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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FTJ FundChoice
Westport Resources
CRM systems
Smart Office
MoneyGuideProTM
Chris Casdia
Sagacious, Inc.
LaserApp
Ben Francois
Financelogix
RegEd
Advisor Rebalancing®
ISO
Ebix
Tom Embrogno
portfolio accounting service provider
George Will
XTRAC App
customizable questionnaires
sqope
Office 365
multi-block trading
Client Marketing Systems, Inc.
scalable personal finance data platform
Luis Gomez
Black Diamond®
Firm Alerts and Announcements
RESTful
Jeff Norris
Trizic
portfolio management tools
Streetscape
OptionsPlay Score
NaviPlan® financial planning tool
Cloud Desktop solution
Mark Wilson
Rio Hotel & Casino
Amanda Steinberg
John Schobel
United Capital Financial Advisors
PreciseFP
2015 Veo® Integrated Awards
import tool
David Lyon
packaged web design
New Microsoft Dynamics®
Community Blog
search engine optimization tagging
Michael M. Carter
Built In Token 2-Factor Authentication
risk tolerance assessment tools
application programming interface
Junxure Cloud®
eVestment
verification
quantitative risk technology
Accounts and Fact Sheets for Investments
Integrated CRM Performance Dashboard
digital marketing hub
TD Ameritrade Institutional Veo®
Connections Console
SIFMA/FINRA Cybersecurity Conference
Mobile app
Carson Wealth Management Group
cash posting
Robo-Shield™
Kevin Sweet
Automate Client Marketing
Fetter Logic
rebalancing
AdventConnect 2014
Downloadable Portfolio Review Reports
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
FTNI
Whitepaper
CRM technology
Smarter Prospecting
MoneyGuidePro®
Chris Casey
LaserApp Anywhere
Benjamin Birken
Financial Account Data Technology Platform
registered investment advisors
iTunes App Stores
Ebix Smart Office
Portfolio Accounting Solutions
Global Financial Private Capital
customized analysis
sqopeTM Score
Office of the Future
multi-user support
Client Meeting Support for Advisors
Scalable workflow tools
MacroRisk Analytics
Black Diamond℠
First Rate
Retirement Hub app
Advisors Assistant’s CRM
eMoney Select system
Trust Company of Sterne Agee
portfolio mappings services
High-Performing Firms
data aggregation functionality
Optionsplay®
cloud-based archiving solutions
Schwab OpenView Gateway®
Market Movement Strategies (MMS)
BranchNet
Rio Hotel & Casino in Las Vegas
Analytics Cloud
John Vaccaro
Envestnet Advisor Summit
up-to-date account data
predictive analytical tools
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Income Generator
David, Stalnaker
T3 Conference Anaheim, CA
Panoramix
Newgate Capital Management
company performance analysis
Securities America
Business Analytics
Risk Tolerance Questionnaire
Arcons Technology
Junxure Cloud® CRM
eVestment Quantum Analytics
Vestmark
Quantitative Risk Tolerance
ACH origination
integrated receivables management
Digital Marketing Platform
TD Ameritrade Institutional's Veo®
Paul West
Wealthminder Seed Capital
content aggregation
Signix
Mobile App 2.0
Mobile Application
CEB TowerGroup
robust backup features
automated portfolio management
Fetterlogic
rebalancing capability
investment policy statement
downside volatility
The Markets
Personal Finance Management Application
full lifecycle portfolio management
Will Bressman
CRM User Adoption
SmartOffice
MoneyTree
Chris Momsen
Best Technology for a Vertical CRM
registration checker tool
Advisor Software, Inc.
