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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Trading Strategy Checklist
Portfolio Management Processes
Insights on Advice
Darren Tedesco
Strategic Advisor
Optimum Market Portfolios
Nobel Foundation
ClientWorks platform
Schwab Intelligent Portfolios™
Microsoft Dynamics CRM
Karl Chan
advanced workflow tools
enterprise-grade data management platform
Unify’s Cloud VPN
practice management
Intraday Integration
David Canter
Outlook email archiving
Commonwealth Financial Network
seamless forms-filling capabilities
Mobile Productivity
BakerAvenue Asset Management
brokerage and custody services
Las Vegas
Advisor Impact
ETF’s
Veo Open AccessSM platform
Quadron Data Solutions™
Investor360°
Digital Fortress
TD Ameritrade Holding Corporation
Paul Cantrell
Garrett Planning Network
Concierge Service
Morningstar for Advisors App
CapGainsValet
robo advisors
Loring Ward
Advisor-Client relationships
Fee Calculation Details
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
Jackson National Life Insurance Company®
Donald Capone
tenth annual T3 Technology Conference
Great Kight
Smarsh Sites
Narrator™ application builder
check scanning
SaaS-based payment processing platform
Mara Laisson
FinaMetrica Plus
web-based CRM
Redtail Technology CRM
Joe Duran
easily view user activity
Todd R. Crockett
HTML5 version
Customer Success Platform
Spark
Oauth2 user authentication security
NetExchange Select
Client Management System
NetExchange View
San Diego, CA
Matched Portfolio
App expansion
FinTech 100
Worldox
required trading and rebalancing
Account opening and commissions
portfolio management system
INSITE™ 2015 conference
Darrin Courtney
Strategic Integrated Online Account Processing
Optional Tax Management
Cloud applications
Schwab Intelligent Technologies
Mike Capelle
AssetMark Advisor iPad
RightSize Solutions
Kelly Caffrey
United Capital
practice management solutions
intraday quotes
David Fetter
T3 Advisor Tech Conference
Outsourcing Services
Forbes
Commonwealth’s Practice360º
Search Engine Optimization
Mobile Scribe Service
Balances
browser in the cloud
Advisor iPad App
Everplans
Veo®
qualified fiduciary advisors
iPad app
Digital Fortress Suite
Paul Polese
Gemcom
conflict-free custody solution
Career Activity Management System
Robo-Advisers
AdvisorComplete platform
fee elimination
rebalance
Jackson.com
Doug Harbrecht
The Efficient Practice
Smart Form Tool
Nathan Lucius
Bob Stiess
Chicago
Safe by Estate Assist
Maree Moscati
Aggregation
web-based portfolio management software
Reduce computer sprawl
Joe Ruzycki
EBITDA growth rate
Tom Doherty
portfolio accounting
Human Finance Project
Customizable Quarterly Investment Review Presentations
October 13
Office 365
Client Marketing Systems, Inc.
scalable personal finance data platform
Matt Abar
Firm Alerts and Announcements
WorthFM
RESTful
account rebalancing software
Jud Mackrill
Trizic
portfolio management tools
instantaneous stress testing
Streetscape
OptionsPlay Score
Cloud Desktop solution
Mike Ethridge
Atlanta
Rio Hotel & Casino
United Capital Financial Advisors
PreciseFP
intuitive user-experience
David Lyon
packaged web design
Community Blog
search engine optimization tagging
Model Wealth Portfolios
Barrett Ayers
Built In Token 2-Factor Authentication
risk tolerance assessment tools
Laser App 2015 Financial Services Conference
Advisor Office
eVestment
verification
quantitative risk technology
IPS AdvisorPro
digital marketing hub
TD Ameritrade Institutional Veo®
Gemini Alternative Funds
Connections Console
SIFMA/FINRA Cybersecurity Conference
Carson Wealth Management Group
Robo-advisor
AdvisorComplete℠
wealth management technology
Rebalancer
Jackson®
Doug McPhail
The E‐Valuator
Pershing LLC
Greg Vigrass
CRM systems
Smart Office
National Financial Partners Corp.
Bob Veres
Chris Casdia
Sagacious, Inc.
