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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Dan Hunt
The Future of Risk is Here: Enhance Your Value or Perish
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Smarter Prospecting
Office of the Future
Folio Institutional
Scalable workflow tools
Ann Haas
mobile forms-filling
Enhanced Capital Partners
Wednesday July 22, 2015
Retirement Hub app
Account Alerts
Ladenburg Thalmann Financial Services Inc.
data protection
Tom Kimberly
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
SS&C Technologies
Brian Semitekol
asset gathering
Morningstar Analyst Rating™
Estate Assist
XCelent Award
Risk Alignment Platform
advanced data reporting
Lori Hardwick
detailed financial planning
PRNewswire
Jackson app
comprehensive portfolio management
Sugar Ray Leonard
Panoramix™
Gradient Investments
CAM
securities and insurance industries
Back Office Solutions
Narrator Clients™
Farshad Ghaffari
Risk-Balanced Portfolios
Docupace ePACS®
Upside
Quantum
Jim Patrick
couple’s report
T3 Enterprise Conference
PCI-compliant platform
householded data backbone
Chapwood Investments
Silanis
NetExchange Client
Fidelity’s Technology and Operations Consulting
robust backup features
Advisor Xi
Mary Ellen Whiteman
eAdvisor
Vestmark Manager Marketplace (VMM)
rebalancing capability
Josh Brown
Custodian
TD Ameritrade Institutional’s Veo Open Access platform
Personal Finance Management Application
Inside Information
Client Data Automation
BlueSky
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
Efficient Technology
Wealthbox CRM
registration checker tool
Kanchana Chalia
Dan Santner
The Markets
Interview
SmartOffice
FolioDynamics
SCANaltyics
Ann Marie Stieler
Mobile Optimization
enhanced client communication
Wells Fargo Advisors
retirement income planning tool
Account Details
lagging performance duration and timeframe priorities
Data-Driven Insights
account management software
Las Vegas
DataPro
portfolio risk
Investor360°
CNN Money
SS&C Technologies Holdings
order processing
Garrett Planning Network
Schwab OpenView MarketSquare®
AssetBook
Morningstar for Advisors App
estate management
XLR8
Risk Analysis
advanced wealth planning solutions
Loring Ward
Digital Advice
TRX Edge
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
SugarCRM
Paperclip
Great Kight
CAM System
Security
back-office solutions
Narrator™ application builder
Advisor FinTech Hackathon
Mara Laisson
Docupace Technologies
Upside Advisor
Questar Capital℠
Joe Duran
Craig Smith
HTML5 version
Bill Wostoupal
NetExchange Select
Figlo
robust technology capabilities
Mary Ferguson
EAI
Juan Williams
Custom Cloud (Force.com)
TD Ameritrade Institutional’s VEO®
personal financial management
Insights on Advice
client database portal
Nobel Foundation
FinFolio
Salentica’s Data Broker
Advizr and Orion integration
Microsoft Dynamics CRM
Electronic Signing
Wealthcare Capital Management
regulatory compliance
Karl Chan
the Practice
Intraday Integration
Clients & Portfolios
SMAs
Online Account Management
SCANalytics
Anna Curry
Mobile Productivity
enhanced mutual funds order management
Wes Stillman
Weston
Retirement Plan Network
account opening
Tom Schildhauer
Portfolio Snapshot
iPad app
Cohesive Client Management Process
SS&C Technologies Holdings, Inc.
