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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Accounts and Fact Sheets for Investments
multi-block trading
Schwab Advisor Services’
Community Blog
Luis Gomez
position data
yHLsoft
RIA advisor platform
Business Analytics
Orion Business Intelligence
unified cloud computing solutions
Automate Client Marketing
integrated CRM
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
EarningsQ
Scivantage
content aggregation
Market Movement Strategies (MMS)
ProTracker Advantage
risk modeling
cash posting
Park City, Utah
Benjamin Birken
FinFolio’s WorkStation
Investment Income Summary Report
Tax Efficient Drawdown
Eliza De Pardo
Newgate Capital Management
Ft. Lauderdale
Shane Bingham
CRM technology
Raj Udeshi
Rob Cirrotti
Chris Casey
performance expectations
Vladimir Baranov
Black Diamond℠
iShares
Advisors Assistant’s CRM
Enterprise Content Management Software
SixThirty
customized analysis
Mobile App 2.0
Run Smarter®
Client Meeting Support for Advisors
Kevin Sweet
WealthStation CompAct
Redhawk Wealth Advisors
NorthStar
Jay Jay French
Tim Welsh
Analytics Cloud
Hemant Moore
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
digital financial solutions
data aggregation functionality
MoneyGuidePro®
Salesforce data migrator
cloud-based archiving solutions
LaserApp Anywhere
Portfolio Crash Test solution
William Faulkner
Report Builder
BranchNet
online practice management platform
Total Technology Platform
Arcons Technology
February 4, 2015
Impact Technologies Group
State Income Tax Calculator
ACH origination
Dominey Stewart
multi-user support
Schwab Advisor Services’ SOLUTIONS®
company performance analysis
MacroRisk Analytics
Positions
POWER
RIA Benchmarking Study
business and technology management
Junxure Cloud®
unified managed account
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FinaMetrica Plus
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Sustainable Retirement Income
easily view user activity
Scott Parry
Marketing Center platform
ProTracker Cloud
CEB TowerGroup
variable annuities
Best Technology for a Vertical CRM
FINRA and SEC technology guidelines
investment management experience
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Advisor Software, Inc.
Ellen Smith
Next Generation Investor Portal
FTJ FundChoice
Shannon Dempsey
CRM User Adoption
Michael Spellacy
Robb Baldwin
Chris Momsen
Performance Measurement
Wall Street Journal
Black Diamond℠ platform
ISO
Technology adoption
Advisory World
enterprise-grade data management platform
George Will
SixThirty FinTech Accelerator
David Canter
Cutting Edge Auditing
Mobile Application
Rushmore Advisor Services
Phil Sorgen
WealthStation Financial Planning
Jeff Norris
time-effective onboarding experience
Andrew Rogers
ETF’s
Social Security Analyzer
Aaron Guidotti
Digital Fortress
data aggregation solutions
MoneyTree
Salesforce Financial Service Cloud Integration
cloud-based billing software
Portfolio Crash Testing
Windows™ PowerShell
reporting
brand-centric theme customization
Online Reporting Dashboard
John Schobel
Touch functionality
ARKON
Fee Calculation Details
import tool
state‐of‐the‐art forms-filling technology
Donald Capone
mutual fund capital gains distributions
Schwab Advisory Services
compete against other digital advisors
Maggie Crowley
MagniPost
Power of Together
Zywave
RIA in a Box
business development metrics
Orion Discover
Junxure Cloud® CRM
unified wealth management technology
Automated Workflow
integrated receivables management
Symantec VIP integration
EBITDA growth rate
Copytalk+
Marketing Cloud
ProTracker Software
Risk Number®
Celent
Patrick Ambron
VAs
FinTech 100
tax planning
Next Generation of Integration
FTNI
Michael Stier
RCS Capital
Robert Arnott
Chris Wacker
Walt Bettinger
Blaze Portfolio
iTunes App Stores
Technology Integrations
Global Financial Private Capital
David Fetter
Cybersecurity
Mobile channel
Russ Thornton
Client Relationship Management (CRM)
Kirk Hulett
WealthTechs
Redkite
Norwood Consulting
timeframes
Andrew Rudd
Everplans
High-Performing Firms
Social Security Optimizer
Digital Fortress Suite
monitoring
Salesforce Financial Services Cloud
cloud-based billing tool
Laserfiche Connector
WinOps
reporting capabilities
BrandYourself.com
Open View Gateway
John Vaccaro
Trade Strategy Visualization
Artificial Intelligence
fee elimination
Income Generator
Steve Dunlap
ActiFi Client Engagement
Doug Harbrecht
My Wall
Schwab IMPACT 2013
compliance and security
Schwab Independent Advisor Outlook Study
ComplianceQ
maintenance of composites
PowerAdvisor
“Robo” Challenge
RIA/Client reletionships
business intelligence
Orion Portfolio Reports
Junxure CRM
Unify
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Financelogix
integrated technology
Synapse API
advisor and client portals
Ebix
Nerd’s Eye View
Copytalk+ Smartphone App
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psychometric risk tolerance test
