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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order processing
Garrett Planning Network
WinOps
Accounts and Fact Sheets for Investments
Schwab OpenView MarketSquare®
Morningstar for Advisors App
estate management
Trade Strategy Visualization
Risk Analysis
Loring Ward
Digital Advice
Steve Dunlap
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
auditable workflow and document management technology
computer-based modeling system
Automate Client Marketing
paperless client onboarding process
Cameron Routh
“Robo” Challenge
AdventConnect 2014
Nathan Lucius
Unify
Riskalyze and RetireUp Integration Demo
Maree Moscati
Synapse API
Quik! Form
Joe Ruzycki
create and manage portfolios
Benjamin Birken
pensions
Human Finance Project
Simon Sinek
NetExchange View
filter and cross reference data
Vendor Affinity Program
Rocaton Advisors
Matched Portfolio
Earnings Potential
tax-aware trading program
rebalancing solution
customer acquisition
Black Diamond℠
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
Advisors Assistant’s CRM
FinFolio’s Portfolio Management Software
Warren Mackensen
Sales Cloud
Mike Capelle
eliminating selected fees
technology solutions
regulatory compliance services and technology
Kelly Caffrey
Small Businesses
Daniel Inveen
portfolio applications
intraday quotes
ClientView Client Portal
Analytics Cloud
online account opening
Forbes
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Mobile Scribe Service
enrollment platform
TJ Jones
Retirement Plan Network
Sonia Rosenbaum
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Arcons Technology
Gemcom
Brian Stimpfl
Women Investors
ACH origination
Schwab OpenView Mobile
ETF OneSource participants
risk engineering
Steve Sanduski
Productivity
Jackson.com
Proposal Generation Capabilities
Jackson®
Concenter Services
automated portfolio management
paperless enrolment
Greg Vigrass
Canterbury Consulting
service alerts
National Financial Partners Corp.
February 4, 2015
Unify Cloud Disaster Recovery
Riskalyze Autopilot
Marie Swift
Dominey Stewart
T. Rowe Price
Quik! Forms
John Hancock
credit card processing
Best Technology for a Vertical CRM
Performance
Charles Sizemore
Advisor Software, Inc.
single sign-on integration
VEO
Matt Abar
EarningsQ
tax-losses
rebalancing workflows
Jud Mackrill
Black Diamond℠ platform
personal financial management platform
instantaneous stress testing
client feedback
Advisory World
normalization
FinFolio’s WorkStation
Mike Ethridge
Eliza De Pardo
Technology Tools For Today
Rehmann
Smarsh
Portfolio Building
intuitive user-experience
ClientWorks
Andrew Rogers
Online Account Opening & Transfer
web-based applications
Aaron Guidotti
Model Wealth Portfolios
Enterprise Content Management Software
To-Do Lists
RetireRisk
Laser App 2015 Financial Services Conference
Sophie Schmitt
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
ARKON
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Woodrow Levin
Schwab Performance Technologies®
TradeWarrior
Risk Management
digital financial solutions
Steven D. Kelly
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Automated Workflow
paperless onboarding
Gregg Klein
CapGainsValet
Service Cloud
Nationwide
Fee Calculation Details
Unify Software
Mario Canas
Donald Capone
John Mackowiak
Performance Center
IBackup®
check scanning
single-sign on capability
FinaMetrica Plus
Veo Open Access
Ron Huddleston
Matt Crisp
easily view user activity
Redhawk
Julie Littlechild
Customer Success Platform
Blaze Portfolio
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Ellen Smith
Technology Tools for Today 2014 Conference
relationship solutions
Kevin Cimring
Smarsh My Site
Darren Tedesco
portfolio construction capabilities
Invesco
ClientWorks platform
Andrew Rudd
online advisor-client collaboration
forms library
web-based client management software
Modern Portfolio Theory
enterprise-grade data management platform
Laser App Advisor Con 2015
David Canter
sophisticated computer algorithms
