Adhesion
Kanchana Chalia
Center For Wealth Planning
Schwab Intelligent Portfolios™
Interview
FolioDynamics
Fisher Investments
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Cross-business Tracking Routing & Control
eMoney’s emX Select platform
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
CIO Review
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
Cybersecurity and Compliance
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
client relationship solution
Daxs Stadjuhar
PRNewswire
Jackson app
robo advisors
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Narrator Clients™
eVestment Spectrum Analytics
tenth annual T3 Technology Conference
Advisor® Xi suite
cloud-based CRM platform
Digital Practice Management
Smarsh Sites
Bret Baier
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
Fetterlogic
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
ComplianceQ
downside volatility
Spark
Account Alerts
business intelligence
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
required trading and rebalancing
Nobel Foundation
Financial Feed
asset gathering
Microsoft Dynamics CRM
Cory Haberkorn
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
centralized and tailored user experience
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
fixed index annuities
United Capital
Back Office Solutions
Mobile Productivity
CSIA
eMoney’s wealth management platform
T3 Advisor Tech Conference
Las Vegas
Cities Digital
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
Veo®
Morningstar for Advisors App
Damian Gallina
Envestnet | Tamarac's Advisor Xi
Advisor Xi
Loring Ward
Client Risk Assessments
Dean Cook
ProcessEZ
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
BlueSky
Narrator™ application builder
eVestment Spotlight Analytics
The Efficient Practice
Mara Laisson
cloud-based IT
direct online insurance offerings
Smart Form Tool
Bret Magpiong
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
compliant ready platform
Dr. David Lawrence
Account Details
business processing services
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Worldox
WorthFM
RESTful
Financial Personalities
Trizic
AssetBook
Mike Capelle
Cory Olson
Ed Butowsky
Streetscape
advanced wealth planning solutions
Kelly Caffrey
Cetera
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
flexibility to scale
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
curation engines
emX
Advisor FinTech Hackathon
Cities Digital’s MagniMail
data analysis
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
verification
Bill Wostoupal
Damon Deru
Envestnet’s Advisor Suite®
TD Ameritrade Institutional Veo®
Client Service Monitor
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Robo-advisor
paperless client onboarding process
wealth management technology
Nathan Lucius
eWealthManager
The E‐Valuator
Advizr and Orion integration
Maree Moscati
cloud-based IT outsourcing
disparate and divergent solutions
Smart Office
Quik! Form
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
web-based software portal
RegEd
NetExchange View
Fidelity Center for Applied Technology
Tom Embrogno
Anna Curry
Matched Portfolio
Composite Holdings Report
Dr. Noah Smith
sqope
account management software
business valuation knowledge
rebalancing solution
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Mike Ethridge
Cost Basis
Ed O’ Brien
advanced workflow tools
Cetera Financial Group
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Flexible Optimizer
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
custodial data file import process
EMX Platform
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
CitiMortgage
data analysis solutions
Securities America
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Vestmark
Dan Arnold
Envestnet’s Digital Advisor platform
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
client-facing analytical and proposal tool
DecisionCenter
Signix
Proposal Generation Capabilities
Jackson®
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
Expanded Performance Details for Sample Portfolios
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
cloud-based platform
Document Imaging
Smarter Prospecting
Brett Thorne
Quik! Forms
John Hancock
Performance
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
Matt Abar
composite performance reporting
sqopeTM Score
account opening
business valuations
rebalancing workflows
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
financial planning and client engagement solutions
AssetMark Advisor iPad
cost-efficient beta exposure
Ed O’Brien
Sugar Ray Leonard
Kevin Cimring
Chad Blythe
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Upside
Balances
Modern Portfolio Theory
Custodial Data Integrations
emX’s Vault
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
client acquisition
data automation
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
Dan Brownell
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
Client-facing technology
Deena Katz
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
cloud-based portfolio management
SmartOffice
Brian A. Davis
John Mackowiak
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Fidelity Institutional Wealth Services
Tom Kimberly
App expansion
Matt Crisp
Composite Portfolio Review
Dropbox
SS&C Technologies
Account opening and commissions
ByAllAccountsSM
Redhawk
Julie Littlechild
SCANaltyics
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
TRX Edge
Atlanta
Mike Phillips
Council Capital
EDGAR filing agent
SugarCRM
Kevin Crowe
Chad Centorbi
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Modestpark
end-of-life plan
Advisor Office
Client communications management
Data Cloud (Jigsaw)
Security
position data
iReach
Gemini Hedge Fund Services
Morningstar®
Dan Hunt
Eric Jardine
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
Client360º
Dennis Fox
ProTracker
James Poer
robust technology capabilities
paperless processing systems
Wealthcare Capital Management
Bob Veres
Natural Language Processing
External IT Cloud Desktop
the Practice
AICPA
Mark Balasa
cloud-based solutions
Document Processing
SMAs
Radar
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
Matt Nelson
CompositeBuilder
Duane D’Orazio
SS&C Technologies Holdings
account rebalancing software
CAIS
Juney Ham
Insurance and Securities verticals
Retirement Plan Network
NorthStar
financial planning technology
turnkey data science solutions
Attribution Analysis
Mike Walsh
couple’s report
Suhail Ali
Advent Custodial Data
Kevin Knull
Chapwood Investments
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
basic client interaction
modify portfolio exposures
Custodian
end-‐to-‐end portfolio management
TA Associates
Advisor Office platform
Laser App Enterprise
Client Data Automation
data management solutions
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
Vestorly solution
Morningstar® Advisor WorkstationSM
Dan Santner
error checking
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
Denny Bottorff
Simon Sinek
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
External IT's Cloud Desktop
The Retirement Hub
Mark Casady
CLS Investments
document storage software-as-a-service
Social Analytics
Brian Semitekol
Raj Udeshi
John Ndege
Sales Cloud
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
Fidelity Investments®
Tom Schildhauer
AppHub
Matt O’Brien
comprehensive portfolio management
Dynamic Rebalancing
SS&C Technologies Holdings, Inc.