Center For Wealth Planning
Patrick Dempsey
Vendor Affinity Program
Bill Good
Firm Alerts and Announcements
investment policy statement
tax-aware trading program
Advisor View
Next-Generation Advisor CRM®
full lifecycle portfolio management
Sharing
Cross-business Tracking Routing & Control
real time balances
Robert Eggebrecht
CIO Review
Performance Reporting Capabilities
Warren Mackensen
J. Kelley Williams, Jr.
technology solutions
AdvisoryWorld Financial Technology
Global Investment Performance Standards
Small Businesses
David Lyon
Cybersecurity and Compliance
mobile connectivity
Russell Leto
client relationship solution
Krilogy Financial
Web App Single Sign On
Note Taking
TJ Jones
Andrew Stevens
eVestment
Holdings
Sonia Rosenbaum
Abby Schneiderman
digital marketing hub
monthly compliance checklists
Salesforce.com
cloud-based CRM platform
Laserfiche Document Management
Portfolio Management and Insurance Management modules
Women Investors
Reporting Console for Each Office
Bret Baier
open-architecture platform
Artisan and Grendel
independent portfolio rebalancing software platform
Steve Sanduski
ActiFi software suite
Doug McPhail
myeDocumentsuite.com
Schwab Intelligent Integration®
compliant ready platform
manage cash flows
PowerShares
business processing services
Orion’s Client Portal
Junxure® CRM
Unify Cloud Disaster Recovery
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Financial Account Data Technology Platform
T. Rowe Price
Ebix Smart Office
Scottrade® Advisor Services Platform
Cory Haberkorn
Marketware International
Q-Suite
centralized and tailored user experience
Patrick Flaherty
VEO
Bill Laird
First Rate
investment research platforms
tax-losses
Advisor View™
eMoney Select system
next-generation wealth management platform
Fuse 2014
Sherri DuMond
CSIA
Michelle Smith
Real-Time Data
Robert Moore
Cities Digital
performance reporting software
J. Richard Coe
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Envestnet Advisor Summit
goalgamiPro
Smarsh
David, Stalnaker
Damian Gallina
mobile devices
Client Risk Assessments
Kyle Hiatt
PIEtech, Inc.,
web-based applications
Nova
Jenny Richards
To-Do Lists
Andrew Tognela
eVestment Quantum Analytics
Homrich Berg
Sophie Schmitt
acceptable and unacceptable tolerance standards
Digital Marketing Platform
Salesforce1 Customer Platform
cloud-based IT
Lex Sokolin
Portfolio Management Consultants
Woodrow Levin
Bret Magpiong
Jonathan Jaranson
TradeWarrior
Ashley Globerman
Fetter Logic
industry related forms
Steven D. Kelly
activity streams
Downloadable Portfolio Review Reports
Schwab Intelligent Portfolios
Composite Holdings Report
management fee
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OS33 Cloud Desktop platform
Junxure’s cloud-based CRM/office management solution
Unify Software
automation software tool
integration of independent recordkeepers
Advisor Con
Echosign
NestEgg Wealth
Florida
seamless advisor integration
Cory Olson
Martin L. Flanagan
Quadron Data Solutions
risk profiling questionnaire provider
Cetera
Patrick Yip
Veo Open Access
Fisher Investments
investment screening functionality
Advisor Websites
eMoney’s emX Select platform
NFP
Fuse 2014 award
Sheryl Garrett
curation engines
Microsoft
Real-time Profile Tracking
Cities Digital’s MagniMail
Perry Moore
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
goalgamiPro®
Smarsh My Site
Daxs Stadjuhar
Damon Deru
mobile forms-filling
SaaS
Client Service Monitor
Ladenburg Thalmann Financial Services Inc.