J. Kelley Williams, Jr.
Echosign
Tom Kimberly
Global Investment Performance Standards
yHLsoft
Cutting Edge Auditing
SS&C Technologies
mutual fund capital gains distributions
SCANaltyics
Maggie Crowley
Black Diamond℠ platform
Fisher Investments
retirement income planning tool
Advisory World
eMoney’s emX Select platform
Portfolio Pathway
Holdings
data aggregation solutions
Sugar Ray Leonard
cloud-based billing software
Marketing Center platform
brand-centric theme customization
Risk Alignment Platform
Andrew Rogers
Upside
PRNewswire
Aaron Guidotti
independent portfolio rebalancing software platform
Daxs Stadjuhar
T3 Enterprise Conference
Panoramix™
Next Generation Investor Portal
compete against other digital advisors
securities and insurance industries
Michael Spellacy
business and technology management
Risk-Balanced Portfolios
ARKON
Junxure CRM
eVestment Spectrum Analytics
Vestmark Manager Marketplace (VMM)
Quantum
integrated technology
Digital Practice Management
TD Ameritrade Institutional’s Veo Open Access platform
PCI-compliant platform
Silanis
Mobile channel
Celent
robust technology capabilities
Kirk Hulett
Automated Workflow
investment research platforms
Dr. David Lawrence
the Practice
personal financial management
Fuse 2014
William Faulkner
SMAs
monitoring
Chris Wacker
Salentica’s Data Broker
Laserfiche Connector
Financial Feed
regulatory compliance
J. Richard Coe
goalgamiPro
Cybersecurity
SS&C Technologies Holdings
Online Account Management
My Wall
Client Relationship Management (CRM)
SCANalytics
MagniPost
Blaze Portfolio
fixed index annuities
Jenny Richards
eMoney’s wealth management platform
TRX Edge
portfolio risk
Homrich Berg
SugarCRM
order processing
cloud-based billing tool
Schwab OpenView MarketSquare®
Marketing Cloud
BrandYourself.com
Risk Analysis
Andrew Rudd
Jonathan Jaranson
Envestnet | Tamarac's Advisor Xi
Upside Advisor
ProcessEZ
industry related forms
Dean Cook
Paperclip
Next Generation of Integration
compliance and security
Security
Michael Stier
business development metrics
Artificial Intelligence
Junxure® CRM
eVestment Spotlight Analytics
Questar Capital℠
ActiFi Client Engagement
direct online insurance offerings
TD Ameritrade Institutional’s VEO®
WealthStation CompAct
Copytalk+
Simon Sinek
mobile connectivity
Center For Wealth Planning
Rocaton Advisors
Krilogy Financial
Automated workflows
Fidelity Center for Applied Technology
rebalancing solution
advisor and client portals
investment screening functionality
Dr. Noah Smith
The Retirement Hub
Personal Financial Management (PFM) tool
Fuse 2014 award
Windows™ PowerShell
Cross-business Tracking Routing & Control
Social Analytics
monthly compliance checklists
CIO Review
Sales Cloud
Laserfiche Document Management
Bill Good
Financial Personalities
regulatory compliance services and technology
Advisor View
Ed Butowsky
Tom Schildhauer
portfolio applications
goalgamiPro®
Cybersecurity and Compliance
SS&C Technologies Holdings, Inc.
online account opening
myeDocumentsuite.com
client relationship solution
maintenance of composites
flexibility to scale
Retirement Plan Network
AdvisoryWorld Financial Technology
Jenze Bosma
emX
turnkey data science solutions
Portfolio Snapshot
hosted archiving solutions
data analysis
Suhail Ali
Nerd’s Eye View
cloud-based CRM platform
Schwab OpenView Mobile
Marketing Gorilla System
Bret Baier
risk engineering
Andrew Stevens
Joseph Miola
Envestnet’s Advisor Suite®
Uri Pomerantz
Productivity
Abby Schneiderman
Informatica
TA Associates
paperless client onboarding process
Next-Generation Advisor CRM®
ComplianceQ
business intelligence
Riskalyze and RetireUp Integration Demo
Artisan and Grendel
Junxure’s cloud-based CRM/office management solution
eWealthManager
Vestorly solution
Quik! Form
ActiFi software suite
integration of independent recordkeepers
disparate and divergent solutions
TD Ameritrade National LINC Conference
pensions
Florida
WealthStation Financial Planning
Copytalk+ Smartphone App
Cory Haberkorn
single sign-on integration
mobile devices
centralized and tailored user experience
Kyle Hiatt
automating portfolio management
rebalancing workflows
The Tarbox Group, Inc.
personal financial management platform
Fusion Advisor Workstation
WinOps
CSIA
social collaboration
normalization
Cities Digital
Lex Sokolin
Bill Laird
Rehmann
Advisor View™
J.P. Morgan
Ed O’ Brien
Total Portfolio Expert (TPX)
Portfolio Building
Google Analytics integration
Zywave
Damian Gallina
Online Account Opening & Transfer
Client Risk Assessments
manage cash flows
Flexible Optimizer
RetireRisk
AdvisoryWorld HoldingScan Report for Households
EMX Platform
two-factor authentication
PortfolioCenter
Household Balance Sheet
data analysis solutions
Orion Advisor Integration
cloud-based IT
Schwab Performance Technologies®
Marketware International
Bret Magpiong
Risk Management
Andrew Tognela
Joseph Mrak
Envestnet’s Digital Advisor platform
user-friendly programing
Proposal Generation Capabilities
acceptable and unacceptable tolerance standards
InformationWeek 500
DecisionCenter
Tamarac Advisor® Xi
paperless enrolment
next-generation wealth management platform
compliant ready platform
service alerts
Michelle Smith
business processing services
Riskalyze Autopilot
Ashley Globerman
Expanded Performance Details for Sample Portfolios
Quik! Forms
activity streams
Intelligent Aggregation
Document Imaging
TD Ameritrade's VEO
Performance
FMG Suite
WealthTechs
Web App Single Sign On
Cory Olson
single-sign on capability
mobile forms-filling
Cetera
Ron Huddleston
Ladenburg Thalmann Financial Services Inc.
