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 Focus Conference
single sign-on integration
ProTracker Cloud
Jason Wenk
Darren Tedesco
Gustav Karner
ClientWorks platform
Bonaventure Resort and Spa
FINRA and SEC technology guidelines
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Ellen Smith
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
Performance Measurement
Impact Communications
Commonwealth Financial Network
Westport Resources
Rehmann
NetXInvestor®
brokerage and custody services
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
enterprise-grade data management platform
Maureen Duff
accounting software
David Canter
Phil Sorgen
integrated cloud based technology
Concierge Service
XTRAC App
RetireRisk
CapGainsValet
two-factor authentication
Audit Management
ETF’s
mitigate risk
Advent Direct
Digital Fortress
Kevin Kraus
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
check scanning
user-friendly programing
BD Equalizer
Fee Calculation Details
Tamarac Advisor® Xi
Advisor Pro platform
Donald Capone
service alerts
POWER
iRebal®
Customer Success Platform
Riskalyze Autopilot
Gentech
Client Management System
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
EBITDA growth rate
LPL’s Resource Center
single-sign on capability
ProTracker Software
Jay Jay French
Darrin Courtney
Ron Huddleston
Patrick Ambron
Hemant Moore
Cloud applications
Wealthminder Seed Capital
Branch Audit Consulting
FinTech 100
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
2015 Peter L. Bernstein Award
RCS Capital
Impact Technologies Group
Commonwealth’s Practice360º
Whitepaper
relationship solutions
new client electronic on-boarding
browser in the cloud
application program interface (API)
AccountQ™
David Fetter
integrated CRM
conflict-free custody solution
Norwood Consulting
Career Activity Management System
Audit Technology
Everplans
Mitt Romney
Digital Fortress Suite
Kevin Miller
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
Chicago
Behavioral Finance
fee elimination
Tamarac's Advisor® Xi
Doug Harbrecht
Laser App’s Software as a Service (SaaS) platform
Service Cloud
Power of Together
iShares
Customizable Quarterly Investment Review Presentations
Orion Discover
Client Marketing Systems, Inc.
Vincent Guyaux
Black Diamond®
Financelogix
multi-block trading
TDA
Ebix
Luis Gomez
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
Cloud Desktop solution
Firm Alerts and Announcements
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
real time balances
John Schobel
Salesforce CRM
Performance Reporting Capabilities
import tool
Community Blog
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Built In Token 2-Factor Authentication
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
Stark & Stark
Accounts and Fact Sheets for Investments
David Lyon
Junxure Cloud®
Schwab Advisor Services’
Integrated CRM Performance Dashboard
Connections Console
yHLsoft
Note Taking
Carson Wealth Management Group
Ultra High Net Worth
auditable workflow and document management technology
eVestment
Mobile app
SunGard’s WealthStation
digital marketing hub
Kevin Paulsen
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
CRM systems
risk management platform
open-architecture platform
FTJ FundChoice
Chris Casdia
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Doug McPhail
LaserApp
services and support for RIAs
PowerAdvisor
ISO
customizable questionnaires
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
Global Financial Private Capital
Client Meeting Support for Advisors
Vladimir Baranov
Black Diamond℠
Financial Account Data Technology Platform
multi-user support
Advisors Assistant’s CRM
Ebix Smart Office
MacroRisk Analytics
SixThirty
Q-Suite
data aggregation functionality
Run Smarter®
Patrick Flaherty
High-Performing Firms
cloud-based archiving solutions
WealthStation CompAct
Redhawk Wealth Advisors
First Rate
BranchNet
Tim Welsh
Analytics Cloud
eMoney Select system
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
company performance analysis
William Faulkner
Report Builder
Newgate Capital Management
Business Analytics
Total Technology Platform
Arcons Technology
Envestnet Advisor Summit
State Income Tax Calculator
ACH origination
David, Stalnaker
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
content aggregation
RIA advisor platform
Nova
cash posting
unified cloud computing solutions
Automate Client Marketing
eVestment Quantum Analytics
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Digital Marketing Platform
Kevin Sweet
Scivantage
Portfolio Management Consultants
CRM technology
risk modeling
FTNI
Chris Casey
Benjamin Birken
Fetter Logic
MoneyGuidePro®
Tax Efficient Drawdown
Downloadable Portfolio Review Reports
LaserApp Anywhere
Shane Bingham
PowerShares
iTunes App Stores
customized analysis
Rob Cirrotti
Orion’s Client Portal
OS33 Cloud Desktop platform
Global Investment Performance Standards
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
Technology adoption
Advisory World
Echosign
Maggie Crowley
SixThirty FinTech Accelerator
Quadron Data Solutions
data aggregation solutions
Rushmore Advisor Services
Patrick Yip
Holdings
cloud-based billing software
WealthStation Financial Planning
Fisher Investments
brand-centric theme customization
time-effective onboarding experience
Andrew Rogers
eMoney’s emX Select platform
Marketing Center platform
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
compete against other digital advisors
Windows™ PowerShell
reporting
Next Generation Investor Portal
business and technology management
Touch functionality
ARKON
Michael Spellacy
state‐of‐the‐art forms-filling technology
Daxs Stadjuhar
Junxure CRM
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
CEB TowerGroup
unified managed account
automated portfolio management
eVestment Spectrum Analytics
Mobile Application
Sustainable Retirement Income
Digital Practice Management
Scott Parry
portfolio management process
investment policy statement
CRM User Adoption
OpportunityView™
full lifecycle portfolio management
Chris Momsen
variable annuities
Best Technology for a Vertical CRM
Fetterlogic
MoneyTree
Tax Lot information
Advisor Software, Inc.
