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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Trust Company of Sterne Agee
Global Financial Private Capital
November 2-4, 2015
multi-user support
Fidelity Center for Applied Technology
MacroRisk Analytics
Dr. Noah Smith
reporting solutions
Autopilot
content aggregation
Advisor Convention October 7-8
portfolio management process
cash posting
up-to-date account data
High-Performing Firms
OpportunityView™
T3 Conference Anaheim, CA
Financial Personalities
Schwab Intelligent Portfolios
Market Movement Strategies (MMS)
Ed Butowsky
Bill Stone
CRM technology
John Vaccaro
advisor workflow partnership
Chris Casey
Vestmark
Income Generator
OS33 Cloud Desktop platform
TD Ameritrade Institutional's Veo®
Newgate Capital Management
flexibility to scale
seamless advisor integration
emX
risk profiling questionnaire provider
customized analysis
data analysis
Junxure Cloud® CRM
Wealthbase
Advisor® Xi suite
Quadron Data Solutions
Client Meeting Support for Advisors
integrated receivables management
Patrick Yip
The Future of Risk is Here: Enhance Your Value or Perish
Sheryl Garrett
Smarter Prospecting
Mobile App 2.0
Envestnet’s Advisor Suite®
data aggregation functionality
Kevin Sweet
Wednesday July 22, 2015
Ann Haas
Real-time Profile Tracking
cloud-based archiving solutions
Account Alerts
Perry Moore
BranchNet
FTNI
sqopeTM Score
MoneyGuidePro®
eWealthManager
SaaS
LaserApp Anywhere
disparate and divergent solutions
X-Ray Reports
asset allocation mappings service
XCelent Award
asset gathering
compete against other digital advisors
J. Kelley Williams, Jr.
advanced data reporting
business and technology management
Global Investment Performance Standards
Oauth2 user authentication security
Sugar Ray Leonard
mutual fund capital gains distributions
San Diego
Maggie Crowley
ReportQ
Back Office Solutions
Portfolio Management Processes
CEB TowerGroup
Upside
Holdings
Optimum Market Portfolios
T3 Enterprise Conference
Schwab Intelligent Portfolios™
Marketing Center platform
Ed O’ Brien
CRM User Adoption
Advisor Xi
practice management
Chris Momsen
Vestmark Manager Marketplace (VMM)
independent portfolio rebalancing software platform
Outlook email archiving
TD Ameritrade Institutional’s Veo Open Access platform
Next Generation Investor Portal
Flexible Optimizer
seamless forms-filling capabilities
Michael Spellacy
EMX Platform
BlueSky
Cutting Edge Auditing
data analysis solutions
Junxure CRM
Wealthbox CRM
Quadron Data Solutions™
integrated technology
Paul Cantrell
The Markets
SmartOffice
Mobile Application
Envestnet’s Digital Advisor platform
robo advisors
data aggregation solutions
DecisionCenter
Wells Fargo Advisors
Ann Marie Stieler
Realized and Unrealized Gains/Losses
cloud-based billing software
investment policy statement
Account Details
brand-centric theme customization
Tom Kimberly
full lifecycle portfolio management
SS&C Technologies
MoneyTree
Expanded Performance Details for Sample Portfolios
SaaS-based payment processing platform
Document Imaging
Redtail Technology CRM
Reduce computer sprawl
XLR8
AssetBook
compliance and security
J. Richard Coe
advanced wealth planning solutions
portfolio accounting
business development metrics
TRX Edge
goalgamiPro
October 13
SugarCRM
My Wall
Fidelity Institutional Wealth Services
San Diego, CA
MagniPost
Dropbox
required trading and rebalancing
back-office solutions
Copytalk+
Jenny Richards
Advisor FinTech Hackathon
portfolio management system
Celent
Upside Advisor
Homrich Berg
Optional Tax Management
financial planning and client engagement solutions
Schwab Intelligent Technologies
Marketing Cloud
Ed O’Brien
RightSize Solutions
Bill Wostoupal
Jonathan Jaranson
practice management solutions
Chris Wacker
industry related forms
Outsourcing Services
TD Ameritrade Institutional’s VEO®
Next Generation of Integration
Search Engine Optimization
Michael Stier
emX’s Vault
Cybersecurity
data automation
Junxure® CRM
Wealthcare Capital Management
Advizr and Orion integration
qualified fiduciary advisors
Client Relationship Management (CRM)
Paul Polese
the Practice
SMAs
Mobile channel
Robo-Advisers
Kirk Hulett
Deena Katz
Wes Stillman
Anna Curry
rebalance
cloud-based billing tool
investment research platforms
