Joel Bruckenstein interviews The Fidelity Robot at T3 2012
Submitted by Technology Tools for Today on March 15th, 2013
Fidelity sent it's robot to the T3 Conference?! Find out more as Joel Bruckenstein interviews Al Lee (the human behind the Fidelity Robot) via the Fidelity Robot at T3 Dallas 2012. Will we be sending our own robots and virtual selves to conferences in the future? Watch and see what you think.
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XLR8
advanced wealth planning solutions
paperless enrolment
Greg Vigrass
Canterbury Consulting
TRX Edge
service alerts
National Financial Partners Corp.
February 4, 2015
SugarCRM
Riskalyze Autopilot
Marie Swift
Dominey Stewart
back-office solutions
Quik! Forms
John Hancock
credit card processing
Advisor FinTech Hackathon
Performance
Charles Sizemore
Upside Advisor
single sign-on integration
Matt Abar
EarningsQ
Bill Wostoupal
rebalancing workflows
Jud Mackrill
personal financial management platform
instantaneous stress testing
client feedback
normalization
FinFolio’s WorkStation
TD Ameritrade Institutional’s VEO®
Mike Ethridge
Eliza De Pardo
Rehmann
Advizr and Orion integration
Portfolio Building
intuitive user-experience
ClientWorks
Wealthcare Capital Management
Online Account Opening & Transfer
the Practice
Model Wealth Portfolios
Enterprise Content Management Software
SMAs
RetireRisk
Laser App 2015 Financial Services Conference
Anna Curry
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Wes Stillman
account management software
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Schwab Performance Technologies®
SS&C Technologies Holdings
Risk Management
digital financial solutions
AssetBook
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
advanced workflow tools
paperless onboarding
Gregg Klein
CapGainsValet
turnkey data science solutions
Service Cloud
Nationwide
Fee Calculation Details
Suhail Ali
Mario Canas
Donald Capone
BakerAvenue Asset Management
John Mackowiak
Advisor Impact
Performance Center
IBackup®
check scanning
Uri Pomerantz
single-sign on capability
FinaMetrica Plus
TA Associates
Ron Huddleston
Matt Crisp
easily view user activity
Redhawk
Julie Littlechild
Customer Success Platform
Advisor-Client relationships
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Vestorly solution
Northern Lights Compliance Services
FINRA and SEC technology guidelines
TD Ameritrade National LINC Conference
Ellen Smith
relationship solutions
Kevin Cimring
Darren Tedesco
portfolio construction capabilities
Invesco
ClientWorks platform
WealthCentral
online advisor-client collaboration
forms library
The Retirement Hub
Modern Portfolio Theory
enterprise-grade data management platform
Social Analytics
Laser App Advisor Con 2015
David Canter
Annuities + Insurance
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Weston
account opening
Gemini Fund Services
brokerage and custody services
Tom Schildhauer
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
SS&C Technologies Holdings, Inc.
risk management characteristics
LPL Financial Holdings
Digital Fortress
AssetMark Advisor iPad
ProTracker
James Poer
conflict-free custody solution
XTRAC App
paperless processing systems
Career Activity Management System
two-factor authentication
services and support for RIAs
Natural Language Processing
fee elimination
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Balances
Radar
John McArthur
Advisor iPad App
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
user-friendly programing
single-sign on functionality
Tamarac Advisor® Xi
Roy Burns
Matt Nelson
EBITDA growth rate
Juney Ham
Customizable Quarterly Investment Review Presentations
AdvisorComplete platform
Peter Intraligi
inStream Solutions
Northern Lights Distributors
FinTech 100
TD Ameritrade's VEO
Salesforce CRM
Mike Phillips
Relius Adminstration
Bob Stiess
Kevin Crowe
Darrin Courtney
Aggregation
Portfolio Construction Tool
Investigo
Cloud applications
online client engagement
Fox Financial Planning
The Tarbox Group, Inc.
