John Norwood Consulting announces the release of CompositeBuilder version 2.0
Submitted by Technology Tools for Today on April 21st, 2014
Version 2.0 of CompositeBuilderTM Is now available
CompositeBuilder provides composite performance reporting for PortfolioCenter, and is designed to facilitate compliance with the Global Investment Performance Standards (GIPS).
The application provides a powerful suite of tools for the creation and maintenance of composites, error checking, reporting, and verification.
- Version 2.0 provides comprehensive rule-based, automated composite construction and monitoring.
- CompositeBuilder now supports the ability to carve out asset class segments for inclusion in composites.
- The new Composite Holdings Report lists all managed assets held by portfolios in the composite on the requested date.
- The Composite Portfolio Review identifies portfolio outliers from the composite return and calculates the contribution weight of each member portfolio to the composite.
- Annual or monthly composite returns generated by another system can now be imported for historical periods.
See CompositeBuilder 2.0 new feature details »
For more information visit:
www.norwood-consulting.com/compositebuilder
Categories
- 1-to-1 client relationships (1)
- 2015 Peter L. Bernstein Award (1)
- 2015 Veo® Integrated Awards (1)
- 2016 T3 Advisor Conference, Ft. Lauderdale, FL (1)
- Aaron Guidotti (1)
- Aaron Klein (9)
- Abby Schneiderman (1)
- acceptable and unacceptable tolerance standards (1)
- account aggregation (5)
- Account Alerts (1)
- Account Details (1)
- account management software (1)
- account opening (1)
- Account opening and commissions (1)
- account rebalancing software (1)
- account servicing (1)
- accounting software (1)
- AccountQ™ (1)
- Accounts and Fact Sheets for Investments (1)
- ACH origination (1)
- ActiFi (3)
- ActiFi Client Engagement (1)
- ActiFi software suite (1)
- activity streams (1)
- Activity tracking and corporate memory (1)
- Adhesion (1)
- advanced data reporting (1)
- advanced wealth planning solutions (1)
- advanced workflow tools (1)
- Advent (5)
- Advent Black Diamond (2)
- Advent Custodial Data (1)
- Advent Direct (1)
- Advent Software (3)
- AdventConnect (2)
- AdventConnect 2014 (1)
- Advicent (5)
- Advicent Solutions (2)
- advisor and client portals (1)
- Advisor BioniX (2)
- Advisor Con (1)
- Advisor Convention October 7-8 (1)
- Advisor CRM (2)
- Advisor FinTech Hackathon (1)
- Advisor Impact (1)
- Advisor iPad App (1)
- Advisor Office (1)
- Advisor Office platform (1)
- Advisor Pro platform (1)
- advisor rebalancing (2)
- Advisor Rebalancing® (1)
- Advisor Software (2)
- Advisor Software, Inc. (1)
- Advisor Technology solutions (3)
- Advisor View (1)
- Advisor View™ (1)
- Advisor Websites (1)
- advisor workflow partnership (1)
- Advisor Xi (1)
- Advisor Xi Platform (2)
- Advisor-Client relationships (1)
- AdvisorComplete platform (1)
- AdvisorComplete℠ (1)
- AdvisorQ (1)
- Advisors Assistant (3)
- Advisors Assistant Everywhere (1)
- Advisors Assistant® (2)
- Advisors Assistant’s CRM (1)
- Advisory World (1)
- AdvisoryWorld (9)
- AdvisoryWorld Financial Technology (1)
- AdvisoryWorld HoldingScan Report for Households (1)
- Advisor® Xi (1)
- Advisor® Xi suite (1)
- Advizr (3)
- Advizr and Orion integration (1)
- Advyzon (3)
- Aggregation (1)
- AICPA (1)
- Albridge (3)
- Albridge Solutions (1)
- Allen Eickelberg (1)
- Amanda Steinberg (1)
- Analytics Cloud (1)
- Andrew Rogers (1)
- Andrew Rudd (1)
- Andrew Stevens (1)
- Andrew Tognela (1)
- Anil Arora (2)
- Ann Haas (1)
- Ann Marie Stieler (1)
- Anna Curry (1)
- Annuities + Insurance (1)
- App expansion (1)
- Appcrown (2)
- AppHub (1)
- Application of Preference Measurement: The Case of Riskalyze (1)
- application program interface (API) (1)
- application programming interface (1)
- Arcons Technology (1)
- ARKON (1)
- Artificial Intelligence (1)
- Artisan and Grendel (1)
- Ashley Globerman (1)
- ASI (1)
- asset allocation mappings service (1)
- asset gathering (1)
- AssetBook (1)
- AssetMark (2)
- AssetMark Advisor iPad (1)
- Atlanta (1)
- Attribution Analysis (1)
- Audit Management (1)
- Audit Technology (1)
- auditable workflow and document management technology (1)
- Automate Client Marketing (1)
- automated portfolio management (1)
- Automated Workflow (1)
- Automated workflows (1)
- automating portfolio management (1)
- automation software tool (1)
- Autopilot (1)
- Back Office Solutions (1)
- back-office solutions (1)
- BakerAvenue Asset Management (1)
- Balances (1)
- Barrett Ayers (1)
- basic client interaction (1)
- BD Equalizer (1)
- Behavioral Finance (1)
- Ben Francois (1)
- Benjamin Birken (1)
- Best Technology for a Vertical CRM (1)
- Bill Crager (3)
- Bill Good (1)
- Bill Laird (1)
- Bill Rourke (3)
- Bill Stone (1)
- Bill Winterberg (3)
- Bill Wostoupal (1)
- BillFin (2)
- Billy Oliverio (2)
- BioniX (2)
- BizEquity (3)
- Black Diamond (3)
- Black Diamond platform (1)
- Black Diamond® (1)
- Black Diamond℠ (1)
- Black Diamond℠ platform (1)
- Blaze Portfolio (1)
- Blu Giant (2)
- Blu Giant Advisor Studios (2)
- Blu Giant, LLC (1)
- Blueleaf (2)
- BlueSky (1)
- BNY Mellon (2)
- Bob Curtis (2)
- Bob Stiess (1)
- Bob Veres (1)
- Bobby Yazdani (1)
- Bonaventure Resort and Spa (1)
- Branch Audit Consulting (1)
- BranchNet (1)
- brand-centric theme customization (1)
- BrandYourself.com (1)
- Bret Baier (1)
- Bret Magpiong (1)
- Brett Clarke (2)
- Brett Thorne (1)
- Brian A. Davis (1)
- Brian McLaughlin (5)
- Brian Semitekol (1)
- Brian Shenson (5)
- Brian Stimpfl (1)
- Broker Dealers (1)
- brokerage and custody services (1)
- browser in the cloud (1)
- Built In Token 2-Factor Authentication (1)
- Business Analytics (1)
- business and technology management (1)
- business development metrics (1)
- business intelligence (1)
- business processing services (1)