account management software
BrandYourself.com
Fuse 2014
SS&C Technologies Holdings
monitoring
Safe by Estate Assist
Laserfiche Connector
Document Processing
RegEd
ComplianceQ
advanced workflow tools
portfolio accounting service provider
business intelligence
turnkey data science solutions
goalgamiPro®
Office 365
Suhail Ali
myeDocumentsuite.com
scalable personal finance data platform
maintenance of composites
Duane D’Orazio
RESTful
BakerAvenue Asset Management
Copytalk+ Smartphone App
Jenze Bosma
Advisor Impact
portfolio management tools
Center For Wealth Planning
Uri Pomerantz
hosted archiving solutions
OptionsPlay Score
TA Associates
Nerd’s Eye View
Marketing Gorilla System
EDGAR filing agent
Rio Hotel & Casino
Cross-business Tracking Routing & Control
Joseph Miola
Advisor-Client relationships
PreciseFP
CIO Review
Vestorly solution
Informatica
packaged web design
TD Ameritrade National LINC Conference
Next-Generation Advisor CRM®
search engine optimization tagging
end-of-life plan
risk tolerance assessment tools
Cybersecurity and Compliance
Data Cloud (Jigsaw)
Junxure’s cloud-based CRM/office management solution
WealthCentral
quantitative risk technology
client relationship solution
integration of independent recordkeepers
The Retirement Hub
Florida
SIFMA/FINRA Cybersecurity Conference
Social Analytics
mobile connectivity
Eric Jardine
Robo-advisor
Krilogy Financial
Dennis Fox
Weston
Annuities + Insurance
Rebalancer
cloud-based CRM platform
investment screening functionality
account opening
Pershing LLC
Bret Baier
Tom Schildhauer
Fuse 2014 award
SS&C Technologies Holdings, Inc.
monthly compliance checklists
External IT Cloud Desktop
Sagacious, Inc.
Laserfiche Document Management
Lex Sokolin
document storage software-as-a-service
registered investment advisors
XTRAC App
AssetMark Advisor iPad
compliant ready platform
J.P. Morgan
Portfolio Accounting Solutions
business processing services
two-factor authentication
Google Analytics integration
Office of the Future
Fidelity Investments®
Scalable workflow tools
manage cash flows
Dynamic Rebalancing
Retirement Hub app
Balances
Cory Haberkorn
Advisor iPad App
portfolio mappings services
centralized and tailored user experience
user-friendly programing
Household Balance Sheet
Optionsplay®
Tamarac Advisor® Xi
financial planning technology
Schwab OpenView Gateway®
Marketware International
Rio Hotel & Casino in Las Vegas
CSIA
Joseph Mrak
AdvisorComplete platform
predictive analytical tools
Cities Digital
InformationWeek 500
Panoramix
TD Ameritrade's VEO
next-generation wealth management platform
Securities America
Michelle Smith
end-‐to-‐end portfolio management
Risk Tolerance Questionnaire
Bob Stiess
Damian Gallina
data management solutions
Aggregation
Quantitative Risk Tolerance
Client Risk Assessments
Intelligent Aggregation
Paul West
The Tarbox Group, Inc.
FMG Suite
Signix
social collaboration
mobile devices
error checking
Robo-Shield™
Kyle Hiatt
Denny Bottorff
Westport Resources
App expansion
rebalancing
cloud-based IT
Account opening and commissions
Pershing’s Net 360 Technology Channel
Bret Magpiong
Total Portfolio Expert (TPX)
Fusion Advisor Workstation
External IT's Cloud Desktop
LiquidHub
Docupace
registration checker tool
Atlanta
Composite Holdings Report
Jackson
business valuation knowledge
Google Play
Fidelity®'s New Wealthcentral® Technology Bundle
SCANaltyics
management fee
retirement income planning tool
Barrett Ayers
Cory Olson
Jim McKelvey
Advisor Office
Portfolio Pathway
Cetera
household-‐level rebalancing
Tamarac's Advisor® Xi
NestEgg Wealth
financial planning tool
Martin L. Flanagan
Edward Jones
Risk Alignment Platform
curation engines
Joseph Starinsky
AdvisorComplete℠
PRNewswire
Cities Digital’s MagniMail
Video conferencing
Innovation Centers
Panoramix™
TD Ameritrade’s Veo platform
NFP
securities and insurance industries
Microsoft
Enhanced Capital Partners
Risk-Balanced Portfolios
Bob Veres
Damon Deru
data protection
Wealthminder Seed Capital
AICPA
Quantum
Client Service Monitor
interactive compliance calendar
PCI-compliant platform
Third-Party Technology Integrations
Folio Institutional
Silanis
mobile forms-filling
eSignature Capabilities
robust backup features
Ladenburg Thalmann Financial Services Inc.