Gemcom
Brian Stimpfl
Schwab OpenView Mobile
ETF OneSource participants
risk engineering
advanced workflow tools
turnkey data science solutions
Productivity
Jackson.com
computer-based modeling system
Suhail Ali
paperless client onboarding process
Cameron Routh
BakerAvenue Asset Management
Nathan Lucius
Riskalyze and RetireUp Integration Demo
Advisor Impact
Maree Moscati
Uri Pomerantz
Quik! Form
Joe Ruzycki
create and manage portfolios
TA Associates
pensions
Human Finance Project
Simon Sinek
NetExchange View
filter and cross reference data
Rocaton Advisors
Advisor-Client relationships
Matched Portfolio
Earnings Potential
Vestorly solution
rebalancing solution
customer acquisition
TD Ameritrade National LINC Conference
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
FinFolio’s Portfolio Management Software
Sales Cloud
Mike Capelle
eliminating selected fees
WealthCentral
regulatory compliance services and technology
Kelly Caffrey
Daniel Inveen
The Retirement Hub
portfolio applications
intraday quotes
ClientView Client Portal
Social Analytics
online account opening
Forbes
Annuities + Insurance
Mobile Scribe Service
enrollment platform
Westport Resources
RetireRisk
Account opening and commissions
Laser App 2015 Financial Services Conference
Total Portfolio Expert (TPX)
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Schwab Performance Technologies®
AssetMark Advisor iPad
XTRAC App
Risk Management
digital financial solutions
two-factor authentication
Proposal Generation Capabilities
Jackson®
Concenter Services
paperless enrolment
Greg Vigrass
Canterbury Consulting
service alerts
Balances
National Financial Partners Corp.
February 4, 2015
Riskalyze Autopilot
Advisor iPad App
Marie Swift
Dominey Stewart
user-friendly programing
Quik! Forms
John Hancock
credit card processing
Tamarac Advisor® Xi
Performance
Charles Sizemore
single sign-on integration
AdvisorComplete platform
Matt Abar
EarningsQ
rebalancing workflows
Jud Mackrill
TD Ameritrade's VEO
personal financial management platform
instantaneous stress testing
client feedback
normalization
Bob Stiess
FinFolio’s WorkStation
Aggregation
Mike Ethridge
Eliza De Pardo
Rehmann
The Tarbox Group, Inc.
Portfolio Building
intuitive user-experience
ClientWorks
social collaboration
Online Account Opening & Transfer
App expansion
Model Wealth Portfolios
Enterprise Content Management Software
enterprise-grade data management platform
Whitepaper
account rebalancing software
Laser App Advisor Con 2015
David Canter
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Gemini Fund Services
brokerage and custody services
Schwab’s 2013 RIA Benchmarking Study
Atlanta
Morningstar, Inc.
ETF’s
risk management characteristics
LPL Financial Holdings
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
paperless onboarding
Gregg Klein
CapGainsValet
Service Cloud
Barrett Ayers
Nationwide
Fee Calculation Details
Advisor Office
Mario Canas
Donald Capone
John Mackowiak
Tamarac's Advisor® Xi
Performance Center
IBackup®
check scanning
single-sign on capability
FinaMetrica Plus
Ron Huddleston
AdvisorComplete℠
Matt Crisp
easily view user activity
Video conferencing
Redhawk
Julie Littlechild
Customer Success Platform
TD Ameritrade’s Veo platform
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Northern Lights Compliance Services
Bob Veres
FINRA and SEC technology guidelines
AICPA
Ellen Smith
Wealthminder Seed Capital
relationship solutions
Kevin Cimring
Darren Tedesco
Third-Party Technology Integrations
portfolio construction capabilities
Invesco
ClientWorks platform
online advisor-client collaboration
forms library
Modern Portfolio Theory
Schwab Advisor Services’
AppHub
Modestpark
Will Bressman
account servicing
David Fetter
Total Rebalance Expert (TRX)
position data
iReach
Commonwealth’s Practice360º
Stark & Stark
Gemini Hedge Fund Services
browser in the cloud
SciQ Insights
Attribution Analysis
Morningstar®
Everplans
yHLsoft
risk management platform
Advent Custodial Data
LPL Financial LLC
Digital Fortress Suite
Ultra High Net Worth
ProTracker
James Poer
conflict-free custody solution
SunGard’s WealthStation
paperless processing systems
Career Activity Management System
services and support for RIAs
basic client interaction
Natural Language Processing
fee elimination
RiXtrema's Portfolio Crash Test
Advisor Office platform
Mark Balasa
Doug Harbrecht
Vanare | NestEgg
Radar
John McArthur
