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