Depository Trust and Clearing Corporation
Whitepaper
rebalancing capability
cloud-based IT outsourcing
InvestmentNews
account rebalancing software
Personal Finance Management Application
Fusion® Advisor Workstation
Morningstar Advisor
FA Insight
Salentica’s Data Broker
Lori Hardwick
Docupace ePACS®
regulatory compliance
yHLsoft
Attribution Analysis
composite performance reporting
Jackson app
Advent Custodial Data
business valuations
Ultra High Net Worth
Gradient Investments
Online Account Management
SunGard’s WealthStation
Narrator Clients™
Fidelity’s Technology and Operations Consulting
SCANalytics
eAdvisor
basic client interaction
Cost Basis
Jim Patrick
Advisor Office platform
portfolio risk
Cetera Financial Group
Vanare | NestEgg
householded data backbone
order processing
tax efficiency in a cloud-‐based model
NetExchange Client
Financial Transmission Network Inc.
Schwab OpenView MarketSquare®
Mary Ellen Whiteman
Efficient Technology
Risk Analysis
custodial data file import process
Josh Brown
AdvisorQ
ProcessEZ
CitiMortgage
Vincent Guyaux
Inside Information
Paperclip
TDA
NFP Advisor Services Group
Security
Microsoft Corp
enhanced client communication
Bobby Yazdani
Dan Arnold
Kanchana Chalia
Data-Driven Insights
Questar Capital℠
client-facing analytical and proposal tool
Interview
Tim Ramza
FolioDynamics
social media integrations
Mobile Optimization
Estate Assist
robust technology capabilities
lagging performance duration and timeframe priorities
detailed financial planning
Will Bressman
AppHub
cloud-based platform
Investor-Advisor Collaboration
account servicing
personal financial management
Brett Thorne
Total Rebalance Expert (TRX)
Stark & Stark
Morningstar Analyst Rating™
Farshad Ghaffari
Morningstar for Advisors App
Sales Cloud
Loring Ward
Docupace Technologies
regulatory compliance services and technology
Audit Management
Composite Portfolio Review
Jackson National Life Insurance Company®
Advent Direct
portfolio applications
ByAllAccountsSM
unified cloud computing solutions
Great Kight
online account opening
SunGard’s WealthStation Financial Planning solution
Narrator™ application builder
Figlo
Mara Laisson
EAI
Retirement Plan Network
BD Equalizer
cost-efficient beta exposure
Joe Duran
Advisor Pro platform
Portfolio Snapshot
Chad Blythe
HTML5 version
Tax Efficient Drawdown
NetExchange Select
FinFolio
Schwab OpenView Mobile
Mary Ferguson
Electronic Signing
risk engineering
Custodial Data Integrations
Juan Williams
Productivity
client acquisition
Vladimir Baranov
Insights on Advice
paperless client onboarding process
Nobel Foundation
Microsoft Dynamics CRM
enhanced mutual funds order management
Riskalyze and RetireUp Integration Demo
Bonaventure Resort and Spa
Dan Brownell
Karl Chan
DataPro
WealthStation CompAct
Albridge Solutions
Quik! Form
Client-facing technology
Intraday Integration
1-to-1 client relationships
pensions
Tim Welsh
Simon Sinek
Social Security
Mobile Productivity
estate management
Rocaton Advisors
Las Vegas
Digital Advice
William Faulkner
Application of Preference Measurement: The Case of Riskalyze
rebalancing solution
cloud-based portfolio management
Investor360°
accounting software
Personal Financial Management (PFM) tool
Brian A. Davis
Total Technology Platform
Garrett Planning Network
State Income Tax Calculator
Rehmann
Audit Technology
CompositeBuilder
Jackson.com
Portfolio Building
CAIS
unified managed account
Online Account Opening & Transfer
Sustainable Retirement Income
Nathan Lucius
filter and cross reference data
Maree Moscati
Earnings Potential
RetireRisk
Behavioral Finance
Council Capital
Joe Ruzycki
PortfolioCenter
Chad Centorbi
variable annuities
Human Finance Project
Orion Advisor Integration
Tax Lot information
NetExchange View
FinFolio’s Portfolio Management Software
Schwab Performance Technologies®
Matched Portfolio
eliminating selected fees
Risk Management
Black Diamond platform
Advisors Assistant Everywhere
Proposal Generation Capabilities
Client communications management
Wall Street Journal
INSITE™ 2015 conference
paperless enrolment
Technology adoption
service alerts
Mike Capelle
enrollment platform
Riskalyze Autopilot
Branch Audit Consulting
Dan Hunt
Kelly Caffrey
WealthStation Financial Planning
Allen Eickelberg
Quik! Forms
Client360º
intraday quotes
2015 Peter L. Bernstein Award
Performance
time-effective onboarding experience
Forbes
single sign-on integration
Social Security Analyzer
Mobile Scribe Service
ETF OneSource participants
Windows™ PowerShell
application program interface (API)
rebalancing workflows
cloud-based solutions
iPad app
AccountQ™
personal financial management platform
Touch functionality
Gemcom
normalization
state‐of‐the‐art forms-filling technology
Steve Dunlap
February 4, 2015
Dominey Stewart
relationship solutions
Zywave
auditable workflow and document management technology
comprehensive portfolio management
Jackson®
portfolio construction capabilities
CAM
unified wealth management technology
Greg Vigrass
online advisor-client collaboration
Symantec VIP integration
National Financial Partners Corp.