Schwab Advisor Services’
Modestpark
social collaboration
David Fetter
App expansion
position data
iReach
Commonwealth’s Practice360º
Westport Resources
Account opening and commissions
Gemini Hedge Fund Services
browser in the cloud
Total Portfolio Expert (TPX)
SciQ Insights
Morningstar®
Everplans
risk management platform
LPL Financial LLC
Digital Fortress Suite
Atlanta
ProTracker Advantage
Jason Roberts
Connections Console
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Shane Bingham
Naureen Hassan
Rob Cirrotti
Mark Casady
Doug McPhail
Barrett Ayers
Raj Udeshi
John Ndege
CRM systems
Advisor Office
performance expectations
IEC
Chris Casdia
SixThirty
NetXInvestor
Financelogix
Tamarac's Advisor® Xi
Run Smarter®
Matt O’Brien
Ebix
Redhawk Wealth Advisors
customizable questionnaires
AdvisorComplete℠
Insurance and Securities verticals
Client Marketing Systems, Inc.
Video conferencing
NorthStar
Firm Alerts and Announcements
TD Ameritrade’s Veo platform
Salesforce data migrator
Mike Walsh
Report Builder
Bob Veres
Kevin Knull
AICPA
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Wealthminder Seed Capital
online practice management platform
Fox Financial Planning Network
Third-Party Technology Integrations
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
RIA advisor platform
Laser App Enterprise
David Lyon
Positions
iRebal
Community Blog
Whitepaper
account rebalancing software
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
risk modeling
LPL Focus 2015
digital marketing hub
LPL Focus Conference
Digital Marketing Platform
Attribution Analysis
ProTracker Cloud
Jason Wenk
content aggregation
yHLsoft
Advent Custodial Data
Gustav Karner
cash posting
Ultra High Net Worth
Shannon Dempsey
NaviPlan
Fetter Logic
SunGard’s WealthStation
Robb Baldwin
Mark Engelhardt
Downloadable Portfolio Review Reports
basic client interaction
John Norwood
CRM technology
Advisor Office platform
Performance Measurement
Impact Communications
Chris Casey
Vanare | NestEgg
SixThirty FinTech Accelerator
NetXInvestor®
Financial Account Data Technology Platform
tax efficiency in a cloud-‐based model
Rushmore Advisor Services
Maureen Duff
Ebix Smart Office
customized analysis
AdvisorQ
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Vincent Guyaux
First Rate
TDA
Salesforce Financial Service Cloud Integration
mitigate risk
eMoney Select system
reporting
Bobby Yazdani
Kevin Kraus
data aggregation functionality
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based archiving solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Tim Ramza
Schwab Advisory Services
Envestnet Advisor Summit
social media integrations
RIA Benchmarking Study
David, Stalnaker
AppHub
POWER
iRebal®
company performance analysis
Will Bressman
account servicing
Gentech
Business Analytics
Total Rebalance Expert (TRX)
Scott Parry
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
Stark & Stark
Risk Number®
LPL’s Resource Center
Digital Practice Management
Audit Management
ProTracker Software
Jay Jay French
Advent Direct
Patrick Ambron
Hemant Moore
CEB TowerGroup
unified cloud computing solutions
NaviPlan LEADS
Fetterlogic
SunGard’s WealthStation Financial Planning solution
Robert Arnott
downside volatility
BD Equalizer
RCS Capital
CRM User Adoption
Advisor Pro platform
Impact Technologies Group
Chris Momsen
new client electronic on-boarding
Tax Efficient Drawdown
Russ Thornton
Echosign
Redkite
Cutting Edge Auditing
integrated CRM
Vladimir Baranov
Norwood Consulting
Fisher Investments
Salesforce Financial Services Cloud
Mitt Romney
eMoney’s emX Select platform
reporting capabilities
Bonaventure Resort and Spa
Kevin Miller
data aggregation solutions
Albridge Solutions
Investment Income Summary Report
cloud-based billing software
WealthStation CompAct
1-to-1 client relationships
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
Tim Welsh
Schwab IMPACT 2013
Social Security
RIA in a Box
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Application of Preference Measurement: The Case of Riskalyze
Power of Together
iShares
compete against other digital advisors
William Faulkner
accounting software
Orion Discover
business and technology management
Total Technology Platform
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
State Income Tax Calculator
state‐of‐the‐art forms-filling technology
Luis Gomez
direct online insurance offerings
Audit Technology
psychometric risk tolerance test
Jeff Norris
Copytalk+
Patrick Dempsey