PMC's Quantitative Portfolios
web-based client management software
November 2-4, 2015
Jenze Bosma
eVestment Spectrum Analytics
hosted archiving solutions
sophisticated computer algorithms
Digital Practice Management
Morningstar Advisor
cloud-based IT outsourcing
LiquidHub
portfolio management process
Wordpress platform
reporting solutions
OpportunityView™
Joseph Miola
Trading Processes
ASI
Fetterlogic
Informatica
Stifel
Activity tracking and corporate memory
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Dr. David Lawrence
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Schwab Intelligent Portfolios™
composite performance reporting
practice management
business valuations
Outlook email archiving
Unify’s Cloud VPN
Autopilot
Financial Feed
Intelligent Aggregation
Advisor Convention October 7-8
NetExchange Client
FMG Suite
seamless forms-filling capabilities
Cost Basis
Mary Ellen Whiteman
Quadron Data Solutions™
Cetera Financial Group
Paul Cantrell
Veo Open AccessSM platform
Bill Stone
fixed index annuities
TD Ameritrade Holding Corporation
advisor workflow partnership
eMoney’s wealth management platform
NFP Advisor Services Group
Fusion Advisor Workstation
custodial data file import process
Microsoft Corp
Realized and Unrealized Gains/Losses
robo advisors
CitiMortgage
Kanchana Chalia
Wealth Access Estate Platform 3.0
J.P. Morgan
tenth annual T3 Technology Conference
Advisor® Xi suite
Envestnet | Tamarac's Advisor Xi
Google Analytics integration
Smarsh Sites
Dean Cook
Dan Arnold
Mobile Optimization
SaaS-based payment processing platform
client-facing analytical and proposal tool
lagging performance duration and timeframe priorities
web-based CRM
Redtail Technology CRM
Oauth2 user authentication security
Todd R. Crockett
Ann Haas
eVestment Spotlight Analytics
Household Balance Sheet
Spark
Account Alerts
direct online insurance offerings
Morningstar Analyst Rating™
San Diego
cloud-based platform
Lori Hardwick
Portfolio Management Processes
workflow solutions
ReportQ
Brett Thorne
Optimum Market Portfolios
Joseph Mrak
Trading Strategy Checklist
asset allocation mappings service
InformationWeek 500
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Adhesion
advanced data reporting
Dr. Noah Smith
Narrator™ application builder
Schwab Intelligent Technologies
Composite Portfolio Review
Mara Laisson
practice management solutions
RightSize Solutions
ByAllAccountsSM
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United Capital
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Financial Personalities
interactive compliance calendar
T3 Advisor Tech Conference
Ed Butowsky
NetExchange Select
Folio Institutional
Search Engine Optimization
cost-efficient beta exposure
Mary Ferguson
qualified fiduciary advisors
Chad Blythe
Paul Polese
Veo®
flexibility to scale
InvestmentNews
Advisor Xi
emX
Nobel Foundation
Fusion® Advisor Workstation
data analysis
Custodial Data Integrations
Microsoft Dynamics CRM
rebalance
Robo-Advisers
client acquisition
Karl Chan
BlueSky
Jackson
The Efficient Practice
Envestnet’s Advisor Suite®
Google Play
Smart Form Tool
Dan Brownell
Mobile Productivity
Safe by Estate Assist
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Las Vegas
portfolio accounting
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Reduce computer sprawl
October 13
Jim McKelvey
Tom Doherty
Ann Marie Stieler
eWealthManager
household-‐level rebalancing
Account Details
disparate and divergent solutions
Morningstar for Advisors App
San Diego, CA
cloud-based portfolio management
Loring Ward
portfolio management system
Worldox
required trading and rebalancing
Brian A. Davis
Optional Tax Management
Joseph Starinsky
asset gathering
Fidelity Center for Applied Technology
Innovation Centers
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Inside Information
Streetscape
advanced wealth planning solutions
Nathan Lucius
CompositeBuilder
Maree Moscati
PreciseFP
Rio Hotel & Casino
CAIS
packaged web design
United Capital Financial Advisors
back-office solutions
Interview
Advisor FinTech Hackathon
Ed O’ Brien
NetExchange View
FolioDynamics
search engine optimization tagging
Council Capital
Matched Portfolio
quantitative risk technology
risk tolerance assessment tools
Chad Centorbi
verification
Bill Wostoupal
Flexible Optimizer
Investor-Advisor Collaboration
TD Ameritrade Institutional Veo®
EMX Platform
SIFMA/FINRA Cybersecurity Conference
data analysis solutions
Mike Capelle
Rebalancer
Robo-advisor
Client communications management
Kelly Caffrey
Pershing LLC
wealth management technology
Jackson app
The E‐Valuator
Advizr and Orion integration
Envestnet’s Digital Advisor platform
Gradient Investments
Smart Office
DecisionCenter
Dan Hunt
Mobile Scribe Service
Sagacious, Inc.