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Artificial Intelligence
Gemini Fund Services
brokerage and custody services
Wordpress platform
ActiFi Client Engagement
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Trading Processes
risk management characteristics
LPL Financial Holdings
Digital Fortress
Stifel
ProTracker
James Poer
conflict-free custody solution
Automated workflows
paperless processing systems
Career Activity Management System
advisor and client portals
services and support for RIAs
Natural Language Processing
fee elimination
Unify’s Cloud VPN
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Radar
John McArthur
Bill Good
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
Advisor View
single-sign on functionality
Veo Open AccessSM platform
Roy Burns
Matt Nelson
EBITDA growth rate
TD Ameritrade Holding Corporation
Juney Ham
Customizable Quarterly Investment Review Presentations
Peter Intraligi
inStream Solutions
AdvisoryWorld Financial Technology
Northern Lights Distributors
Wealth Access Estate Platform 3.0
FinTech 100
Salesforce CRM
Mike Phillips
tenth annual T3 Technology Conference
Relius Adminstration
Kevin Crowe
Smarsh Sites
Darrin Courtney
Portfolio Construction Tool
Investigo
Cloud applications
Andrew Stevens
online client engagement
Fox Financial Planning
web-based CRM
Abby Schneiderman
Schwab Advisor Services’
Modestpark
Todd R. Crockett
David Fetter
Spark
position data
iReach
Commonwealth’s Practice360º
Artisan and Grendel
Gemini Hedge Fund Services
browser in the cloud
workflow solutions
ActiFi software suite
SciQ Insights
Morningstar®
Everplans
Trading Strategy Checklist
risk management platform
LPL Financial LLC
Digital Fortress Suite
Strategic Advisor
ProTracker Advantage
Jason Roberts
Connections Console
automating portfolio management
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Shane Bingham
Naureen Hassan
United Capital
Rob Cirrotti
Mark Casady
Doug McPhail
T3 Advisor Tech Conference
Raj Udeshi
John Ndege
CRM systems
Bill Laird
performance expectations
IEC
Chris Casdia
Advisor View™
SixThirty
NetXInvestor
Financelogix
Veo®
Run Smarter®
Matt O’Brien
Ebix
Redhawk Wealth Advisors
customizable questionnaires
Insurance and Securities verticals
Client Marketing Systems, Inc.
AdvisoryWorld HoldingScan Report for Households
NorthStar
Firm Alerts and Announcements
Salesforce data migrator
Mike Walsh
The Efficient Practice
Report Builder
Kevin Knull
Smart Form Tool
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Andrew Tognela
online practice management platform
Fox Financial Planning Network
web-based portfolio management software
acceptable and unacceptable tolerance standards
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
Tom Doherty
RIA advisor platform
Laser App Enterprise
David Lyon
Positions
iRebal
Community Blog
Ashley Globerman
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Worldox
activity streams
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
risk modeling
LPL Focus 2015
digital marketing hub
Strategic Integrated Online Account Processing
LPL Focus Conference
Digital Marketing Platform
Streetscape
ProTracker Cloud
Jason Wenk
content aggregation
automation software tool
Gustav Karner
cash posting
Advisor Con
Shannon Dempsey
NaviPlan
Fetter Logic
United Capital Financial Advisors
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
John Norwood
CRM technology
Performance Measurement
Impact Communications
Chris Casey
Advisor Websites
SixThirty FinTech Accelerator
NetXInvestor®
Financial Account Data Technology Platform
verification
Rushmore Advisor Services
Maureen Duff
Ebix Smart Office
TD Ameritrade Institutional Veo®
customized analysis
Blu Giant, LLC
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Advisor® Xi
wealth management technology
First Rate
Salesforce Financial Service Cloud Integration
mitigate risk
eMoney Select system
The E‐Valuator
reporting
Kevin Kraus
Smart Office
data aggregation functionality
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
web-based software portal
Schwab Advisory Services