- business valuation knowledge (1)
- business valuations (1)
- ByAllAccountsSM (1)
- CAIS (1)
- CAM (1)
- CAM System (1)
- Cameron Routh (1)
- Canterbury Consulting (1)
- CapGainsValet (1)
- Career Activity Management System (1)
- Carson Wealth Management Group (1)
- cash posting (1)
- CEB TowerGroup (1)
- Celent (1)
- Center For Wealth Planning (1)
- centralized and tailored user experience (1)
- Cetera (1)
- Cetera Financial Group (1)
- Chad Blythe (1)
- Chad Centorbi (1)
- Chapwood Investments (1)
- Charles Goldman (2)
- Charles Schwab (4)
- Charles Sizemore (1)
- check scanning (1)
- Chicago (1)
- Chris Casdia (1)
- Chris Casey (1)
- Chris Momsen (1)
- Chris Wacker (1)
- CIO Review (1)
- Cities Digital (1)
- Cities Digital’s MagniMail (1)
- CitiMortgage (1)
- client acquisition (1)
- Client communications management (1)
- Client Data Automation (1)
- client database portal (1)
- client engagement (1)
- client feedback (1)
- Client Management System (1)
- Client Marketing Systems (3)
- Client Marketing Systems, Inc. (1)
- Client Meeting Support for Advisors (1)
- client relationship management (4)
- Client Relationship Management (CRM) (1)
- client relationship solution (1)
- Client Risk Assessments (1)
- Client Service Monitor (1)
- client-facing analytical and proposal tool (1)
- Client-facing technology (1)
- Client360º (1)
- ClientFirst (2)
- Clients & Portfolios (1)
- ClientView Client Portal (1)
- ClientWorks (1)
- ClientWorks platform (1)
- Cloud applications (1)
- Cloud Desktop solution (1)
- cloud-based archiving solutions (1)
- cloud-based billing software (1)
- cloud-based billing tool (1)
- cloud-based CRM platform (1)
- cloud-based IT (1)
- cloud-based IT outsourcing (1)
- cloud-based platform (1)
- cloud-based portfolio management (1)
- cloud-based solutions (1)
- CLS Investments (1)
- CNN Money (1)
- Cohesive Client Management Process (1)
- Collaboration Cloud (Chatter) (1)
- Commonwealth Financial Network (1)
- Commonwealth’s Practice360º (1)
- Community Blog (1)
- company performance analysis (1)
- compete against other digital advisors (1)
- compliance and security (1)
- ComplianceQ (1)
- compliant ready platform (1)
- Composite Holdings Report (1)
- composite performance reporting (1)
- Composite Portfolio Review (1)
- CompositeBuilder (1)
- comprehensive portfolio management (1)
- comprehensive trading solutions (1)
- computer-based modeling system (1)
- Concenter Services (1)
- Concierge Service (1)
- conflict-free custody solution (1)
- Connections Console (1)
- content aggregation (1)
- content marketing (2)
- Copytalk+ (1)
- Copytalk+ Smartphone App (1)
- Cory Haberkorn (1)
- Cory Olson (1)
- Cost Basis (1)
- cost-efficient beta exposure (1)
- Council Capital (1)
- couple’s report (1)
- Craig Smith (1)
- create and manage portfolios (1)
- credit card processing (1)
- CRM (20)
- CRM Solutions (6)
- CRM systems (1)
- CRM technology (1)
- CRM User Adoption (1)
- Croesus (2)
- Cross-business Tracking Routing & Control (1)
- CSIA (1)
- curation engines (1)
- custodial data file import process (1)
- Custodial Data Integrations (1)
- custodial platform (2)
- Custodian (1)
- Custom Cloud (Force.com) (1)
- customer acquisition (1)
- customer relationship management (2)
- Customer Success Platform (1)
- Customizable Quarterly Investment Review Presentations (1)
- customizable questionnaires (1)
- customized analysis (1)
- Cutting Edge Auditing (1)
- Cybersecurity (1)
- Cybersecurity and Compliance (1)
- Damian Gallina (1)
- Damon Deru (1)
- Dan Arnold (1)
- Dan Brownell (1)
- Dan Hunt (1)
- Dan Santner (1)
- Dan Skiles (2)
- Daniel Inveen (1)
- Daniel Satchkov (6)
- Darren Tedesco (1)
- Darrin Courtney (1)
- Data Aggregation (3)
- data aggregation functionality (1)
- data aggregation solutions (1)
- data analysis (1)
- data analysis solutions (1)
- data automation (1)
- Data Cloud (Jigsaw) (1)
- data management solutions (1)
- data protection (1)
- Data-Driven Insights (1)
- DataPro (1)
- Dave Welling (3)
- David Benskin (4)
- David Canter (1)
- David Fetter (1)
- David Lyon (1)
- David, Stalnaker (1)
- Daxs Stadjuhar (1)
- Dean Cook (1)
- Deborah Fox (2)
- DecisionCenter (1)
- Deena Katz (1)
- Dennis Fox (1)
- Denny Bottorff (1)
- Depository Trust and Clearing Corporation (1)
- detailed financial planning (1)
- Digital Advice (1)
- Digital Content Marketing (2)
- digital financial solutions (1)
- Digital Fortress (1)
- Digital Fortress Suite (1)
- digital marketing hub (1)
- Digital Marketing Platform (1)
- Digital Practice Management (1)
- direct online insurance offerings (1)
- disparate and divergent solutions (1)
- Document Imaging (1)
- document management (3)
- Document Processing (1)
- document storage software-as-a-service (1)
- Docupace (1)
- Docupace ePACS® (1)
- Docupace Technologies (1)
- DocuSign (5)
- Dominey Stewart (1)
- Donald Capone (1)
- Doug Harbrecht (1)
- Doug McPhail (1)
- Downloadable Portfolio Review Reports (1)
- downside volatility (1)
- Dr. David Lawrence (1)
- Dr. Noah Smith (1)
- Drew DiMarino (2)
- Dropbox (1)
- Duane D’Orazio (1)
- Dynamic Rebalancing (1)
- E-Valuator (2)
- eAdvisor (1)
- EAI (1)
- Earnings Potential (1)
- EarningsQ (1)
- easily view user activity (1)
- EBITDA growth rate (1)
- Ebix (1)
- Ebix Smart Office (1)
- Echosign (1)
- Ed Beggs (3)
- Ed Butowsky (1)
- Ed O’ Brien (1)
- Ed O’Brien (1)
- EDGAR filing agent (1)
- Edmond Walters (2)
- Edward Jones (1)
- Efficient Technology (1)
- Electronic Signing (1)
- eliminating selected fees (1)
- Eliza De Pardo (1)
- Ellen Smith (1)
- eMoney (6)
- eMoney Advisor (5)
- eMoney Select system (1)
- eMoney’s emX Select platform (1)
- eMoney’s wealth management platform (1)
- emX (1)
- EMX Platform (1)
- emX’s Vault (1)
- end-of-life plan (1)
- end-‐to-‐end portfolio management (1)
- Enhanced Capital Partners (1)
- enhanced client communication (1)
