Fidelity Study shows that Tech-Savvy Advisors (eAdvisors) are More Successful
Submitted by Technology Tools for Today on October 29th, 2015
Just released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as many online capabilities as their peers, were outpacing them on many fronts, underscoring the importance for advisors to either embrace technology or risk being left behind.
In this Fidelity eAdvisor infographic you will quickly see how some advisors leverage technology to help spur outsized productivity and growth.
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
Riskalyze
Junxure
Greg Friedman
Envestnet
MoneyGuidePro
T3
Morningstar
T3 Blog
Vestorly
Schwab
Laser App Software
AdvisoryWorld
Aaron Klein
TD Ameritrade
Justin Wisz
TD Ameritrade Institutional
Salesforce
RiXtrema
portfolio management
Junxure Cloud
Pershing
Robert Powell
Tricia Rothschild
Stuart DePina
Fidelity
Laserfiche
Redtail Technology
Daniel Satchkov
Ken Golding
Laser App Anywhere
CRM Solutions
eMoney
Redtail
Redtail CRM
Brian Shenson
DocuSign
Advent
Morningstar OfficeSM
LPL Financial
FinaMetrica
eMoney Advisor
PIEtech
Advicent
Neesha Hathi
account aggregation
Brian McLaughlin
Laser App
Charles Schwab
forms automation
David Benskin
T3 Technology Conference
NetX360®
SunGard
Victor Fetter
Vanare
Ram Nagappan
NorthStar Financial Services Group
Performance Reporting
Michael Kitces
client relationship management
Jemstep
Risk Number™
External IT
Wealth Access
Sam Attias
Sheryl Rowling
Oleg Tishkevich
Oranj
Bill Winterberg
Sid Yenamandra
management software
Advizr
Portfolio Analytics
FAStech
Dave Welling
Lowell Putnam
Advyzon
Jud Bergman
tRx
Hussain Zaidi
Salentica CRM
Quovo
Tom Nally
Entreda
Orion Advisor Services, LLC
BizEquity
Albridge
Finance Logix
Client Marketing Systems
Data Aggregation
Black Diamond
Advisors Assistant
Ron Carson
Phil Cunningham
SunGard Financial Systems
Advent Software
Orion Connect
Pat Dempsey
Junxure Advisor Conference
Total Rebalance Expert
Schwab Advisor Services
RetireUp
Geoff Davey
Yodlee
Vanguard
HiddenLevers
Ed Beggs
OpenView Gateway
Redi2 Technologies
ActiFi
Kiplinger
Scottrade
Bill Crager
Advisor Technology solutions
Jennifer Valdez
Jon Patullo
document management
RIAs
Ryan Beach
Michael Wilson
Rich Cancro
Bill Rourke
T3 Advisor Conference
portfolio analysis
ClientFirst
Advisor CRM
Gail Graham
risk tolerance assessment
wealth management solutions
Spenser Segal
FolioDynamix
Schwab OpenView Gateway
Advisor Xi Platform
BNY Mellon
Peak Advisor Alliance
Charles Goldman
rebalancing platform
Dan Skiles
Morningstar Office
Digital Content Marketing
BillFin
February 10-12, 2016
Bob Curtis
Salentica
Tom Giachetti
AssetMark
Schwab OpenView Gateway™
ETFs
Billy Oliverio
NetX360
customer relationship management
Advent Black Diamond
BioniX
Simon Mulcahy
Appcrown
Mike McDaniel
Retirement Income Story©
SEI
Grendel
NetX360® platform
XTRAC
Fermin Garcia
Wealthminder
SSG
Schwab advisor center
Tyler Nunnally
Money Guide Pro
advisor rebalancing
Social Media
Salesforce AppExchange
SSG Conference
XTRAC Solutions
RIA
AdventConnect
Envestnet | Tamarac
content marketing
Advisors Assistant®
Mark Tibergien
WealthStation
