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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ActiFi Client Engagement
Custodian
Schwab IMPACT 2013
Client Data Automation
Zywave
RIA in a Box
Insurance and Securities verticals
Financial Transmission Network Inc.
NorthStar
unified wealth management technology
Automated Workflow
Efficient Technology
Symantec VIP integration
Mike Walsh
Dan Santner
Kevin Knull
Clients & Portfolios
Portfolio Crash Testing
Investment Advisors Workflow
Online Reporting Dashboard
Fred Tomczyk
Vendor Affinity Program
Bill Good
enhanced mutual funds order management
tax-aware trading program
Advisor View
DataPro
Sharing
CNN Money
POWER
Robert Eggebrecht
iRebal®
Gentech
Warren Mackensen
estate management
technology solutions
Morningstar® Portfolio X-Ray®
AdvisoryWorld Financial Technology
Digital Advice
Small Businesses
LPL Focus Conference
comprehensive trading solutions
ProTracker Cloud
Russell Leto
Jason Wenk
CAM System
Web App Single Sign On
Gustav Karner
TJ Jones
NaviPlan
Andrew Stevens
Docupace Technologies
Sonia Rosenbaum
Mark Engelhardt
Abby Schneiderman
Craig Smith
Salesforce.com
John Norwood
Women Investors
Performance Measurement
Reporting Console for Each Office
Impact Communications
Figlo
NetXInvestor®
Artisan and Grendel
EAI
Steve Sanduski
Maureen Duff
ActiFi software suite
Custom Cloud (Force.com)
Schwab Independent Advisor Outlook Study
client database portal
“Robo” Challenge
Phil Sorgen
RIA/Client reletionships
integrated cloud based technology
FinFolio
Unify
Automated workflows
Electronic Signing
Synapse API
mitigate risk
advisor and client portals
Kevin Kraus
Scottrade® Advisor Services Platform
ClientView Client Portal
Investment Income Summary Report
Open View Gateway
Ft. Lauderdale
VEO
Bill Laird
enrollment platform
tax-losses
Advisor View™
Laser App’s Software as a Service (SaaS) platform
Sherri DuMond
Cohesive Client Management Process
Power of Together
Robert Moore
iShares
Brian Stimpfl
Orion Discover
ETF OneSource participants
Technology Tools For Today
Multi-Asset Class Portfolio Analysis
AdvisoryWorld HoldingScan Report for Households
Smarsh
LPL’s Resource Center
computer-based modeling system
ProTracker Software
Jay Jay French
Cameron Routh
web-based applications
Patrick Ambron
Hemant Moore
To-Do Lists
NaviPlan LEADS
Andrew Tognela
Sophie Schmitt
acceptable and unacceptable tolerance standards
create and manage portfolios
RCS Capital
Salesforce1 Customer Platform
Woodrow Levin
Impact Technologies Group
filter and cross reference data
TradeWarrior
new client electronic on-boarding
Ashley Globerman
Earnings Potential
Steven D. Kelly
activity streams
customer acquisition
Schwab Intelligent Integration®
client engagement
integrated CRM
FinFolio’s Portfolio Management Software
Norwood Consulting
Unify Cloud Disaster Recovery
automating portfolio management
eliminating selected fees
T. Rowe Price
Mitt Romney
Daniel Inveen
Kevin Miller
Kevin Paulsen
seamless advisor integration
ClientWorks
Portfolio Management and Insurance Management modules
risk profiling questionnaire provider
investment management experience
open-architecture platform
FTJ FundChoice
Veo Open Access
Enterprise Content Management Software
MoneyGuideProTM
Advisor Websites
LaserApp
Sheryl Garrett
Collaboration Cloud (Chatter)
PowerAdvisor
ISO
Broker Dealers
Orion Portfolio Reports
George Will
Blu Giant, LLC
Technology Tools for Today 2014 Conference
multi-block trading
Advisor® Xi
digital financial solutions
Smarsh My Site
Luis Gomez
Concenter Services
psychometric risk tolerance test
SaaS
Jeff Norris
Canterbury Consulting
web-based client management software
Patrick Dempsey
February 4, 2015
NaviPlan® financial planning tool
Dominey Stewart
sophisticated computer algorithms
Mark Wilson
credit card processing
real time balances
John Schobel
Charles Sizemore
Wordpress platform
Performance Reporting Capabilities
reporting solutions
import tool
Trading Processes
New Microsoft Dynamics®
ASI
EarningsQ
Stifel
Michael M. Carter
Activity tracking and corporate memory
Schwab Intelligent Portfolios
Junxure Cloud®
client feedback
Integrated CRM Performance Dashboard