- enhanced mutual funds order management (1)
- enrollment platform (1)
- Enterprise Content Management Software (1)
- enterprise-grade data management platform (1)
- Entreda (3)
- Envestnet (13)
- Envestnet Advisor Summit (1)
- Envestnet | Tamarac (2)
- Envestnet | Tamarac's Advisor Xi (1)
- Envestnet’s Advisor Suite® (1)
- Envestnet’s Digital Advisor platform (1)
- Eric Clarke (21)
- Eric Jardine (1)
- error checking (1)
- eSignature Capabilities (1)
- Estate Assist (1)
- estate management (1)
- ETF OneSource participants (1)
- ETFs (2)
- ETF’s (1)
- Everplans (1)
- eVestment (1)
- eVestment Quantum Analytics (1)
- eVestment Spectrum Analytics (1)
- eVestment Spotlight Analytics (1)
- eWealthManager (1)
- Expanded Performance Details for Sample Portfolios (1)
- External IT (4)
- External IT Cloud Desktop (1)
- External IT's Cloud Desktop (1)
- FA Insight (1)
- Farshad Ghaffari (1)
- FAStech (3)
- February 10-12, 2016 (2)
- February 4, 2015 (1)
- Fee Calculation Details (1)
- fee elimination (1)
- Fermin Garcia (2)
- Fetter Logic (1)
- Fetterlogic (1)
- Fidelity (7)
- Fidelity Center for Applied Technology (1)
- Fidelity Institutional (2)
- Fidelity Institutional Wealth Services (1)
- Fidelity Investments (2)
- Fidelity Investments® (1)
- Fidelity®'s New Wealthcentral® Technology Bundle (1)
- Fidelity’s Technology and Operations Consulting (1)
- Figlo (1)
- filter and cross reference data (1)
- FinaMetrica (5)
- FinaMetrica Plus (1)
- Finance Logix (3)
- Financelogix (1)
- Financial Account Data Technology Platform (1)
- financial advisors (2)
- Financial Feed (1)
- Financial Personalities (1)
- financial planning (2)
- financial planning and client engagement solutions (1)
- financial planning software (2)
- financial planning technology (1)
- financial planning tool (1)
- Financial Transmission Network Inc. (1)
- FinFolio (1)
- FinFolio’s Portfolio Management Software (1)
- FinFolio’s WorkStation (1)
- FINRA and SEC technology guidelines (1)
- FinTech 100 (1)
- Firm Alerts and Announcements (1)
- First Rate (1)
- Fisher Investments (1)
- fixed index annuities (1)
- flexibility to scale (1)
- Flexible Optimizer (1)
- Florida (1)
- FMG Suite (1)
- Folio Institutional (1)
- FolioDynamics (1)
- FolioDynamix (2)
- Forbes (1)
- forms automation (4)
- forms library (1)
- Fox Financial Planning (1)
- Fox Financial Planning Network (1)
- Fred Tomczyk (1)
- Ft. Lauderdale (1)
- FTJ FundChoice (1)
- FTNI (1)
- full lifecycle portfolio management (1)
- Fuse 2014 (1)
- Fuse 2014 award (1)
- Fusion Advisor Workstation (1)
- Fusion® Advisor Workstation (1)
- Gail Graham (2)
- Garrett Planning Network (1)
- Gemcom (1)
- Gemini Alternative Funds (1)
- Gemini Fund Services (1)
- Gemini Hedge Fund Services (1)
- Gen X/Y (1)
- Gentech (1)
- Geoff Davey (3)
- George Will (1)
- Global Financial Private Capital (1)
- Global Investment Performance Standards (1)
- goalgamiPro (1)
- goalgamiPro® (1)
- Google Analytics integration (1)
- Google Play (1)
- Gradient Investments (1)
- Great Kight (1)
- Greg Friedman (13)
- Greg Vigrass (1)
- Gregg Klein (1)
- Grendel (2)
- Guide Financial Technologies (1)
- Gustav Karner (1)
- Hemant Moore (1)
- HiddenLevers (3)
- High-Performing Firms (1)
- Holdings (1)
- Homrich Berg (1)
- hosted archiving solutions (1)
- Household Balance Sheet (1)
- household-‐level rebalancing (1)
- householded data backbone (1)
- HTML5 version (1)
- Human Finance Project (1)
- Hussain Zaidi (3)
- IBackup® (1)
- IBDs (1)
- IEC (1)
- Impact Communications (1)
- Impact Technologies Group (1)
- import tool (1)
- Income Generator (1)
- independent portfolio rebalancing software platform (1)
- industry related forms (1)
- Informatica (1)
- InformationWeek 500 (1)
- Innovation Centers (1)
- Inside Information (1)
- Insights on Advice (1)
- INSITE™ 2015 conference (1)
- instantaneous stress testing (1)
- Institutional Intelligent Portfolios™ (1)
- inStream Solutions (1)
- Insurance and Securities verticals (1)
- integrated cloud based technology (1)
- integrated CRM (1)
- Integrated CRM Performance Dashboard (1)
- integrated receivables management (1)
- integrated technology (1)
- Integration (2)
- integration of independent recordkeepers (1)
- Intelligent Aggregation (1)
- interactive compliance calendar (1)
- Interview (1)
- Intraday Integration (1)
- intraday quotes (1)
- intuitive user-experience (1)
- Invesco (1)
- Investigo (1)
- investment advice (1)
- Investment Advisors Workflow (1)
- Investment Income Summary Report (1)
- investment management experience (1)
- Investment Planning (2)
- investment policy statement (1)
- investment research platforms (1)
- investment screening functionality (1)
- investment solutions (2)
- InvestmentNews (1)
- Investor-Advisor Collaboration (1)
- Investor360° (1)
- iPad app (1)
- IPS AdvisorPro (1)
- IPSAdvisorPro (1)
- iReach (1)
- iRebal (1)
- iRebal® (1)
- iShares (1)
- ISO (1)
- iTunes App Stores (1)
- J. Kelley Williams, Jr. (1)
- J. Richard Coe (1)
- J.D. Bruce (2)
- J.P. Morgan (1)
- Jackson (1)
- Jackson app (1)
- Jackson National Life Insurance Company® (1)
- Jackson.com (1)
- Jackson® (1)
- James Carney (1)
- James Poer (1)
- Jason Roberts (1)
- Jason Wenk (1)
- Jay Jay French (1)
- Jeff Norris (1)
- Jemstep (4)
- Jennifer Valdez (3)
- Jenny Richards (1)
- Jenze Bosma (1)
- Jim Dario (2)
- Jim McKelvey (1)
- Jim Patrick (1)
- Joe Duran (1)
- Joe Ruzycki (1)
- John Hancock (1)
- John Mackowiak (1)
- John McArthur (1)
- John Ndege (1)
- John Norwood (1)
- John Prendergast (2)
- John Schobel (1)
- John Vaccaro (1)
- Jon Patullo (3)
- Jonathan Jaranson (1)
- Joseph Miola (1)
- Joseph Mrak (1)
- Joseph Starinsky (1)
- Josh Brown (1)
- Juan Williams (1)
- Jud Bergman (3)
- Jud Mackrill (1)
- Julie Littlechild (1)
- Juney Ham (1)
- Junxure (15)
- Junxure Advisor Conference (3)
- Junxure Cloud (8)
- Junxure Cloud® (1)
- Junxure Cloud® CRM (1)
- Junxure CRM (1)