Envestnet Advisor Summit
Tom Embrogno
RIA Benchmarking Study
David, Stalnaker
sqope
POWER
iRebal®
company performance analysis
ASI
Gentech
Business Analytics
WorthFM
Activity tracking and corporate memory
Scott Parry
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
Trizic
Risk Number®
LPL’s Resource Center
Digital Practice Management
ProTracker Software
Jay Jay French
Autopilot
Patrick Ambron
Hemant Moore
CEB TowerGroup
Advisor Convention October 7-8
NaviPlan LEADS
Fetterlogic
up-to-date account data
Robert Arnott
downside volatility
T3 Conference Anaheim, CA
RCS Capital
CRM User Adoption
Bill Stone
Impact Technologies Group
Chris Momsen
advisor workflow partnership
new client electronic on-boarding
Vestmark
Russ Thornton
Echosign
TD Ameritrade Institutional's Veo®
Redkite
Cutting Edge Auditing
integrated CRM
Advisor® Xi suite
Norwood Consulting
Wealthbase
Fisher Investments
Salesforce Financial Services Cloud
Mitt Romney
eMoney’s emX Select platform
The Future of Risk is Here: Enhance Your Value or Perish
reporting capabilities
Kevin Miller
Smarter Prospecting
data aggregation solutions
Investment Income Summary Report
cloud-based billing software
Ann Haas
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
Wednesday July 22, 2015
Account Alerts
Schwab IMPACT 2013
RIA in a Box
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
sqopeTM Score
Power of Together
iShares
compete against other digital advisors
asset allocation mappings service
Orion Discover
business and technology management
X-Ray Reports
Adhesion
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Trust Company of Sterne Agee
Luis Gomez
direct online insurance offerings
Sugar Ray Leonard
psychometric risk tolerance test
Jeff Norris
Copytalk+
Back Office Solutions
Patrick Dempsey
Celent
Sharing
NaviPlan® financial planning tool
Upside
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
T3 Enterprise Conference
real time balances
John Schobel
Performance Reporting Capabilities
import tool
Chris Wacker
Advisor Xi
New Microsoft Dynamics®
Financial Feed
Vestmark Manager Marketplace (VMM)
Russell Leto
Michael M. Carter
TD Ameritrade Institutional’s Veo Open Access platform
Junxure Cloud®
Cybersecurity
BlueSky
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Note Taking
Wealthbox CRM
fixed index annuities
Salesforce.com
Mobile app
eMoney’s wealth management platform
The Markets
Reporting Console for Each Office
Kevin Paulsen
SmartOffice
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
Ann Marie Stieler
open-architecture platform
FTJ FundChoice
BrandYourself.com
Wells Fargo Advisors
Account Details
Schwab Independent Advisor Outlook Study
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Tom Kimberly
RIA/Client reletionships
LaserApp
Dean Cook
SS&C Technologies
PowerAdvisor
ISO
compliance and security
asset gathering
Orion Portfolio Reports
George Will
business development metrics
XCelent Award
advanced data reporting
multi-block trading
eVestment Spotlight Analytics
TRX Edge
MacroRisk Analytics
disparate and divergent solutions
SugarCRM
Q-Suite
Copytalk+ Smartphone App
back-office solutions
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
Advisor FinTech Hackathon
Sherri DuMond
Fidelity Center for Applied Technology
Upside Advisor
Robert Moore
Market Movement Strategies (MMS)
Dr. Noah Smith
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
Bill Wostoupal
performance reporting software
Income Generator
CIO Review
Newgate Capital Management
Financial Personalities
Ed Butowsky
TD Ameritrade Institutional’s VEO®
Junxure Cloud® CRM
Cybersecurity and Compliance
PIEtech, Inc.,
integrated receivables management
client relationship solution
Advizr and Orion integration
Nova
Wealthcare Capital Management
flexibility to scale
Salesforce1 Customer Platform
Mobile App 2.0
emX
the Practice
Kevin Sweet
data analysis
SMAs
Portfolio Management Consultants
cloud-based CRM platform
Anna Curry
FTNI
Bret Baier
Wes Stillman
account management software
Schwab Intelligent Integration®
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
