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!
Categories
- 1-to-1 client relationships (1)
- 2015 Peter L. Bernstein Award (1)
- 2015 Veo® Integrated Awards (1)
- 2016 T3 Advisor Conference, Ft. Lauderdale, FL (1)
- Aaron Guidotti (1)
- Aaron Klein (9)
- Abby Schneiderman (1)
- acceptable and unacceptable tolerance standards (1)
- account aggregation (5)
- Account Alerts (1)
- Account Details (1)
- account management software (1)
- account opening (1)
- Account opening and commissions (1)
- account rebalancing software (1)
- account servicing (1)
- accounting software (1)
- AccountQ™ (1)
- Accounts and Fact Sheets for Investments (1)
- ACH origination (1)
- ActiFi (3)
- ActiFi Client Engagement (1)
- ActiFi software suite (1)
- activity streams (1)
- Activity tracking and corporate memory (1)
- Adhesion (1)
- advanced data reporting (1)
- advanced wealth planning solutions (1)
- advanced workflow tools (1)
- Advent (5)
- Advent Black Diamond (2)
- Advent Custodial Data (1)
- Advent Direct (1)
- Advent Software (3)
- AdventConnect (2)
- AdventConnect 2014 (1)
- Advicent (5)
- Advicent Solutions (2)
- advisor and client portals (1)
- Advisor BioniX (2)
- Advisor Con (1)
- Advisor Convention October 7-8 (1)
- Advisor CRM (2)
- Advisor FinTech Hackathon (1)
- Advisor Impact (1)
- Advisor iPad App (1)
- Advisor Office (1)
- Advisor Office platform (1)
- Advisor Pro platform (1)
- advisor rebalancing (2)
- Advisor Rebalancing® (1)
- Advisor Software (2)
- Advisor Software, Inc. (1)
- Advisor Technology solutions (3)
- Advisor View (1)
- Advisor View™ (1)
- Advisor Websites (1)
- advisor workflow partnership (1)
- Advisor Xi (1)
- Advisor Xi Platform (2)
- Advisor-Client relationships (1)
- AdvisorComplete platform (1)
- AdvisorComplete℠ (1)
- AdvisorQ (1)
- Advisors Assistant (3)
- Advisors Assistant Everywhere (1)
- Advisors Assistant® (2)
- Advisors Assistant’s CRM (1)
- Advisory World (1)
- AdvisoryWorld (9)
- AdvisoryWorld Financial Technology (1)
- AdvisoryWorld HoldingScan Report for Households (1)
- Advisor® Xi (1)
- Advisor® Xi suite (1)
- Advizr (3)
- Advizr and Orion integration (1)
- Advyzon (3)
- Aggregation (1)
- AICPA (1)
- Albridge (3)
- Albridge Solutions (1)
- Allen Eickelberg (1)
- Amanda Steinberg (1)
- Analytics Cloud (1)
- Andrew Rogers (1)
- Andrew Rudd (1)
- Andrew Stevens (1)
- Andrew Tognela (1)
- Anil Arora (2)
- Ann Haas (1)
- Ann Marie Stieler (1)
- Anna Curry (1)
- Annuities + Insurance (1)
- App expansion (1)
- Appcrown (2)
- AppHub (1)
- Application of Preference Measurement: The Case of Riskalyze (1)
- application program interface (API) (1)
- application programming interface (1)
- Arcons Technology (1)
- ARKON (1)
- Artificial Intelligence (1)
- Artisan and Grendel (1)
- Ashley Globerman (1)
- ASI (1)
- asset allocation mappings service (1)
- asset gathering (1)
- AssetBook (1)
- AssetMark (2)
- AssetMark Advisor iPad (1)
- Atlanta (1)
- Attribution Analysis (1)
- Audit Management (1)
- Audit Technology (1)
- auditable workflow and document management technology (1)
- Automate Client Marketing (1)
- automated portfolio management (1)
- Automated Workflow (1)
- Automated workflows (1)
- automating portfolio management (1)
- automation software tool (1)
- Autopilot (1)
- Back Office Solutions (1)
- back-office solutions (1)
- BakerAvenue Asset Management (1)
- Balances (1)
- Barrett Ayers (1)
- basic client interaction (1)
- BD Equalizer (1)
- Behavioral Finance (1)
- Ben Francois (1)
- Benjamin Birken (1)
- Best Technology for a Vertical CRM (1)
- Bill Crager (3)
- Bill Good (1)
- Bill Laird (1)
- Bill Rourke (3)
- Bill Stone (1)
- Bill Winterberg (3)
- Bill Wostoupal (1)
- BillFin (2)
- Billy Oliverio (2)
- BioniX (2)
- BizEquity (3)
- Black Diamond (3)
- Black Diamond platform (1)
- Black Diamond® (1)
- Black Diamond℠ (1)
- Black Diamond℠ platform (1)
- Blaze Portfolio (1)
- Blu Giant (2)
- Blu Giant Advisor Studios (2)
- Blu Giant, LLC (1)
- Blueleaf (2)
- BlueSky (1)
- BNY Mellon (2)
- Bob Curtis (2)
- Bob Stiess (1)
- Bob Veres (1)
- Bobby Yazdani (1)
- Bonaventure Resort and Spa (1)
- Branch Audit Consulting (1)
- BranchNet (1)
- brand-centric theme customization (1)
- BrandYourself.com (1)
- Bret Baier (1)
- Bret Magpiong (1)
- Brett Clarke (2)
- Brett Thorne (1)
- Brian A. Davis (1)
- Brian McLaughlin (5)
- Brian Semitekol (1)
- Brian Shenson (5)
- Brian Stimpfl (1)
- Broker Dealers (1)
- brokerage and custody services (1)
- browser in the cloud (1)
- Built In Token 2-Factor Authentication (1)
- Business Analytics (1)
- business and technology management (1)
- business development metrics (1)
- business intelligence (1)
- business processing services (1)
- business valuation knowledge (1)
- business valuations (1)
- ByAllAccountsSM (1)
- CAIS (1)
- CAM (1)
- CAM System (1)
- Cameron Routh (1)
- Canterbury Consulting (1)
- CapGainsValet (1)
- Career Activity Management System (1)
- Carson Wealth Management Group (1)
- cash posting (1)
- CEB TowerGroup (1)
- Celent (1)
- Center For Wealth Planning (1)
- centralized and tailored user experience (1)
- Cetera (1)
- Cetera Financial Group (1)
- Chad Blythe (1)
- Chad Centorbi (1)
- Chapwood Investments (1)
- Charles Goldman (2)
- Charles Schwab (4)
- Charles Sizemore (1)
- check scanning (1)
- Chicago (1)
- Chris Casdia (1)
- Chris Casey (1)
- Chris Momsen (1)
- Chris Wacker (1)
- CIO Review (1)
- Cities Digital (1)
- Cities Digital’s MagniMail (1)
- CitiMortgage (1)
- client acquisition (1)
- Client communications management (1)
- Client Data Automation (1)
- client database portal (1)
- client engagement (1)
- client feedback (1)
- Client Management System (1)
- Client Marketing Systems (3)
- Client Marketing Systems, Inc. (1)
- Client Meeting Support for Advisors (1)
- client relationship management (4)
- Client Relationship Management (CRM) (1)
- client relationship solution (1)
- Client Risk Assessments (1)
- Client Service Monitor (1)
- client-facing analytical and proposal tool (1)
- Client-facing technology (1)
- Client360º (1)
- ClientFirst (2)
- Clients & Portfolios (1)
- ClientView Client Portal (1)
- ClientWorks (1)
- ClientWorks platform (1)
- Cloud applications (1)
- Cloud Desktop solution (1)
- cloud-based archiving solutions (1)
- cloud-based billing software (1)
- cloud-based billing tool (1)
- cloud-based CRM platform (1)
- cloud-based IT (1)
- cloud-based IT outsourcing (1)
- cloud-based platform (1)
- cloud-based portfolio management (1)
- cloud-based solutions (1)
- CLS Investments (1)
- CNN Money (1)
- Cohesive Client Management Process (1)
- Collaboration Cloud (Chatter) (1)
- Commonwealth Financial Network (1)
- Commonwealth’s Practice360º (1)
- Community Blog (1)
- company performance analysis (1)
- compete against other digital advisors (1)
- compliance and security (1)
- ComplianceQ (1)
- compliant ready platform (1)
- Composite Holdings Report (1)
- composite performance reporting (1)
- Composite Portfolio Review (1)
- CompositeBuilder (1)
- comprehensive portfolio management (1)
- comprehensive trading solutions (1)
- computer-based modeling system (1)
- Concenter Services (1)
- Concierge Service (1)
- conflict-free custody solution (1)
- Connections Console (1)
- content aggregation (1)
- content marketing (2)
- Copytalk+ (1)
- Copytalk+ Smartphone App (1)
- Cory Haberkorn (1)
- Cory Olson (1)
- Cost Basis (1)
- cost-efficient beta exposure (1)
- Council Capital (1)
- couple’s report (1)
- Craig Smith (1)
- create and manage portfolios (1)
- credit card processing (1)
- CRM (20)