- Junxure® CRM (1)
- Junxure’s cloud-based CRM/office management solution (1)
- Justin Wisz (9)
- Kanchana Chalia (1)
- Karl Chan (1)
- Kelly Caffrey (1)
- Ken Golding (6)
- Kevin Cimring (1)
- Kevin Crowe (1)
- Kevin Knull (1)
- Kevin Kraus (1)
- Kevin Miller (1)
- Kevin Paulsen (1)
- Kevin Sweet (1)
- Kiplinger (3)
- Kirk Hulett (1)
- Krilogy Financial (1)
- Kyle Hiatt (1)
- Ladenburg Thalmann Financial Services Inc. (1)
- lagging performance duration and timeframe priorities (1)
- Las Vegas (1)
- Laser App (4)
- Laser App 2015 Financial Services Conference (1)
- Laser App Advisor Con 2015 (1)
- Laser App Anywhere (6)
- Laser App Enterprise (1)
- Laser App Software (9)
- Laser App’s Software as a Service (SaaS) platform (1)
- LaserApp (1)
- LaserApp Anywhere (1)
- Laserfiche (7)
- Laserfiche Connector (1)
- Laserfiche Document Management (1)
- Lex Sokolin (1)
- LiquidHub (1)
- Lori Hardwick (1)
- Loring Ward (1)
- Lowell Putnam (3)
- LPL Financial (5)
- LPL Financial Holdings (1)
- LPL Financial LLC (1)
- LPL Focus 2015 (1)
- LPL Focus Conference (1)
- LPL’s Resource Center (1)
- Luis Gomez (1)
- MacroRisk Analytics (1)
- Maggie Crowley (1)
- MagniPost (1)
- maintenance of composites (1)
- manage cash flows (1)
- management fee (1)
- management software (3)
- Mara Laisson (1)
- Maree Moscati (1)
- Marie Swift (1)
- Mario Canas (1)
- Mark Balasa (1)
- Mark Casady (1)
- Mark Engelhardt (1)
- Mark Tibergien (2)
- Mark Wilson (1)
- Market Movement Strategies (MMS) (1)
- Marketing Center platform (1)
- Marketing Cloud (1)
- Marketing Gorilla System (1)
- Marketware International (1)
- Martin L. Flanagan (1)
- Mary Ellen Whiteman (1)
- Mary Ferguson (1)
- Matched Portfolio (1)
- Matt Abar (1)
- Matt Crisp (1)
- Matt Nelson (1)
- Matt O’Brien (1)
- Maureen Duff (1)
- Michael Kitces (4)
- Michael M. Carter (1)
- Michael Pinsker (2)
- Michael Spellacy (1)
- Michael Stier (1)
- Michael Wilson (3)
- Michelle Smith (1)
- Microsoft (1)
- Microsoft Corp (1)
- Microsoft Dynamics CRM (1)
- Mike Capelle (1)
- Mike Ethridge (1)
- Mike McDaniel (2)
- Mike Phillips (1)
- Mike Walsh (1)
- mitigate risk (1)
- Mitt Romney (1)
- Mobile app (1)
- Mobile App 2.0 (1)
- Mobile Application (1)
- Mobile channel (1)
- mobile connectivity (1)
- mobile devices (1)
- mobile forms-filling (1)
- Mobile Optimization (1)
- Mobile Productivity (1)
- Mobile Scribe Service (1)
- Model Wealth Portfolios (1)
- Modern Portfolio Theory (1)
- Modestpark (1)
- modify portfolio exposures (1)
- Money Guide Pro (2)
- MoneyGuidePro (13)
- MoneyGuideProTM (1)
- MoneyGuidePro® (1)
- MoneyTree (1)
- monitoring (1)
- monthly compliance checklists (1)
- Morningstar (10)
- Morningstar Advisor (1)
- Morningstar Analyst Rating™ (1)
- Morningstar for Advisors App (1)
- Morningstar Office (2)
- Morningstar OfficeSM (5)
- Morningstar, Inc. (1)
- Morningstar® (1)
- Morningstar® Advisor WorkstationSM (1)
- Morningstar® Portfolio X-Ray® (1)
- Multi-Asset Class Portfolio Analysis (1)
- multi-block trading (1)
- multi-user support (1)
- mutual fund capital gains distributions (1)
- My Wall (1)
- myeDocumentsuite.com (1)
- MyRetirement (2)
- MyRIACompliance (2)
- Narrator Clients™ (1)
- Narrator™ application builder (1)
- Nathan Lucius (1)
- National Financial Partners Corp. (1)
- Nationwide (1)
- Natural Language Processing (1)
- Naureen Hassan (1)
- NaviPlan (1)
- NaviPlan LEADS (1)
- NaviPlan® financial planning tool (1)
- NaviPro (2)
- Neal Ringquist (2)
- Neesha Hathi (5)
- Nerd’s Eye View (1)
- NestEgg (2)
- NestEgg Wealth (1)
- NetExchange Client (1)
- NetExchange Select (1)
- NetExchange View (1)
- NetX360 (2)
- NetX360® (4)
- NetX360® platform (2)
- NetXInvestor (1)
- NetXInvestor® (1)
- new client electronic on-boarding (1)
- New Microsoft Dynamics® (1)
- Newgate Capital Management (1)
- Next Generation Investor Portal (1)
- Next Generation of Integration (1)
- Next-Generation Advisor CRM® (1)
- next-generation wealth management platform (1)
- NFP (1)
- NFP Advisor Services Group (1)
- Nobel Foundation (1)
- normalization (1)
- Northern Lights Compliance Services (1)
- Northern Lights Distributors (1)
- NorthStar (1)
- NorthStar Financial Services Group (4)
- Norwood Consulting (1)
- Note Taking (1)
- Nova (1)
- November 2-4, 2015 (1)
- Oauth2 user authentication security (1)
- October 13 (1)
- Office 365 (1)
- Office of the Future (1)
- Oleg Tishkevich (3)
- Online Account Management (1)
- online account opening (1)
- Online Account Opening & Transfer (1)
- online advisor-client collaboration (1)
- online client engagement (1)
- online practice management platform (1)
- Online Reporting Dashboard (1)
- Open View Gateway (1)
- open-architecture platform (1)
- OpenView Gateway (3)
- OpportunityView™ (1)
- Optimum Market Portfolios (1)
- Optional Tax Management (1)
- OptionsPlay Score (1)
- Optionsplay® (1)
- Oranj (3)
- order processing (1)
- Orion (18)
- Orion Advisor Integration (1)
- Orion Advisor Services (19)
- Orion Advisor Services, LLC (3)
- Orion Business Intelligence (1)
- Orion Connect (3)
- Orion Discover (1)
- Orion Portfolio Reports (1)
- Orion’s Client Portal (1)
- OS33 Cloud Desktop platform (1)
- Outlook email archiving (1)
- Outsourcing Services (1)
- packaged web design (1)
- Panoramix (1)
- Panoramix™ (1)
- Paperclip (1)
- paperless client onboarding process (1)
- paperless enrolment (1)
- paperless onboarding (1)
- paperless processing systems (1)
- Park City, Utah (1)
- Pat Dempsey (3)
- Patrick Ambron (1)
- Patrick Dempsey (1)
- Patrick Flaherty (1)
- Patrick Yip (1)
- Paul Cantrell (1)
- Paul Polese (1)
- Paul Resnik (2)
- Paul West (1)
- PCI-compliant platform (1)
- Peak Advisor Alliance (2)
- pensions (1)
- Performance (1)
- Performance Center (1)
- Performance Dashboard and Client Reporting Engine (1)
- performance expectations (1)
- Performance Measurement (1)
- Performance Reporting (4)
