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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Perry Moore
Salesforce Financial Services Cloud
independent portfolio rebalancing software platform
Client Management System
WinOps
reporting capabilities
Next Generation Investor Portal
Trade Strategy Visualization
Michael Spellacy
Artificial Intelligence
Ed O’ Brien
Steve Sanduski
ActiFi software suite
Junxure® CRM
Darrin Courtney
Schwab Independent Advisor Outlook Study
Cloud applications
“Robo” Challenge
Oauth2 user authentication security
RIA/Client reletionships
Unify
Mobile channel
Automated workflows
emX’s Vault
Synapse API
Kirk Hulett
advisor and client portals
data automation
Portfolio Management Processes
investment research platforms
Commonwealth’s Practice360º
Optimum Market Portfolios
Fuse 2014
browser in the cloud
Vendor Affinity Program
monitoring
Bill Good
tax-aware trading program
Laserfiche Connector
Advisor View
Deena Katz
practice management
Sharing
J. Richard Coe
conflict-free custody solution
Outlook email archiving
Robert Eggebrecht
goalgamiPro
Career Activity Management System
Warren Mackensen
My Wall
technology solutions
MagniPost
AdvisoryWorld Financial Technology
Small Businesses
Quadron Data Solutions™
Jenny Richards
Paul Cantrell
Russell Leto
Homrich Berg
Chicago
Web App Single Sign On
Fidelity Institutional Wealth Services
TJ Jones
Marketing Cloud
Andrew Stevens
Dropbox
Sonia Rosenbaum
Abby Schneiderman
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Customizable Quarterly Investment Review Presentations
Salesforce.com
industry related forms
Women Investors
Reporting Console for Each Office
Next Generation of Integration
financial planning and client engagement solutions
Michael Stier
Artisan and Grendel
Ed O’Brien
Steven D. Kelly
activity streams
Junxure’s cloud-based CRM/office management solution
portfolio accounting
Schwab Intelligent Integration®
integration of independent recordkeepers
Cloud Desktop solution
October 13
Florida
Unify Cloud Disaster Recovery
mobile connectivity
automating portfolio management
end-of-life plan
T. Rowe Price
Krilogy Financial
Data Cloud (Jigsaw)
portfolio management system
Scottrade® Advisor Services Platform
investment screening functionality
Community Blog
Optional Tax Management
Fuse 2014 award
Built In Token 2-Factor Authentication
VEO
monthly compliance checklists
Bill Laird
Eric Jardine
tax-losses
Laserfiche Document Management
Advisor View™
Dennis Fox
practice management solutions
Sherri DuMond
Connections Console
Outsourcing Services
Robert Moore
goalgamiPro®
Carson Wealth Management Group
myeDocumentsuite.com
External IT Cloud Desktop
Technology Tools For Today
maintenance of composites
AdvisoryWorld HoldingScan Report for Households
Document Processing
Smarsh
qualified fiduciary advisors
Jenze Bosma
CRM systems
Paul Polese
hosted archiving solutions
Chris Casdia
web-based applications
Nerd’s Eye View
To-Do Lists
Marketing Gorilla System
Andrew Tognela
Duane D’Orazio
Sophie Schmitt
acceptable and unacceptable tolerance standards
rebalance
Joseph Miola
customizable questionnaires
Salesforce1 Customer Platform
Informatica
Client Marketing Systems, Inc.
