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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Andrew Rogers
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First Rate
Social Security Analyzer
OptionsPlay Score
Aaron Guidotti
Career Activity Management System
eMoney’s emX Select platform
Salesforce Financial Services Cloud
Morningstar Advisor
integrated CRM
WinOps
reporting capabilities
LiquidHub
Trade Strategy Visualization
predictive analytical tools
Artificial Intelligence
CRM systems
Steve Dunlap
Panoramix
ActiFi Client Engagement
Chris Casdia
Schwab IMPACT 2013
Daxs Stadjuhar
Investment Income Summary Report
Zywave
RIA in a Box
management fee
Ft. Lauderdale
unified wealth management technology
Quantitative Risk Tolerance
Automated Workflow
customizable questionnaires
Symantec VIP integration
Paul West
Client Marketing Systems, Inc.
eVestment Spectrum Analytics
NestEgg Wealth
Digital Practice Management
iShares
Risk Number®
Martin L. Flanagan
VAs
rebalancing
tax planning
Pershing’s Net 360 Technology Channel
Cloud Desktop solution
Fetterlogic
NFP
downside volatility
Jay Jay French
Robert Arnott
Microsoft
Hemant Moore
Walt Bettinger
Blaze Portfolio
Technology Integrations
Portfolio Accounting Solutions
Community Blog
Office of the Future
Built In Token 2-Factor Authentication
Echosign
Russ Thornton
mobile forms-filling
Impact Technologies Group
WealthTechs
Redkite
Ladenburg Thalmann Financial Services Inc.
timeframes
portfolio mappings services
Andrew Rudd
Connections Console
Fisher Investments
Social Security Optimizer
Optionsplay®
Carson Wealth Management Group
eMoney’s wealth management platform
Junxure Cloud®
Salesforce.com
Morningstar Analyst Rating™
Integrated CRM Performance Dashboard
Women Investors
Reporting Console for Each Office
Lori Hardwick
PRNewswire
Artisan and Grendel
CRM technology
Steve Sanduski
Panoramix™
ActiFi software suite
Chris Casey
Envestnet | Tamarac's Advisor Xi
Schwab Independent Advisor Outlook Study
Narrator Clients™
Dean Cook
investment management experience
“Robo” Challenge
RIA/Client reletionships
FTJ FundChoice
Unify
Quantum
Automated workflows
customized analysis
Synapse API
PCI-compliant platform
advisor and client portals
Client Meeting Support for Advisors
eVestment Spotlight Analytics
NetExchange Client
direct online insurance offerings
ISO
Mary Ellen Whiteman
George Will
Vendor Affinity Program
rebalancing capability
Bill Good
data aggregation functionality
tax-aware trading program
Personal Finance Management Application
Advisor View
cloud-based archiving solutions
BranchNet
Sharing
NFP Advisor Services Group
Dr. David Lawrence
Jeff Norris
Robert Eggebrecht
Microsoft Corp
Kanchana Chalia
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
company performance analysis
Financial Feed
Small Businesses
Business Analytics
John Schobel
Russell Leto
Mobile Optimization
import tool
Web App Single Sign On
lagging performance duration and timeframe priorities
TJ Jones
Portfolio Pathway
Andrew Stevens
content aggregation
fixed index annuities
Sonia Rosenbaum
Abby Schneiderman
cash posting
Sophie Schmitt
order processing
acceptable and unacceptable tolerance standards
CEB TowerGroup
emX
Junxure Cloud® CRM
Salesforce1 Customer Platform
Morningstar for Advisors App
data analysis
integrated receivables management
Woodrow Levin
Loring Ward
TradeWarrior
ProcessEZ
Ashley Globerman
CRM User Adoption
Steven D. Kelly
Paperclip
activity streams
Chris Momsen
Envestnet’s Advisor Suite®
Schwab Intelligent Integration®
Narrator™ application builder
Mara Laisson
FTNI
Unify Cloud Disaster Recovery
Questar Capital℠
automating portfolio management
Cutting Edge Auditing
T. Rowe Price
eWealthManager
Scottrade® Advisor Services Platform
NetExchange Select
disparate and divergent solutions
iTunes App Stores
Mary Ferguson
Global Financial Private Capital
VEO
Bill Laird
data aggregation solutions
tax-losses
personal financial management
Advisor View™
cloud-based billing software
Fidelity Center for Applied Technology
brand-centric theme customization
Sherri DuMond
Nobel Foundation
Dr. Noah Smith
Robert Moore
Microsoft Dynamics CRM
High-Performing Firms
Karl Chan
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
compete against other digital advisors
Financial Personalities
Smarsh
Online Account Management
business and technology management
Ed Butowsky
John Vaccaro
Mobile Productivity
Income Generator
web-based applications
Las Vegas
To-Do Lists
portfolio risk
Andrew Tognela
flexibility to scale
Flexible Optimizer
sophisticated computer algorithms
Celent
EMX Platform
Junxure CRM
data analysis solutions
integrated technology
Wordpress platform
reporting solutions
Trading Processes
Productivity
ASI
Stifel
paperless client onboarding process
Activity tracking and corporate memory
Chris Wacker
Envestnet’s Digital Advisor platform
Schwab Intelligent Portfolios
Nathan Lucius
DecisionCenter
investment policy statement
Maree Moscati
full lifecycle portfolio management
Unify Software
Quik! Form
automation software tool
Cybersecurity
pensions
Advisor Con
Client Relationship Management (CRM)