Celent
unified managed account
Sharing
NaviPlan® financial planning tool
Sustainable Retirement Income
Robert Eggebrecht
Mark Wilson
Dr. David Lawrence
Behavioral Finance
real time balances
John Schobel
Performance Reporting Capabilities
import tool
Chris Wacker
variable annuities
New Microsoft Dynamics®
Financial Feed
Tax Lot information
Russell Leto
Michael M. Carter
Black Diamond platform
Junxure Cloud®
Cybersecurity
Advisors Assistant Everywhere
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
Wall Street Journal
Note Taking
fixed index annuities
Technology adoption
Salesforce.com
Mobile app
eMoney’s wealth management platform
Reporting Console for Each Office
Branch Audit Consulting
Kevin Paulsen
Allen Eickelberg
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
WealthStation Financial Planning
2015 Peter L. Bernstein Award
open-architecture platform
FTJ FundChoice
BrandYourself.com
time-effective onboarding experience
Schwab Independent Advisor Outlook Study
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Social Security Analyzer
RIA/Client reletionships
LaserApp
Dean Cook
application program interface (API)
PowerAdvisor
ISO
compliance and security
Windows™ PowerShell
AccountQ™
Orion Portfolio Reports
George Will
business development metrics
Touch functionality
multi-block trading
eVestment Spotlight Analytics
Steve Dunlap
MacroRisk Analytics
disparate and divergent solutions
auditable workflow and document management technology
Q-Suite
Copytalk+ Smartphone App
Zywave
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
unified wealth management technology
Sherri DuMond
Fidelity Center for Applied Technology
Symantec VIP integration
Robert Moore
Market Movement Strategies (MMS)
Dr. Noah Smith
Ben Francois
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
Advisor Rebalancing®
performance reporting software
Income Generator
CIO Review
VAs
Newgate Capital Management
Financial Personalities
tax planning
Ed Butowsky
Black Diamond®
Junxure Cloud® CRM
Cybersecurity and Compliance
PIEtech, Inc.,
integrated receivables management
client relationship solution
Walt Bettinger
Nova
flexibility to scale
Technology Integrations
Salesforce1 Customer Platform
Mobile App 2.0
emX
Kevin Sweet
data analysis
Amanda Steinberg
Portfolio Management Consultants
cloud-based CRM platform
WealthTechs
2015 Veo® Integrated Awards
FTNI
Bret Baier
timeframes
Schwab Intelligent Integration®
MoneyGuidePro®
Envestnet’s Advisor Suite®
Social Security Optimizer
LaserApp Anywhere
application programming interface
PowerShares
iTunes App Stores
ComplianceQ
WinOps
Accounts and Fact Sheets for Investments
Orion’s Client Portal
Global Financial Private Capital
business intelligence
Trade Strategy Visualization
Scottrade® Advisor Services Platform
multi-user support
eWealthManager
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Steve Sanduski
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Automate Client Marketing
Quadron Data Solutions
Cory Haberkorn
“Robo” Challenge
AdventConnect 2014
Patrick Yip
Holdings
centralized and tailored user experience
Unify
Sheryl Garrett
Synapse API
Marketing Center platform
Benjamin Birken
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Vendor Affinity Program
Next Generation Investor Portal
tax-aware trading program
SaaS
Michael Spellacy
Ed O’ Brien
Black Diamond℠
Junxure CRM
Damian Gallina
Advisors Assistant’s CRM
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Warren Mackensen
November 2-4, 2015
Flexible Optimizer
technology solutions
Mobile Application
EMX Platform
Small Businesses
reporting solutions
data analysis solutions
Analytics Cloud
portfolio management process
investment policy statement
cloud-based IT
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
TJ Jones
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
Sonia Rosenbaum
DecisionCenter
Arcons Technology
J. Kelley Williams, Jr.
compliant ready platform
Women Investors
ACH origination
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
TradeWarrior
seamless forms-filling capabilities
My Wall
Steven D. Kelly
MagniPost
automated portfolio management
Quadron Data Solutions™
Jenny Richards
Cory Olson
Paul Cantrell
Homrich Berg
Cetera
Unify Cloud Disaster Recovery
Fidelity Institutional Wealth Services
T. Rowe Price
robo advisors
Marketing Cloud
Dropbox
Best Technology for a Vertical CRM
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
Advisor Software, Inc.