John Prendergast
financial advisors
Philip Wilson
Advisor Software
Croesus
Zohar Swaine
Investment Planning
Risk Number
Deborah Fox
NaviPro
Michael Pinsker
Advicent Solutions
practice and portfolio management system
Shareholders Service Group
Neal Ringquist
Fidelity Institutional
Drew DiMarino
financial planning
Brett Clarke
Scottrade® Advisor Services
Blu Giant
TradePMR
Pocket Risk
Integration
Advisor BioniX
Risk Profiling
J.D. Bruce
Blu Giant Advisor Studios
Fidelity Investments
Pershing Advisor Solutions
financial planning software
reporting platform
investment solutions
MyRetirement
Jim Dario
Paul Resnik
NestEgg
Todd Clarke
Anil Arora
Edmond Walters
Rich Ellinger
Risk Tolerance
MyRIACompliance
Blueleaf
E-Valuator
custodial platform
Interview
Strategic Integrated Online Account Processing
advanced data reporting
FolioDynamics
Schwab Intelligent Technologies
Mobile Optimization
enhanced client communication
RightSize Solutions
lagging performance duration and timeframe priorities
Data-Driven Insights
United Capital
Back Office Solutions
Portfolio Pathway
Investor-Advisor Collaboration
T3 Advisor Tech Conference
CLS Investments
Brian Semitekol
Search Engine Optimization
Morningstar Analyst Rating™
Estate Assist
Lori Hardwick
detailed financial planning
Veo®
PRNewswire
Jackson app
comprehensive portfolio management
Advisor Xi
Panoramix™
Gradient Investments
CAM
Narrator Clients™
Farshad Ghaffari
Robo-Advisers
Docupace ePACS®
BlueSky
Quantum
Jim Patrick
The Efficient Practice
couple’s report
PCI-compliant platform
householded data backbone
Smart Form Tool
Chapwood Investments
NetExchange Client
Fidelity’s Technology and Operations Consulting
Safe by Estate Assist
Mary Ellen Whiteman
web-based portfolio management software
eAdvisor
Reduce computer sprawl
rebalancing capability
Josh Brown
Tom Doherty
Custodian
Ann Marie Stieler
Personal Finance Management Application
Inside Information
Client Data Automation
Account Details
NFP Advisor Services Group
Financial Transmission Network Inc.
San Diego, CA
Microsoft Corp
Worldox
Efficient Technology
required trading and rebalancing
Kanchana Chalia
Dan Santner
asset gathering
Intraday Integration
Streetscape
Clients & Portfolios
advanced wealth planning solutions
Online Account Management
Mobile Productivity
enhanced mutual funds order management
Rio Hotel & Casino
Las Vegas
DataPro
United Capital Financial Advisors
back-office solutions
portfolio risk
Investor360°
CNN Money
Advisor FinTech Hackathon
order processing
Garrett Planning Network
search engine optimization tagging
Morningstar for Advisors App
estate management
risk tolerance assessment tools
Loring Ward
Digital Advice
verification
Bill Wostoupal
ProcessEZ
Jackson National Life Insurance Company®
TD Ameritrade Institutional Veo®
comprehensive trading solutions
Paperclip
Great Kight
CAM System
SIFMA/FINRA Cybersecurity Conference
Narrator™ application builder
Robo-advisor
Mara Laisson
wealth management technology
Docupace Technologies
Questar Capital℠
Joe Duran
The E‐Valuator
Craig Smith
Advizr and Orion integration
HTML5 version
Smart Office
NetExchange Select
Figlo
Sagacious, Inc.