tax efficiency in a cloud-‐based model
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
single-sign on functionality
Roy Burns
AdvisorQ
Matt Nelson
EBITDA growth rate
Vincent Guyaux
Juney Ham
Customizable Quarterly Investment Review Presentations
TDA
Peter Intraligi
inStream Solutions
Northern Lights Distributors
Bobby Yazdani
FinTech 100
Salesforce CRM
Mike Phillips
Relius Adminstration
Kevin Crowe
Darrin Courtney
Tim Ramza
Portfolio Construction Tool
Investigo
Cloud applications
social media integrations
online client engagement
Fox Financial Planning
Schwab Advisor Services’ SOLUTIONS®
Application of Preference Measurement: The Case of Riskalyze
modify portfolio exposures
William Faulkner
RIA advisor platform
accounting software
Laser App Enterprise
David Lyon
Total Technology Platform
Positions
iRebal
Community Blog
State Income Tax Calculator
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Scivantage
Audit Management
Morningstar® Advisor WorkstationSM
eVestment
risk modeling
Advent Direct
LPL Focus 2015
digital marketing hub
unified cloud computing solutions
ProTracker Advantage
Jason Roberts
Connections Console
SunGard’s WealthStation Financial Planning solution
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Shane Bingham
BD Equalizer
Naureen Hassan
Rob Cirrotti
Advisor Pro platform
Mark Casady
Doug McPhail
Raj Udeshi
John Ndege
CRM systems
Tax Efficient Drawdown
performance expectations
IEC
Chris Casdia
SixThirty
NetXInvestor
Financelogix
Run Smarter®
Matt O’Brien
Ebix
Redhawk Wealth Advisors
Vladimir Baranov
customizable questionnaires
Insurance and Securities verticals
Client Marketing Systems, Inc.
NorthStar
Bonaventure Resort and Spa
Firm Alerts and Announcements
Salesforce data migrator
Albridge Solutions
Mike Walsh
WealthStation CompAct
Report Builder
1-to-1 client relationships
Kevin Knull
Tim Welsh
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Social Security
online practice management platform
Fox Financial Planning Network
Schwab Advisory Services
application program interface (API)
Envestnet Advisor Summit
Windows™ PowerShell
RIA Benchmarking Study
AccountQ™
David, Stalnaker
Touch functionality
POWER
iRebal®
company performance analysis
state‐of‐the‐art forms-filling technology
Gentech
Business Analytics
Scott Parry
Audit Technology
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
LPL Focus Conference
Digital Marketing Platform
unified managed account
ProTracker Cloud
Jason Wenk
content aggregation
Sustainable Retirement Income
Gustav Karner
cash posting
Shannon Dempsey
Behavioral Finance
NaviPlan
Fetter Logic
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
variable annuities
John Norwood
CRM technology
Tax Lot information
Performance Measurement
Impact Communications
Chris Casey
SixThirty FinTech Accelerator
Black Diamond platform
NetXInvestor®
Financial Account Data Technology Platform
Rushmore Advisor Services
Advisors Assistant Everywhere
Maureen Duff
Ebix Smart Office
Wall Street Journal
customized analysis
Technology adoption
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Branch Audit Consulting
First Rate
Salesforce Financial Service Cloud Integration
Allen Eickelberg
mitigate risk
eMoney Select system
WealthStation Financial Planning
reporting
2015 Peter L. Bernstein Award
Kevin Kraus
data aggregation functionality
time-effective onboarding experience
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Social Security Analyzer
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Schwab IMPACT 2013
application programming interface
WinOps
RIA in a Box
Accounts and Fact Sheets for Investments
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Trade Strategy Visualization
Power of Together
iShares
compete against other digital advisors
Steve Dunlap
Orion Discover
business and technology management
auditable workflow and document management technology
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Zywave
Risk Number®
LPL’s Resource Center
Digital Practice Management
unified wealth management technology
ProTracker Software
Jay Jay French
Symantec VIP integration
Patrick Ambron
Hemant Moore
CEB TowerGroup
Ben Francois
NaviPlan LEADS
Fetterlogic
Robert Arnott
Advisor Rebalancing®
downside volatility
VAs
RCS Capital
CRM User Adoption
tax planning
Impact Technologies Group
Chris Momsen
Black Diamond®
new client electronic on-boarding
Russ Thornton
Echosign
Redkite