- CRM Solutions (6)
- CRM systems (1)
- CRM technology (1)
- CRM User Adoption (1)
- Croesus (2)
- Cross-business Tracking Routing & Control (1)
- CSIA (1)
- curation engines (1)
- custodial data file import process (1)
- Custodial Data Integrations (1)
- custodial platform (2)
- Custodian (1)
- Custom Cloud (Force.com) (1)
- customer acquisition (1)
- customer relationship management (2)
- Customer Success Platform (1)
- Customizable Quarterly Investment Review Presentations (1)
- customizable questionnaires (1)
- customized analysis (1)
- Cutting Edge Auditing (1)
- Cybersecurity (1)
- Cybersecurity and Compliance (1)
- Damian Gallina (1)
- Damon Deru (1)
- Dan Arnold (1)
- Dan Brownell (1)
- Dan Hunt (1)
- Dan Santner (1)
- Dan Skiles (2)
- Daniel Inveen (1)
- Daniel Satchkov (6)
- Darren Tedesco (1)
- Darrin Courtney (1)
- Data Aggregation (3)
- data aggregation functionality (1)
- data aggregation solutions (1)
- data analysis (1)
- data analysis solutions (1)
- data automation (1)
- Data Cloud (Jigsaw) (1)
- data management solutions (1)
- data protection (1)
- Data-Driven Insights (1)
- DataPro (1)
- Dave Welling (3)
- David Benskin (4)
- David Canter (1)
- David Fetter (1)
- David Lyon (1)
- David, Stalnaker (1)
- Daxs Stadjuhar (1)
- Dean Cook (1)
- Deborah Fox (2)
- DecisionCenter (1)
- Deena Katz (1)
- Dennis Fox (1)
- Denny Bottorff (1)
- Depository Trust and Clearing Corporation (1)
- detailed financial planning (1)
- Digital Advice (1)
- Digital Content Marketing (2)
- digital financial solutions (1)
- Digital Fortress (1)
- Digital Fortress Suite (1)
- digital marketing hub (1)
- Digital Marketing Platform (1)
- Digital Practice Management (1)
- direct online insurance offerings (1)
- disparate and divergent solutions (1)
- Document Imaging (1)
- document management (3)
- Document Processing (1)
- document storage software-as-a-service (1)
- Docupace (1)
- Docupace ePACS® (1)
- Docupace Technologies (1)
- DocuSign (5)
- Dominey Stewart (1)
- Donald Capone (1)
- Doug Harbrecht (1)
- Doug McPhail (1)
- Downloadable Portfolio Review Reports (1)
- downside volatility (1)
- Dr. David Lawrence (1)
- Dr. Noah Smith (1)
- Drew DiMarino (2)
- Dropbox (1)
- Duane D’Orazio (1)
- Dynamic Rebalancing (1)
- E-Valuator (2)
- eAdvisor (1)
- EAI (1)
- Earnings Potential (1)
- EarningsQ (1)
- easily view user activity (1)
- EBITDA growth rate (1)
- Ebix (1)
- Ebix Smart Office (1)
- Echosign (1)
- Ed Beggs (3)
- Ed Butowsky (1)
- Ed O’ Brien (1)
- Ed O’Brien (1)
- EDGAR filing agent (1)
- Edmond Walters (2)
- Edward Jones (1)
- Efficient Technology (1)
- Electronic Signing (1)
- eliminating selected fees (1)
- Eliza De Pardo (1)
- Ellen Smith (1)
- eMoney (6)
- eMoney Advisor (5)
- eMoney Select system (1)
- eMoney’s emX Select platform (1)
- eMoney’s wealth management platform (1)
- emX (1)
- EMX Platform (1)
- emX’s Vault (1)
- end-of-life plan (1)
- end-‐to-‐end portfolio management (1)
- Enhanced Capital Partners (1)
- enhanced client communication (1)
- enhanced mutual funds order management (1)
- enrollment platform (1)
- Enterprise Content Management Software (1)
- enterprise-grade data management platform (1)
- Entreda (3)
- Envestnet (13)
- Envestnet Advisor Summit (1)
- Envestnet | Tamarac (2)
- Envestnet | Tamarac's Advisor Xi (1)
- Envestnet’s Advisor Suite® (1)
- Envestnet’s Digital Advisor platform (1)
- Eric Clarke (21)
- Eric Jardine (1)
- error checking (1)
- eSignature Capabilities (1)
- Estate Assist (1)
- estate management (1)
- ETF OneSource participants (1)
- ETFs (2)
- ETF’s (1)
- Everplans (1)
- eVestment (1)
- eVestment Quantum Analytics (1)
- eVestment Spectrum Analytics (1)
- eVestment Spotlight Analytics (1)
- eWealthManager (1)
- Expanded Performance Details for Sample Portfolios (1)
- External IT (4)
- External IT Cloud Desktop (1)
- External IT's Cloud Desktop (1)
- FA Insight (1)
- Farshad Ghaffari (1)
- FAStech (3)
- February 10-12, 2016 (2)
- February 4, 2015 (1)
- Fee Calculation Details (1)
- fee elimination (1)
- Fermin Garcia (2)
- Fetter Logic (1)
- Fetterlogic (1)
- Fidelity (7)
- Fidelity Center for Applied Technology (1)
- Fidelity Institutional (2)
- Fidelity Institutional Wealth Services (1)
- Fidelity Investments (2)
- Fidelity Investments® (1)
- Fidelity®'s New Wealthcentral® Technology Bundle (1)
- Fidelity’s Technology and Operations Consulting (1)
- Figlo (1)
- filter and cross reference data (1)
- FinaMetrica (5)
- FinaMetrica Plus (1)
- Finance Logix (3)
- Financelogix (1)
- Financial Account Data Technology Platform (1)
- financial advisors (2)
- Financial Feed (1)
- Financial Personalities (1)
- financial planning (2)
- financial planning and client engagement solutions (1)
- financial planning software (2)
- financial planning technology (1)
- financial planning tool (1)
- Financial Transmission Network Inc. (1)
- FinFolio (1)
- FinFolio’s Portfolio Management Software (1)
- FinFolio’s WorkStation (1)
- FINRA and SEC technology guidelines (1)
- FinTech 100 (1)
- Firm Alerts and Announcements (1)
- First Rate (1)
- Fisher Investments (1)
- fixed index annuities (1)
- flexibility to scale (1)
- Flexible Optimizer (1)
- Florida (1)
- FMG Suite (1)
- Folio Institutional (1)
- FolioDynamics (1)
- FolioDynamix (2)
- Forbes (1)
- forms automation (4)
- forms library (1)
- Fox Financial Planning (1)
- Fox Financial Planning Network (1)
- Fred Tomczyk (1)
- Ft. Lauderdale (1)
- FTJ FundChoice (1)
- FTNI (1)
- full lifecycle portfolio management (1)
- Fuse 2014 (1)
- Fuse 2014 award (1)
- Fusion Advisor Workstation (1)
- Fusion® Advisor Workstation (1)
- Gail Graham (2)
- Garrett Planning Network (1)
- Gemcom (1)
- Gemini Alternative Funds (1)
- Gemini Fund Services (1)
- Gemini Hedge Fund Services (1)
- Gen X/Y (1)
- Gentech (1)
- Geoff Davey (3)
- George Will (1)
- Global Financial Private Capital (1)
- Global Investment Performance Standards (1)
- goalgamiPro (1)
- goalgamiPro® (1)
- Google Analytics integration (1)
- Google Play (1)
- Gradient Investments (1)
- Great Kight (1)
- Greg Friedman (13)
- Greg Vigrass (1)
- Gregg Klein (1)
- Grendel (2)
- Guide Financial Technologies (1)
- Gustav Karner (1)
- Hemant Moore (1)
- HiddenLevers (3)
- High-Performing Firms (1)
- Holdings (1)
- Homrich Berg (1)
- hosted archiving solutions (1)
- Household Balance Sheet (1)
- household-‐level rebalancing (1)
- householded data backbone (1)
- HTML5 version (1)
- Human Finance Project (1)
- Hussain Zaidi (3)
- IBackup® (1)
- IBDs (1)
- IEC (1)
- Impact Communications (1)
- Impact Technologies Group (1)
- import tool (1)
- Income Generator (1)
- independent portfolio rebalancing software platform (1)
- industry related forms (1)
- Informatica (1)
- InformationWeek 500 (1)
- Innovation Centers (1)
- Inside Information (1)
- Insights on Advice (1)
- INSITE™ 2015 conference (1)
- instantaneous stress testing (1)
- Institutional Intelligent Portfolios™ (1)
- inStream Solutions (1)
- Insurance and Securities verticals (1)
- integrated cloud based technology (1)
- integrated CRM (1)
- Integrated CRM Performance Dashboard (1)
- integrated receivables management (1)
- integrated technology (1)
- Integration (2)
- integration of independent recordkeepers (1)
- Intelligent Aggregation (1)
- interactive compliance calendar (1)
- Interview (1)
- Intraday Integration (1)
- intraday quotes (1)
- intuitive user-experience (1)
- Invesco (1)
- Investigo (1)
- investment advice (1)
- Investment Advisors Workflow (1)
- Investment Income Summary Report (1)
- investment management experience (1)