Expanded Performance Details for Sample Portfolios
seamless advisor integration
NetExchange View
Document Imaging
J. Kelley Williams, Jr.
risk profiling questionnaire provider
Matched Portfolio
Global Investment Performance Standards
Veo Open Access
rebalancing solution
Personal Financial Management (PFM) tool
Advisor Websites
cloud-based billing tool
BrandYourself.com
Sheryl Garrett
Mike Capelle
Holdings
Kelly Caffrey
Blu Giant, LLC
Technology Tools for Today 2014 Conference
portfolio applications
Advisor® Xi
compliance and security
Smarsh My Site
online account opening
business development metrics
Ed O’ Brien
SaaS
Mobile Scribe Service
independent portfolio rebalancing software platform
web-based client management software
Portfolio Snapshot
Copytalk+
Spark
Orion Advisor Integration
Account Alerts
Center For Wealth Planning
emX’s Vault
Junxure® CRM
San Diego
data automation
workflow solutions
ReportQ
Trading Strategy Checklist
Proposal Generation Capabilities
asset allocation mappings service
Cross-business Tracking Routing & Control
Strategic Advisor
paperless enrolment
Adhesion
CIO Review
Schwab Intelligent Portfolios™
National Financial Partners Corp.
Deena Katz
investment research platforms
Marie Swift
Fuse 2014
Unify’s Cloud VPN
Quik! Forms
Autopilot
Cybersecurity and Compliance
Performance
Advisor Convention October 7-8
client relationship solution
seamless forms-filling capabilities
J. Richard Coe
Matt Abar
goalgamiPro
Veo Open AccessSM platform
rebalancing workflows
Bill Stone
TD Ameritrade Holding Corporation
personal financial management platform
advisor workflow partnership
cloud-based CRM platform
Fidelity Institutional Wealth Services
normalization
Bret Baier
Dropbox
Jenny Richards
robo advisors
Mike Ethridge
Homrich Berg
Wealth Access Estate Platform 3.0
tenth annual T3 Technology Conference
Portfolio Building
Advisor® Xi suite
ComplianceQ
financial planning and client engagement solutions
Smarsh Sites
Online Account Opening & Transfer
business intelligence
Ed O’Brien
Jonathan Jaranson
SaaS-based payment processing platform
Model Wealth Portfolios
industry related forms
web-based CRM
Redtail Technology CRM
Laser App 2015 Financial Services Conference
Todd R. Crockett
PortfolioCenter
Ann Haas
Copytalk+ Smartphone App
Cory Haberkorn
Account Details
centralized and tailored user experience
end-of-life plan
Junxure’s cloud-based CRM/office management solution
San Diego, CA
Morningstar, Inc.
