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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LPL Financial LLC
Fox Financial Planning
Account opening and commissions
Daxs Stadjuhar
up-to-date account data
portfolio management system
T3 Conference Anaheim, CA
Optional Tax Management
Natural Language Processing
iReach
AssetMark Advisor iPad
Shannon Dempsey
CompositeBuilder
Mark Balasa
Gemini Hedge Fund Services
eVestment Spectrum Analytics
Robb Baldwin
CAIS
Digital Practice Management
Vestmark
practice management solutions
TD Ameritrade Institutional's Veo®
Outsourcing Services
James Poer
Balances
SixThirty FinTech Accelerator
Council Capital
Matt Nelson
Advisor iPad App
Fetterlogic
Rushmore Advisor Services
Chad Centorbi
Wealthbase
downside volatility
qualified fiduciary advisors
The Future of Risk is Here: Enhance Your Value or Perish
Paul Polese
John McArthur
Smarter Prospecting
Mike Phillips
IBDs
AdvisorComplete platform
Salesforce Financial Service Cloud Integration
Client communications management
Kevin Crowe
Wednesday July 22, 2015
Echosign
rebalance
reporting
Juney Ham
sqopeTM Score
Bob Stiess
Dan Hunt
Modestpark
inStream Solutions
Aggregation
Fisher Investments
Schwab Advisory Services
Client360º
X-Ray Reports
eMoney’s emX Select platform
RIA Benchmarking Study
Trust Company of Sterne Agee
portfolio accounting
October 13
Morningstar®
Investigo
App expansion
Scott Parry
CLS Investments
LPL Focus 2015
Fox Financial Planning Network
account rebalancing software
Envestnet | Tamarac's Advisor Xi
Risk Number®
Brian Semitekol
Dean Cook
Upside
portfolio management tools
T3 Enterprise Conference
OptionsPlay Score
Naureen Hassan
iRebal
Atlanta
comprehensive portfolio management
Mark Casady
Gen X/Y
eVestment Spotlight Analytics
Robert Arnott
CAM
direct online insurance offerings
Vestmark Manager Marketplace (VMM)
PreciseFP
TD Ameritrade Institutional’s Veo Open Access platform
packaged web design
NetXInvestor
Jason Roberts
Barrett Ayers
couple’s report
Matt O’Brien
Guide Financial Technologies
Advisor Office
Russ Thornton
Chapwood Investments
Wealthbox CRM
Dr. David Lawrence
quantitative risk technology
Redkite
The Markets
John Ndege
SmartOffice
Custodian
Mike Walsh
IEC
AdvisorComplete℠
Financial Feed
Salesforce Financial Services Cloud
Client Data Automation
Kevin Knull
Wells Fargo Advisors
Rebalancer
reporting capabilities
Tom Kimberly
Pershing LLC
SS&C Technologies
Bob Veres
Dan Santner
modify portfolio exposures
Insurance and Securities verticals
AICPA
fixed index annuities
Schwab IMPACT 2013
Laser App Enterprise
XCelent Award
eMoney’s wealth management platform
RIA in a Box
portfolio accounting service provider
Sugar Ray Leonard
Office 365
Morningstar® Advisor WorkstationSM
investment advice
CNN Money
LPL Focus Conference
Fred Tomczyk
account servicing
Envestnet’s Advisor Suite®
Upside Advisor
portfolio mappings services
Optionsplay®
NaviPlan
iRebal®
Attribution Analysis
Sharing
comprehensive trading solutions
Mark Engelhardt
Gentech
Advent Custodial Data
eWealthManager
Robert Eggebrecht
CAM System
disparate and divergent solutions
predictive analytical tools
TD Ameritrade Institutional’s VEO®
Panoramix
NetXInvestor®
Jason Wenk
basic client interaction
Craig Smith
Maureen Duff
Gustav Karner
Advisor Office platform
Fidelity Center for Applied Technology
Russell Leto
Wealthcare Capital Management
Dr. Noah Smith
Quantitative Risk Tolerance
the Practice
Paul West
John Norwood
SMAs
Custom Cloud (Force.com)
mitigate risk
Impact Communications
AdvisorQ
Financial Personalities
Salesforce.com
client database portal
Kevin Kraus
Wes Stillman
Ed Butowsky
rebalancing
Reporting Console for Each Office
Pershing’s Net 360 Technology Channel
SS&C Technologies Holdings
Bobby Yazdani
integrated cloud based technology
flexibility to scale
Schwab Independent Advisor Outlook Study
Clients & Portfolios
XLR8
emX
RIA/Client reletionships
data analysis
TRX Edge
Portfolio Accounting Solutions
SugarCRM
Office of the Future
Morningstar® Portfolio X-Ray®
Investment Advisors Workflow
AppHub
Application of Preference Measurement: The Case of Riskalyze
Scottrade® Advisor Services Platform
Cohesive Client Management Process
LPL’s Resource Center
Ft. Lauderdale
accounting software
Envestnet’s Digital Advisor platform
Brian Stimpfl
DecisionCenter
Uri Pomerantz
Portfolio Pathway
TA Associates
NaviPlan LEADS
iShares
Audit Management
Sherri DuMond
computer-based modeling system
Advent Direct
Expanded Performance Details for Sample Portfolios
Robert Moore
Cameron Routh
Document Imaging
Vestorly solution
PRNewswire
TD Ameritrade National LINC Conference
Panoramix™
new client electronic on-boarding
Jay Jay French
BD Equalizer
create and manage portfolios
Hemant Moore
Advisor Pro platform
WealthCentral
Quantum
The Retirement Hub
PCI-compliant platform
Social Analytics
customer acquisition
Mitt Romney
Impact Technologies Group
Salesforce1 Customer Platform
client engagement
Kevin Miller
Weston
Ed O’ Brien
rebalancing capability
Tom Schildhauer
Personal Finance Management Application
SS&C Technologies Holdings, Inc.