- Investment Planning (2)
- investment policy statement (1)
- investment research platforms (1)
- investment screening functionality (1)
- investment solutions (2)
- InvestmentNews (1)
- Investor-Advisor Collaboration (1)
- Investor360° (1)
- iPad app (1)
- IPS AdvisorPro (1)
- IPSAdvisorPro (1)
- iReach (1)
- iRebal (1)
- iRebal® (1)
- iShares (1)
- ISO (1)
- iTunes App Stores (1)
- J. Kelley Williams, Jr. (1)
- J. Richard Coe (1)
- J.D. Bruce (2)
- J.P. Morgan (1)
- Jackson (1)
- Jackson app (1)
- Jackson National Life Insurance Company® (1)
- Jackson.com (1)
- Jackson® (1)
- James Carney (1)
- James Poer (1)
- Jason Roberts (1)
- Jason Wenk (1)
- Jay Jay French (1)
- Jeff Norris (1)
- Jemstep (4)
- Jennifer Valdez (3)
- Jenny Richards (1)
- Jenze Bosma (1)
- Jim Dario (2)
- Jim McKelvey (1)
- Jim Patrick (1)
- Joe Duran (1)
- Joe Ruzycki (1)
- John Hancock (1)
- John Mackowiak (1)
- John McArthur (1)
- John Ndege (1)
- John Norwood (1)
- John Prendergast (2)
- John Schobel (1)
- John Vaccaro (1)
- Jon Patullo (3)
- Jonathan Jaranson (1)
- Joseph Miola (1)
- Joseph Mrak (1)
- Joseph Starinsky (1)
- Josh Brown (1)
- Juan Williams (1)
- Jud Bergman (3)
- Jud Mackrill (1)
- Julie Littlechild (1)
- Juney Ham (1)
- Junxure (15)
- Junxure Advisor Conference (3)
- Junxure Cloud (8)
- Junxure Cloud® (1)
- Junxure Cloud® CRM (1)
- Junxure CRM (1)
- Junxure® CRM (1)
- Junxure’s cloud-based CRM/office management solution (1)
- Justin Wisz (9)
- Kanchana Chalia (1)
- Karl Chan (1)
- Kelly Caffrey (1)
- Ken Golding (6)
- Kevin Cimring (1)
- Kevin Crowe (1)
- Kevin Knull (1)
- Kevin Kraus (1)
- Kevin Miller (1)
- Kevin Paulsen (1)
- Kevin Sweet (1)
- Kiplinger (3)
- Kirk Hulett (1)
- Krilogy Financial (1)
- Kyle Hiatt (1)
- Ladenburg Thalmann Financial Services Inc. (1)
- lagging performance duration and timeframe priorities (1)
- Las Vegas (1)
- Laser App (4)
- Laser App 2015 Financial Services Conference (1)
- Laser App Advisor Con 2015 (1)
- Laser App Anywhere (6)
- Laser App Enterprise (1)
- Laser App Software (9)
- Laser App’s Software as a Service (SaaS) platform (1)
- LaserApp (1)
- LaserApp Anywhere (1)
- Laserfiche (7)
- Laserfiche Connector (1)
- Laserfiche Document Management (1)
- Lex Sokolin (1)
- LiquidHub (1)
- Lori Hardwick (1)
- Loring Ward (1)
- Lowell Putnam (3)
- LPL Financial (5)
- LPL Financial Holdings (1)
- LPL Financial LLC (1)
- LPL Focus 2015 (1)
- LPL Focus Conference (1)
- LPL’s Resource Center (1)
- Luis Gomez (1)
- MacroRisk Analytics (1)
- Maggie Crowley (1)
- MagniPost (1)
- maintenance of composites (1)
- manage cash flows (1)
- management fee (1)
- management software (3)
- Mara Laisson (1)
- Maree Moscati (1)
- Marie Swift (1)
- Mario Canas (1)
- Mark Balasa (1)
- Mark Casady (1)
- Mark Engelhardt (1)
- Mark Tibergien (2)
- Mark Wilson (1)
- Market Movement Strategies (MMS) (1)
- Marketing Center platform (1)
- Marketing Cloud (1)
- Marketing Gorilla System (1)
- Marketware International (1)
- Martin L. Flanagan (1)
- Mary Ellen Whiteman (1)
- Mary Ferguson (1)
- Matched Portfolio (1)
- Matt Abar (1)
- Matt Crisp (1)
- Matt Nelson (1)
- Matt O’Brien (1)
- Maureen Duff (1)
- Michael Kitces (4)
- Michael M. Carter (1)
- Michael Pinsker (2)
- Michael Spellacy (1)
- Michael Stier (1)
- Michael Wilson (3)
- Michelle Smith (1)
- Microsoft (1)
- Microsoft Corp (1)
- Microsoft Dynamics CRM (1)
- Mike Capelle (1)
- Mike Ethridge (1)
- Mike McDaniel (2)
- Mike Phillips (1)
- Mike Walsh (1)
- mitigate risk (1)
- Mitt Romney (1)
- Mobile app (1)
- Mobile App 2.0 (1)
- Mobile Application (1)
- Mobile channel (1)
- mobile connectivity (1)
- mobile devices (1)
- mobile forms-filling (1)
- Mobile Optimization (1)
- Mobile Productivity (1)
- Mobile Scribe Service (1)
- Model Wealth Portfolios (1)
- Modern Portfolio Theory (1)
- Modestpark (1)
- modify portfolio exposures (1)
- Money Guide Pro (2)
- MoneyGuidePro (13)
- MoneyGuideProTM (1)
- MoneyGuidePro® (1)
- MoneyTree (1)
- monitoring (1)
- monthly compliance checklists (1)
- Morningstar (10)
- Morningstar Advisor (1)
- Morningstar Analyst Rating™ (1)
- Morningstar for Advisors App (1)
- Morningstar Office (2)
- Morningstar OfficeSM (5)
- Morningstar, Inc. (1)
- Morningstar® (1)
- Morningstar® Advisor WorkstationSM (1)
- Morningstar® Portfolio X-Ray® (1)
- Multi-Asset Class Portfolio Analysis (1)
- multi-block trading (1)
- multi-user support (1)
- mutual fund capital gains distributions (1)
- My Wall (1)
- myeDocumentsuite.com (1)
- MyRetirement (2)
- MyRIACompliance (2)
- Narrator Clients™ (1)
- Narrator™ application builder (1)
- Nathan Lucius (1)
- National Financial Partners Corp. (1)
- Nationwide (1)
- Natural Language Processing (1)
- Naureen Hassan (1)
- NaviPlan (1)
- NaviPlan LEADS (1)
- NaviPlan® financial planning tool (1)
- NaviPro (2)
- Neal Ringquist (2)
- Neesha Hathi (5)
- Nerd’s Eye View (1)
- NestEgg (2)
- NestEgg Wealth (1)
- NetExchange Client (1)
- NetExchange Select (1)
- NetExchange View (1)
- NetX360 (2)
- NetX360® (4)
- NetX360® platform (2)
- NetXInvestor (1)
- NetXInvestor® (1)
- new client electronic on-boarding (1)
- New Microsoft Dynamics® (1)
- Newgate Capital Management (1)
- Next Generation Investor Portal (1)
- Next Generation of Integration (1)
- Next-Generation Advisor CRM® (1)
- next-generation wealth management platform (1)
- NFP (1)
- NFP Advisor Services Group (1)
- Nobel Foundation (1)
- normalization (1)
- Northern Lights Compliance Services (1)
- Northern Lights Distributors (1)
- NorthStar (1)
- NorthStar Financial Services Group (4)
- Norwood Consulting (1)
- Note Taking (1)
- Nova (1)
- November 2-4, 2015 (1)
- Oauth2 user authentication security (1)
- October 13 (1)
- Office 365 (1)
- Office of the Future (1)
- Oleg Tishkevich (3)
- Online Account Management (1)
- online account opening (1)
- Online Account Opening & Transfer (1)
- online advisor-client collaboration (1)
- online client engagement (1)
- online practice management platform (1)
- Online Reporting Dashboard (1)
- Open View Gateway (1)
- open-architecture platform (1)
- OpenView Gateway (3)
- OpportunityView™ (1)
- Optimum Market Portfolios (1)
- Optional Tax Management (1)
- OptionsPlay Score (1)
- Optionsplay® (1)
- Oranj (3)
- order processing (1)
- Orion (18)
- Orion Advisor Integration (1)
- Orion Advisor Services (19)
- Orion Advisor Services, LLC (3)
- Orion Business Intelligence (1)
- Orion Connect (3)
- Orion Discover (1)
- Orion Portfolio Reports (1)
- Orion’s Client Portal (1)
- OS33 Cloud Desktop platform (1)
- Outlook email archiving (1)
- Outsourcing Services (1)
- packaged web design (1)
- Panoramix (1)
- Panoramix™ (1)
- Paperclip (1)
- paperless client onboarding process (1)
- paperless enrolment (1)
- paperless onboarding (1)
- paperless processing systems (1)
- Park City, Utah (1)
- Pat Dempsey (3)
- Patrick Ambron (1)
- Patrick Dempsey (1)
- Patrick Flaherty (1)
- Patrick Yip (1)
- Paul Cantrell (1)
- Paul Polese (1)
- Paul Resnik (2)
- Paul West (1)
- PCI-compliant platform (1)
- Peak Advisor Alliance (2)
- pensions (1)
- Performance (1)
- Performance Center (1)
- Performance Dashboard and Client Reporting Engine (1)
- performance expectations (1)
- Performance Measurement (1)
- Performance Reporting (4)
- Performance Reporting Capabilities (1)
- performance reporting software (1)
- Perry Moore (1)
- Pershing (8)
- Pershing Advisor Solutions (2)
- Pershing LLC (1)
- Pershing’s Net 360 Technology Channel (1)
- Personal Finance Management Application (1)
- personal financial management (1)