Marie Swift
EarningsQ
Ben Francois
couple’s report
John Hancock
Advisor Rebalancing®
PortfolioCenter®
Chapwood Investments
VAs
tax planning
FinFolio’s WorkStation
Schwab’s 2013 RIA Benchmarking Study
Matt Abar
Eliza De Pardo
risk management characteristics
Black Diamond®
Custodian
Jud Mackrill
Proposal Tool for Chapwood Investments
Client Data Automation
Walt Bettinger
instantaneous stress testing
paperless onboarding
Technology Integrations
Service Cloud
Mike Ethridge
Enterprise Content Management Software
Dan Santner
WealthTechs
Amanda Steinberg
intuitive user-experience
2015 Veo® Integrated Awards
Performance Center
timeframes
single-sign on capability
Social Security Optimizer
Model Wealth Portfolios
Ron Huddleston
Laser App 2015 Financial Services Conference
digital financial solutions
WinOps
application programming interface
Redhawk
CLS Investments
IPS AdvisorPro
Accounts and Fact Sheets for Investments
Pete Hess
Brian Semitekol
Trade Strategy Visualization
Gemini Alternative Funds
Northern Lights Compliance Services
Northern Lights Distributors
Steve Sanduski
Morningstar, Inc.
Fee Calculation Details
Salesforce CRM
LPL Financial Holdings
Donald Capone
Relius Adminstration
“Robo” Challenge
Automate Client Marketing
comprehensive trading solutions
James Carney
AdventConnect 2014
Portfolio Construction Tool
CAM System
Unify
Gregg Klein
online client engagement
Synapse API
Nationwide
FinaMetrica Plus
Schwab Advisor Services’
Mario Canas
easily view user activity
Benjamin Birken
Craig Smith
John Mackowiak
position data
Vendor Affinity Program
IBackup®
tax-aware trading program
FINRA and SEC technology guidelines
SciQ Insights
Matt Crisp
Ellen Smith
risk management platform
Black Diamond℠
Custom Cloud (Force.com)
Julie Littlechild
Advisors Assistant’s CRM
ProTracker
client database portal
Warren Mackensen
Institutional Intelligent Portfolios™
paperless processing systems
technology solutions
services and support for RIAs
Small Businesses
enterprise-grade data management platform
RiXtrema's Portfolio Crash Test
Kevin Cimring
David Canter
Web App Single Sign On
Analytics Cloud
Radar
Clients & Portfolios
Invesco
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Performance Dashboard and Client Reporting Engine
TJ Jones
forms library
single-sign on functionality
Sonia Rosenbaum
Modern Portfolio Theory
ETF’s
Roy Burns
Laser App Advisor Con 2015
Digital Fortress
Women Investors
Arcons Technology
CNN Money
IPSAdvisorPro
ACH origination
Peter Intraligi
Gemini Fund Services
NorthStar
Steven D. Kelly
Morningstar®
fee elimination
Salesforce data migrator
LPL Financial LLC
Doug Harbrecht
Report Builder
automated portfolio management
computer-based modeling system
James Poer
Portfolio Crash Test solution
Cameron Routh
Unify Cloud Disaster Recovery
online practice management platform
T. Rowe Price
Natural Language Processing
Schwab Advisor Services’ SOLUTIONS®
Mark Balasa
EBITDA growth rate
RIA advisor platform
Best Technology for a Vertical CRM
create and manage portfolios
John McArthur
Advisor Software, Inc.
Positions
VEO
IBDs
Orion Business Intelligence
tax-losses
FinTech 100
Scivantage
Matt Nelson
risk modeling
Black Diamond℠ platform
customer acquisition
Juney Ham
Advisory World
ProTracker Advantage
client engagement
inStream Solutions
Park City, Utah
Technology Tools For Today
Shane Bingham
Smarsh
Mike Phillips
Rob Cirrotti
Daniel Inveen
Kevin Crowe
David Fetter
web-based applications
Andrew Rogers
Raj Udeshi
ClientView Client Portal
Investigo
Aaron Guidotti
performance expectations
To-Do Lists
Fox Financial Planning
SixThirty
Sophie Schmitt
Modestpark
Everplans
Run Smarter®
Digital Fortress Suite
Redhawk Wealth Advisors
Woodrow Levin
ARKON
Cohesive Client Management Process
iReach
Brian Stimpfl
TradeWarrior
Gemini Hedge Fund Services