downside volatility
Shannon Dempsey
J. Kelley Williams, Jr.
Cutting Edge Auditing
Robb Baldwin
Robert Arnott
Outlook email archiving
goalgamiPro
Client Relationship Management (CRM)
Walt Bettinger
Blaze Portfolio
Financial Feed
My Wall
Technology Integrations
MagniPost
Quadron Data Solutions™
Jenny Richards
Russ Thornton
Paul Cantrell
Homrich Berg
cloud-based billing tool
WealthTechs
Redkite
fixed index annuities
BrandYourself.com
timeframes
Andrew Rudd
eMoney’s wealth management platform
Marketing Cloud
Social Security Optimizer
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce Financial Services Cloud
industry related forms
compliance and security
WinOps
reporting capabilities
Next Generation of Integration
business development metrics
Trade Strategy Visualization
Artificial Intelligence
Envestnet | Tamarac's Advisor Xi
Michael Stier
Steve Dunlap
ActiFi Client Engagement
Dean Cook
Junxure® CRM
Schwab IMPACT 2013
Copytalk+
Zywave
RIA in a Box
Oauth2 user authentication security
Celent
unified wealth management technology
Automated Workflow
eVestment Spotlight Analytics
Mobile channel
Symantec VIP integration
direct online insurance offerings
Kirk Hulett
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
Chris Wacker
VAs
monitoring
tax planning
Dr. David Lawrence
Laserfiche Connector
practice management
J. Richard Coe
Cybersecurity
Cybersecurity and Compliance
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
client relationship solution
Warren Mackensen
Financial Personalities
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
Ed Butowsky
maintenance of composites
Small Businesses
qualified fiduciary advisors
Jenze Bosma
Russell Leto
Paul Polese
hosted archiving solutions
cloud-based CRM platform
Web App Single Sign On
flexibility to scale
Nerd’s Eye View
Bret Baier
TJ Jones
Andrew Stevens
emX
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
data analysis
rebalance
Joseph Miola
Salesforce.com
Informatica
ComplianceQ
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
business intelligence
Artisan and Grendel
Envestnet’s Advisor Suite®
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
Copytalk+ Smartphone App
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Center For Wealth Planning
Unify
Automated workflows
eWealthManager
mobile connectivity
Synapse API
advisor and client portals
disparate and divergent solutions
Krilogy Financial
portfolio management system
investment screening functionality
Cross-business Tracking Routing & Control
Optional Tax Management
Fuse 2014 award
CIO Review
Vendor Affinity Program
Bill Good
Fidelity Center for Applied Technology
monthly compliance checklists
tax-aware trading program
Advisor View
Dr. Noah Smith
Laserfiche Document Management
Sharing
practice management solutions
PreciseFP
J.P. Morgan
Damian Gallina
Robert Moore
packaged web design
Google Analytics integration
Client Risk Assessments
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Ed O’ Brien
manage cash flows
Smarsh
quantitative risk technology
Household Balance Sheet
cloud-based IT
web-based applications
Flexible Optimizer
Bret Magpiong
To-Do Lists
Andrew Tognela
EMX Platform
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
data analysis solutions
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
compliant ready platform
Woodrow Levin
next-generation wealth management platform
business processing services
TradeWarrior
Ashley Globerman
Envestnet’s Digital Advisor platform
Michelle Smith
Steven D. Kelly
activity streams
DecisionCenter
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Cory Haberkorn
Office 365
FMG Suite
centralized and tailored user experience
Unify Cloud Disaster Recovery
automating portfolio management
Expanded Performance Details for Sample Portfolios
mobile devices
T. Rowe Price
Document Imaging
Kyle Hiatt
Scottrade® Advisor Services Platform
portfolio management tools
CSIA
OptionsPlay Score
Fusion Advisor Workstation
Cities Digital
VEO
Bill Laird
tax-losses
Advisor View™
Lex Sokolin
Sherri DuMond
Sheryl Garrett
predictive analytical tools
Jackson
Damon Deru
Panoramix
Google Play
Client Service Monitor
Blu Giant, LLC
financial planning and client engagement solutions
Technology Tools for Today 2014 Conference
Advisor® Xi
Ed O’Brien
management fee
Smarsh My Site
Quantitative Risk Tolerance
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
cloud-based IT outsourcing
web-based client management software
NestEgg Wealth
emX’s Vault