Bonaventure Resort and Spa
Daniel Inveen
integrated CRM
Albridge Solutions
Flexible Optimizer
Schwab Intelligent Integration®
ClientView Client Portal
Laser App’s Software as a Service (SaaS) platform
1-to-1 client relationships
EMX Platform
data analysis solutions
turnkey data science solutions
Suhail Ali
Multi-Asset Class Portfolio Analysis
Investment Income Summary Report
multi-block trading
investment management experience
application program interface (API)
seamless advisor integration
Collaboration Cloud (Chatter)
Luis Gomez
FTJ FundChoice
AccountQ™
risk profiling questionnaire provider
Broker Dealers
Deena Katz
user-friendly programing
portfolio risk
Tamarac Advisor® Xi
order processing
NaviPlan® financial planning tool
ISO
Audit Technology
Sheryl Garrett
Concenter Services
Mark Wilson
George Will
Canterbury Consulting
ProcessEZ
TD Ameritrade's VEO
Paperclip
New Microsoft Dynamics®
Jeff Norris
Behavioral Finance
credit card processing
Michael M. Carter
Fidelity Institutional Wealth Services
SaaS
Charles Sizemore
Dropbox
Questar Capital℠
The Tarbox Group, Inc.
John Schobel
social collaboration
Black Diamond platform
Mobile app
import tool
Advisors Assistant Everywhere
financial planning and client engagement solutions
client feedback
Kevin Paulsen
Westport Resources
Ed O’Brien
reporting solutions
Total Portfolio Expert (TPX)
personal financial management
Junxure Cloud®
Branch Audit Consulting
MoneyGuideProTM
Integrated CRM Performance Dashboard
Allen Eickelberg
Schwab Intelligent Portfolios
ClientWorks
LaserApp
XTRAC App
2015 Peter L. Bernstein Award
emX’s Vault
data automation
two-factor authentication
Online Account Management
multi-user support
application programming interface
seamless forms-filling capabilities
Commonwealth Financial Network
MacroRisk Analytics
FTNI
Accounts and Fact Sheets for Investments
Eric Jardine
brokerage and custody services
Dennis Fox
Portfolio Snapshot
Tamarac's Advisor® Xi
iTunes App Stores
auditable workflow and document management technology
Concierge Service
Market Movement Strategies (MMS)
Global Financial Private Capital
External IT Cloud Desktop
robo advisors
CapGainsValet
Document Processing
Video conferencing
Productivity
TD Ameritrade’s Veo platform
paperless client onboarding process
Newgate Capital Management
Ben Francois
High-Performing Firms
Advisor Rebalancing®
SaaS-based payment processing platform
check scanning
Wealthminder Seed Capital
Duane D’Orazio
Quik! Form
Redtail Technology CRM
Third-Party Technology Integrations
pensions
John Vaccaro
Black Diamond®
Customer Success Platform
Mobile App 2.0
Income Generator
San Diego
Client Management System
Kevin Sweet
Whitepaper
EDGAR filing agent
rebalancing solution
ReportQ
Personal Financial Management (PFM) tool
Junxure Cloud® CRM
Darren Tedesco
MoneyGuidePro®
integrated receivables management
Amanda Steinberg
Schwab Intelligent Portfolios™
ClientWorks platform
LaserApp Anywhere
2015 Veo® Integrated Awards
end-of-life plan
Data Cloud (Jigsaw)