- Personal Financial Management (PFM) tool (1)
- personal financial management platform (1)
- Pete Hess (1)
- Peter Intraligi (1)
- Phil Cunningham (3)
- Phil Sorgen (1)
- Philip Wilson (2)
- PIEtech (5)
- PIEtech, Inc., (1)
- PMC's Quantitative Portfolios (1)
- Pocket Risk (2)
- portfolio accounting (1)
- portfolio accounting service provider (1)
- Portfolio Accounting Solutions (1)
- portfolio analysis (2)
- Portfolio Analytics (3)
- portfolio applications (1)
- Portfolio Building (1)
- portfolio construction capabilities (1)
- Portfolio Construction Tool (1)
- Portfolio Crash Test solution (1)
- Portfolio Crash Testing (1)
- portfolio management (8)
- Portfolio Management and Insurance Management modules (1)
- Portfolio Management Consultants (1)
- portfolio management process (1)
- Portfolio Management Processes (1)
- portfolio management system (1)
- portfolio management tools (1)
- portfolio mappings services (1)
- Portfolio Pathway (1)
- portfolio risk (1)
- Portfolio Snapshot (1)
- PortfolioCenter (1)
- PortfolioCenter® (1)
- position data (1)
- Positions (1)
- POWER (1)
- Power of Together (1)
- PowerAdvisor (1)
- PowerShares (1)
- practice and portfolio management system (2)
- practice management (1)
- practice management solutions (1)
- PreciseFP (1)
- predictive analytical tools (1)
- PRNewswire (1)
- ProcessEZ (1)
- Productivity (1)
- Proposal Generation Capabilities (1)
- Proposal Tool for Chapwood Investments (1)
- ProTracker (1)
- ProTracker Advantage (1)
- ProTracker Cloud (1)
- ProTracker Software (1)
- psychometric risk tolerance test (1)
- Q-Suite (1)
- Quadron Data Solutions (1)
- Quadron Data Solutions™ (1)
- qualified fiduciary advisors (1)
- quantitative risk technology (1)
- Quantitative Risk Tolerance (1)
- Quantum (1)
- Questar Capital℠ (1)
- Quik! Form (1)
- Quik! Forms (1)
- Quovo (3)
- Radar (1)
- Raj Udeshi (1)
- Ram Nagappan (4)
- RCS Capital (1)
- real time balances (1)
- Real-Time Data (1)
- Real-time Profile Tracking (1)
- Realized and Unrealized Gains/Losses (1)
- rebalance (1)
- Rebalancer (1)
- rebalancing (1)
- rebalancing capability (1)
- rebalancing platform (2)
- rebalancing solution (1)
- rebalancing workflows (1)
- Redhawk (1)
- Redhawk Wealth Advisors (1)
- Redi2 Technologies (3)
- Redkite (1)
- Redtail (6)
- Redtail CRM (6)
- Redtail Technology (7)
- Redtail Technology CRM (1)
- Reduce computer sprawl (1)
- RegEd (1)
- registered investment advisors (1)
- registration checker tool (1)
- regulatory compliance (1)
- regulatory compliance services and technology (1)
- Rehmann (1)
- relationship solutions (1)
- Relius Adminstration (1)
- Report Builder (1)
- reporting (1)
- reporting capabilities (1)
- Reporting Console for Each Office (1)
- reporting platform (2)
- reporting solutions (1)
- ReportQ (1)
- required trading and rebalancing (1)
- RESTful (1)
- Retirement Hub app (1)
- retirement income planning tool (1)
- Retirement Income Story© (2)
- Retirement Plan Network (1)
- RetireRisk (1)
- RetireUp (3)
- RIA (2)
- RIA advisor platform (1)
- RIA Benchmarking Study (1)
- RIA in a Box (1)
- RIA/Client reletionships (1)
- RIAs (3)
- Rich Cancro (3)
- Rich Ellinger (2)
- RightSize Solutions (1)
- Rio Hotel & Casino (1)
- Rio Hotel & Casino in Las Vegas (1)
- Risk Alignment Platform (1)
- Risk Analysis (1)
- risk engineering (1)
- Risk Management (1)
- risk management characteristics (1)
- risk management platform (1)
- risk modeling (1)
- Risk Number (2)
- Risk Number® (1)
- Risk Number™ (4)
- Risk Profiling (2)
- risk profiling questionnaire provider (1)
- Risk Tolerance (2)
- risk tolerance assessment (2)
- risk tolerance assessment tools (1)
- Risk Tolerance Questionnaire (1)
- Risk-Balanced Portfolios (1)
- Riskalyze (15)
- Riskalyze and RetireUp Integration Demo (1)
- Riskalyze Autopilot (1)
- RiXtrema (8)
- RiXtrema's Portfolio Crash Test (1)
- Rob Cirrotti (1)
- Robb Baldwin (1)
- Robert Arnott (1)
- Robert Eggebrecht (1)
- Robert Moore (1)
- Robert Powell (8)
- robo advisors (1)
- Robo-Advisers (1)
- Robo-advisor (1)
- Robo-Shield™ (1)
- robust backup features (1)
- robust technology capabilities (1)
- Rocaton Advisors (1)
- Ron Carson (3)
- Ron Huddleston (1)
- Roy Burns (1)
- Run Smarter® (1)
- Rushmore Advisor Services (1)
- Russ Thornton (1)
- Russell Leto (1)
- Ryan Beach (3)
- SaaS (1)
- SaaS-based payment processing platform (1)
- Safe by Estate Assist (1)
- Sagacious, Inc. (1)
- Salentica (2)
- Salentica CRM (3)
- Salentica’s Data Broker (1)
- Sales Cloud (1)
- Salesforce (8)
- Salesforce AppExchange (2)
- Salesforce CRM (1)
- Salesforce data migrator (1)
- Salesforce Financial Service Cloud Integration (1)
- Salesforce Financial Services Cloud (1)
- Salesforce.com (1)
- Salesforce1 Customer Platform (1)
- Sam Attias (4)
- San Diego (1)
- San Diego, CA (1)
- scalable personal finance data platform (1)
- Scalable workflow tools (1)
- SCANaltyics (1)
- SCANalytics (1)
- Schwab (9)
- Schwab advisor center (2)
- Schwab Advisor Services (3)
- Schwab Advisor Services’ (1)
- Schwab Advisor Services’ SOLUTIONS® (1)
- Schwab Advisory Services (1)
- Schwab IMPACT 2013 (1)
- Schwab Independent Advisor Outlook Study (1)
- Schwab Intelligent Integration® (1)
- Schwab Intelligent Portfolios (1)
- Schwab Intelligent Portfolios™ (1)
- Schwab Intelligent Technologies (1)
- Schwab OpenView Gateway (2)
- Schwab OpenView Gateway® (1)
- Schwab OpenView Gateway™ (2)
- Schwab OpenView MarketSquare® (1)
- Schwab OpenView Mobile (1)
- Schwab Performance Technologies® (1)
- Schwab’s 2013 RIA Benchmarking Study (1)
- SciQ Insights (1)
- Scivantage (1)
- Scott Parry (1)
- Scottrade (3)
- Scottrade® Advisor Services (2)
- Scottrade® Advisor Services Platform (1)
- seamless advisor integration (1)
- seamless forms-filling capabilities (1)
- Search Engine Optimization (1)
- search engine optimization tagging (1)
- Securities America (1)
- securities and insurance industries (1)
- Security (1)
- SEI (2)
- service alerts (1)
- Service Cloud (1)
- services and support for RIAs (1)
- Shane Bingham (1)
- Shannon Dempsey (1)
- Shareholders Service Group (2)
- Sharing (1)
- Sherri DuMond (1)
- Sheryl Garrett (1)
- Sheryl Rowling (4)
- Sid Yenamandra (3)
- SIFMA/FINRA Cybersecurity Conference (1)
- Signix (1)
- Silanis (1)
- Simon Mulcahy (2)
- Simon Sinek (1)
- single sign-on integration (1)
- single-sign on capability (1)
- single-sign on functionality (1)
- SixThirty (1)
- SixThirty FinTech Accelerator (1)
- Small Businesses (1)
- Smarsh (1)
- Smarsh My Site (1)
- Smarsh Sites (1)
- Smart Form Tool (1)
- Smart Office (1)
- Smarter Prospecting (1)
- SmartOffice (1)
- SMAs (1)
- Social Analytics (1)
- social collaboration (1)
- Social Media (2)
- social media integrations (1)
- Social Security (1)
- Social Security Analyzer (1)
- Social Security Optimizer (1)
- Sonia Rosenbaum (1)
- Sophie Schmitt (1)
- sophisticated computer algorithms (1)
- Spark (1)
- Spenser Segal (2)
- sqope (1)
- sqopeTM Score (1)
- SS&C Technologies (1)
- SS&C Technologies Holdings (1)
- SS&C Technologies Holdings, Inc. (1)
- SSG (2)
- SSG Conference (2)
- Stark & Stark (1)
- State Income Tax Calculator (1)
- state‐of‐the‐art forms-filling technology (1)
- Steve Dunlap (1)
- Steve Sanduski (1)
- Steven D. Kelly (1)
- Stifel (1)
- Strategic Advisor (1)
- Strategic Integrated Online Account Processing (1)
- Streetscape (1)
- Stuart DePina (7)
- Sugar Ray Leonard (1)
- SugarCRM (1)
- Suhail Ali (1)
- SunGard (4)
- SunGard Financial Systems (3)
- SunGard’s WealthStation (1)
- SunGard’s WealthStation Financial Planning solution (1)