- Performance Reporting Capabilities (1)
- performance reporting software (1)
- Perry Moore (1)
- Pershing (8)
- Pershing Advisor Solutions (2)
- Pershing LLC (1)
- Pershing’s Net 360 Technology Channel (1)
- Personal Finance Management Application (1)
- personal financial management (1)
- Personal Financial Management (PFM) tool (1)
- personal financial management platform (1)
- Pete Hess (1)
- Peter Intraligi (1)
- Phil Cunningham (3)
- Phil Sorgen (1)
- Philip Wilson (2)
- PIEtech (5)
- PIEtech, Inc., (1)
- PMC's Quantitative Portfolios (1)
- Pocket Risk (2)
- portfolio accounting (1)
- portfolio accounting service provider (1)
- Portfolio Accounting Solutions (1)
- portfolio analysis (2)
- Portfolio Analytics (3)
- portfolio applications (1)
- Portfolio Building (1)
- portfolio construction capabilities (1)
- Portfolio Construction Tool (1)
- Portfolio Crash Test solution (1)
- Portfolio Crash Testing (1)
- portfolio management (8)
- Portfolio Management and Insurance Management modules (1)
- Portfolio Management Consultants (1)
- portfolio management process (1)
- Portfolio Management Processes (1)
- portfolio management system (1)
- portfolio management tools (1)
- portfolio mappings services (1)
- Portfolio Pathway (1)
- portfolio risk (1)
- Portfolio Snapshot (1)
- PortfolioCenter (1)
- PortfolioCenter® (1)
- position data (1)
- Positions (1)
- POWER (1)
- Power of Together (1)
- PowerAdvisor (1)
- PowerShares (1)
- practice and portfolio management system (2)
- practice management (1)
- practice management solutions (1)
- PreciseFP (1)
- predictive analytical tools (1)
- PRNewswire (1)
- ProcessEZ (1)
- Productivity (1)
- Proposal Generation Capabilities (1)
- Proposal Tool for Chapwood Investments (1)
- ProTracker (1)
- ProTracker Advantage (1)
- ProTracker Cloud (1)
- ProTracker Software (1)
- psychometric risk tolerance test (1)
- Q-Suite (1)
- Quadron Data Solutions (1)
- Quadron Data Solutions™ (1)
- qualified fiduciary advisors (1)
- quantitative risk technology (1)
- Quantitative Risk Tolerance (1)
- Quantum (1)
- Questar Capital℠ (1)
- Quik! Form (1)
- Quik! Forms (1)
- Quovo (3)
- Radar (1)
- Raj Udeshi (1)
- Ram Nagappan (4)
- RCS Capital (1)
- real time balances (1)
- Real-Time Data (1)
- Real-time Profile Tracking (1)
- Realized and Unrealized Gains/Losses (1)
- rebalance (1)
- Rebalancer (1)
- rebalancing (1)
- rebalancing capability (1)
- rebalancing platform (2)
- rebalancing solution (1)
- rebalancing workflows (1)
- Redhawk (1)
- Redhawk Wealth Advisors (1)
- Redi2 Technologies (3)
- Redkite (1)
- Redtail (6)
- Redtail CRM (6)
- Redtail Technology (7)
- Redtail Technology CRM (1)
- Reduce computer sprawl (1)
- RegEd (1)
- registered investment advisors (1)
- registration checker tool (1)
- regulatory compliance (1)
- regulatory compliance services and technology (1)
- Rehmann (1)
- relationship solutions (1)
- Relius Adminstration (1)
- Report Builder (1)
- reporting (1)
- reporting capabilities (1)
- Reporting Console for Each Office (1)
- reporting platform (2)
- reporting solutions (1)
- ReportQ (1)
- required trading and rebalancing (1)
- RESTful (1)
- Retirement Hub app (1)
- retirement income planning tool (1)
- Retirement Income Story© (2)
- Retirement Plan Network (1)
- RetireRisk (1)
- RetireUp (3)
- RIA (2)
- RIA advisor platform (1)
- RIA Benchmarking Study (1)
- RIA in a Box (1)
- RIA/Client reletionships (1)
- RIAs (3)
- Rich Cancro (3)
- Rich Ellinger (2)
- RightSize Solutions (1)
- Rio Hotel & Casino (1)
- Rio Hotel & Casino in Las Vegas (1)
- Risk Alignment Platform (1)
- Risk Analysis (1)
- risk engineering (1)
- Risk Management (1)
- risk management characteristics (1)
- risk management platform (1)
- risk modeling (1)
- Risk Number (2)
- Risk Number® (1)
- Risk Number™ (4)
- Risk Profiling (2)
- risk profiling questionnaire provider (1)
- Risk Tolerance (2)
- risk tolerance assessment (2)
- risk tolerance assessment tools (1)
- Risk Tolerance Questionnaire (1)
- Risk-Balanced Portfolios (1)
- Riskalyze (15)
- Riskalyze and RetireUp Integration Demo (1)
- Riskalyze Autopilot (1)
- RiXtrema (8)
- RiXtrema's Portfolio Crash Test (1)
- Rob Cirrotti (1)
- Robb Baldwin (1)
- Robert Arnott (1)
- Robert Eggebrecht (1)
- Robert Moore (1)
- Robert Powell (8)
- robo advisors (1)
- Robo-Advisers (1)
- Robo-advisor (1)
- Robo-Shield™ (1)
- robust backup features (1)
- robust technology capabilities (1)
- Rocaton Advisors (1)
- Ron Carson (3)
- Ron Huddleston (1)
- Roy Burns (1)
- Run Smarter® (1)
- Rushmore Advisor Services (1)
- Russ Thornton (1)
- Russell Leto (1)
- Ryan Beach (3)
- SaaS (1)
- SaaS-based payment processing platform (1)
- Safe by Estate Assist (1)
- Sagacious, Inc. (1)
- Salentica (2)
- Salentica CRM (3)
- Salentica’s Data Broker (1)
- Sales Cloud (1)
- Salesforce (8)
- Salesforce AppExchange (2)
- Salesforce CRM (1)
- Salesforce data migrator (1)
- Salesforce Financial Service Cloud Integration (1)
- Salesforce Financial Services Cloud (1)
- Salesforce.com (1)
- Salesforce1 Customer Platform (1)
- Sam Attias (4)
- San Diego (1)
- San Diego, CA (1)
- scalable personal finance data platform (1)
- Scalable workflow tools (1)
- SCANaltyics (1)
- SCANalytics (1)
- Schwab (9)
- Schwab advisor center (2)
- Schwab Advisor Services (3)
- Schwab Advisor Services’ (1)
- Schwab Advisor Services’ SOLUTIONS® (1)
- Schwab Advisory Services (1)
- Schwab IMPACT 2013 (1)
- Schwab Independent Advisor Outlook Study (1)
- Schwab Intelligent Integration® (1)
- Schwab Intelligent Portfolios (1)
- Schwab Intelligent Portfolios™ (1)
- Schwab Intelligent Technologies (1)
- Schwab OpenView Gateway (2)
- Schwab OpenView Gateway® (1)
- Schwab OpenView Gateway™ (2)
- Schwab OpenView MarketSquare® (1)
- Schwab OpenView Mobile (1)
- Schwab Performance Technologies® (1)
- Schwab’s 2013 RIA Benchmarking Study (1)
- SciQ Insights (1)
- Scivantage (1)