automation software tool
Fidelity Institutional Wealth Services
Redhawk
Advisor Con
InvestmentNews
Dropbox
Third-Party Technology Integrations
Pete Hess
Fusion® Advisor Workstation
Women Investors
curation engines
Northern Lights Compliance Services
Morningstar Advisor
Cities Digital’s MagniMail
LiquidHub
financial planning and client engagement solutions
relationship solutions
Advisor Websites
Jackson
Ed O’Brien
portfolio construction capabilities
Google Play
“Robo” Challenge
Damon Deru
online advisor-client collaboration
Client Service Monitor
management fee
Blu Giant, LLC
Advisor® Xi
Jim McKelvey
emX’s Vault
PortfolioCenter®
household-‐level rebalancing
data automation
NestEgg Wealth
cloud-based IT outsourcing
Schwab’s 2013 RIA Benchmarking Study
Martin L. Flanagan
risk management characteristics
Joseph Starinsky
Proposal Tool for Chapwood Investments
Innovation Centers
Deena Katz
Tamarac's Advisor® Xi
paperless onboarding
NFP
Composite Holdings Report
Service Cloud
Microsoft
business valuation knowledge
ASI
Video conferencing
Activity tracking and corporate memory
interactive compliance calendar
TD Ameritrade’s Veo platform
Performance Center
Folio Institutional
Performance Dashboard and Client Reporting Engine
FolioDynamics
web-based applications
Cost Basis
single-sign on functionality
Mobile Optimization
Cetera Financial Group
Roy Burns
lagging performance duration and timeframe priorities
Autopilot
Advisor Convention October 7-8
Investor-Advisor Collaboration
Duane D’Orazio
Tim Ramza
Peter Intraligi
Woodrow Levin
custodial data file import process
social media integrations
Northern Lights Distributors
Morningstar Analyst Rating™
CitiMortgage
Salesforce CRM
Lori Hardwick
Bill Stone
Relius Adminstration
advisor workflow partnership
Jackson app
EDGAR filing agent
Total Rebalance Expert (TRX)
Portfolio Construction Tool
Gradient Investments
Dan Arnold
Stark & Stark
online client engagement
Narrator Clients™
client-facing analytical and proposal tool
Schwab Advisor Services’
Advisor® Xi suite
Jim Patrick
end-of-life plan
Ultra High Net Worth
position data
householded data backbone
Data Cloud (Jigsaw)
SunGard’s WealthStation
NetExchange Client
cloud-based platform
SciQ Insights
Mary Ellen Whiteman
Brett Thorne
risk management platform
Ann Haas
Josh Brown
Eric Jardine
Vanare | NestEgg
ProTracker
Account Alerts
Inside Information
Dennis Fox
tax efficiency in a cloud-‐based model
paperless processing systems
NFP Advisor Services Group
composite performance reporting
services and support for RIAs
Microsoft Corp
business valuations
RiXtrema's Portfolio Crash Test
Kanchana Chalia
asset allocation mappings service
External IT Cloud Desktop
Vincent Guyaux
Radar
Adhesion
Interview
Document Processing
TDA
performance expectations
web-based client management software
cost-efficient beta exposure
SixThirty
Mobile Productivity
Chad Blythe
Run Smarter®
Las Vegas
Back Office Solutions
Fidelity Investments®
Redhawk Wealth Advisors
Investor360°
Dynamic Rebalancing
Tim Welsh
Garrett Planning Network
Wordpress platform
Custodial Data Integrations
Social Security
NorthStar
Morningstar for Advisors App
client acquisition
Salesforce data migrator
Loring Ward
financial planning technology
Report Builder
Advisor Xi
Jackson National Life Insurance Company®
Total Technology Platform
Portfolio Crash Test solution
Great Kight
Dan Brownell
State Income Tax Calculator
online practice management platform
Narrator™ application builder
Client-facing technology
Schwab Advisor Services’ SOLUTIONS®
Mara Laisson
BlueSky
RIA advisor platform
Joe Duran
end-‐to-‐end portfolio management
unified cloud computing solutions
Positions
HTML5 version
data management solutions
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
NetExchange Select
cloud-based portfolio management
Scivantage
Mary Ferguson
Brian A. Davis
risk modeling
Ann Marie Stieler
Juan Williams
error checking
ProTracker Advantage
Account Details
Insights on Advice
Denny Bottorff
Tax Efficient Drawdown
Park City, Utah
Nobel Foundation
Composite Portfolio Review
Shane Bingham
Microsoft Dynamics CRM
ByAllAccountsSM
Rob Cirrotti
Karl Chan
asset gathering