portfolio applications
online account opening
mutual fund capital gains distributions
investment policy statement
Arcons Technology
Search Engine Optimization
Commonwealth’s Practice360º
Maggie Crowley
full lifecycle portfolio management
ACH origination
error checking
browser in the cloud
Denny Bottorff
Vanare | NestEgg
PortfolioCenter
tax efficiency in a cloud-‐based model
Orion Advisor Integration
J. Kelley Williams, Jr.
Automate Client Marketing
conflict-free custody solution
Marketing Center platform
Global Investment Performance Standards
AdventConnect 2014
External IT's Cloud Desktop
Robo-Advisers
Career Activity Management System
document storage software-as-a-service
Vincent Guyaux
Proposal Generation Capabilities
TDA
paperless enrolment
Next Generation Investor Portal
Benjamin Birken
Michael Spellacy
Holdings
Fidelity Investments®
Safe by Estate Assist
Chicago
Dynamic Rebalancing
Quik! Forms
Reduce computer sprawl
Tim Ramza
Performance
social media integrations
Black Diamond℠
Customizable Quarterly Investment Review Presentations
Mobile Application
independent portfolio rebalancing software platform
Advisors Assistant’s CRM
financial planning technology
San Diego, CA
Will Bressman
rebalancing workflows
required trading and rebalancing
Total Rebalance Expert (TRX)
personal financial management platform
Junxure CRM
Stark & Stark
normalization
Darrin Courtney
MoneyTree
integrated technology
Analytics Cloud
Schwab Intelligent Technologies
Cloud applications
yHLsoft
2016 T3 Advisor Conference, Ft. Lauderdale, FL
end-‐to-‐end portfolio management
RightSize Solutions
data management solutions
Ultra High Net Worth
Portfolio Building
SunGard’s WealthStation
Online Account Opening & Transfer
SunGard’s WealthStation Financial Planning solution
online advisor-client collaboration
My Wall
investment research platforms
ARKON
search engine optimization tagging
Community Blog
MagniPost
Fuse 2014
eSignature Capabilities
risk tolerance assessment tools
Built In Token 2-Factor Authentication
Depository Trust and Clearing Corporation
PortfolioCenter®
Tax Efficient Drawdown
J. Richard Coe
automated portfolio management
SIFMA/FINRA Cybersecurity Conference
Connections Console
Marketing Cloud
goalgamiPro
FA Insight
Robo-advisor
Carson Wealth Management Group
Docupace
Vladimir Baranov
Proposal Tool for Chapwood Investments
paperless onboarding
Next Generation of Integration
Jenny Richards
Best Technology for a Vertical CRM
CRM systems
Michael Stier
Homrich Berg
Advisor Software, Inc.
Fidelity®'s New Wealthcentral® Technology Bundle
Sagacious, Inc.
Chris Casdia
WealthStation CompAct
RegEd
Tim Welsh
Performance Center
Jonathan Jaranson
Social Security
Black Diamond℠ platform
customizable questionnaires
Mobile channel
industry related forms
Advisory World
financial planning tool
scalable personal finance data platform
Client Marketing Systems, Inc.
Kirk Hulett
William Faulkner
Edward Jones
Redhawk
RESTful
Total Technology Platform
Pete Hess
Junxure® CRM
State Income Tax Calculator
Northern Lights Compliance Services
monitoring
Andrew Rogers
Cloud Desktop solution
Laserfiche Connector
Aaron Guidotti
Enhanced Capital Partners
Rio Hotel & Casino
data protection
unified cloud computing solutions
portfolio construction capabilities
Sustainable Retirement Income
online client engagement
myeDocumentsuite.com
investment screening functionality
Artificial Intelligence
Securities America
company performance analysis
maintenance of composites
Fuse 2014 award
ActiFi Client Engagement
Estate Assist
Risk Tolerance Questionnaire
Business Analytics
detailed financial planning
variable annuities
position data
Tax Lot information
Nerd’s Eye View
Automated Workflow
Signix
content aggregation
Marketing Gorilla System
goalgamiPro®
Farshad Ghaffari
Robo-Shield™
cash posting
Docupace ePACS®
Wall Street Journal
ProTracker
Technology adoption
paperless processing systems
Next-Generation Advisor CRM®
Jenze Bosma
CRM technology
hosted archiving solutions
Fidelity’s Technology and Operations Consulting
Chris Casey
WealthStation Financial Planning
eAdvisor
Radar
registered investment advisors
time-effective onboarding experience
Performance Dashboard and Client Reporting Engine
Joseph Miola
Social Security Analyzer
Blaze Portfolio
customized analysis
mobile connectivity
Informatica
Financial Transmission Network Inc.