- Sustainable Retirement Income (1)
- Symantec VIP integration (1)
- Synapse API (1)
- T. Rowe Price (1)
- T3 (10)
- T3 Advisor Conference (3)
- T3 Advisor Tech Conference (1)
- T3 Blog (9)
- T3 Conference Anaheim, CA (1)
- T3 Enterprise Conference (1)
- T3 Technology Conference (4)
- TA Associates (1)
- Tamarac Advisor® Xi (1)
- Tamarac's Advisor® Xi (1)
- tax efficiency in a cloud-‐based model (1)
- Tax Efficient Drawdown (1)
- Tax Lot information (1)
- tax planning (1)
- tax-aware trading program (1)
- tax-losses (1)
- TD Ameritrade (9)
- TD Ameritrade Holding Corporation (1)
- TD Ameritrade Institutional (8)
- TD Ameritrade Institutional Veo® (1)
- TD Ameritrade Institutional's Veo® (1)
- TD Ameritrade Institutional’s Veo Open Access platform (1)
- TD Ameritrade Institutional’s VEO® (1)
- TD Ameritrade National LINC Conference (1)
- TD Ameritrade's VEO (1)
- TD Ameritrade’s Veo platform (1)
- TDA (1)
- technology (244)
- Technology adoption (1)
- Technology Integrations (1)
- technology solutions (1)
- Technology Tools For Today (1)
- Technology Tools for Today 2014 Conference (1)
- tenth annual T3 Technology Conference (1)
- The Efficient Practice (1)
- The E‐Valuator (1)
- The Future of Risk is Here: Enhance Your Value or Perish (1)
- The Markets (1)
- the Practice (1)
- The Retirement Hub (1)
- The Tarbox Group, Inc. (1)
- Third-Party Technology Integrations (1)
- Tim Ramza (1)
- Tim Welsh (1)
- time-effective onboarding experience (1)
- timeframes (1)
- TJ Jones (1)
- To-Do Lists (1)
- Todd Clarke (2)
- Todd R. Crockett (1)
- Tom Doherty (1)
- Tom Embrogno (1)
- Tom Giachetti (2)
- Tom Kimberly (1)
- Tom Nally (3)
- Tom Schildhauer (1)
- Total Portfolio Expert (TPX) (1)
- Total Rebalance Expert (3)
- Total Rebalance Expert (TRX) (1)
- Total Technology Platform (1)
- Touch functionality (1)
- Trade Strategy Visualization (1)
- TradePMR (2)
- TradeWarrior (1)
- Trading Processes (1)
- Trading Strategy Checklist (1)
- Tricia Rothschild (7)
- Trizic (1)
- Trust Company of Sterne Agee (1)
- tRx (3)
- TRX Edge (1)
- turnkey data science solutions (1)
- two-factor authentication (1)
- Tyler Nunnally (2)
- Ultra High Net Worth (1)
- unified cloud computing solutions (1)
- unified managed account (1)
- unified wealth management technology (1)
- Unify (1)
- Unify Cloud Disaster Recovery (1)
- Unify Software (1)
- Unify’s Cloud VPN (1)
- United Capital (1)
- United Capital Financial Advisors (1)
- up-to-date account data (1)
- Upside (1)
- Upside Advisor (1)
- Uri Pomerantz (1)
- user-friendly programing (1)
- Vanare (4)
- Vanare | NestEgg (1)
- Vanguard (3)
- variable annuities (1)
- VAs (1)
- Vendor Affinity Program (1)
- VEO (1)
- Veo Open Access (1)
- Veo Open AccessSM platform (1)
- Veo® (1)
- verification (1)
- Vestmark (1)
- Vestmark Manager Marketplace (VMM) (1)
- Vestorly (9)
- Vestorly solution (1)
- Victor Fetter (4)
- Video conferencing (1)
- Vincent Guyaux (1)
- Vladimir Baranov (1)
- Wall Street Journal (1)
- Walt Bettinger (1)
- Warren Mackensen (1)
- Wealth Access (4)
- Wealth Access Estate Platform 3.0 (1)
- wealth management solutions (2)
- wealth management technology (1)
- Wealthbase (1)
- Wealthbox CRM (1)
- Wealthcare Capital Management (1)
- WealthCentral (1)
- Wealthminder (2)
- Wealthminder Seed Capital (1)
- WealthStation (2)
- WealthStation CompAct (1)
- WealthStation Financial Planning (1)
- WealthTechs (1)
- Web App Single Sign On (1)
- web-based applications (1)
- web-based client management software (1)
- web-based CRM (1)
- web-based portfolio management software (1)
- web-based software portal (1)
- Wednesday July 22, 2015 (1)
- Wells Fargo Advisors (1)
- Wes Stillman (1)
- Weston (1)
- Westport Resources (1)
- Whitepaper (1)
- Will Bressman (1)
- William Faulkner (1)
- Windows™ PowerShell (1)
- WinOps (1)
- Women Investors (1)
- Woodrow Levin (1)
- Wordpress platform (1)
- workflow solutions (1)
- Worldox (1)
- WorthFM (1)
- X-Ray Reports (1)
- XCelent Award (1)
- XLR8 (1)
- XTRAC (2)
- XTRAC App (1)
- XTRAC Solutions (2)
- yHLsoft (1)
- Yodlee (3)
- Zohar Swaine (2)
- Zywave (1)
- “Robo” Challenge (1)
Tags
technology
Eric Clarke
CRM
Orion Advisor Services
Orion
Junxure
Riskalyze
Greg Friedman
Envestnet
MoneyGuidePro
Morningstar
T3
Schwab
T3 Blog
Vestorly
Justin Wisz
Laser App Software
TD Ameritrade
AdvisoryWorld
Aaron Klein
TD Ameritrade Institutional
Salesforce
RiXtrema
portfolio management
Robert Powell
Pershing
Junxure Cloud
Fidelity
Tricia Rothschild
Stuart DePina
Laserfiche
Redtail Technology
Redtail
Redtail CRM
Ken Golding
Daniel Satchkov
CRM Solutions
Laser App Anywhere
eMoney
account aggregation
Neesha Hathi
Advent
Brian McLaughlin
PIEtech
Brian Shenson
DocuSign
FinaMetrica
Morningstar OfficeSM
LPL Financial
Advicent
eMoney Advisor
Jemstep
External IT
T3 Technology Conference
Ram Nagappan
NorthStar Financial Services Group
SunGard
Performance Reporting
Victor Fetter
Risk Number™
Vanare
Charles Schwab
Laser App
Sam Attias
forms automation
Sheryl Rowling
David Benskin
NetX360®
Wealth Access
client relationship management
Michael Kitces
Ed Beggs
HiddenLevers
Bill Rourke
Ron Carson
Schwab Advisor Services
RetireUp
Kiplinger
Quovo
Jennifer Valdez
Jon Patullo
document management
Orion Advisor Services, LLC
tRx
Bill Winterberg
Advizr
Tom Nally
Phil Cunningham
Michael Wilson
Orion Connect
Pat Dempsey
Redi2 Technologies
Advyzon
Scottrade
Total Rebalance Expert
SunGard Financial Systems
management software
OpenView Gateway
FAStech
RIAs
BizEquity
Ryan Beach
Albridge
Rich Cancro
Yodlee
Vanguard
Lowell Putnam
Black Diamond
Advisors Assistant
Dave Welling
Jud Bergman
Advent Software
Hussain Zaidi
Sid Yenamandra
Finance Logix
Client Marketing Systems
Entreda
ActiFi
Data Aggregation
Oranj
Bill Crager
Advisor Technology solutions
Salentica CRM
Oleg Tishkevich
Junxure Advisor Conference
T3 Advisor Conference
Geoff Davey
Portfolio Analytics
Spenser Segal
Croesus
Advisor BioniX
SEI
Blu Giant Advisor Studios
wealth management solutions
Investment Planning
NaviPro
Deborah Fox
Anil Arora
Michael Pinsker
Schwab advisor center
Tom Giachetti
Fidelity Institutional
Drew DiMarino
financial planning
Blueleaf
Neal Ringquist
Salesforce AppExchange
RIA
Integration
Advisor CRM
Brett Clarke
Fidelity Investments
financial planning software
J.D. Bruce
Advisor Xi Platform
BNY Mellon
AssetMark
XTRAC
Risk Number
investment solutions
Edmond Walters
BillFin
MyRetirement
Jim Dario
Bob Curtis
NestEgg
SSG
E-Valuator
custodial platform
Shareholders Service Group
Billy Oliverio
MyRIACompliance
Philip Wilson
Wealthminder
SSG Conference
XTRAC Solutions
Advent Black Diamond
Tyler Nunnally
Scottrade® Advisor Services
Gail Graham
BioniX
ClientFirst
Social Media
Appcrown
FolioDynamix
Charles Goldman
Risk Profiling
Dan Skiles
WealthStation
reporting platform
February 10-12, 2016
practice and portfolio management system
Morningstar Office
Digital Content Marketing
Rich Ellinger
Zohar Swaine
Risk Tolerance
customer relationship management
advisor rebalancing
Pocket Risk
NetX360
ETFs
Mike McDaniel
AdventConnect
risk tolerance assessment
Advisors Assistant®
Pershing Advisor Solutions
TradePMR
Schwab OpenView Gateway
Advisor Software
Paul Resnik
Grendel
NetX360® platform
Fermin Garcia
Salentica
Schwab OpenView Gateway™
Advicent Solutions
Money Guide Pro
portfolio analysis
Todd Clarke
Retirement Income Story©
content marketing
financial advisors
Peak Advisor Alliance
Simon Mulcahy
Blu Giant
rebalancing platform
Mark Tibergien
Envestnet | Tamarac
John Prendergast
Junxure Cloud®
direct online insurance offerings