External IT's Cloud Desktop
Vladimir Baranov
Raj Udeshi
advanced data reporting
Intraday Integration
document storage software-as-a-service
Technology adoption
Performance Measurement
Forbes
web-based CRM
Council Capital
SixThirty FinTech Accelerator
Mobile Scribe Service
Chad Centorbi
Rushmore Advisor Services
back-office solutions
Fidelity®'s New Wealthcentral® Technology Bundle
Advisor FinTech Hackathon
iPad app
time-effective onboarding experience
Phil Sorgen
Gemcom
workflow solutions
Social Security Analyzer
Client communications management
Salesforce Financial Service Cloud Integration
Bill Wostoupal
financial planning tool
reporting
Jackson.com
Edward Jones
Touch functionality
Portfolio Crash Testing
Dan Hunt
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Nathan Lucius
Client360º
Schwab Advisory Services
Maree Moscati
RIA Benchmarking Study
Advizr and Orion integration
Joe Ruzycki
Enhanced Capital Partners
unified managed account
POWER
Human Finance Project
data protection
Sustainable Retirement Income
NetExchange View
cloud-based solutions
Scott Parry
Matched Portfolio
Anna Curry
eSignature Capabilities
variable annuities
ProTracker Cloud
account management software
INSITE™ 2015 conference
Depository Trust and Clearing Corporation
Tax Lot information
Wealth Access Estate Platform 3.0
CompositeBuilder
Shannon Dempsey
Mike Capelle
CAIS
Robb Baldwin
Kelly Caffrey
AssetBook
FA Insight
Wall Street Journal
advanced wealth planning solutions
intraday quotes
Docupace
intuitive user-experience
Docupace ePACS®
Technology Integrations
web-based portfolio management software
couple’s report
Model Wealth Portfolios
Chapwood Investments
Russ Thornton
Laser App 2015 Financial Services Conference
BakerAvenue Asset Management
Fidelity’s Technology and Operations Consulting
Redkite
Advisor Impact
IPS AdvisorPro
eAdvisor
timeframes
Gemini Alternative Funds
Worldox
Custodian
Social Security Optimizer
Norwood Consulting
Client Data Automation
Salesforce Financial Services Cloud
Financial Transmission Network Inc.
reporting capabilities
Advisor-Client relationships
Jackson®
Efficient Technology
Trade Strategy Visualization
Greg Vigrass
Dan Santner
Steve Dunlap
Open View Gateway
National Financial Partners Corp.
Schwab IMPACT 2013
Marie Swift
RIA in a Box
John Hancock
enhanced client communication
unified wealth management technology
Power of Together
Data-Driven Insights
Symantec VIP integration
Orion Discover
CLS Investments
Matt Abar
Brian Semitekol
Risk Number®
Annuities + Insurance
Jud Mackrill
Estate Assist
VAs
ProTracker Software
account opening
instantaneous stress testing
detailed financial planning
tax planning
Patrick Ambron
comprehensive portfolio management
Mike Ethridge
CAM
Robert Arnott
Farshad Ghaffari
Walt Bettinger
RCS Capital
advanced workflow tools
Warren Mackensen
real time balances
Invesco
Docupace Technologies
technology solutions
Performance Reporting Capabilities
forms library
web-based software portal
Craig Smith
Small Businesses
Modern Portfolio Theory
Russell Leto
Laser App Advisor Con 2015
Balances
Figlo
Advisor iPad App
IPSAdvisorPro
EAI
TJ Jones
Gemini Fund Services
WorthFM
Custom Cloud (Force.com)
Sonia Rosenbaum
Note Taking
Morningstar, Inc.
client database portal
Salesforce.com
LPL Financial Holdings
FinFolio
Reporting Console for Each Office
AdvisorComplete platform
James Carney
Electronic Signing
Portfolio Management and Insurance Management modules
Gregg Klein
Steve Sanduski
open-architecture platform
Nationwide
Clients & Portfolios
Schwab Independent Advisor Outlook Study
Mario Canas
Bob Stiess
RIA/Client reletionships
Aggregation
John Mackowiak
enhanced mutual funds order management
Unify
PowerAdvisor
IBackup®
DataPro
Synapse API
Orion Portfolio Reports
CNN Money
Matt Crisp
App expansion
Julie Littlechild
estate management
Vendor Affinity Program
psychometric risk tolerance test
Account opening and commissions
Institutional Intelligent Portfolios™
Digital Advice
tax-aware trading program
Patrick Dempsey
wealth management technology
comprehensive trading solutions
Sharing
CAM System
Robert Eggebrecht
Kevin Cimring
AssetMark Advisor iPad