Martin L. Flanagan
sophisticated computer algorithms
data automation
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Composite Holdings Report
Wordpress platform
reporting solutions
NFP
business valuation knowledge
Trading Processes
ASI
Microsoft
Stifel
Activity tracking and corporate memory
Deena Katz
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Cory Olson
Office of the Future
Folio Institutional
Cetera
Unify Software
automation software tool
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
curation engines
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Cities Digital’s MagniMail
Veo Open Access
Fidelity Institutional Wealth Services
Morningstar Advisor
Advisor Websites
Dropbox
LiquidHub
PRNewswire
Jackson app
Dan Arnold
robo advisors
Panoramix™
Gradient Investments
client-facing analytical and proposal tool
Wealth Access Estate Platform 3.0
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
EDGAR filing agent
Smarsh Sites
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
cloud-based platform
web-based CRM
Redtail Technology CRM
NetExchange Client
Brett Thorne
Todd R. Crockett
Ann Haas
end-of-life plan
Mary Ellen Whiteman
Spark
Account Alerts
Data Cloud (Jigsaw)
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
composite performance reporting
workflow solutions
ReportQ
NFP Advisor Services Group
business valuations
Trading Strategy Checklist
asset allocation mappings service
Eric Jardine
Microsoft Corp
Strategic Advisor
Adhesion
Dennis Fox
Kanchana Chalia
Schwab Intelligent Portfolios™
Interview
Cost Basis
FolioDynamics
Cetera Financial Group
Unify’s Cloud VPN
Autopilot
External IT Cloud Desktop
Mobile Optimization
Advisor Convention October 7-8
Document Processing
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
custodial data file import process
CitiMortgage
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Duane D’Orazio
Lori Hardwick
ProcessEZ
Jackson National Life Insurance Company®
Dan Brownell
Robo-Advisers
Paperclip
Great Kight
Client-facing technology
BlueSky
financial planning technology
Narrator™ application builder
The Efficient Practice
Mara Laisson
Smart Form Tool
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
cloud-based portfolio management
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Brian A. Davis
Tom Doherty
Ann Marie Stieler
end-‐to-‐end portfolio management
Mary Ferguson
Account Details
data management solutions
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Composite Portfolio Review
Worldox
required trading and rebalancing
Nobel Foundation
ByAllAccountsSM
asset gathering
error checking
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Denny Bottorff
Karl Chan
Schwab Intelligent Technologies
Intraday Integration
cost-efficient beta exposure
RightSize Solutions
Online Account Management
Chad Blythe
United Capital
Back Office Solutions
External IT's Cloud Desktop
Mobile Productivity
T3 Advisor Tech Conference
document storage software-as-a-service
Las Vegas
Search Engine Optimization
portfolio risk
Investor360°
Custodial Data Integrations
order processing
Garrett Planning Network
client acquisition
Veo®
Fidelity Investments®
Morningstar for Advisors App
Advisor Xi
Dynamic Rebalancing
Loring Ward
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Dan Hunt
Robo-advisor
paperless client onboarding process
Client360º
wealth management technology
financial planning tool
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Edward Jones
Maree Moscati
Smart Office
Quik! Form
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
cloud-based solutions
web-based software portal
RegEd
NetExchange View
Tom Embrogno
Anna Curry
Enhanced Capital Partners
Matched Portfolio
sqope
account management software
data protection
rebalancing solution
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
CompositeBuilder
WorthFM
RESTful
CAIS
Trizic
AssetBook
eSignature Capabilities
Mike Capelle
Streetscape
advanced wealth planning solutions
Depository Trust and Clearing Corporation
Kelly Caffrey
portfolio applications
intraday quotes
Council Capital
Rio Hotel & Casino
online account opening
Forbes
Chad Centorbi
United Capital Financial Advisors
back-office solutions
FA Insight
Mobile Scribe Service
Advisor FinTech Hackathon
Docupace
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
Client communications management
verification
Bill Wostoupal
Fidelity®'s New Wealthcentral® Technology Bundle
TD Ameritrade Institutional Veo®