Scalable workflow tools
Client Meeting Support for Advisors
Krilogy Financial
Windows™ PowerShell
Efficient Technology
Retirement Hub app
Touch functionality
Peter Intraligi
Junxure’s cloud-based CRM/office management solution
state‐of‐the‐art forms-filling technology
Northern Lights Distributors
data aggregation functionality
monthly compliance checklists
integration of independent recordkeepers
Andrew Rudd
Schwab OpenView Gateway®
cloud-based archiving solutions
Laserfiche Document Management
Florida
enhanced client communication
Rio Hotel & Casino in Las Vegas
BranchNet
Data-Driven Insights
unified managed account
Portfolio Construction Tool
Symantec VIP integration
online practice management platform
Artisan and Grendel
securities and insurance industries
compete against other digital advisors
manage cash flows
Fusion Advisor Workstation
ActiFi software suite
estate management
Risk-Balanced Portfolios
business and technology management
Digital Advice
VAs
Positions
tax planning
Orion Business Intelligence
J.P. Morgan
Automated workflows
Silanis
Marketware International
Google Analytics integration
advisor and client portals
robust backup features
CEB TowerGroup
Docupace Technologies
Walt Bettinger
ProTracker Advantage
Technology Integrations
Park City, Utah
next-generation wealth management platform
Bill Good
CRM User Adoption
Michelle Smith
Household Balance Sheet
Advisor View
Figlo
Chris Momsen
WealthTechs
EAI
Raj Udeshi
registration checker tool
timeframes
performance expectations
Joseph Mrak
Social Security Optimizer
Cutting Edge Auditing
mobile devices
InformationWeek 500
AdvisoryWorld Financial Technology
FinFolio
SCANaltyics
Kyle Hiatt
WinOps
Electronic Signing
retirement income planning tool
Trade Strategy Visualization
Steve Dunlap
NorthStar
data aggregation solutions
Intelligent Aggregation
Andrew Stevens
cloud-based billing software
Lex Sokolin
FMG Suite
Zywave
Abby Schneiderman
enhanced mutual funds order management
Risk Alignment Platform
brand-centric theme customization
DataPro
unified wealth management technology
Portfolio Crash Test solution
Synapse API
Online Reporting Dashboard
InvestmentNews
Ashley Globerman
Security
compliance and security
management fee
Fusion® Advisor Workstation
activity streams
ETF OneSource participants
business development metrics
Vendor Affinity Program
POWER
tax-aware trading program
NestEgg Wealth
Jackson
automating portfolio management
Copytalk+
Martin L. Flanagan
Google Play
robust technology capabilities
Celent
Warren Mackensen
ProTracker Cloud
technology solutions
NFP
Jim McKelvey
Small Businesses
Bill Laird
Microsoft
household-‐level rebalancing
Advisor View™
filter and cross reference data
Salentica’s Data Broker
Chris Wacker
Web App Single Sign On
Earnings Potential
regulatory compliance
TJ Jones
Performance Measurement
Joseph Starinsky
Sonia Rosenbaum
Cybersecurity
mobile forms-filling
Innovation Centers
AdvisoryWorld HoldingScan Report for Households
FinFolio’s Portfolio Management Software
SCANalytics
Client Relationship Management (CRM)
Ladenburg Thalmann Financial Services Inc.
Women Investors
eliminating selected fees
Phil Sorgen
Steve Sanduski
Morningstar Advisor
interactive compliance calendar
Andrew Tognela
Schwab OpenView MarketSquare®
cloud-based billing tool
LiquidHub
Folio Institutional
“Robo” Challenge
acceptable and unacceptable tolerance standards
enrollment platform
Risk Analysis
BrandYourself.com
Unify
Portfolio Crash Testing
Unify Cloud Disaster Recovery
T. Rowe Price
Open View Gateway
Narrator Clients™
Investor-Advisor Collaboration
ASI
ComplianceQ
Activity tracking and corporate memory
Riskalyze and RetireUp Integration Demo
business intelligence
digital financial solutions
VEO
Power of Together
tax-losses
Orion Discover
NetExchange Client
Jackson app
automation software tool
Simon Sinek
Copytalk+ Smartphone App
Mary Ellen Whiteman
Gradient Investments
Advisor Con
February 4, 2015
Rocaton Advisors
Center For Wealth Planning
Dominey Stewart
ProTracker Software
Technology Tools For Today
Patrick Ambron
NFP Advisor Services Group
Jim Patrick
Smarsh
Cross-business Tracking Routing & Control
Microsoft Corp
householded data backbone
Advisor Websites
Sales Cloud
CIO Review
Kanchana Chalia
web-based applications
EarningsQ
RCS Capital
regulatory compliance services and technology
To-Do Lists
Josh Brown
Sophie Schmitt
Blu Giant, LLC
Cybersecurity and Compliance
Mobile Optimization
Inside Information
Advisor® Xi
FinFolio’s WorkStation
client relationship solution
lagging performance duration and timeframe priorities
Woodrow Levin
Eliza De Pardo
Retirement Plan Network
TradeWarrior
Steven D. Kelly
Norwood Consulting
Morningstar Analyst Rating™
Interview
Schwab OpenView Mobile
cloud-based CRM platform
Lori Hardwick
FolioDynamics
Enterprise Content Management Software
risk engineering
Bret Baier