industry related forms
Cities Digital’s MagniMail
VEO
Next Generation of Integration
financial planning and client engagement solutions
tax-losses
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
Redtail Technology CRM
Black Diamond℠ platform
Junxure® CRM
Damon Deru
Advisory World
Client Service Monitor
Oauth2 user authentication security
Technology Tools For Today
San Diego
Mobile channel
emX’s Vault
Smarsh
ReportQ
Kirk Hulett
data automation
Andrew Rogers
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
web-based applications
Aaron Guidotti
Optimum Market Portfolios
Fuse 2014
To-Do Lists
Schwab Intelligent Portfolios™
monitoring
Sophie Schmitt
Laserfiche Connector
Deena Katz
ARKON
practice management
J. Richard Coe
Composite Holdings Report
Woodrow Levin
Outlook email archiving
goalgamiPro
business valuation knowledge
Trading Processes
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop
Stifel
maintenance of composites
Document Processing
Automated Workflow
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Paul Polese
hosted archiving solutions
Cetera Financial Group
Unify Software
Nerd’s Eye View
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
Veo Open Access
Next-Generation Advisor CRM®
Safe by Estate Assist
EDGAR filing agent
Reduce computer sprawl
Blaze Portfolio
Junxure’s cloud-based CRM/office management solution
Dan Arnold
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
October 13
Florida
Technology Tools for Today 2014 Conference
San Diego, CA
mobile connectivity
end-of-life plan
Smarsh My Site
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
Andrew Rudd
portfolio management system
investment screening functionality
cloud-based platform
web-based client management software
Optional Tax Management
Fuse 2014 award
Brett Thorne
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
sophisticated computer algorithms
RightSize Solutions
Laserfiche Document Management
Dennis Fox
Artificial Intelligence
practice management solutions
composite performance reporting
Wordpress platform
ActiFi Client Engagement
Outsourcing Services
goalgamiPro®
business valuations
Trading Strategy Checklist
search engine optimization tagging
External IT's Cloud Desktop
Strategic Advisor
risk tolerance assessment tools
manage cash flows
document storage software-as-a-service
Automated workflows
quantitative risk technology
cost-efficient beta exposure
advisor and client portals
Household Balance Sheet
Chad Blythe
Unify’s Cloud VPN
SIFMA/FINRA Cybersecurity Conference
Fidelity Investments®
Robo-advisor
Marketware International
Dynamic Rebalancing
Bill Good
Rebalancer
Joseph Mrak
Custodial Data Integrations
Advisor View
Pershing LLC
InformationWeek 500
client acquisition
Veo Open AccessSM platform
next-generation wealth management platform
financial planning technology
TD Ameritrade Holding Corporation
Sagacious, Inc.
Michelle Smith
RegEd
Dan Brownell
AdvisoryWorld Financial Technology
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Wealth Access Estate Platform 3.0
Office 365
FMG Suite
tenth annual T3 Technology Conference
scalable personal finance data platform
mobile devices
end-‐to-‐end portfolio management
Smarsh Sites
RESTful
Kyle Hiatt
data management solutions
Andrew Stevens
portfolio management tools
cloud-based portfolio management
web-based CRM
Abby Schneiderman
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
Todd R. Crockett
error checking
Spark
Rio Hotel & Casino
Lex Sokolin
Denny Bottorff
Artisan and Grendel
PreciseFP
J.P. Morgan
Composite Portfolio Review
workflow solutions
ActiFi software suite
packaged web design
Google Analytics integration
ByAllAccountsSM