account servicing
CAM
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
financial planning tool
two-factor authentication
Audit Management
mitigate risk
Craig Smith
Edward Jones
Advent Direct
Kevin Kraus
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Custom Cloud (Force.com)
Enhanced Capital Partners
Tamarac Advisor® Xi
Advisor Pro platform
client database portal
data protection
service alerts
POWER
iRebal®
Riskalyze Autopilot
Gentech
Morningstar® Portfolio X-Ray®
eSignature Capabilities
TD Ameritrade's VEO
LPL Focus Conference
Clients & Portfolios
Depository Trust and Clearing Corporation
single sign-on integration
ProTracker Cloud
Jason Wenk
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
FA Insight
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
CNN Money
Docupace
social collaboration
1-to-1 client relationships
John Norwood
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
Fidelity®'s New Wealthcentral® Technology Bundle
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
comprehensive trading solutions
accounting software
CAM System
Cameron Routh
integrated CRM
Norwood Consulting
Financial Transmission Network Inc.
Audit Technology
Mitt Romney
create and manage portfolios
Efficient Technology
Kevin Miller
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
Behavioral Finance
customer acquisition
enhanced client communication
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
client engagement
Data-Driven Insights
Service Cloud
Power of Together
iShares
Orion Discover
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
Daniel Inveen
Estate Assist
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
ClientView Client Portal
detailed financial planning
single-sign on capability
ProTracker Software
Jay Jay French
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Farshad Ghaffari
Third-Party Technology Integrations
Allen Eickelberg
Cohesive Client Management Process
Docupace ePACS®
2015 Peter L. Bernstein Award
Brian Stimpfl
RCS Capital
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
Fidelity’s Technology and Operations Consulting
application program interface (API)
computer-based modeling system
eAdvisor
AccountQ™
Accounts and Fact Sheets for Investments
Canterbury Consulting
Junxure Cloud®
Schwab Advisor Services’
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
FinFolio
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
credit card processing
Electronic Signing
SunGard’s WealthStation
Kevin Paulsen
Charles Sizemore
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
enhanced mutual funds order management
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
client feedback
DataPro
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
Vincent Guyaux
Black Diamond®
multi-block trading
estate management
TDA
Luis Gomez
ClientWorks
Digital Advice
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
Collaboration Cloud (Chatter)
Docupace Technologies
social media integrations
2015 Veo® Integrated Awards
Broker Dealers
real time balances
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Figlo
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Concenter Services
EAI
Stark & Stark
Earnings Potential
State Income Tax Calculator
ACH origination
CapGainsValet
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
FinFolio’s Portfolio Management Software
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
eliminating selected fees
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
check scanning
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
Benjamin Birken
MoneyGuidePro®
Customer Success Platform
enrollment platform
Tax Efficient Drawdown
LaserApp Anywhere
Client Management System
Shane Bingham
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
Darren Tedesco
ETF OneSource participants
Advisors Assistant’s CRM
MacroRisk Analytics
ClientWorks platform
SixThirty
Q-Suite
Run Smarter®
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
Commonwealth Financial Network
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
brokerage and custody services
Real-Time Data
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
filter and cross reference data
Total Technology Platform
Arcons Technology
Concierge Service
EarningsQ
state‐of‐the‐art forms-filling technology
Career Activity Management System
Junxure CRM
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
FinFolio’s WorkStation
unified managed account
automated portfolio management
Mobile Application
Eliza De Pardo
Sustainable Retirement Income
Chicago
Scott Parry
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Customizable Quarterly Investment Review Presentations
Enterprise Content Management Software
Tax Lot information
Advisor Software, Inc.
Shannon Dempsey
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
Darrin Courtney
Technology adoption
Advisory World
Maggie Crowley
Cloud applications
digital financial solutions
SixThirty FinTech Accelerator
Quadron Data Solutions
Rushmore Advisor Services
Patrick Yip
Holdings
WealthStation Financial Planning
February 4, 2015
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
Commonwealth’s Practice360º
Dominey Stewart
Social Security Analyzer
Aaron Guidotti
browser in the cloud
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
Next Generation Investor Portal
Touch functionality
ARKON
Michael Spellacy
conflict-free custody solution