Marie Swift
AICPA
Financelogix
web-based software portal
RegEd
John Hancock
Ebix
Tom Embrogno
portfolio accounting service provider
customizable questionnaires
sqope
sqopeTM Score
Office of the Future
Client Meeting Support for Advisors
Scalable workflow tools
Matt Crisp
AppHub
First Rate
X-Ray Reports
Retirement Hub app
account servicing
Julie Littlechild
eMoney Select system
Trust Company of Sterne Agee
portfolio mappings services
Institutional Intelligent Portfolios™
data aggregation functionality
Optionsplay®
cloud-based archiving solutions
Schwab OpenView Gateway®
Attribution Analysis
BranchNet
Rio Hotel & Casino in Las Vegas
Kevin Cimring
Advent Custodial Data
Envestnet Advisor Summit
up-to-date account data
predictive analytical tools
Invesco
David, Stalnaker
T3 Conference Anaheim, CA
Panoramix
forms library
company performance analysis
Securities America
Modern Portfolio Theory
basic client interaction
Business Analytics
Risk Tolerance Questionnaire
Laser App Advisor Con 2015
Advisor Office platform
eVestment Quantum Analytics
Vestmark
Quantitative Risk Tolerance
IPSAdvisorPro
Digital Marketing Platform
TD Ameritrade Institutional's Veo®
Paul West
Gemini Fund Services
content aggregation
Signix
Morningstar, Inc.
cash posting
Robo-Shield™
LPL Financial Holdings
AdvisorQ
Fetter Logic
Wealthbase
rebalancing
James Carney
Downloadable Portfolio Review Reports
The Future of Risk is Here: Enhance Your Value or Perish
Pershing’s Net 360 Technology Channel
Gregg Klein
CRM technology
Smarter Prospecting
Nationwide
Bobby Yazdani
Chris Casey
Mario Canas
Financial Account Data Technology Platform
Wednesday July 22, 2015
registered investment advisors
John Mackowiak
Ebix Smart Office
Portfolio Accounting Solutions
IBackup®
customized analysis
Cutting Edge Auditing
SS&C Technologies
SCANaltyics
Matt Nelson
Application of Preference Measurement: The Case of Riskalyze
Fisher Investments
XCelent Award
retirement income planning tool
accounting software
Juney Ham
eMoney’s emX Select platform
Portfolio Pathway
inStream Solutions
data aggregation solutions
Sugar Ray Leonard
cloud-based billing software
Mike Phillips
Audit Management
brand-centric theme customization
Risk Alignment Platform
Kevin Crowe
Advent Direct
Upside
PRNewswire
Investigo
Daxs Stadjuhar
T3 Enterprise Conference
Panoramix™
Fox Financial Planning
compete against other digital advisors
securities and insurance industries
Modestpark
BD Equalizer
business and technology management
Risk-Balanced Portfolios
Advisor Pro platform
eVestment Spectrum Analytics
Vestmark Manager Marketplace (VMM)
Quantum
iReach
Digital Practice Management
TD Ameritrade Institutional’s Veo Open Access platform
PCI-compliant platform
Gemini Hedge Fund Services
Silanis
Morningstar®
CEB TowerGroup
robust backup features
LPL Financial LLC
Fetterlogic
Wealthbox CRM
rebalancing capability
James Poer
downside volatility
The Markets
Personal Finance Management Application
CRM User Adoption
SmartOffice
Natural Language Processing
Bonaventure Resort and Spa
Chris Momsen
Mark Balasa
Albridge Solutions
Wells Fargo Advisors
registration checker tool
1-to-1 client relationships
John McArthur
Echosign
Tom Kimberly
IBDs
Cybersecurity
SS&C Technologies Holdings
Online Account Management
NetXInvestor
Client Relationship Management (CRM)
SCANalytics
Matt O’Brien
application program interface (API)
fixed index annuities
XLR8
AccountQ™
eMoney’s wealth management platform
TRX Edge
portfolio risk
Insurance and Securities verticals
SugarCRM
order processing
cloud-based billing tool
Schwab OpenView MarketSquare®
Mike Walsh
Audit Technology
BrandYourself.com
Risk Analysis
Kevin Knull
Envestnet | Tamarac's Advisor Xi
Upside Advisor
ProcessEZ
investment advice
Dean Cook
Paperclip
Fox Financial Planning Network
compliance and security
Security
modify portfolio exposures
Behavioral Finance
business development metrics
Laser App Enterprise
eVestment Spotlight Analytics
Questar Capital℠
iRebal
direct online insurance offerings
TD Ameritrade Institutional’s VEO®
Gen X/Y
Copytalk+
Morningstar® Advisor WorkstationSM
Black Diamond platform
Celent
robust technology capabilities
LPL Focus 2015
Advisors Assistant Everywhere
Wealthcare Capital Management
Jason Roberts
Dr. David Lawrence
the Practice
personal financial management
Guide Financial Technologies
SMAs
Naureen Hassan
Branch Audit Consulting
Chris Wacker
Salentica’s Data Broker
Mark Casady
Allen Eickelberg
Financial Feed
Wes Stillman
regulatory compliance
2015 Peter L. Bernstein Award
John Ndege
IEC
Tom Schildhauer
portfolio applications
Impact Communications
Cybersecurity and Compliance
SS&C Technologies Holdings, Inc.