Retirement Plan Network
Integrated CRM Performance Dashboard
Copytalk+
Ashley Globerman
Portfolio Snapshot
Celent
Worldox
activity streams
Mobile app
Schwab OpenView Mobile
Kevin Paulsen
Dr. David Lawrence
Strategic Integrated Online Account Processing
risk engineering
investment management experience
automating portfolio management
Productivity
FTJ FundChoice
Chris Wacker
paperless client onboarding process
MoneyGuideProTM
Financial Feed
United Capital
LaserApp
T3 Advisor Tech Conference
Riskalyze and RetireUp Integration Demo
ISO
Cybersecurity
Bill Laird
Quik! Form
George Will
Client Relationship Management (CRM)
Advisor View™
pensions
multi-block trading
fixed index annuities
Veo®
Simon Sinek
Luis Gomez
eMoney’s wealth management platform
Rocaton Advisors
Jeff Norris
rebalancing solution
cloud-based billing tool
AdvisoryWorld HoldingScan Report for Households
Personal Financial Management (PFM) tool
NaviPlan® financial planning tool
BrandYourself.com
Mark Wilson
Envestnet | Tamarac's Advisor Xi
The Efficient Practice
Sales Cloud
John Schobel
Dean Cook
Smart Form Tool
regulatory compliance services and technology
import tool
compliance and security
Andrew Tognela
portfolio applications
New Microsoft Dynamics®
business development metrics
web-based portfolio management software
online account opening
acceptable and unacceptable tolerance standards
Michael M. Carter
eVestment Spotlight Analytics
Tom Doherty
Junxure Cloud® CRM
disparate and divergent solutions
sqope
RetireRisk
integrated receivables management
Copytalk+ Smartphone App
ASI
PortfolioCenter
Center For Wealth Planning
WorthFM
Activity tracking and corporate memory
Orion Advisor Integration
Mobile App 2.0
Fidelity Center for Applied Technology
Trizic
Schwab Performance Technologies®
Kevin Sweet
Dr. Noah Smith
Streetscape
Risk Management
Cross-business Tracking Routing & Control
automation software tool
Proposal Generation Capabilities
FTNI
CIO Review
Advisor Con
paperless enrolment
MoneyGuidePro®
Financial Personalities
United Capital Financial Advisors
service alerts
LaserApp Anywhere
Ed Butowsky
Riskalyze Autopilot
iTunes App Stores
Cybersecurity and Compliance
Quik! Forms
Global Financial Private Capital
client relationship solution
Advisor Websites
Performance
multi-user support
flexibility to scale
verification
single sign-on integration
MacroRisk Analytics
emX
TD Ameritrade Institutional Veo®
data analysis
Blu Giant, LLC
rebalancing workflows
High-Performing Firms
cloud-based CRM platform
Advisor® Xi
personal financial management platform
Bret Baier
wealth management technology
normalization
Market Movement Strategies (MMS)
Envestnet’s Advisor Suite®
The E‐Valuator
John Vaccaro
Smart Office
Rehmann
Income Generator
ComplianceQ
Portfolio Building
Newgate Capital Management
business intelligence
web-based software portal
Online Account Opening & Transfer
eWealthManager
Tom Embrogno
Junxure CRM
Document Imaging
sqopeTM Score
integrated technology
Cory Haberkorn
asset allocation mappings service
PortfolioCenter®
centralized and tailored user experience
X-Ray Reports
Adhesion
Mobile Application
Trust Company of Sterne Agee
Schwab’s 2013 RIA Benchmarking Study
risk management characteristics
investment policy statement
CSIA
Autopilot
Proposal Tool for Chapwood Investments
full lifecycle portfolio management
Cities Digital
Advisor Convention October 7-8
paperless onboarding
MoneyTree
up-to-date account data
Service Cloud
Ed O’ Brien
T3 Conference Anaheim, CA
J. Kelley Williams, Jr.
Damian Gallina
Bill Stone
Global Investment Performance Standards
Client Risk Assessments
advisor workflow partnership
Performance Center
mutual fund capital gains distributions
Flexible Optimizer
Vestmark
single-sign on capability
Maggie Crowley
EMX Platform
TD Ameritrade Institutional's Veo®
Ron Huddleston
data analysis solutions
Redhawk
Holdings
cloud-based IT
Advisor® Xi suite
Pete Hess
Bret Magpiong
Wealthbase
Northern Lights Compliance Services
Marketing Center platform
Envestnet’s Digital Advisor platform
The Future of Risk is Here: Enhance Your Value or Perish
DecisionCenter
Smarter Prospecting
relationship solutions
independent portfolio rebalancing software platform
compliant ready platform
Ann Haas
portfolio construction capabilities
Next Generation Investor Portal
business processing services
Wednesday July 22, 2015
online advisor-client collaboration
Account Alerts
Michael Spellacy
Expanded Performance Details for Sample Portfolios
Tom Kimberly
Schwab Advisor Services’
Junxure® CRM
SS&C Technologies
Cory Olson
asset gathering
position data
Cetera
XCelent Award
advanced data reporting
Mobile channel
Fidelity Institutional Wealth Services
SciQ Insights
Kirk Hulett
Dropbox
Sugar Ray Leonard
risk management platform
investment research platforms
curation engines
Back Office Solutions
ProTracker
Fuse 2014
Cities Digital’s MagniMail
paperless processing systems
monitoring
financial planning and client engagement solutions
Upside
services and support for RIAs
Laserfiche Connector
Ed O’Brien
T3 Enterprise Conference
RiXtrema's Portfolio Crash Test
J. Richard Coe
Damon Deru
Radar
goalgamiPro
Client Service Monitor
Advisor Xi
Performance Dashboard and Client Reporting Engine
My Wall
Vestmark Manager Marketplace (VMM)
single-sign on functionality
MagniPost
emX’s Vault
TD Ameritrade Institutional’s Veo Open Access platform
Roy Burns
Jenny Richards
data automation
BlueSky
Homrich Berg
cloud-based IT outsourcing
Peter Intraligi
Wealthbox CRM
Northern Lights Distributors
Marketing Cloud
The Markets
Salesforce CRM
Jonathan Jaranson
Deena Katz
SmartOffice
Relius Adminstration
industry related forms
Composite Holdings Report
Ann Marie Stieler
Portfolio Construction Tool
Next Generation of Integration
business valuation knowledge
Wells Fargo Advisors
online client engagement
Account Details
Michael Stier
External IT Cloud Desktop
Schwab Advisor Services’ SOLUTIONS®
Junxure’s cloud-based CRM/office management solution
Document Processing
SS&C Technologies Holdings
RIA advisor platform
integration of independent recordkeepers
Cost Basis
AssetBook
Positions
Florida
Cetera Financial Group
XLR8
advanced wealth planning solutions
Orion Business Intelligence
mobile connectivity
TRX Edge
Scivantage
Krilogy Financial
Duane D’Orazio
SugarCRM
risk modeling
investment screening functionality
custodial data file import process
back-office solutions
ProTracker Advantage
Fuse 2014 award
CitiMortgage
Advisor FinTech Hackathon
Park City, Utah
monthly compliance checklists
Upside Advisor
Shane Bingham
Laserfiche Document Management
EDGAR filing agent
Rob Cirrotti
Dan Arnold
Bill Wostoupal
Raj Udeshi
goalgamiPro®
client-facing analytical and proposal tool
performance expectations
myeDocumentsuite.com
SixThirty
maintenance of composites
end-of-life plan
TD Ameritrade Institutional’s VEO®
Run Smarter®
Jenze Bosma
Data Cloud (Jigsaw)
Redhawk Wealth Advisors
hosted archiving solutions
cloud-based platform
Advizr and Orion integration
Nerd’s Eye View
Brett Thorne
Wealthcare Capital Management
NorthStar
Marketing Gorilla System
Eric Jardine
the Practice
Salesforce data migrator
Joseph Miola
Dennis Fox
SMAs
Report Builder
Informatica
composite performance reporting
Anna Curry
Portfolio Crash Test solution
Next-Generation Advisor CRM®
business valuations
Wes Stillman
online practice management platform
account management software
Michelle Smith
External IT's Cloud Desktop
Tom Schildhauer
Schwab Advisory Services
document storage software-as-a-service
SS&C Technologies Holdings, Inc.