Mary Ferguson
web-based software portal
EAI
RegEd
Juan Williams
Tom Embrogno
Custom Cloud (Force.com)
Anna Curry
personal financial management
Insights on Advice
sqope
client database portal
account management software
Nobel Foundation
FinFolio
scalable personal finance data platform
Microsoft Dynamics CRM
WorthFM
Electronic Signing
RESTful
Karl Chan
Trizic
AssetBook
portfolio applications
intraday quotes
ClientView Client Portal
advanced workflow tools
online account opening
Forbes
Schwab OpenView Gateway®
Mobile Scribe Service
enrollment platform
Rio Hotel & Casino in Las Vegas
up-to-date account data
BakerAvenue Asset Management
Portfolio Snapshot
iPad app
T3 Conference Anaheim, CA
Cohesive Client Management Process
Advisor Impact
Gemcom
Brian Stimpfl
Securities America
ETF OneSource participants
Risk Tolerance Questionnaire
Vestmark
Productivity
Jackson.com
TD Ameritrade Institutional's Veo®
computer-based modeling system
Advisor-Client relationships
paperless client onboarding process
Cameron Routh
Signix
Nathan Lucius
Robo-Shield™
Maree Moscati
Wealthbase
Quik! Form
Joe Ruzycki
The Future of Risk is Here: Enhance Your Value or Perish
create and manage portfolios
pensions
Human Finance Project
Smarter Prospecting
NetExchange View
filter and cross reference data
Matched Portfolio
Wednesday July 22, 2015
Earnings Potential
registered investment advisors
rebalancing solution
customer acquisition
Annuities + Insurance
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
sqopeTM Score
client engagement
account opening
FinFolio’s Portfolio Management Software
Scalable workflow tools
Mike Capelle
X-Ray Reports
eliminating selected fees
Retirement Hub app
Kelly Caffrey
Trust Company of Sterne Agee
Daniel Inveen
AssetMark Advisor iPad
Portfolio Building
intuitive user-experience
Sugar Ray Leonard
ClientWorks
Online Account Opening & Transfer
Model Wealth Portfolios
Enterprise Content Management Software
Risk Alignment Platform
Laser App 2015 Financial Services Conference
Upside
Balances
PortfolioCenter
IPS AdvisorPro
T3 Enterprise Conference
Collaboration Cloud (Chatter)
Advisor iPad App
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
securities and insurance industries
Risk-Balanced Portfolios
digital financial solutions
Vestmark Manager Marketplace (VMM)
Proposal Generation Capabilities
Jackson®
TD Ameritrade Institutional’s Veo Open Access platform
Concenter Services
AdvisorComplete platform
paperless enrolment
Greg Vigrass
Canterbury Consulting
Silanis
National Financial Partners Corp.
February 4, 2015
robust backup features
Marie Swift
Wealthbox CRM
Dominey Stewart
Bob Stiess
Quik! Forms
John Hancock
The Markets
credit card processing
Aggregation
Performance
SmartOffice
Charles Sizemore
Matt Abar
Wells Fargo Advisors
EarningsQ
registration checker tool
rebalancing workflows
Jud Mackrill
Tom Kimberly
App expansion
personal financial management platform
instantaneous stress testing
SS&C Technologies
client feedback
Account opening and commissions
normalization
FinFolio’s WorkStation
SCANaltyics
Mike Ethridge
XCelent Award
Eliza De Pardo
retirement income planning tool
Kevin Cimring
TRX Edge
Darren Tedesco
Atlanta
portfolio construction capabilities
Invesco
SugarCRM
ClientWorks platform
online advisor-client collaboration
forms library
Schwab OpenView MarketSquare®
Modern Portfolio Theory
enterprise-grade data management platform
Risk Analysis
Laser App Advisor Con 2015
David Canter
Upside Advisor
Barrett Ayers
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Advisor Office
Gemini Fund Services
brokerage and custody services
Security
Morningstar, Inc.