- Scott Parry (1)
- Scottrade (3)
- Scottrade® Advisor Services (2)
- Scottrade® Advisor Services Platform (1)
- seamless advisor integration (1)
- seamless forms-filling capabilities (1)
- Search Engine Optimization (1)
- search engine optimization tagging (1)
- Securities America (1)
- securities and insurance industries (1)
- Security (1)
- SEI (2)
- service alerts (1)
- Service Cloud (1)
- services and support for RIAs (1)
- Shane Bingham (1)
- Shannon Dempsey (1)
- Shareholders Service Group (2)
- Sharing (1)
- Sherri DuMond (1)
- Sheryl Garrett (1)
- Sheryl Rowling (4)
- Sid Yenamandra (3)
- SIFMA/FINRA Cybersecurity Conference (1)
- Signix (1)
- Silanis (1)
- Simon Mulcahy (2)
- Simon Sinek (1)
- single sign-on integration (1)
- single-sign on capability (1)
- single-sign on functionality (1)
- SixThirty (1)
- SixThirty FinTech Accelerator (1)
- Small Businesses (1)
- Smarsh (1)
- Smarsh My Site (1)
- Smarsh Sites (1)
- Smart Form Tool (1)
- Smart Office (1)
- Smarter Prospecting (1)
- SmartOffice (1)
- SMAs (1)
- Social Analytics (1)
- social collaboration (1)
- Social Media (2)
- social media integrations (1)
- Social Security (1)
- Social Security Analyzer (1)
- Social Security Optimizer (1)
- Sonia Rosenbaum (1)
- Sophie Schmitt (1)
- sophisticated computer algorithms (1)
- Spark (1)
- Spenser Segal (2)
- sqope (1)
- sqopeTM Score (1)
- SS&C Technologies (1)
- SS&C Technologies Holdings (1)
- SS&C Technologies Holdings, Inc. (1)
- SSG (2)
- SSG Conference (2)
- Stark & Stark (1)
- State Income Tax Calculator (1)
- state‐of‐the‐art forms-filling technology (1)
- Steve Dunlap (1)
- Steve Sanduski (1)
- Steven D. Kelly (1)
- Stifel (1)
- Strategic Advisor (1)
- Strategic Integrated Online Account Processing (1)
- Streetscape (1)
- Stuart DePina (7)
- Sugar Ray Leonard (1)
- SugarCRM (1)
- Suhail Ali (1)
- SunGard (4)
- SunGard Financial Systems (3)
- SunGard’s WealthStation (1)
- SunGard’s WealthStation Financial Planning solution (1)
- Sustainable Retirement Income (1)
- Symantec VIP integration (1)
- Synapse API (1)
- T. Rowe Price (1)
- T3 (10)
- T3 Advisor Conference (3)
- T3 Advisor Tech Conference (1)
- T3 Blog (9)
- T3 Conference Anaheim, CA (1)
- T3 Enterprise Conference (1)
- T3 Technology Conference (4)
- TA Associates (1)
- Tamarac Advisor® Xi (1)
- Tamarac's Advisor® Xi (1)
- tax efficiency in a cloud-‐based model (1)
- Tax Efficient Drawdown (1)
- Tax Lot information (1)
- tax planning (1)
- tax-aware trading program (1)
- tax-losses (1)
- TD Ameritrade (9)
- TD Ameritrade Holding Corporation (1)
- TD Ameritrade Institutional (8)
- TD Ameritrade Institutional Veo® (1)
- TD Ameritrade Institutional's Veo® (1)
- TD Ameritrade Institutional’s Veo Open Access platform (1)
- TD Ameritrade Institutional’s VEO® (1)
- TD Ameritrade National LINC Conference (1)
- TD Ameritrade's VEO (1)
- TD Ameritrade’s Veo platform (1)
- TDA (1)
- technology (244)
- Technology adoption (1)
- Technology Integrations (1)
- technology solutions (1)
- Technology Tools For Today (1)
- Technology Tools for Today 2014 Conference (1)
- tenth annual T3 Technology Conference (1)
- The Efficient Practice (1)
- The E‐Valuator (1)
- The Future of Risk is Here: Enhance Your Value or Perish (1)
- The Markets (1)
- the Practice (1)
- The Retirement Hub (1)
- The Tarbox Group, Inc. (1)
- Third-Party Technology Integrations (1)
- Tim Ramza (1)
- Tim Welsh (1)
- time-effective onboarding experience (1)
- timeframes (1)
- TJ Jones (1)
- To-Do Lists (1)
- Todd Clarke (2)
- Todd R. Crockett (1)
- Tom Doherty (1)
- Tom Embrogno (1)
- Tom Giachetti (2)
- Tom Kimberly (1)
- Tom Nally (3)
- Tom Schildhauer (1)
- Total Portfolio Expert (TPX) (1)
- Total Rebalance Expert (3)
- Total Rebalance Expert (TRX) (1)
- Total Technology Platform (1)
- Touch functionality (1)
- Trade Strategy Visualization (1)
- TradePMR (2)
- TradeWarrior (1)
- Trading Processes (1)
- Trading Strategy Checklist (1)
- Tricia Rothschild (7)
- Trizic (1)
- Trust Company of Sterne Agee (1)
- tRx (3)
- TRX Edge (1)
- turnkey data science solutions (1)
- two-factor authentication (1)
- Tyler Nunnally (2)
- Ultra High Net Worth (1)
- unified cloud computing solutions (1)
- unified managed account (1)
- unified wealth management technology (1)
- Unify (1)
- Unify Cloud Disaster Recovery (1)
- Unify Software (1)
- Unify’s Cloud VPN (1)
- United Capital (1)
- United Capital Financial Advisors (1)
- up-to-date account data (1)
- Upside (1)
- Upside Advisor (1)
- Uri Pomerantz (1)
- user-friendly programing (1)
- Vanare (4)
- Vanare | NestEgg (1)
- Vanguard (3)
- variable annuities (1)
- VAs (1)
- Vendor Affinity Program (1)
- VEO (1)
- Veo Open Access (1)
- Veo Open AccessSM platform (1)
- Veo® (1)
- verification (1)
- Vestmark (1)
- Vestmark Manager Marketplace (VMM) (1)
- Vestorly (9)
- Vestorly solution (1)
- Victor Fetter (4)
- Video conferencing (1)
- Vincent Guyaux (1)
- Vladimir Baranov (1)
- Wall Street Journal (1)
- Walt Bettinger (1)
- Warren Mackensen (1)
- Wealth Access (4)
- Wealth Access Estate Platform 3.0 (1)
- wealth management solutions (2)
- wealth management technology (1)
- Wealthbase (1)
- Wealthbox CRM (1)
- Wealthcare Capital Management (1)
- WealthCentral (1)
- Wealthminder (2)
- Wealthminder Seed Capital (1)
- WealthStation (2)
- WealthStation CompAct (1)
- WealthStation Financial Planning (1)
- WealthTechs (1)
- Web App Single Sign On (1)
- web-based applications (1)
- web-based client management software (1)
- web-based CRM (1)
- web-based portfolio management software (1)
- web-based software portal (1)
- Wednesday July 22, 2015 (1)
- Wells Fargo Advisors (1)
- Wes Stillman (1)
- Weston (1)
- Westport Resources (1)
- Whitepaper (1)
- Will Bressman (1)
- William Faulkner (1)
- Windows™ PowerShell (1)
- WinOps (1)
- Women Investors (1)
- Woodrow Levin (1)
- Wordpress platform (1)
- workflow solutions (1)