FinFolio’s WorkStation
Note Taking
Unify Software
automation software tool
Eliza De Pardo
Mobile app
Advisor Con
Darren Tedesco
Kevin Sweet
seamless forms-filling capabilities
ClientWorks platform
Portfolio Management Consultants
FTNI
Veo Open AccessSM platform
Bill Stone
enterprise-grade data management platform
TD Ameritrade Holding Corporation
MoneyGuidePro®
advisor workflow partnership
David Canter
LaserApp Anywhere
Commonwealth Financial Network
PowerShares
robo advisors
iTunes App Stores
brokerage and custody services
Wealth Access Estate Platform 3.0
Orion’s Client Portal
Global Financial Private Capital
ETF’s
tenth annual T3 Technology Conference
multi-user support
Advisor® Xi suite
Digital Fortress
Smarsh Sites
MacroRisk Analytics
Concierge Service
Q-Suite
SaaS-based payment processing platform
CapGainsValet
web-based CRM
Patrick Flaherty
Redtail Technology CRM
High-Performing Firms
Fee Calculation Details
Todd R. Crockett
Ann Haas
Donald Capone
Spark
Market Movement Strategies (MMS)
Account Alerts
Real-Time Data
San Diego
John Vaccaro
check scanning
workflow solutions
performance reporting software
ReportQ
Income Generator
FinaMetrica Plus
Trading Strategy Checklist
Newgate Capital Management
asset allocation mappings service
easily view user activity
Strategic Advisor
Adhesion
Customer Success Platform
Schwab Intelligent Portfolios™
Junxure Cloud® CRM
Client Management System
PIEtech, Inc.,
integrated receivables management
FINRA and SEC technology guidelines
Nova
Unify’s Cloud VPN
Autopilot
Ellen Smith
Mobile App 2.0
Advisor Convention October 7-8
Darrin Courtney
Search Engine Optimization
Cloud applications
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
Veo®
MoneyTree
Advisor Xi
David Fetter
Commonwealth’s Practice360º
Robo-Advisers
J. Kelley Williams, Jr.
browser in the cloud
OS33 Cloud Desktop platform
Global Investment Performance Standards
BlueSky
Everplans
The Efficient Practice
mutual fund capital gains distributions
Digital Fortress Suite
Smart Form Tool
Maggie Crowley
conflict-free custody solution
Quadron Data Solutions
Safe by Estate Assist
Career Activity Management System
web-based portfolio management software
Patrick Yip
Reduce computer sprawl
Holdings
fee elimination
Tom Doherty
Ann Marie Stieler
Doug Harbrecht
Marketing Center platform
Account Details
Real-time Profile Tracking
San Diego, CA
Chicago
Worldox
Perry Moore
required trading and rebalancing
independent portfolio rebalancing software platform
Next Generation Investor Portal
asset gathering
EBITDA growth rate
Strategic Integrated Online Account Processing
Michael Spellacy
advanced data reporting
Customizable Quarterly Investment Review Presentations
Schwab Intelligent Technologies
Junxure CRM
PMC's Quantitative Portfolios
RightSize Solutions
integrated technology
FinTech 100
November 2-4, 2015
United Capital
Back Office Solutions
T3 Advisor Tech Conference
Mobile Application
Kirk Hulett
search engine optimization tagging
Cloud Desktop solution
Portfolio Management Processes
risk tolerance assessment tools
investment research platforms
Optimum Market Portfolios
Fuse 2014
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
monitoring
David Lyon
Laserfiche Connector
SIFMA/FINRA Cybersecurity Conference
Community Blog
practice management
Robo-advisor
J. Richard Coe
Built In Token 2-Factor Authentication
wealth management technology
Outlook email archiving
goalgamiPro
eVestment
The E‐Valuator
My Wall
Advizr and Orion integration
digital marketing hub
Smart Office
MagniPost
Connections Console
Quadron Data Solutions™
Sagacious, Inc.
Jenny Richards
Carson Wealth Management Group
web-based software portal
Paul Cantrell
RegEd
Homrich Berg
Tom Embrogno
Anna Curry
Doug McPhail
sqope
Marketing Cloud
account management software
CRM systems
Realized and Unrealized Gains/Losses
scalable personal finance data platform
Jonathan Jaranson
Chris Casdia
WorthFM
RESTful
industry related forms
Financelogix
Trizic
Next Generation of Integration
AssetBook
Ebix
Streetscape
Michael Stier
advanced wealth planning solutions
customizable questionnaires
Junxure® CRM
Client Marketing Systems, Inc.