ETF’s
LPL Financial Holdings
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
TD Ameritrade Institutional’s VEO®
Concierge Service
AdvisorComplete℠
paperless onboarding
Gregg Klein
CapGainsValet
Nationwide
Fee Calculation Details
robust technology capabilities
Mario Canas
Wealthcare Capital Management
Donald Capone
Bob Veres
John Mackowiak
the Practice
AICPA
Performance Center
IBackup®
SMAs
check scanning
FinaMetrica Plus
Salentica’s Data Broker
Matt Crisp
Wes Stillman
easily view user activity
regulatory compliance
Redhawk
Julie Littlechild
Customer Success Platform
Pete Hess
Institutional Intelligent Portfolios™
SS&C Technologies Holdings
Client Management System
account rebalancing software
Northern Lights Compliance Services
FINRA and SEC technology guidelines
SCANalytics
XLR8
Ellen Smith
Kevin Crowe
turnkey data science solutions
Darrin Courtney
Attribution Analysis
Portfolio Construction Tool
Investigo
Suhail Ali
Cloud applications
Advent Custodial Data
online client engagement
Fox Financial Planning
Schwab OpenView Mobile
Modestpark
risk engineering
David Fetter
Uri Pomerantz
basic client interaction
position data
iReach
TA Associates
Commonwealth’s Practice360º
Advisor Office platform
Gemini Hedge Fund Services
browser in the cloud
Morningstar®
Everplans
Riskalyze and RetireUp Integration Demo
LPL Financial LLC
Digital Fortress Suite
Vestorly solution
ProTracker
James Poer
TD Ameritrade National LINC Conference
conflict-free custody solution
AdvisorQ
paperless processing systems
Career Activity Management System
Simon Sinek
Natural Language Processing
fee elimination
Rocaton Advisors
Mark Balasa
WealthCentral
Doug Harbrecht
Bobby Yazdani
Radar
John McArthur
The Retirement Hub
Performance Dashboard and Client Reporting Engine
IBDs
Social Analytics
Chicago
Sales Cloud
Matt Nelson
Weston
EBITDA growth rate
regulatory compliance services and technology
Juney Ham
Tom Schildhauer
Customizable Quarterly Investment Review Presentations
AppHub
Peter Intraligi
inStream Solutions
SS&C Technologies Holdings, Inc.
account servicing
Northern Lights Distributors
FinTech 100
Mike Phillips
Retirement Plan Network
Kevin Knull
two-factor authentication
Audit Management
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Advent Direct
online practice management platform
Fox Financial Planning Network
Schwab Performance Technologies®
modify portfolio exposures
Risk Management
Laser App Enterprise
David Lyon
user-friendly programing
BD Equalizer
Positions
iRebal
Tamarac Advisor® Xi
Community Blog
Advisor Pro platform
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
service alerts
Morningstar® Advisor WorkstationSM
eVestment
Riskalyze Autopilot
LPL Focus 2015
digital marketing hub
ProTracker Advantage
Jason Roberts
TD Ameritrade's VEO
Connections Console
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
single sign-on integration
Naureen Hassan
Mark Casady
Doug McPhail
Bonaventure Resort and Spa
Raj Udeshi
John Ndege
The Tarbox Group, Inc.
CRM systems
Albridge Solutions
performance expectations
IEC
social collaboration
Chris Casdia
1-to-1 client relationships
NetXInvestor
Financelogix
Matt O’Brien
Westport Resources
Ebix
Rehmann
Total Portfolio Expert (TPX)
customizable questionnaires
Application of Preference Measurement: The Case of Riskalyze
Insurance and Securities verticals
Client Marketing Systems, Inc.
accounting software
NorthStar
Firm Alerts and Announcements
Mike Walsh
XTRAC App
RetireRisk
Kevin Kraus
data aggregation functionality
Audit Technology
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Schwab’s 2013 RIA Benchmarking Study
Envestnet Advisor Summit
risk management characteristics
David, Stalnaker
Behavioral Finance
POWER
iRebal®
Tamarac's Advisor® Xi
company performance analysis
Gentech
Business Analytics
Service Cloud
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
LPL Focus Conference
Digital Marketing Platform
Video conferencing
Black Diamond platform
ProTracker Cloud
Jason Wenk
TD Ameritrade’s Veo platform
content aggregation
Advisors Assistant Everywhere
Gustav Karner