SS&C Technologies Holdings
PowerShares
iTunes App Stores
ComplianceQ
AssetBook
Orion’s Client Portal
Global Financial Private Capital
business intelligence
XLR8
advanced wealth planning solutions
Scottrade® Advisor Services Platform
multi-user support
eWealthManager
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
turnkey data science solutions
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Suhail Ali
Quadron Data Solutions
Cory Haberkorn
BakerAvenue Asset Management
Patrick Yip
Holdings
centralized and tailored user experience
Advisor Impact
Sheryl Garrett
Uri Pomerantz
Marketing Center platform
TA Associates
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Advisor-Client relationships
Next Generation Investor Portal
Vestorly solution
SaaS
Michael Spellacy
Ed O’ Brien
TD Ameritrade National LINC Conference
Junxure CRM
Damian Gallina
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
November 2-4, 2015
WealthCentral
Flexible Optimizer
Mobile Application
EMX Platform
The Retirement Hub
reporting solutions
data analysis solutions
Social Analytics
portfolio management process
investment policy statement
cloud-based IT
Annuities + Insurance
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
Weston
account opening
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
Tom Schildhauer
DecisionCenter
SS&C Technologies Holdings, Inc.
J. Kelley Williams, Jr.
compliant ready platform
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
advanced workflow tools
seamless forms-filling capabilities
My Wall
two-factor authentication
MagniPost
Quadron Data Solutions™
Jenny Richards
Cory Olson
Balances
Paul Cantrell
Homrich Berg
Cetera
Advisor iPad App
Fidelity Institutional Wealth Services
user-friendly programing
robo advisors
Marketing Cloud
Dropbox
Tamarac Advisor® Xi
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
industry related forms
Cities Digital’s MagniMail
AdvisorComplete platform
Next Generation of Integration
financial planning and client engagement solutions
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
TD Ameritrade's VEO
Redtail Technology CRM
Junxure® CRM
Damon Deru
Bob Stiess
Client Service Monitor
Aggregation
Oauth2 user authentication security
San Diego
Mobile channel
emX’s Vault
The Tarbox Group, Inc.
ReportQ
Kirk Hulett
data automation
social collaboration
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
App expansion
Optimum Market Portfolios
Fuse 2014
Westport Resources
Account opening and commissions
Schwab Intelligent Portfolios™
monitoring
Total Portfolio Expert (TPX)
Laserfiche Connector
Deena Katz
practice management
J. Richard Coe
Composite Holdings Report
AssetMark Advisor iPad
Outlook email archiving
goalgamiPro
business valuation knowledge
XTRAC App
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop
maintenance of composites
Document Processing
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Barrett Ayers
Paul Polese
hosted archiving solutions
Cetera Financial Group
Advisor Office
Nerd’s Eye View
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
Tamarac's Advisor® Xi
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
AdvisorComplete℠
Next-Generation Advisor CRM®
Video conferencing
Safe by Estate Assist
EDGAR filing agent
TD Ameritrade’s Veo platform
Reduce computer sprawl
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Bob Veres
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
AICPA
October 13
Florida
Wealthminder Seed Capital
San Diego, CA
mobile connectivity
end-of-life plan
Third-Party Technology Integrations
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
portfolio management system
investment screening functionality
cloud-based platform
Optional Tax Management
Fuse 2014 award
Brett Thorne
Whitepaper
account rebalancing software
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
RightSize Solutions
Laserfiche Document Management
Dennis Fox
practice management solutions
composite performance reporting
Atlanta
Outsourcing Services
goalgamiPro®
business valuations