Rio Hotel & Casino
Firm Alerts and Announcements
Oauth2 user authentication security
United Capital Financial Advisors
back-office solutions
Mobile channel
Advisor FinTech Hackathon
T3 Conference Anaheim, CA
mobile connectivity
Advisor Impact
data aggregation functionality
Krilogy Financial
Securities America
cloud-based archiving solutions
portfolio management system
Risk Tolerance Questionnaire
investment screening functionality
BranchNet
Optional Tax Management
Fuse 2014 award
Vestmark
Envestnet Advisor Summit
TD Ameritrade Institutional's Veo®
monthly compliance checklists
Advisor-Client relationships
David, Stalnaker
Laserfiche Document Management
Signix
company performance analysis
practice management solutions
Robo-Shield™
Business Analytics
Wealthbase
Outsourcing Services
goalgamiPro®
eVestment Quantum Analytics
The Future of Risk is Here: Enhance Your Value or Perish
myeDocumentsuite.com
Digital Marketing Platform
Smarter Prospecting
maintenance of composites
content aggregation
qualified fiduciary advisors
Jenze Bosma
cash posting
Wednesday July 22, 2015
Paul Polese
registered investment advisors
hosted archiving solutions
Fetter Logic
Nerd’s Eye View
Annuities + Insurance
Downloadable Portfolio Review Reports
sqopeTM Score
Marketing Gorilla System
account opening
CRM technology
rebalance
Scalable workflow tools
Joseph Miola
Chris Casey
X-Ray Reports
Retirement Hub app
Informatica
Financial Account Data Technology Platform
Trust Company of Sterne Agee
Next-Generation Advisor CRM®
Ebix Smart Office
advanced workflow tools
customized analysis
Schwab OpenView Gateway®
Junxure’s cloud-based CRM/office management solution
Client Meeting Support for Advisors
portfolio accounting
Rio Hotel & Casino in Las Vegas
integration of independent recordkeepers
First Rate
October 13
Florida
up-to-date account data
BakerAvenue Asset Management
eMoney Select system
eMoney’s emX Select platform
T3 Enterprise Conference
mobile devices
Advisor iPad App
data aggregation solutions
Kyle Hiatt
securities and insurance industries
cloud-based billing software
portfolio management tools
Risk-Balanced Portfolios
brand-centric theme customization
OptionsPlay Score
Fusion Advisor Workstation
Vestmark Manager Marketplace (VMM)
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Daxs Stadjuhar
Lex Sokolin
Silanis
compete against other digital advisors
PreciseFP
robust backup features
J.P. Morgan
business and technology management
Wealthbox CRM
packaged web design
Google Analytics integration
Bob Stiess
eVestment Spectrum Analytics
The Markets
Aggregation
Digital Practice Management
SmartOffice
manage cash flows
quantitative risk technology
CEB TowerGroup
Wells Fargo Advisors
registration checker tool
Household Balance Sheet
Fetterlogic
Tom Kimberly
App expansion
downside volatility
SS&C Technologies
Marketware International
Account opening and commissions
CRM User Adoption
Rebalancer
SCANaltyics
Joseph Mrak
Chris Momsen
XCelent Award
Pershing LLC
retirement income planning tool
InformationWeek 500
next-generation wealth management platform
AssetMark Advisor iPad
Echosign
Sugar Ray Leonard
Michelle Smith
Cutting Edge Auditing
portfolio accounting service provider
Risk Alignment Platform
Intelligent Aggregation
Fisher Investments
Office 365
FMG Suite
Upside
Balances
eMoney’s wealth management platform
mobile forms-filling
Advisor Office
Ladenburg Thalmann Financial Services Inc.
Security
cloud-based billing tool
portfolio mappings services
InvestmentNews
BrandYourself.com
Optionsplay®
Fusion® Advisor Workstation
Envestnet | Tamarac's Advisor Xi
TD Ameritrade Institutional’s VEO®
Morningstar Advisor
AdvisorComplete℠
Dean Cook
LiquidHub
compliance and security
predictive analytical tools
robust technology capabilities
Jackson
business development metrics
Wealthcare Capital Management
Panoramix
Google Play
Bob Veres
eVestment Spotlight Analytics
the Practice
AICPA
direct online insurance offerings
SMAs
management fee
Copytalk+
Quantitative Risk Tolerance
Salentica’s Data Broker
Jim McKelvey
Celent
Wes Stillman
Paul West
regulatory compliance
household-‐level rebalancing
NestEgg Wealth
Dr. David Lawrence
SS&C Technologies Holdings
Martin L. Flanagan
account rebalancing software
rebalancing
SCANalytics
Joseph Starinsky
Chris Wacker
XLR8
Pershing’s Net 360 Technology Channel
Innovation Centers
Financial Feed
TRX Edge
NFP
Atlanta
SugarCRM
Microsoft
Cybersecurity
Schwab OpenView MarketSquare®
Client Relationship Management (CRM)
Portfolio Accounting Solutions
Risk Analysis
interactive compliance calendar
fixed index annuities
Office of the Future
Folio Institutional
Upside Advisor
Barrett Ayers
basic client interaction
emX
TA Associates
Mobile Optimization
Advisor Office platform
data analysis
lagging performance duration and timeframe priorities
cloud-based CRM platform
Portfolio Pathway
Riskalyze and RetireUp Integration Demo
Investor-Advisor Collaboration
Bret Baier
Vestorly solution
Envestnet’s Advisor Suite®
TD Ameritrade National LINC Conference
Morningstar Analyst Rating™
AdvisorQ
Lori Hardwick
Simon Sinek
ComplianceQ
PRNewswire
Rocaton Advisors
Jackson app
business intelligence
WealthCentral
Panoramix™
Gradient Investments
Bobby Yazdani
eWealthManager
The Retirement Hub
Narrator Clients™
disparate and divergent solutions
Social Analytics
Copytalk+ Smartphone App
Quantum
Sales Cloud
Jim Patrick
Center For Wealth Planning
Weston
PCI-compliant platform
regulatory compliance services and technology
householded data backbone
Fidelity Center for Applied Technology
Tom Schildhauer
NetExchange Client
AppHub
Dr. Noah Smith
SS&C Technologies Holdings, Inc.