cash posting
single-sign on capability
NaviPlan
Fetter Logic
Ron Huddleston
Mark Engelhardt
Wealthminder Seed Capital
Downloadable Portfolio Review Reports
Branch Audit Consulting
John Norwood
Third-Party Technology Integrations
CRM technology
Allen Eickelberg
Performance Measurement
Impact Communications
Chris Casey
2015 Peter L. Bernstein Award
NetXInvestor®
Financial Account Data Technology Platform
Maureen Duff
Whitepaper
Ebix Smart Office
relationship solutions
customized analysis
application program interface (API)
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
AccountQ™
First Rate
mitigate risk
eMoney Select system
Mitt Romney
yHLsoft
eMoney’s emX Select platform
Kevin Miller
Ultra High Net Worth
data aggregation solutions
auditable workflow and document management technology
Investment Income Summary Report
SunGard’s WealthStation
cloud-based billing software
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
SciQ Insights
risk management platform
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Vanare | NestEgg
Ben Francois
Power of Together
iShares
tax efficiency in a cloud-‐based model
compete against other digital advisors
Advisor Rebalancing®
Orion Discover
business and technology management
services and support for RIAs
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
RiXtrema's Portfolio Crash Test
LPL’s Resource Center
Digital Practice Management
Vincent Guyaux
Black Diamond®
ProTracker Software
Jay Jay French
TDA
Patrick Ambron
Hemant Moore
CEB TowerGroup
single-sign on functionality
NaviPlan LEADS
Fetterlogic
Roy Burns
downside volatility
RCS Capital
Tim Ramza
CRM User Adoption
Amanda Steinberg
Impact Technologies Group
social media integrations
Chris Momsen
2015 Veo® Integrated Awards
new client electronic on-boarding
Salesforce CRM
Will Bressman
Echosign
Relius Adminstration
Total Rebalance Expert (TRX)
Cutting Edge Auditing
application programming interface
integrated CRM
Stark & Stark
Accounts and Fact Sheets for Investments
Norwood Consulting
Fisher Investments
Schwab Advisor Services’
Mobile app
eMoney’s wealth management platform
RIA advisor platform
Kevin Paulsen
unified cloud computing solutions
Automate Client Marketing
Portfolio Management and Insurance Management modules
investment management experience
SunGard’s WealthStation Financial Planning solution
cloud-based billing tool
AdventConnect 2014
open-architecture platform
FTJ FundChoice
BrandYourself.com
Scivantage
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
risk modeling
LaserApp
Dean Cook
Benjamin Birken
PowerAdvisor
ISO
Tax Efficient Drawdown
compliance and security
Orion Portfolio Reports
George Will
business development metrics
Shane Bingham
multi-block trading
eVestment Spotlight Analytics
Rob Cirrotti
Luis Gomez
direct online insurance offerings
Vladimir Baranov
Black Diamond℠
psychometric risk tolerance test
Jeff Norris
Copytalk+
Advisors Assistant’s CRM
Patrick Dempsey
Celent
SixThirty
NaviPlan® financial planning tool
Run Smarter®
Mark Wilson
WealthStation CompAct
Dr. David Lawrence
Redhawk Wealth Advisors
real time balances
John Schobel
Tim Welsh
Analytics Cloud
Performance Reporting Capabilities
import tool
Social Security
Chris Wacker
2016 T3 Advisor Conference, Ft. Lauderdale, FL
New Microsoft Dynamics®
Financial Feed
Salesforce data migrator
Michael M. Carter
William Faulkner
Report Builder
Junxure Cloud®
Total Technology Platform
Cybersecurity
Arcons Technology
Integrated CRM Performance Dashboard
State Income Tax Calculator
Client Relationship Management (CRM)
ACH origination
Note Taking
fixed index annuities
Schwab Advisor Services’ SOLUTIONS®
Mobile App 2.0
emX
RIA Benchmarking Study
Kevin Sweet
data analysis
unified managed account
automated portfolio management
Portfolio Management Consultants
Sustainable Retirement Income
cloud-based CRM platform
FTNI
Bret Baier
Scott Parry
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
variable annuities
Best Technology for a Vertical CRM
PowerShares
iTunes App Stores
Tax Lot information
ComplianceQ
Advisor Software, Inc.