RIA Benchmarking Study
Intelligent Aggregation
cost-efficient beta exposure
POWER
FMG Suite
Chad Blythe
advanced workflow tools
mobile devices
Fidelity Investments®
turnkey data science solutions
Scott Parry
Kyle Hiatt
Dynamic Rebalancing
Suhail Ali
Custodial Data Integrations
BakerAvenue Asset Management
ProTracker Cloud
Fusion Advisor Workstation
client acquisition
Advisor Impact
financial planning technology
Uri Pomerantz
Shannon Dempsey
Lex Sokolin
TA Associates
Robb Baldwin
J.P. Morgan
Dan Brownell
Google Analytics integration
Client-facing technology
Advisor-Client relationships
Performance Measurement
Vestorly solution
SixThirty FinTech Accelerator
manage cash flows
end-‐to-‐end portfolio management
TD Ameritrade National LINC Conference
Rushmore Advisor Services
data management solutions
Household Balance Sheet
cloud-based portfolio management
Phil Sorgen
Brian A. Davis
WealthCentral
Marketware International
error checking
The Retirement Hub
Salesforce Financial Service Cloud Integration
Joseph Mrak
Denny Bottorff
Social Analytics
reporting
InformationWeek 500
Composite Portfolio Review
Annuities + Insurance
Portfolio Crash Testing
next-generation wealth management platform
ByAllAccountsSM
Weston
Online Reporting Dashboard
account opening
Account opening and commissions
Open View Gateway
Microsoft
FA Insight
Total Portfolio Expert (TPX)
Schwab IMPACT 2013
Docupace
RIA in a Box
interactive compliance calendar
Council Capital
AssetMark Advisor iPad
Power of Together
Folio Institutional
Chad Centorbi
XTRAC App
Orion Discover
mobile forms-filling
Fidelity®'s New Wealthcentral® Technology Bundle
two-factor authentication
Ladenburg Thalmann Financial Services Inc.
Risk Number®
InvestmentNews
Balances
ProTracker Software
Fusion® Advisor Workstation
Client communications management
Advisor iPad App
Patrick Ambron
Morningstar Advisor
financial planning tool
user-friendly programing
LiquidHub
Edward Jones
Tamarac Advisor® Xi
Robert Arnott
Jackson
Dan Hunt
RCS Capital
Google Play
Client360º
AdvisorComplete platform
management fee
Enhanced Capital Partners
TD Ameritrade's VEO
Russ Thornton
Jim McKelvey
data protection
Redkite
Bob Stiess
household-‐level rebalancing
cloud-based solutions
Aggregation
NestEgg Wealth
Norwood Consulting
Martin L. Flanagan
eSignature Capabilities
The Tarbox Group, Inc.
Salesforce Financial Services Cloud
Joseph Starinsky
Depository Trust and Clearing Corporation
social collaboration
reporting capabilities
Innovation Centers
CompositeBuilder
App expansion
NFP
CAIS
Westport Resources
CAM
Whitepaper
account rebalancing software
open-architecture platform
Microsoft Corp
Farshad Ghaffari
Schwab Independent Advisor Outlook Study
Kanchana Chalia
Docupace ePACS®
RIA/Client reletionships
Interview
couple’s report
Atlanta
PowerAdvisor
FolioDynamics
Chapwood Investments
Orion Portfolio Reports
Mobile Optimization
Fidelity’s Technology and Operations Consulting
lagging performance duration and timeframe priorities
eAdvisor
Investor-Advisor Collaboration
Custodian
Barrett Ayers
psychometric risk tolerance test
Client Data Automation
Advisor Office
Patrick Dempsey
Morningstar Analyst Rating™
Financial Transmission Network Inc.
Sharing
Lori Hardwick
Efficient Technology
Tamarac's Advisor® Xi
Robert Eggebrecht
Jackson app
Dan Santner
real time balances
Gradient Investments
AdvisorComplete℠
Performance Reporting Capabilities
Narrator Clients™
Video conferencing
enhanced client communication
TD Ameritrade’s Veo platform
Russell Leto
Jim Patrick
Data-Driven Insights
Bob Veres
householded data backbone
CLS Investments
AICPA
NetExchange Client
Brian Semitekol
Wealthminder Seed Capital
Note Taking
Mary Ellen Whiteman
Estate Assist
Third-Party Technology Integrations
Salesforce.com
Josh Brown
detailed financial planning
Reporting Console for Each Office
Inside Information
comprehensive portfolio management
Portfolio Management and Insurance Management modules
NFP Advisor Services Group
CAM System
Will Bressman
account servicing
Microsoft Dynamics CRM
Total Rebalance Expert (TRX)
Schwab Intelligent Integration®
Karl Chan
Docupace Technologies
Stark & Stark
Intraday Integration
Craig Smith
Attribution Analysis
PowerShares
yHLsoft
Advent Custodial Data
Orion’s Client Portal
Mobile Productivity
Figlo
Ultra High Net Worth
Scottrade® Advisor Services Platform
Las Vegas
EAI
SunGard’s WealthStation
Investor360°
Custom Cloud (Force.com)
basic client interaction
Q-Suite
Garrett Planning Network
client database portal
Advisor Office platform
Patrick Flaherty
Morningstar for Advisors App
FinFolio
Vanare | NestEgg
Sherri DuMond
Loring Ward
Electronic Signing
tax efficiency in a cloud-‐based model
Robert Moore
Jackson National Life Insurance Company®
Real-Time Data
Great Kight
Clients & Portfolios
AdvisorQ
performance reporting software
Narrator™ application builder
Vincent Guyaux
Mara Laisson
enhanced mutual funds order management
TDA
Joe Duran
DataPro
Bobby Yazdani
HTML5 version
CNN Money
PIEtech, Inc.,
NetExchange Select
Nova
Mary Ferguson
estate management
Tim Ramza
Salesforce1 Customer Platform
Juan Williams
Digital Advice
social media integrations
Insights on Advice
comprehensive trading solutions
AppHub
Portfolio Management Consultants
Nobel Foundation
Cameron Routh
William Faulkner
accounting software
OpportunityView™
Mike Capelle
Total Technology Platform
Schwab Intelligent Portfolios
Kelly Caffrey
State Income Tax Calculator
intraday quotes
create and manage portfolios
Audit Management
Forbes
Advent Direct
OS33 Cloud Desktop platform
Mobile Scribe Service
filter and cross reference data
unified cloud computing solutions
seamless advisor integration
Earnings Potential
SunGard’s WealthStation Financial Planning solution
risk profiling questionnaire provider
iPad app
customer acquisition
BD Equalizer
Quadron Data Solutions
Gemcom
client engagement
Advisor Pro platform
Patrick Yip
FinFolio’s Portfolio Management Software
Sheryl Garrett
eliminating selected fees
Tax Efficient Drawdown
Jackson.com
Daniel Inveen
Real-time Profile Tracking
ClientView Client Portal
Perry Moore
Nathan Lucius
Vladimir Baranov
Maree Moscati
enrollment platform
SaaS
Joe Ruzycki
Bonaventure Resort and Spa
Human Finance Project
Cohesive Client Management Process
Albridge Solutions
PMC's Quantitative Portfolios
NetExchange View
Brian Stimpfl
WealthStation CompAct
November 2-4, 2015
1-to-1 client relationships
Matched Portfolio
ETF OneSource participants
Tim Welsh
Social Security
reporting solutions
INSITE™ 2015 conference
computer-based modeling system
Application of Preference Measurement: The Case of Riskalyze
portfolio management process
application program interface (API)
Portfolio Management Processes
Canterbury Consulting
Windows™ PowerShell
AccountQ™
Optimum Market Portfolios
Mike Ethridge
February 4, 2015
Touch functionality
Schwab Intelligent Portfolios™
Dominey Stewart
state‐of‐the‐art forms-filling technology
intuitive user-experience
credit card processing
Audit Technology
practice management
Charles Sizemore
Outlook email archiving
Model Wealth Portfolios
unified managed account
seamless forms-filling capabilities
Laser App 2015 Financial Services Conference
EarningsQ
Sustainable Retirement Income
IPS AdvisorPro
Behavioral Finance
Quadron Data Solutions™
Gemini Alternative Funds
client feedback
Paul Cantrell
FinFolio’s WorkStation
variable annuities
Eliza De Pardo
Tax Lot information
robo advisors
Jackson®
Black Diamond platform
Realized and Unrealized Gains/Losses
Greg Vigrass
ClientWorks
Advisors Assistant Everywhere
National Financial Partners Corp.