Woodrow Levin
Next-Generation Advisor CRM®
TradeWarrior
Ashley Globerman
EDGAR filing agent
Michelle Smith
ASI
Stifel
Activity tracking and corporate memory
data aggregation functionality
portfolio accounting service provider
Schwab Intelligent Portfolios
Intelligent Aggregation
cloud-based archiving solutions
Office 365
FMG Suite
BranchNet
Unify Software
mobile devices
automation software tool
end-‐to-‐end portfolio management
Kyle Hiatt
Advisor Con
data management solutions
portfolio management tools
seamless advisor integration
company performance analysis
OptionsPlay Score
risk profiling questionnaire provider
Fusion Advisor Workstation
Business Analytics
Veo Open Access
error checking
Lex Sokolin
Advisor Websites
Denny Bottorff
PreciseFP
Sheryl Garrett
J.P. Morgan
content aggregation
packaged web design
Google Analytics integration
cash posting
Blu Giant, LLC
External IT's Cloud Desktop
Technology Tools for Today 2014 Conference
manage cash flows
Advisor® Xi
document storage software-as-a-service
Smarsh My Site
quantitative risk technology
CRM technology
SaaS
Household Balance Sheet
Chris Casey
web-based client management software
Fidelity Investments®
Marketware International
Dynamic Rebalancing
sophisticated computer algorithms
Rebalancer
Joseph Mrak
customized analysis
Pershing LLC
InformationWeek 500
Client Meeting Support for Advisors
Wordpress platform
reporting solutions
next-generation wealth management platform
financial planning technology
Trading Processes
Trading Strategy Checklist
Microsoft
asset allocation mappings service
Edward Jones
Strategic Advisor
Adhesion
data aggregation solutions
Portfolio Accounting Solutions
Schwab Intelligent Portfolios™
interactive compliance calendar
cloud-based billing software
Office of the Future
Folio Institutional
brand-centric theme customization
Unify’s Cloud VPN
mobile forms-filling
Autopilot
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
Advisor Convention October 7-8
data protection
portfolio mappings services
seamless forms-filling capabilities
InvestmentNews
compete against other digital advisors
Optionsplay®
Fusion® Advisor Workstation
business and technology management
Veo Open AccessSM platform
Morningstar Advisor
Bill Stone
eSignature Capabilities
TD Ameritrade Holding Corporation
LiquidHub
advisor workflow partnership
Depository Trust and Clearing Corporation
predictive analytical tools
Jackson
Panoramix
robo advisors
Google Play
CEB TowerGroup
Wealth Access Estate Platform 3.0
FA Insight
tenth annual T3 Technology Conference
management fee
Advisor® Xi suite
Docupace
Smarsh Sites
Quantitative Risk Tolerance
Jim McKelvey
CRM User Adoption
Paul West
SaaS-based payment processing platform
household-‐level rebalancing
Chris Momsen
web-based CRM
Redtail Technology CRM
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Todd R. Crockett
Martin L. Flanagan
Ann Haas
Spark
Account Alerts
rebalancing
Joseph Starinsky
Cutting Edge Auditing
Pershing’s Net 360 Technology Channel
San Diego
Innovation Centers
workflow solutions
ReportQ
NFP
financial planning tool
Microsoft Corp
asset gathering
Efficient Technology
Strategic Integrated Online Account Processing
Kanchana Chalia
advanced data reporting
Schwab Intelligent Technologies
Interview
cloud-based billing tool
RightSize Solutions
FolioDynamics
BrandYourself.com
United Capital
Mobile Optimization
Back Office Solutions
enhanced client communication
T3 Advisor Tech Conference
lagging performance duration and timeframe priorities
Data-Driven Insights
Portfolio Pathway
Search Engine Optimization
Investor-Advisor Collaboration
compliance and security
business development metrics
Veo®
Morningstar Analyst Rating™
Estate Assist
Lori Hardwick
Advisor Xi
detailed financial planning
PRNewswire
Jackson app
Copytalk+
Panoramix™
Robo-Advisers
Gradient Investments
Celent
Narrator Clients™
BlueSky
Farshad Ghaffari
The Efficient Practice
Docupace ePACS®
Smart Form Tool
Quantum
Jim Patrick
PCI-compliant platform
Safe by Estate Assist
householded data backbone
Chris Wacker
web-based portfolio management software
Reduce computer sprawl
NetExchange Client
Fidelity’s Technology and Operations Consulting
Tom Doherty
Mary Ellen Whiteman
Ann Marie Stieler
eAdvisor
Account Details
rebalancing capability
Josh Brown
Cybersecurity
Personal Finance Management Application
San Diego, CA
Inside Information
Client Relationship Management (CRM)
Worldox
required trading and rebalancing
NFP Advisor Services Group
Financial Transmission Network Inc.
Trizic
Microsoft Dynamics CRM
AssetBook
Electronic Signing
Streetscape
Karl Chan
advanced wealth planning solutions
Intraday Integration
cloud-based CRM platform
Online Account Management
Rio Hotel & Casino
Bret Baier
United Capital Financial Advisors
Mobile Productivity
back-office solutions
enhanced mutual funds order management
Las Vegas
Advisor FinTech Hackathon
DataPro
portfolio risk
search engine optimization tagging
Investor360°
ComplianceQ
order processing
risk tolerance assessment tools
Garrett Planning Network
business intelligence
verification
Morningstar for Advisors App
Bill Wostoupal
estate management
TD Ameritrade Institutional Veo®
Loring Ward
Digital Advice
ProcessEZ
SIFMA/FINRA Cybersecurity Conference
Jackson National Life Insurance Company®
Copytalk+ Smartphone App
Paperclip
Robo-advisor
Great Kight
Center For Wealth Planning
wealth management technology
Narrator™ application builder
The E‐Valuator
Mara Laisson
Advizr and Orion integration
Docupace Technologies
Smart Office
Questar Capital℠
Joe Duran
Cross-business Tracking Routing & Control
Sagacious, Inc.