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Shannon Dempsey
multi-user support
eWealthManager
Robb Baldwin
MacroRisk Analytics
disparate and divergent solutions
Wall Street Journal
Black Diamond℠ platform
Q-Suite
Technology adoption
Copytalk+ Smartphone App
Advisory World
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
SixThirty FinTech Accelerator
Fidelity Center for Applied Technology
Rushmore Advisor Services
Market Movement Strategies (MMS)
WealthStation Financial Planning
Dr. Noah Smith
Real-Time Data
John Vaccaro
time-effective onboarding experience
Cross-business Tracking Routing & Control
Andrew Rogers
performance reporting software
Income Generator
Social Security Analyzer
CIO Review
Aaron Guidotti
Newgate Capital Management
Financial Personalities
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
Ed Butowsky
reporting
Junxure Cloud® CRM
Touch functionality
Cybersecurity and Compliance
ARKON
PIEtech, Inc.,
integrated receivables management
state‐of‐the‐art forms-filling technology
client relationship solution
Nova
flexibility to scale
Schwab Advisory Services
Flexible Optimizer
Schwab IMPACT 2013
Mobile Application
Zywave
EMX Platform
RIA in a Box
data analysis solutions
unified wealth management technology
Automated Workflow
portfolio management process
investment policy statement
Symantec VIP integration
cloud-based IT
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
MoneyTree
Envestnet’s Digital Advisor platform
Risk Number®
DecisionCenter
VAs
J. Kelley Williams, Jr.
tax planning
compliant ready platform
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Robert Arnott
Maggie Crowley
Document Imaging
Walt Bettinger
Blaze Portfolio
Quadron Data Solutions
Technology Integrations
Cory Haberkorn
Patrick Yip
Holdings
centralized and tailored user experience
Russ Thornton
Marketing Center platform
WealthTechs
Redkite
Real-time Profile Tracking
timeframes
CSIA
Andrew Rudd
Perry Moore
independent portfolio rebalancing software platform
Social Security Optimizer
Cities Digital
Next Generation Investor Portal
Salesforce Financial Services Cloud
Michael Spellacy
WinOps
Ed O’ Brien
reporting capabilities
Junxure CRM
Trade Strategy Visualization
Damian Gallina
Artificial Intelligence
PMC's Quantitative Portfolios
integrated technology
Steve Dunlap
Client Risk Assessments
ActiFi Client Engagement
November 2-4, 2015
Schwab Independent Advisor Outlook Study
Mobile channel
“Robo” Challenge
emX’s Vault
RIA/Client reletionships
Kirk Hulett
data automation
Unify
Automated workflows
Portfolio Management Processes
investment research platforms
Synapse API
cloud-based IT outsourcing
advisor and client portals
Optimum Market Portfolios
Fuse 2014
monitoring
Laserfiche Connector
Deena Katz
Vendor Affinity Program
Bill Good
practice management
J. Richard Coe
tax-aware trading program
Composite Holdings Report
Advisor View
Outlook email archiving
goalgamiPro
business valuation knowledge
Sharing
My Wall
Robert Eggebrecht
MagniPost
Warren Mackensen
Quadron Data Solutions™
Jenny Richards
technology solutions
Cory Olson
AdvisoryWorld Financial Technology
Paul Cantrell
Homrich Berg
Small Businesses
Cetera
Fidelity Institutional Wealth Services
Russell Leto
Marketing Cloud
Web App Single Sign On
Dropbox
Realized and Unrealized Gains/Losses
Jonathan Jaranson
TJ Jones
curation engines
Andrew Stevens
industry related forms
Sonia Rosenbaum
Cities Digital’s MagniMail
Abby Schneiderman
Next Generation of Integration
financial planning and client engagement solutions
Salesforce.com
Michael Stier
Women Investors
Ed O’Brien
Reporting Console for Each Office
Junxure® CRM
Damon Deru
Artisan and Grendel
Steve Sanduski
Client Service Monitor
ActiFi software suite
Oauth2 user authentication security
October 13
Florida
Schwab Intelligent Integration®
mobile connectivity
end-of-life plan
Krilogy Financial
Data Cloud (Jigsaw)
Unify Cloud Disaster Recovery
automating portfolio management
portfolio management system
investment screening functionality
T. Rowe Price
cloud-based platform
Optional Tax Management