Wall Street Journal
Marie Swift
Enterprise Content Management Software
Technology adoption
SaaS-based payment processing platform
John Hancock
Redtail Technology CRM
Branch Audit Consulting
Collaboration Cloud (Chatter)
Allen Eickelberg
Broker Dealers
WealthStation Financial Planning
Oauth2 user authentication security
2015 Peter L. Bernstein Award
Matt Abar
time-effective onboarding experience
San Diego
Jud Mackrill
digital financial solutions
Social Security Analyzer
ReportQ
instantaneous stress testing
Concenter Services
Concierge Service
application programming interface
portfolio management system
CapGainsValet
WinOps
Accounts and Fact Sheets for Investments
Optional Tax Management
Fee Calculation Details
Trade Strategy Visualization
Schwab Intelligent Technologies
Kevin Cimring
Donald Capone
Steve Dunlap
RightSize Solutions
Invesco
auditable workflow and document management technology
practice management solutions
forms library
check scanning
Zywave
Outsourcing Services
Modern Portfolio Theory
FinaMetrica Plus
unified wealth management technology
Search Engine Optimization
Laser App Advisor Con 2015
easily view user activity
Symantec VIP integration
IPSAdvisorPro
Customer Success Platform
Ben Francois
qualified fiduciary advisors
Gemini Fund Services
Client Management System
Advisor Rebalancing®
Paul Polese
Morningstar, Inc.
FINRA and SEC technology guidelines
VAs
LPL Financial Holdings
Ellen Smith
tax planning
Robo-Advisers
James Carney
Darren Tedesco
Black Diamond®
rebalance
Gregg Klein
ClientWorks platform
Nationwide
Walt Bettinger
Mario Canas
enterprise-grade data management platform
Technology Integrations
Safe by Estate Assist
John Mackowiak
David Canter
Reduce computer sprawl
IBackup®
Commonwealth Financial Network
Amanda Steinberg
portfolio accounting
brokerage and custody services
WealthTechs
October 13
2015 Veo® Integrated Awards
Matt Crisp
ETF’s
timeframes
San Diego, CA
Julie Littlechild
Digital Fortress
Social Security Optimizer
required trading and rebalancing
Institutional Intelligent Portfolios™
conflict-free custody solution
Arcons Technology
portfolio management tools
Career Activity Management System
Women Investors
ACH origination
OptionsPlay Score
Mike Phillips
fee elimination
Kevin Crowe
Doug Harbrecht
Steve Sanduski
Rio Hotel & Casino
Investigo
Automate Client Marketing
PreciseFP
Fox Financial Planning
Chicago
“Robo” Challenge
AdventConnect 2014
packaged web design
Modestpark
Unify
search engine optimization tagging
EBITDA growth rate
Synapse API
risk tolerance assessment tools
iReach
Customizable Quarterly Investment Review Presentations
Benjamin Birken
quantitative risk technology
Gemini Hedge Fund Services
Morningstar®
FinTech 100
Vendor Affinity Program
SIFMA/FINRA Cybersecurity Conference
LPL Financial LLC
tax-aware trading program
Robo-advisor
James Poer
Darrin Courtney
Black Diamond℠
Rebalancer
Cloud applications
Advisors Assistant’s CRM
Pershing LLC
Natural Language Processing
Warren Mackensen
Mark Balasa
technology solutions
Sagacious, Inc.
John McArthur
David Fetter
Small Businesses
RegEd
IBDs
Commonwealth’s Practice360º
Analytics Cloud
portfolio accounting service provider
browser in the cloud
Web App Single Sign On
Office 365
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Matt Nelson
Everplans
TJ Jones
scalable personal finance data platform
Juney Ham
Digital Fortress Suite
Sonia Rosenbaum
RESTful
inStream Solutions
Insurance and Securities verticals
Connections Console
ARKON
portfolio mappings services
Carson Wealth Management Group
Woodrow Levin
Optionsplay®
Mike Walsh
TradeWarrior
Schwab OpenView Gateway®
Kevin Knull
Doug McPhail
Steven D. Kelly
Rio Hotel & Casino in Las Vegas
investment advice
CRM systems
automated portfolio management
predictive analytical tools
Fox Financial Planning Network
Chris Casdia
Panoramix
modify portfolio exposures
Financelogix
Unify Cloud Disaster Recovery
Securities America
Laser App Enterprise
Ebix
T. Rowe Price
Risk Tolerance Questionnaire
iRebal
customizable questionnaires
Best Technology for a Vertical CRM
Quantitative Risk Tolerance
Gen X/Y
Client Marketing Systems, Inc.
Advisor Software, Inc.
Paul West
Morningstar® Advisor WorkstationSM
Firm Alerts and Announcements
VEO
Signix
LPL Focus 2015
tax-losses
Robo-Shield™
Jason Roberts
Black Diamond℠ platform
rebalancing
Guide Financial Technologies
Cloud Desktop solution
Advisory World
Pershing’s Net 360 Technology Channel
Naureen Hassan
Mark Casady
Technology Tools For Today
John Ndege
David Lyon
Smarsh
registered investment advisors
IEC
Community Blog
Andrew Rogers
Portfolio Accounting Solutions
NetXInvestor
Built In Token 2-Factor Authentication
web-based applications
Office of the Future
Aaron Guidotti
Matt O’Brien
eVestment
To-Do Lists
Scalable workflow tools
digital marketing hub
Sophie Schmitt
Retirement Hub app
integrated cloud based technology
content aggregation
Artificial Intelligence
Portfolio Pathway
cash posting
Wordpress platform
ActiFi Client Engagement
mitigate risk
Fetter Logic
Trading Processes
Kevin Kraus
Downloadable Portfolio Review Reports
Stifel
Risk Alignment Platform
Investment Advisors Workflow
CRM technology
Automated Workflow
PRNewswire
Fred Tomczyk
Chris Casey
Panoramix™
Financial Account Data Technology Platform
Unify Software
securities and insurance industries
Ebix Smart Office
Risk-Balanced Portfolios
iRebal®
customized analysis
Quantum
Gentech
Client Meeting Support for Advisors
PCI-compliant platform
Morningstar® Portfolio X-Ray®
First Rate
Veo Open Access
Silanis
LPL Focus Conference
eMoney Select system
robust backup features
Jason Wenk
data aggregation functionality
Blaze Portfolio
rebalancing capability
Gustav Karner
cloud-based archiving solutions
Personal Finance Management Application
NaviPlan
BranchNet
Mark Engelhardt
Envestnet Advisor Summit
Technology Tools for Today 2014 Conference
John Norwood
David, Stalnaker
Smarsh My Site
registration checker tool
Impact Communications
company performance analysis
Andrew Rudd
NetXInvestor®
Business Analytics
web-based client management software
Maureen Duff
eVestment Quantum Analytics
SCANaltyics
Digital Marketing Platform
sophisticated computer algorithms
retirement income planning tool
Digital Practice Management
Spark
integrated CRM
Artisan and Grendel
portfolio risk
CEB TowerGroup
workflow solutions
ActiFi software suite
order processing
Mitt Romney
Fetterlogic
Trading Strategy Checklist
Schwab OpenView MarketSquare®
Kevin Miller
downside volatility
Strategic Advisor
Risk Analysis
Investment Income Summary Report
CRM User Adoption
Automated workflows
ProcessEZ
Ft. Lauderdale
Chris Momsen
advisor and client portals
Paperclip
Unify’s Cloud VPN
Security
Laser App’s Software as a Service (SaaS) platform
Echosign
iShares
Cutting Edge Auditing
Bill Good
Questar Capital℠
Advisor View
Multi-Asset Class Portfolio Analysis
Fisher Investments
Veo Open AccessSM platform
LPL’s Resource Center
eMoney’s emX Select platform
TD Ameritrade Holding Corporation
robust technology capabilities
Jay Jay French
data aggregation solutions
Hemant Moore
cloud-based billing software
AdvisoryWorld Financial Technology
personal financial management
NaviPlan LEADS
brand-centric theme customization
Wealth Access Estate Platform 3.0
tenth annual T3 Technology Conference
Salentica’s Data Broker
Daxs Stadjuhar
Smarsh Sites
regulatory compliance
Impact Technologies Group
compete against other digital advisors
Andrew Stevens
new client electronic on-boarding
business and technology management
web-based CRM
Online Account Management
Abby Schneiderman
eVestment Spectrum Analytics
Todd R. Crockett
SCANalytics