- Worldox (1)
- WorthFM (1)
- X-Ray Reports (1)
- XCelent Award (1)
- XLR8 (1)
- XTRAC (2)
- XTRAC App (1)
- XTRAC Solutions (2)
- yHLsoft (1)
- Yodlee (3)
- Zohar Swaine (2)
- Zywave (1)
- “Robo” Challenge (1)
Tags
technology
Eric Clarke
CRM
Orion Advisor Services
Orion
Riskalyze
Junxure
Greg Friedman
Envestnet
MoneyGuidePro
Morningstar
T3
Vestorly
Justin Wisz
Schwab
AdvisoryWorld
Aaron Klein
TD Ameritrade
Laser App Software
T3 Blog
Pershing
Salesforce
RiXtrema
Robert Powell
Junxure Cloud
portfolio management
TD Ameritrade Institutional
Redtail Technology
Fidelity
Tricia Rothschild
Stuart DePina
Laserfiche
Ken Golding
Daniel Satchkov
CRM Solutions
Redtail
eMoney
Laser App Anywhere
Redtail CRM
Neesha Hathi
Advent
Brian McLaughlin
Brian Shenson
DocuSign
FinaMetrica
Morningstar OfficeSM
Advicent
LPL Financial
eMoney Advisor
account aggregation
PIEtech
External IT
T3 Technology Conference
Victor Fetter
SunGard
Vanare
Charles Schwab
Laser App
forms automation
David Benskin
NetX360®
Risk Number™
Wealth Access
Ram Nagappan
NorthStar Financial Services Group
Sam Attias
Sheryl Rowling
Performance Reporting
Michael Kitces
client relationship management
Jemstep
document management
Salentica CRM
tRx
Michael Wilson
Tom Nally
BizEquity
Albridge
Black Diamond
Advisors Assistant
Ron Carson
Oleg Tishkevich
Total Rebalance Expert
Schwab Advisor Services
RetireUp
Oranj
SunGard Financial Systems
Advent Software
management software
FAStech
Portfolio Analytics
Jud Bergman
Yodlee
Dave Welling
Lowell Putnam
Vanguard
Hussain Zaidi
Redi2 Technologies
ActiFi
Advisor Technology solutions
Quovo
Scottrade
Bill Crager
Finance Logix
Client Marketing Systems
Entreda
Orion Advisor Services, LLC
Ryan Beach
Phil Cunningham
Data Aggregation
RIAs
Bill Rourke
Junxure Advisor Conference
Rich Cancro
Orion Connect
Pat Dempsey
Geoff Davey
T3 Advisor Conference
HiddenLevers
Bill Winterberg
Sid Yenamandra
Advizr
Ed Beggs
OpenView Gateway
Jon Patullo
Advyzon
Kiplinger
Jennifer Valdez
Billy Oliverio
Pocket Risk
Integration
Brett Clarke
Schwab OpenView Gateway™
BioniX
Simon Mulcahy
Fidelity Investments
Pershing Advisor Solutions
financial planning software
Appcrown
Retirement Income Story©
Advent Black Diamond
J.D. Bruce
Jim Dario
Paul Resnik
NestEgg
Edmond Walters
investment solutions
XTRAC
MyRetirement
SEI
E-Valuator
Wealthminder
custodial platform
SSG
Schwab advisor center
MyRIACompliance
Social Media
Salesforce AppExchange
portfolio analysis
ClientFirst
SSG Conference
XTRAC Solutions
Gail Graham
Tyler Nunnally
advisor rebalancing
Peak Advisor Alliance
Advisors Assistant®
Charles Goldman
rebalancing platform
WealthStation
FolioDynamix
Dan Skiles
RIA
AdventConnect
February 10-12, 2016
Morningstar Office
Digital Content Marketing
Advisor Software
NetX360
customer relationship management
Zohar Swaine
ETFs
Risk Number
Shareholders Service Group
Mike McDaniel
Advicent Solutions
Blu Giant
NetX360® platform
TradePMR
Scottrade® Advisor Services
Grendel
Fermin Garcia
Blu Giant Advisor Studios
reporting platform
Advisor BioniX
Risk Profiling
Todd Clarke
Anil Arora
Money Guide Pro
content marketing
Mark Tibergien
John Prendergast
Blueleaf
financial advisors
Philip Wilson
Envestnet | Tamarac
Rich Ellinger
Risk Tolerance
wealth management solutions
Croesus
Spenser Segal
Advisor CRM
risk tolerance assessment
NaviPro
Advisor Xi Platform
BNY Mellon
Michael Pinsker
Investment Planning
Schwab OpenView Gateway
Deborah Fox
BillFin
Neal Ringquist
Fidelity Institutional
Drew DiMarino
Bob Curtis
financial planning
Salentica
Tom Giachetti
AssetMark
practice and portfolio management system
Jenny Richards
Risk-Balanced Portfolios
Paul Cantrell
Homrich Berg
Vestmark Manager Marketplace (VMM)
Cory Olson
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
Marketing Cloud
Cetera
Silanis
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Fidelity Institutional Wealth Services
robust backup features
industry related forms
Dropbox
Wealthbox CRM
Bob Stiess
Next Generation of Integration
curation engines
The Markets
Aggregation
Michael Stier
Cities Digital’s MagniMail
SmartOffice
Junxure® CRM
financial planning and client engagement solutions
Ed O’Brien
Wells Fargo Advisors
registration checker tool
Oauth2 user authentication security
Damon Deru
Tom Kimberly
App expansion
Mobile channel
Client Service Monitor
SS&C Technologies
Account opening and commissions
Kirk Hulett
SCANaltyics
Portfolio Management Processes
investment research platforms
emX’s Vault
XCelent Award
retirement income planning tool
Optimum Market Portfolios
Fuse 2014
data automation
AssetMark Advisor iPad
monitoring
cloud-based IT outsourcing
Sugar Ray Leonard
Laserfiche Connector
practice management
J. Richard Coe
Risk Alignment Platform
Outlook email archiving
goalgamiPro
Deena Katz
Upside
Balances
My Wall
Composite Holdings Report
T3 Enterprise Conference
Advisor iPad App
MagniPost
business valuation knowledge
securities and insurance industries
Quadron Data Solutions™
qualified fiduciary advisors
Jenze Bosma
External IT Cloud Desktop
Paul Polese
hosted archiving solutions
Document Processing
Nerd’s Eye View
Cost Basis
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Marketing Gorilla System
Cetera Financial Group
rebalance
Joseph Miola
robust technology capabilities
Informatica
Duane D’Orazio
Wealthcare Capital Management
Bob Veres
Next-Generation Advisor CRM®
custodial data file import process
the Practice
AICPA
CitiMortgage
SMAs
Junxure’s cloud-based CRM/office management solution
Salentica’s Data Broker
portfolio accounting
integration of independent recordkeepers
EDGAR filing agent
Wes Stillman
regulatory compliance
October 13
Florida
Dan Arnold
mobile connectivity
client-facing analytical and proposal tool
SS&C Technologies Holdings
account rebalancing software
Krilogy Financial
SCANalytics
portfolio management system
investment screening functionality