Fuse 2014 award
Brett Thorne
Scottrade® Advisor Services Platform
monthly compliance checklists
Eric Jardine
Laserfiche Document Management
Dennis Fox
VEO
Bill Laird
practice management solutions
tax-losses
composite performance reporting
Advisor View™
Outsourcing Services
goalgamiPro®
business valuations
Sherri DuMond
myeDocumentsuite.com
External IT Cloud Desktop
Robert Moore
maintenance of composites
Document Processing
qualified fiduciary advisors
Jenze Bosma
Technology Tools For Today
Cost Basis
AdvisoryWorld HoldingScan Report for Households
Paul Polese
hosted archiving solutions
Smarsh
Cetera Financial Group
Nerd’s Eye View
Marketing Gorilla System
web-based applications
Duane D’Orazio
rebalance
Joseph Miola
To-Do Lists
custodial data file import process
Andrew Tognela
Informatica
Sophie Schmitt
CitiMortgage
acceptable and unacceptable tolerance standards
Next-Generation Advisor CRM®
Salesforce1 Customer Platform
Woodrow Levin
EDGAR filing agent
Junxure’s cloud-based CRM/office management solution
TradeWarrior
Dan Arnold
Ashley Globerman
portfolio accounting
integration of independent recordkeepers
Steven D. Kelly
client-facing analytical and proposal tool
activity streams
Office 365
FMG Suite
Schwab Intelligent Portfolios
mobile devices
end-‐to-‐end portfolio management
Kyle Hiatt
data management solutions
Unify Software
automation software tool
portfolio management tools
cloud-based portfolio management
Advisor Con
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
seamless advisor integration
error checking
risk profiling questionnaire provider
Lex Sokolin
Denny Bottorff
Veo Open Access
PreciseFP
J.P. Morgan
Composite Portfolio Review
Advisor Websites
packaged web design
Google Analytics integration
ByAllAccountsSM
Sheryl Garrett
External IT's Cloud Desktop
manage cash flows
document storage software-as-a-service
Blu Giant, LLC
quantitative risk technology
Technology Tools for Today 2014 Conference
cost-efficient beta exposure
Advisor® Xi
Household Balance Sheet
Smarsh My Site
Chad Blythe
Fidelity Investments®
SaaS
Marketware International
web-based client management software
Dynamic Rebalancing
Rebalancer
Joseph Mrak
Custodial Data Integrations
Pershing LLC
InformationWeek 500
sophisticated computer algorithms
client acquisition
next-generation wealth management platform
financial planning technology
Michelle Smith
Wordpress platform
reporting solutions
Trading Processes
Dan Brownell
ASI
portfolio accounting service provider
Intelligent Aggregation
Stifel
Client-facing technology
Activity tracking and corporate memory
Office of the Future
Folio Institutional
Schwab Intelligent Portfolios™
mobile forms-filling
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
data protection
Unify’s Cloud VPN
Autopilot
portfolio mappings services
InvestmentNews
cloud-based solutions
Advisor Convention October 7-8
Optionsplay®
Fusion® Advisor Workstation
seamless forms-filling capabilities
Morningstar Advisor
eSignature Capabilities
LiquidHub
Depository Trust and Clearing Corporation
Veo Open AccessSM platform
Bill Stone
predictive analytical tools
Jackson
TD Ameritrade Holding Corporation
CompositeBuilder
advisor workflow partnership
Panoramix
Google Play
CAIS
FA Insight
robo advisors
management fee
Wealth Access Estate Platform 3.0
Docupace
Quantitative Risk Tolerance
Jim McKelvey
tenth annual T3 Technology Conference
Council Capital
Advisor® Xi suite
Paul West
household-‐level rebalancing
Smarsh Sites
Chad Centorbi
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
SaaS-based payment processing platform
Martin L. Flanagan
web-based CRM
Redtail Technology CRM
rebalancing
Joseph Starinsky
Todd R. Crockett
Ann Haas
Pershing’s Net 360 Technology Channel
Innovation Centers
Spark
Client communications management
Account Alerts
NFP
financial planning tool
San Diego
Microsoft
workflow solutions
Edward Jones
ReportQ
Trading Strategy Checklist
Dan Hunt
asset allocation mappings service
Portfolio Accounting Solutions
interactive compliance calendar
Strategic Advisor
Client360º
Adhesion