HTML5 version
CIO Review
web-based software portal
RegEd
NetExchange Select
Figlo
Tom Embrogno
Mary Ferguson
Anna Curry
EAI
sqope
account management software
Juan Williams
Cybersecurity and Compliance
personal financial management
scalable personal finance data platform
Insights on Advice
client relationship solution
WorthFM
RESTful
Nobel Foundation
FinFolio
FinFolio’s Portfolio Management Software
Trust Company of Sterne Agee
Mike Capelle
eliminating selected fees
Kelly Caffrey
advanced workflow tools
portfolio applications
Schwab OpenView Gateway®
intraday quotes
cloud-based IT
online account opening
Rio Hotel & Casino in Las Vegas
Forbes
Bret Magpiong
up-to-date account data
Mobile Scribe Service
BakerAvenue Asset Management
enrollment platform
T3 Conference Anaheim, CA
Advisor Impact
Portfolio Snapshot
Securities America
iPad app
compliant ready platform
Risk Tolerance Questionnaire
Gemcom
business processing services
Vestmark
ETF OneSource participants
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Productivity
Signix
Jackson.com
Cory Haberkorn
paperless client onboarding process
Robo-Shield™
centralized and tailored user experience
Wealthbase
Nathan Lucius
The Future of Risk is Here: Enhance Your Value or Perish
Maree Moscati
Smarter Prospecting
Quik! Form
Joe Ruzycki
CSIA
pensions
Human Finance Project
Cities Digital
Wednesday July 22, 2015
registered investment advisors
NetExchange View
filter and cross reference data
Matched Portfolio
Annuities + Insurance
Earnings Potential
sqopeTM Score
account opening
rebalancing solution
Damian Gallina
Personal Financial Management (PFM) tool
Scalable workflow tools
INSITE™ 2015 conference
Client Risk Assessments
X-Ray Reports
Retirement Hub app
XCelent Award
normalization
retirement income planning tool
FinFolio’s WorkStation
Mike Ethridge
AssetMark Advisor iPad
Eliza De Pardo
Sugar Ray Leonard
Portfolio Building
intuitive user-experience
cloud-based IT outsourcing
Online Account Opening & Transfer
Risk Alignment Platform
Upside
Model Wealth Portfolios
Balances
Enterprise Content Management Software
T3 Enterprise Conference
Laser App 2015 Financial Services Conference
Advisor iPad App
PortfolioCenter
securities and insurance industries
IPS AdvisorPro
Composite Holdings Report
Orion Advisor Integration
Risk-Balanced Portfolios
Gemini Alternative Funds
business valuation knowledge
Vestmark Manager Marketplace (VMM)
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
digital financial solutions
Proposal Generation Capabilities
Silanis
Jackson®
Cory Olson
paperless enrolment
robust backup features
Greg Vigrass
Cetera
Wealthbox CRM
National Financial Partners Corp.
Bob Stiess
February 4, 2015
The Markets
Marie Swift
Aggregation
Dominey Stewart
SmartOffice
Quik! Forms
John Hancock
curation engines
Performance
Cities Digital’s MagniMail
Wells Fargo Advisors
registration checker tool
Tom Kimberly
Matt Abar
App expansion
EarningsQ
SS&C Technologies
Account opening and commissions
rebalancing workflows
Jud Mackrill
Damon Deru
personal financial management platform
SCANaltyics
instantaneous stress testing
Client Service Monitor
client-facing analytical and proposal tool
XLR8
Northern Lights Compliance Services
FINRA and SEC technology guidelines
TRX Edge
Atlanta
Ellen Smith
SugarCRM
Kevin Cimring
portfolio construction capabilities
Schwab OpenView MarketSquare®
Invesco
cloud-based platform
online advisor-client collaboration
Risk Analysis
forms library
Brett Thorne
Upside Advisor
Modern Portfolio Theory
Barrett Ayers
enterprise-grade data management platform
Laser App Advisor Con 2015
Advisor Office
David Canter
PortfolioCenter®
Security
IPSAdvisorPro
composite performance reporting
Gemini Fund Services
business valuations
Morningstar, Inc.