online account opening
NetXInvestor®
client relationship solution
Maureen Duff
application programming interface
flexibility to scale
Retirement Plan Network
Accounts and Fact Sheets for Investments
emX
turnkey data science solutions
Portfolio Snapshot
integrated cloud based technology
data analysis
Suhail Ali
cloud-based CRM platform
Schwab OpenView Mobile
mitigate risk
auditable workflow and document management technology
Bret Baier
risk engineering
Kevin Kraus
Envestnet’s Advisor Suite®
Uri Pomerantz
Productivity
Investment Advisors Workflow
TA Associates
paperless client onboarding process
Fred Tomczyk
ComplianceQ
Ben Francois
business intelligence
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
eWealthManager
Vestorly solution
Quik! Form
iRebal®
disparate and divergent solutions
TD Ameritrade National LINC Conference
pensions
Gentech
Copytalk+ Smartphone App
Simon Sinek
Morningstar® Portfolio X-Ray®
Black Diamond®
Center For Wealth Planning
Rocaton Advisors
LPL Focus Conference
Fidelity Center for Applied Technology
WealthCentral
rebalancing solution
Jason Wenk
Dr. Noah Smith
The Retirement Hub
Personal Financial Management (PFM) tool
Gustav Karner
Cross-business Tracking Routing & Control
Social Analytics
NaviPlan
CIO Review
Sales Cloud
Mark Engelhardt
Amanda Steinberg
Financial Personalities
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
John Norwood
Ed Butowsky
Total Portfolio Expert (TPX)
Portfolio Building
Impact Technologies Group
Damian Gallina
Online Account Opening & Transfer
new client electronic on-boarding
Client Risk Assessments
Arcons Technology
Flexible Optimizer
XTRAC App
RetireRisk
ACH origination
EMX Platform
two-factor authentication
PortfolioCenter
integrated CRM
data analysis solutions
Orion Advisor Integration
cloud-based IT
Schwab Performance Technologies®
Mitt Romney
Automate Client Marketing
Bret Magpiong
Risk Management
Kevin Miller
AdventConnect 2014
Envestnet’s Digital Advisor platform
user-friendly programing
Proposal Generation Capabilities
Investment Income Summary Report
DecisionCenter
Tamarac Advisor® Xi
paperless enrolment
Ft. Lauderdale
compliant ready platform
service alerts
Benjamin Birken
business processing services
Riskalyze Autopilot
Laser App’s Software as a Service (SaaS) platform
Expanded Performance Details for Sample Portfolios
Quik! Forms
iShares
Document Imaging
TD Ameritrade's VEO
Performance
Cory Haberkorn
single sign-on integration
Multi-Asset Class Portfolio Analysis
Black Diamond℠
centralized and tailored user experience
LPL’s Resource Center
Advisors Assistant’s CRM
rebalancing workflows
Jay Jay French
The Tarbox Group, Inc.
personal financial management platform
Hemant Moore
CSIA
social collaboration
normalization
NaviPlan LEADS
Cities Digital
Analytics Cloud
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Ed O’ Brien
portfolio construction capabilities
import tool
Damon Deru
online advisor-client collaboration
New Microsoft Dynamics®
Client Service Monitor
Michael M. Carter
ARKON
Junxure Cloud®
emX’s Vault
PortfolioCenter®
Integrated CRM Performance Dashboard
data automation
cloud-based IT outsourcing
Schwab’s 2013 RIA Benchmarking Study
Mobile app
automated portfolio management
risk management characteristics
Kevin Paulsen
Proposal Tool for Chapwood Investments
investment management experience
Deena Katz
Tamarac's Advisor® Xi
paperless onboarding
FTJ FundChoice
Composite Holdings Report
Service Cloud
MoneyGuideProTM
Best Technology for a Vertical CRM
business valuation knowledge
LaserApp
Advisor Software, Inc.