Walt Bettinger
Cutting Edge Auditing
Technology Integrations
integrated CRM
Norwood Consulting
Fisher Investments
Salesforce Financial Services Cloud
Amanda Steinberg
Mitt Romney
eMoney’s emX Select platform
WealthTechs
reporting capabilities
2015 Veo® Integrated Awards
Kevin Miller
data aggregation solutions
timeframes
Investment Income Summary Report
cloud-based billing software
Social Security Optimizer
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
open-architecture platform
FTJ FundChoice
BrandYourself.com
Schwab Independent Advisor Outlook Study
Arcons Technology
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Women Investors
RIA/Client reletionships
ACH origination
LaserApp
Dean Cook
PowerAdvisor
ISO
compliance and security
Steve Sanduski
Orion Portfolio Reports
George Will
business development metrics
Automate Client Marketing
multi-block trading
eVestment Spotlight Analytics
“Robo” Challenge
AdventConnect 2014
Luis Gomez
direct online insurance offerings
Unify
psychometric risk tolerance test
Jeff Norris
Copytalk+
Synapse API
Patrick Dempsey
Celent
Sharing
Benjamin Birken
NaviPlan® financial planning tool
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
Vendor Affinity Program
real time balances
John Schobel
tax-aware trading program
Performance Reporting Capabilities
import tool
Chris Wacker
Black Diamond℠
New Microsoft Dynamics®
Financial Feed
Russell Leto
Advisors Assistant’s CRM
Michael M. Carter
Warren Mackensen
Junxure Cloud®
Cybersecurity
technology solutions
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Small Businesses
Note Taking
fixed index annuities
Salesforce.com
Analytics Cloud
Mobile app
eMoney’s wealth management platform
Web App Single Sign On
Reporting Console for Each Office
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Kevin Paulsen
TJ Jones
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
Sonia Rosenbaum
Sophie Schmitt
FTNI
Bret Baier
Schwab Intelligent Integration®
ARKON
MoneyGuidePro®
Envestnet’s Advisor Suite®
Woodrow Levin
LaserApp Anywhere
TradeWarrior
PowerShares
iTunes App Stores
ComplianceQ
Steven D. Kelly
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Scottrade® Advisor Services Platform
automated portfolio management
multi-user support
eWealthManager
MacroRisk Analytics
disparate and divergent solutions
Unify Cloud Disaster Recovery
Q-Suite
Copytalk+ Smartphone App
T. Rowe Price
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
Sherri DuMond
Best Technology for a Vertical CRM
Fidelity Center for Applied Technology
Robert Moore
Advisor Software, Inc.
Market Movement Strategies (MMS)
Dr. Noah Smith
VEO
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
tax-losses
performance reporting software
Income Generator
CIO Review
Black Diamond℠ platform
Newgate Capital Management
Financial Personalities
Advisory World
Ed Butowsky
Junxure Cloud® CRM
Cybersecurity and Compliance
Technology Tools For Today
PIEtech, Inc.,
integrated receivables management
client relationship solution
Smarsh
Nova
flexibility to scale
Salesforce1 Customer Platform
Andrew Rogers
Mobile App 2.0
emX
web-based applications
Aaron Guidotti
Kevin Sweet
data analysis
To-Do Lists
Portfolio Management Consultants
cloud-based CRM platform
sophisticated computer algorithms
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
Schwab Intelligent Portfolios
Artificial Intelligence
MoneyTree
Envestnet’s Digital Advisor platform
Wordpress platform
ActiFi Client Engagement
DecisionCenter
Trading Processes
J. Kelley Williams, Jr.
compliant ready platform
Stifel
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
seamless advisor integration
Automated Workflow
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Unify Software
Quadron Data Solutions
Cory Haberkorn
Patrick Yip
Holdings
centralized and tailored user experience
Sheryl Garrett
Marketing Center platform
Veo Open Access
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Blaze Portfolio
Next Generation Investor Portal
SaaS
Michael Spellacy
Ed O’ Brien
Junxure CRM
Damian Gallina
Technology Tools for Today 2014 Conference
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Smarsh My Site
November 2-4, 2015
Flexible Optimizer
Andrew Rudd
Mobile Application
EMX Platform
web-based client management software
reporting solutions
data analysis solutions
portfolio management process
investment policy statement
cloud-based IT