Client360º
portfolio accounting service provider
web-based software portal
RegEd
Office 365
Jim Patrick
Tom Embrogno
Anna Curry
Expanded Performance Details for Sample Portfolios
householded data backbone
sqope
account management software
Document Imaging
scalable personal finance data platform
cloud-based solutions
portfolio management tools
WorthFM
RESTful
OptionsPlay Score
Josh Brown
Trizic
AssetBook
Insights on Advice
advanced workflow tools
Dropbox
National Financial Partners Corp.
Schwab OpenView Gateway®
comprehensive portfolio management
Marie Swift
predictive analytical tools
Rio Hotel & Casino in Las Vegas
CAM
Panoramix
up-to-date account data
BakerAvenue Asset Management
financial planning and client engagement solutions
Intraday Integration
T3 Conference Anaheim, CA
Advisor Impact
Ed O’Brien
Securities America
couple’s report
Matt Abar
Quantitative Risk Tolerance
Risk Tolerance Questionnaire
Chapwood Investments
Paul West
Vestmark
Investor360°
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
emX’s Vault
Garrett Planning Network
Signix
data automation
Custodian
Mike Ethridge
rebalancing
Robo-Shield™
Client Data Automation
Pershing’s Net 360 Technology Channel
Wealthbase
Jackson National Life Insurance Company®
The Future of Risk is Here: Enhance Your Value or Perish
Great Kight
Smarter Prospecting
Deena Katz
Dan Santner
Model Wealth Portfolios
Laser App 2015 Financial Services Conference
Portfolio Accounting Solutions
Wednesday July 22, 2015
registered investment advisors
Office of the Future
Joe Duran
Annuities + Insurance
HTML5 version
sqopeTM Score
account opening
Scalable workflow tools
CLS Investments
portfolio mappings services
X-Ray Reports
Retirement Hub app
Brian Semitekol
Optionsplay®
Juan Williams
Trust Company of Sterne Agee
Fidelity Institutional Wealth Services
INSITE™ 2015 conference
Sugar Ray Leonard
Duane D’Orazio
Nationwide
comprehensive trading solutions
Mario Canas
PRNewswire
Risk Alignment Platform
CAM System
Panoramix™
Upside
Balances
intraday quotes
T3 Enterprise Conference
Advisor iPad App
EDGAR filing agent
Forbes
securities and insurance industries
Craig Smith
Matt Crisp
Quantum
Risk-Balanced Portfolios
PCI-compliant platform
Vestmark Manager Marketplace (VMM)
iPad app
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
end-of-life plan
Gemcom
Silanis
Data Cloud (Jigsaw)
Custom Cloud (Force.com)
rebalancing capability
robust backup features
client database portal
Kevin Cimring
Personal Finance Management Application
Wealthbox CRM
Bob Stiess
Jackson.com
The Markets
Aggregation
Eric Jardine
SmartOffice
Dennis Fox
Modern Portfolio Theory
Clients & Portfolios
Laser App Advisor Con 2015
Wells Fargo Advisors
registration checker tool
Joe Ruzycki
Tom Kimberly
App expansion
External IT Cloud Desktop
Human Finance Project
SS&C Technologies
Account opening and commissions
Document Processing
Morningstar, Inc.
SCANaltyics
CNN Money
LPL Financial Holdings
Portfolio Pathway
XCelent Award
retirement income planning tool
AssetMark Advisor iPad
TRX Edge
Atlanta
Fidelity Investments®
instantaneous stress testing
SugarCRM
Dynamic Rebalancing
Natural Language Processing
Schwab OpenView MarketSquare®
computer-based modeling system
Mark Balasa
ProcessEZ
Risk Analysis
Cameron Routh
Paperclip
Upside Advisor
Barrett Ayers
financial planning technology
intuitive user-experience
Advisor Office
Security
create and manage portfolios
Matt Nelson
Questar Capital℠
IPS AdvisorPro
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
end-‐to-‐end portfolio management
Gemini Alternative Funds
data management solutions
customer acquisition
Mike Phillips
robust technology capabilities
client engagement
Kevin Crowe
personal financial management
Wealthcare Capital Management
Bob Veres
Jackson®
the Practice
AICPA
error checking
Greg Vigrass
SMAs
Denny Bottorff
Daniel Inveen
Modestpark
Salentica’s Data Broker
ClientView Client Portal
Wes Stillman
regulatory compliance
Online Account Management
John Hancock
External IT's Cloud Desktop
SS&C Technologies Holdings
account rebalancing software
document storage software-as-a-service
Morningstar®
SCANalytics
Cohesive Client Management Process
LPL Financial LLC
portfolio risk
XLR8
Brian Stimpfl
order processing
Jud Mackrill