Video conferencing
ISO
TD Ameritrade’s Veo platform
Performance Center
George Will
Cory Olson
single-sign on capability
multi-block trading
Black Diamond℠ platform
Cetera
Ron Huddleston
Luis Gomez
Advisory World
Fidelity Institutional Wealth Services
Wealthminder Seed Capital
Redhawk
Jeff Norris
Dropbox
Third-Party Technology Integrations
Pete Hess
curation engines
Northern Lights Compliance Services
NaviPlan® financial planning tool
Cities Digital’s MagniMail
Mark Wilson
Andrew Rogers
financial planning and client engagement solutions
Whitepaper
relationship solutions
Aaron Guidotti
John Schobel
Ed O’Brien
John Vaccaro
EDGAR filing agent
Total Rebalance Expert (TRX)
Portfolio Construction Tool
Income Generator
Dan Arnold
Stark & Stark
online client engagement
Newgate Capital Management
client-facing analytical and proposal tool
Schwab Advisor Services’
Artificial Intelligence
yHLsoft
ActiFi Client Engagement
Junxure Cloud® CRM
end-of-life plan
Ultra High Net Worth
position data
integrated receivables management
Data Cloud (Jigsaw)
SunGard’s WealthStation
cloud-based platform
SciQ Insights
Mobile App 2.0
Automated Workflow
Brett Thorne
risk management platform
Kevin Sweet
Eric Jardine
Vanare | NestEgg
ProTracker
Dennis Fox
tax efficiency in a cloud-‐based model
paperless processing systems
FTNI
composite performance reporting
services and support for RIAs
MoneyGuidePro®
business valuations
RiXtrema's Portfolio Crash Test
LaserApp Anywhere
External IT Cloud Desktop
Vincent Guyaux
Radar
iTunes App Stores
Document Processing
TDA
Performance Dashboard and Client Reporting Engine
Global Financial Private Capital
Cost Basis
single-sign on functionality
multi-user support
Blaze Portfolio
Cetera Financial Group
Roy Burns
MacroRisk Analytics
Duane D’Orazio
Tim Ramza
Peter Intraligi
High-Performing Firms
custodial data file import process
social media integrations
Northern Lights Distributors
CitiMortgage
Salesforce CRM
Market Movement Strategies (MMS)
Andrew Rudd
Will Bressman
Relius Adminstration
Abby Schneiderman
Total Technology Platform
Portfolio Crash Test solution
independent portfolio rebalancing software platform
Dan Brownell
State Income Tax Calculator
online practice management platform
Next Generation Investor Portal
Client-facing technology
Schwab Advisor Services’ SOLUTIONS®
Michael Spellacy
Artisan and Grendel
RIA advisor platform
ActiFi software suite
Junxure CRM
end-‐to-‐end portfolio management
unified cloud computing solutions
Positions
integrated technology
data management solutions
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
cloud-based portfolio management
Scivantage
Mobile Application
Automated workflows
Brian A. Davis
risk modeling
advisor and client portals
error checking
ProTracker Advantage
investment policy statement
Denny Bottorff
Tax Efficient Drawdown
Park City, Utah
full lifecycle portfolio management
Composite Portfolio Review
Shane Bingham
MoneyTree
Bill Good
ByAllAccountsSM
Rob Cirrotti
Advisor View
External IT's Cloud Desktop
Vladimir Baranov
Raj Udeshi
J. Kelley Williams, Jr.
document storage software-as-a-service
performance expectations
Global Investment Performance Standards
cost-efficient beta exposure
SixThirty
mutual fund capital gains distributions
Chad Blythe
Run Smarter®
Maggie Crowley
AdvisoryWorld Financial Technology
Fidelity Investments®
WealthStation CompAct
Redhawk Wealth Advisors
Dynamic Rebalancing
Tim Welsh
Holdings
Custodial Data Integrations
Social Security
NorthStar
client acquisition
Salesforce data migrator
Marketing Center platform
Andrew Stevens
financial planning technology
William Faulkner
Report Builder
Windows™ PowerShell
reporting
acceptable and unacceptable tolerance standards
Jonathan Jaranson
Edward Jones
Touch functionality
Portfolio Crash Testing
industry related forms
Dan Hunt
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Next Generation of Integration
Client360º
Schwab Advisory Services
Michael Stier
Ashley Globerman
RIA Benchmarking Study
activity streams
Junxure® CRM
Enhanced Capital Partners
unified managed account
POWER
data protection
Sustainable Retirement Income
cloud-based solutions
Scott Parry
Mobile channel
automating portfolio management
Kirk Hulett
eSignature Capabilities
variable annuities
ProTracker Cloud
investment research platforms
Depository Trust and Clearing Corporation
Tax Lot information
Fuse 2014
CompositeBuilder
Shannon Dempsey
monitoring
Bill Laird
CAIS
Robb Baldwin
Laserfiche Connector
Advisor View™
FA Insight
Wall Street Journal
J. Richard Coe
Docupace
Technology adoption
Performance Measurement
goalgamiPro
Council Capital
SixThirty FinTech Accelerator
My Wall
Chad Centorbi
Rushmore Advisor Services
MagniPost
AdvisoryWorld HoldingScan Report for Households
Fidelity®'s New Wealthcentral® Technology Bundle
WealthStation Financial Planning
Jenny Richards
time-effective onboarding experience
Phil Sorgen
Homrich Berg
Social Security Analyzer
Client communications management
Salesforce Financial Service Cloud Integration
Marketing Cloud
Andrew Tognela
financial planning tool