Data Cloud (Jigsaw)
integration of independent recordkeepers
Worldox
required trading and rebalancing
LPL Financial Holdings
Florida
Proposal Tool for Chapwood Investments
asset gathering
CSIA
Strategic Integrated Online Account Processing
paperless onboarding
advanced data reporting
Cities Digital
Eric Jardine
Schwab Intelligent Technologies
Nationwide
Dennis Fox
investment screening functionality
RightSize Solutions
Mario Canas
Fuse 2014 award
United Capital
Back Office Solutions
Damian Gallina
T3 Advisor Tech Conference
Performance Center
Client Risk Assessments
External IT Cloud Desktop
Search Engine Optimization
Document Processing
Matt Crisp
goalgamiPro®
Veo®
Redhawk
Pete Hess
Advisor Xi
cloud-based IT
Northern Lights Compliance Services
Bret Magpiong
Duane D’Orazio
Jenze Bosma
Robo-Advisers
hosted archiving solutions
Kevin Cimring
BlueSky
The Efficient Practice
portfolio construction capabilities
compliant ready platform
Smart Form Tool
online advisor-client collaboration
business processing services
EDGAR filing agent
Joseph Miola
Safe by Estate Assist
Modern Portfolio Theory
Informatica
web-based portfolio management software
Reduce computer sprawl
Laser App Advisor Con 2015
Tom Doherty
PortfolioCenter®
Ann Marie Stieler
Tom Embrogno
position data
Anna Curry
Cory Olson
sqope
account management software
Cetera
end-‐to-‐end portfolio management
scalable personal finance data platform
Morningstar®
data management solutions
Intelligent Aggregation
WorthFM
RESTful
LPL Financial LLC
FMG Suite
Trizic
ProTracker
AssetBook
curation engines
Streetscape
paperless processing systems
advanced wealth planning solutions
Cities Digital’s MagniMail
error checking
Natural Language Processing
Denny Bottorff
Rio Hotel & Casino
Mark Balasa
Fusion Advisor Workstation
United Capital Financial Advisors
Radar
back-office solutions
Damon Deru
Performance Dashboard and Client Reporting Engine
Advisor FinTech Hackathon
Client Service Monitor
External IT's Cloud Desktop
search engine optimization tagging
document storage software-as-a-service
J.P. Morgan
risk tolerance assessment tools
Matt Nelson
Google Analytics integration
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
Peter Intraligi
cloud-based IT outsourcing
Fidelity Investments®
Northern Lights Distributors
SIFMA/FINRA Cybersecurity Conference
Dynamic Rebalancing
Robo-advisor
Mike Phillips
Household Balance Sheet
wealth management technology
Kevin Crowe
The E‐Valuator
Portfolio Construction Tool
Advizr and Orion integration
Composite Holdings Report
financial planning technology
Smart Office
online client engagement
business valuation knowledge
Joseph Mrak
Sagacious, Inc.
Modestpark
InformationWeek 500
web-based software portal
RegEd
Positions
Annuities + Insurance
Cost Basis
sqopeTM Score
Orion Business Intelligence
account opening
Cetera Financial Group
Enhanced Capital Partners
Scalable workflow tools
Morningstar® Advisor WorkstationSM
data protection
interactive compliance calendar
X-Ray Reports
Retirement Hub app
LPL Focus 2015
Folio Institutional
Trust Company of Sterne Agee
ProTracker Advantage
custodial data file import process
Park City, Utah
advanced workflow tools
CitiMortgage
eSignature Capabilities
Schwab OpenView Gateway®
Naureen Hassan
Depository Trust and Clearing Corporation
InvestmentNews
Rio Hotel & Casino in Las Vegas
Mark Casady
Fusion® Advisor Workstation
up-to-date account data
Raj Udeshi
BakerAvenue Asset Management
Dan Arnold
T3 Conference Anaheim, CA
performance expectations
Advisor Impact
client-facing analytical and proposal tool
FA Insight
Securities America
NetXInvestor
Docupace
Jackson
Risk Tolerance Questionnaire
Matt O’Brien
Google Play
Vestmark
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
cloud-based platform
Fidelity®'s New Wealthcentral® Technology Bundle
NorthStar
Brett Thorne
Signix
Jim McKelvey
Robo-Shield™
Mike Walsh
household-‐level rebalancing
Wealthbase
Kevin Knull
The Future of Risk is Here: Enhance Your Value or Perish
Portfolio Crash Test solution
composite performance reporting
financial planning tool
Smarter Prospecting
online practice management platform
business valuations
Edward Jones
Joseph Starinsky
modify portfolio exposures
Innovation Centers
Wednesday July 22, 2015
registered investment advisors
Laser App Enterprise
Tom Kimberly
POWER
App expansion
cost-efficient beta exposure
SS&C Technologies
Account opening and commissions
Chad Blythe
enhanced client communication
SCANaltyics
Morningstar® Portfolio X-Ray®
Data-Driven Insights
Interview
XCelent Award
retirement income planning tool
LPL Focus Conference
FolioDynamics
ProTracker Cloud
AssetMark Advisor iPad
Custodial Data Integrations
Sugar Ray Leonard
client acquisition
Estate Assist
NaviPlan
detailed financial planning
Investor-Advisor Collaboration
Risk Alignment Platform
Mark Engelhardt
Upside
Balances
Dan Brownell
T3 Enterprise Conference
Performance Measurement
Advisor iPad App
Client-facing technology
Farshad Ghaffari
securities and insurance industries
NetXInvestor®
Docupace ePACS®
Jackson app
Risk-Balanced Portfolios
Maureen Duff
Gradient Investments
Vestmark Manager Marketplace (VMM)
TD Ameritrade Institutional’s Veo Open Access platform
Phil Sorgen
AdvisorComplete platform
cloud-based portfolio management
Fidelity’s Technology and Operations Consulting
Brian A. Davis
Silanis
eAdvisor
Jim Patrick
robust backup features
mitigate risk
householded data backbone
Wealthbox CRM
Kevin Kraus
Bob Stiess
The Markets
Portfolio Crash Testing
Aggregation
Composite Portfolio Review
Financial Transmission Network Inc.