Mary Ellen Whiteman
account servicing
Cross-business Tracking Routing & Control
rebalancing capability
Josh Brown
CIO Review
Personal Finance Management Application
Retirement Plan Network
Inside Information
Financial Personalities
turnkey data science solutions
NFP Advisor Services Group
Attribution Analysis
Ed Butowsky
Suhail Ali
Microsoft Corp
Advent Custodial Data
Cybersecurity and Compliance
Kanchana Chalia
Schwab OpenView Mobile
client relationship solution
risk engineering
Interview
flexibility to scale
FolioDynamics
Uri Pomerantz
Online Account Management
user-friendly programing
BD Equalizer
EMX Platform
Tamarac Advisor® Xi
Mobile Productivity
Advisor Pro platform
data analysis solutions
Las Vegas
service alerts
cloud-based IT
portfolio risk
Riskalyze Autopilot
Investor360°
Bret Magpiong
order processing
Garrett Planning Network
Envestnet’s Digital Advisor platform
TD Ameritrade's VEO
Morningstar for Advisors App
DecisionCenter
Loring Ward
single sign-on integration
compliant ready platform
ProcessEZ
Jackson National Life Insurance Company®
business processing services
Paperclip
Great Kight
Bonaventure Resort and Spa
Expanded Performance Details for Sample Portfolios
The Tarbox Group, Inc.
Narrator™ application builder
Albridge Solutions
Document Imaging
social collaboration
Mara Laisson
1-to-1 client relationships
Cory Haberkorn
Questar Capital℠
Joe Duran
centralized and tailored user experience
Westport Resources
Rehmann
HTML5 version
Total Portfolio Expert (TPX)
NetExchange Select
Application of Preference Measurement: The Case of Riskalyze
Mary Ferguson
accounting software
CSIA
Juan Williams
Cities Digital
XTRAC App
personal financial management
RetireRisk
Insights on Advice
two-factor authentication
Nobel Foundation
Audit Management
Ed O’ Brien
Microsoft Dynamics CRM
Advent Direct
Damian Gallina
Karl Chan
Schwab Performance Technologies®
Client Risk Assessments
Risk Management
Intraday Integration
Flexible Optimizer
online account opening
Forbes
Behavioral Finance
emX’s Vault
Tamarac's Advisor® Xi
Mobile Scribe Service
data automation
Service Cloud
cloud-based IT outsourcing
Portfolio Snapshot
iPad app
Gemcom
Video conferencing
Black Diamond platform
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Deena Katz
single-sign on capability
Composite Holdings Report
Productivity
Ron Huddleston
Jackson.com
business valuation knowledge
Wealthminder Seed Capital
paperless client onboarding process
Branch Audit Consulting
Third-Party Technology Integrations
Nathan Lucius
Allen Eickelberg
Maree Moscati
2015 Peter L. Bernstein Award
Cory Olson
Quik! Form
Joe Ruzycki
Cetera
Whitepaper
pensions
relationship solutions
Human Finance Project
Fidelity Institutional Wealth Services
NetExchange View
application program interface (API)
Dropbox
Matched Portfolio
AccountQ™
curation engines
rebalancing solution
Cities Digital’s MagniMail
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
financial planning and client engagement solutions
Audit Technology
Ed O’Brien
Mike Capelle
Damon Deru
Kelly Caffrey
Schwab’s 2013 RIA Benchmarking Study
Client Service Monitor
portfolio applications
risk management characteristics
intraday quotes