ETF’s
TD Ameritrade Institutional’s VEO®
LPL Financial Holdings
AdvisorComplete℠
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
Cost Basis
paperless onboarding
robust technology capabilities
Gregg Klein
Cetera Financial Group
Wealthcare Capital Management
Nationwide
Bob Veres
Fee Calculation Details
the Practice
Mario Canas
AICPA
Donald Capone
SMAs
John Mackowiak
custodial data file import process
Performance Center
Salentica’s Data Broker
IBackup®
CitiMortgage
Wes Stillman
regulatory compliance
FinaMetrica Plus
Matt Crisp
easily view user activity
SS&C Technologies Holdings
account rebalancing software
Redhawk
Julie Littlechild
Dan Arnold
Pete Hess
SCANalytics
Institutional Intelligent Portfolios™
Client-facing technology
Northern Lights Distributors
Retirement Plan Network
FinTech 100
turnkey data science solutions
Mike Phillips
Attribution Analysis
Suhail Ali
Kevin Crowe
Advent Custodial Data
Portfolio Construction Tool
Schwab OpenView Mobile
Investigo
cloud-based portfolio management
online client engagement
risk engineering
Fox Financial Planning
Brian A. Davis
Uri Pomerantz
Modestpark
basic client interaction
TA Associates
Advisor Office platform
David Fetter
position data
iReach
Composite Portfolio Review
Riskalyze and RetireUp Integration Demo
Gemini Hedge Fund Services
ByAllAccountsSM
Vestorly solution
Morningstar®
Everplans
TD Ameritrade National LINC Conference
LPL Financial LLC
AdvisorQ
Digital Fortress Suite
ProTracker
Simon Sinek
James Poer
cost-efficient beta exposure
paperless processing systems
Rocaton Advisors
Chad Blythe
WealthCentral
Natural Language Processing
Bobby Yazdani
fee elimination
The Retirement Hub
Mark Balasa
Doug Harbrecht
Social Analytics
Radar
John McArthur
Custodial Data Integrations
Performance Dashboard and Client Reporting Engine
Sales Cloud
IBDs
client acquisition
Weston
regulatory compliance services and technology
Tom Schildhauer
Matt Nelson
AppHub
EBITDA growth rate
SS&C Technologies Holdings, Inc.
account servicing
Juney Ham
Dan Brownell
Peter Intraligi
inStream Solutions
Insurance and Securities verticals
Client360º
XTRAC App
NorthStar
RetireRisk
Firm Alerts and Announcements
two-factor authentication
Mike Walsh
Audit Management
Kevin Knull
Advent Direct
Portfolio Crash Test solution
Schwab Performance Technologies®
investment advice
cloud-based solutions
online practice management platform
Risk Management
Fox Financial Planning Network
user-friendly programing
modify portfolio exposures
BD Equalizer
Tamarac Advisor® Xi
Laser App Enterprise
Advisor Pro platform
David Lyon
Positions
service alerts
iRebal
CompositeBuilder
Orion Business Intelligence
Riskalyze Autopilot
Gen X/Y
CAIS
Morningstar® Advisor WorkstationSM
eVestment
TD Ameritrade's VEO
LPL Focus 2015
digital marketing hub
ProTracker Advantage
single sign-on integration
Jason Roberts
Council Capital
Park City, Utah
Guide Financial Technologies
Chad Centorbi
Naureen Hassan
Bonaventure Resort and Spa
The Tarbox Group, Inc.
Mark Casady
Albridge Solutions
Doug McPhail
social collaboration
1-to-1 client relationships
Raj Udeshi
John Ndege
performance expectations
IEC
Client communications management
Westport Resources
Rehmann
NetXInvestor
Financelogix
Total Portfolio Expert (TPX)
Matt O’Brien
Application of Preference Measurement: The Case of Riskalyze
Ebix
accounting software
Dan Hunt
Phil Sorgen
integrated cloud based technology
First Rate
mitigate risk
Audit Technology
eMoney Select system
Kevin Kraus
Portfolio Crash Testing
Schwab’s 2013 RIA Benchmarking Study
Investment Advisors Workflow
CLS Investments
Online Reporting Dashboard
risk management characteristics
Fred Tomczyk
Brian Semitekol
Behavioral Finance
Envestnet Advisor Summit
Tamarac's Advisor® Xi
David, Stalnaker
POWER
Service Cloud
iRebal®
comprehensive portfolio management
Gentech
CAM
Video conferencing
Morningstar® Portfolio X-Ray®
Black Diamond platform
eVestment Quantum Analytics
TD Ameritrade’s Veo platform
LPL Focus Conference
Advisors Assistant Everywhere
Digital Marketing Platform
ProTracker Cloud
single-sign on capability
Jason Wenk
couple’s report
Ron Huddleston
Gustav Karner
Chapwood Investments
Wealthminder Seed Capital
NaviPlan
Branch Audit Consulting
Fetter Logic
Third-Party Technology Integrations
Mark Engelhardt
Allen Eickelberg
Downloadable Portfolio Review Reports
2015 Peter L. Bernstein Award
John Norwood
Custodian
Performance Measurement
Impact Communications
Client Data Automation
Whitepaper
relationship solutions
NetXInvestor®
Financial Account Data Technology Platform
Maureen Duff
application program interface (API)
Ebix Smart Office
AccountQ™
Dan Santner