SmartOffice
Online Reporting Dashboard
ByAllAccountsSM
Efficient Technology
Josh Brown
Inside Information
Wells Fargo Advisors
registration checker tool
Power of Together
Council Capital
SS&C Technologies Holdings
Orion Discover
account rebalancing software
Chad Centorbi
enhanced mutual funds order management
SCANalytics
Multi-Asset Class Portfolio Analysis
DataPro
Intraday Integration
XLR8
LPL’s Resource Center
TRX Edge
ProTracker Software
Atlanta
SugarCRM
Patrick Ambron
Client communications management
estate management
Schwab OpenView MarketSquare®
NaviPlan LEADS
Digital Advice
Investor360°
Risk Analysis
Garrett Planning Network
Upside Advisor
RCS Capital
Barrett Ayers
Dan Hunt
Advisor Office
Client360º
Security
new client electronic on-boarding
Docupace Technologies
Jackson National Life Insurance Company®
Great Kight
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
cloud-based solutions
Figlo
Norwood Consulting
EAI
Joe Duran
robust technology capabilities
Mitt Romney
HTML5 version
Wealthcare Capital Management
Kevin Miller
Bob Veres
the Practice
AICPA
CompositeBuilder
FinFolio
SMAs
Open View Gateway
CAIS
Electronic Signing
Juan Williams
Salentica’s Data Broker
Insights on Advice
Wes Stillman
regulatory compliance
Laser App’s Software as a Service (SaaS) platform
regulatory compliance services and technology
LaserApp
Tom Schildhauer
PowerAdvisor
AppHub
couple’s report
SS&C Technologies Holdings, Inc.
Orion Portfolio Reports
account servicing
Chapwood Investments
enrollment platform
multi-block trading
intraday quotes
Retirement Plan Network
Luis Gomez
Forbes
turnkey data science solutions
psychometric risk tolerance test
Attribution Analysis
Custodian
Suhail Ali
Patrick Dempsey
Advent Custodial Data
Client Data Automation
ETF OneSource participants
Schwab OpenView Mobile
NaviPlan® financial planning tool
iPad app
risk engineering
Mark Wilson
Gemcom
Uri Pomerantz
real time balances
basic client interaction
Dan Santner
TA Associates
Performance Reporting Capabilities
Advisor Office platform
New Microsoft Dynamics®
Jackson.com
Riskalyze and RetireUp Integration Demo
Michael M. Carter
Vestorly solution
TD Ameritrade National LINC Conference
AdvisorQ
CLS Investments
filter and cross reference data
Note Taking
Brian Semitekol
Simon Sinek
Earnings Potential
Joe Ruzycki
Rocaton Advisors
Mobile app
Human Finance Project
WealthCentral
Kevin Paulsen
Bobby Yazdani
The Retirement Hub
Portfolio Management and Insurance Management modules
comprehensive portfolio management
FinFolio’s Portfolio Management Software
Social Analytics
open-architecture platform
CAM
eliminating selected fees
Sales Cloud
MoneyGuideProTM
INSITE™ 2015 conference
Weston
instantaneous stress testing
Westport Resources
Rehmann
LaserApp Anywhere
Total Portfolio Expert (TPX)
PowerShares
Application of Preference Measurement: The Case of Riskalyze
Craig Smith
Orion’s Client Portal
accounting software
Enterprise Content Management Software
multi-user support
intuitive user-experience
XTRAC App
RetireRisk
MacroRisk Analytics
two-factor authentication
Q-Suite
Audit Management
Custom Cloud (Force.com)
Patrick Flaherty
Advent Direct
client database portal
Schwab Performance Technologies®
digital financial solutions
IPS AdvisorPro
Risk Management
Market Movement Strategies (MMS)
Gemini Alternative Funds
user-friendly programing
Real-Time Data
BD Equalizer
Tamarac Advisor® Xi
performance reporting software
Advisor Pro platform
Clients & Portfolios
February 4, 2015
service alerts
Newgate Capital Management
Dominey Stewart
Jackson®
Riskalyze Autopilot
Greg Vigrass
TD Ameritrade's VEO
PIEtech, Inc.,
CNN Money
Nova
single sign-on integration
EarningsQ
John Hancock
Mobile App 2.0
Kevin Sweet
Bonaventure Resort and Spa
The Tarbox Group, Inc.
Portfolio Management Consultants
Albridge Solutions
comprehensive trading solutions
FinFolio’s WorkStation
social collaboration
1-to-1 client relationships
CAM System
Eliza De Pardo
Jud Mackrill
MoneyGuidePro®