end-of-life plan
XLR8
Optional Tax Management
Fuse 2014 award
Data Cloud (Jigsaw)
TRX Edge
Atlanta
monthly compliance checklists
cloud-based platform
SugarCRM
Laserfiche Document Management
Brett Thorne
Schwab OpenView MarketSquare®
practice management solutions
Eric Jardine
Risk Analysis
Outsourcing Services
goalgamiPro®
Dennis Fox
Upside Advisor
Barrett Ayers
myeDocumentsuite.com
composite performance reporting
Advisor Office
maintenance of composites
business valuations
Security
quantitative risk technology
External IT's Cloud Desktop
Riskalyze and RetireUp Integration Demo
Household Balance Sheet
document storage software-as-a-service
Vestorly solution
cost-efficient beta exposure
TD Ameritrade National LINC Conference
AdvisorQ
Marketware International
Chad Blythe
Simon Sinek
Rebalancer
Joseph Mrak
Fidelity Investments®
Rocaton Advisors
Pershing LLC
InformationWeek 500
Dynamic Rebalancing
WealthCentral
Bobby Yazdani
next-generation wealth management platform
Custodial Data Integrations
The Retirement Hub
Michelle Smith
client acquisition
Social Analytics
financial planning technology
Sales Cloud
portfolio accounting service provider
Intelligent Aggregation
Weston
regulatory compliance services and technology
Office 365
FMG Suite
Dan Brownell
Tom Schildhauer
AppHub
mobile devices
Client-facing technology
SS&C Technologies Holdings, Inc.
account servicing
Kyle Hiatt
portfolio management tools
end-‐to-‐end portfolio management
Retirement Plan Network
OptionsPlay Score
Fusion Advisor Workstation
data management solutions
turnkey data science solutions
Attribution Analysis
cloud-based portfolio management
Suhail Ali
Advent Custodial Data
Lex Sokolin
Brian A. Davis
Schwab OpenView Mobile
PreciseFP
J.P. Morgan
error checking
risk engineering
packaged web design
Google Analytics integration
Denny Bottorff
Uri Pomerantz
basic client interaction
Composite Portfolio Review
TA Associates
Advisor Office platform
manage cash flows
ByAllAccountsSM
service alerts
Quantitative Risk Tolerance
Jim McKelvey
FA Insight
Riskalyze Autopilot
Paul West
household-‐level rebalancing
Docupace
NestEgg Wealth
Council Capital
TD Ameritrade's VEO
Martin L. Flanagan
Chad Centorbi
single sign-on integration
rebalancing
Joseph Starinsky
Fidelity®'s New Wealthcentral® Technology Bundle
Pershing’s Net 360 Technology Channel
Innovation Centers
Bonaventure Resort and Spa
NFP
The Tarbox Group, Inc.
Albridge Solutions
Microsoft
Client communications management
social collaboration
1-to-1 client relationships
financial planning tool
Portfolio Accounting Solutions
interactive compliance calendar
Edward Jones
Westport Resources
Rehmann
Office of the Future
Folio Institutional
Dan Hunt
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
mobile forms-filling
Client360º
accounting software
Ladenburg Thalmann Financial Services Inc.
portfolio mappings services
InvestmentNews
Enhanced Capital Partners
XTRAC App
RetireRisk
Optionsplay®
Fusion® Advisor Workstation
data protection
two-factor authentication
Audit Management
Morningstar Advisor
cloud-based solutions
Advent Direct
LiquidHub
Schwab Performance Technologies®
predictive analytical tools
Jackson
eSignature Capabilities
Risk Management
Panoramix
Google Play
Depository Trust and Clearing Corporation
user-friendly programing
BD Equalizer
CompositeBuilder
Tamarac Advisor® Xi
Advisor Pro platform
management fee
CAIS
CAM
Service Cloud
Quantum
Jim Patrick
Farshad Ghaffari
PCI-compliant platform
householded data backbone
Docupace ePACS®
Video conferencing
Black Diamond platform
NetExchange Client
couple’s report
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Mary Ellen Whiteman
Chapwood Investments
single-sign on capability
rebalancing capability
Josh Brown
Fidelity’s Technology and Operations Consulting
Ron Huddleston
Personal Finance Management Application
Inside Information
eAdvisor
Wealthminder Seed Capital
Branch Audit Consulting
NFP Advisor Services Group
Custodian
Third-Party Technology Integrations
Allen Eickelberg
Microsoft Corp
Client Data Automation
2015 Peter L. Bernstein Award
Kanchana Chalia
Financial Transmission Network Inc.
Interview
Efficient Technology
Whitepaper
relationship solutions
FolioDynamics
Dan Santner
application program interface (API)
Mobile Optimization
AccountQ™
lagging performance duration and timeframe priorities
Portfolio Pathway
Investor-Advisor Collaboration
enhanced client communication
Data-Driven Insights
Audit Technology
Morningstar Analyst Rating™
CLS Investments
Lori Hardwick
Brian Semitekol
Schwab’s 2013 RIA Benchmarking Study
PRNewswire
Jackson app
Estate Assist
risk management characteristics
Panoramix™
Gradient Investments
detailed financial planning
Behavioral Finance
Narrator Clients™
comprehensive portfolio management
Tamarac's Advisor® Xi
Mara Laisson
CAM System
services and support for RIAs
Questar Capital℠
Joe Duran
RiXtrema's Portfolio Crash Test
HTML5 version
Docupace Technologies
Vincent Guyaux
Black Diamond®
NetExchange Select
Craig Smith
TDA
Mary Ferguson
single-sign on functionality
Juan Williams
Figlo
Roy Burns
personal financial management
Insights on Advice
EAI
Nobel Foundation
Custom Cloud (Force.com)
Tim Ramza
Amanda Steinberg
Microsoft Dynamics CRM
client database portal
social media integrations
2015 Veo® Integrated Awards
Karl Chan
FinFolio
Salesforce CRM
Intraday Integration
Electronic Signing
Will Bressman
Relius Adminstration
Online Account Management
Total Rebalance Expert (TRX)
application programming interface
Mobile Productivity
Clients & Portfolios
Stark & Stark
Accounts and Fact Sheets for Investments
Las Vegas
Schwab Advisor Services’
portfolio risk
Investor360°
enhanced mutual funds order management
yHLsoft
order processing
Garrett Planning Network
DataPro
Ultra High Net Worth
auditable workflow and document management technology
Morningstar for Advisors App
CNN Money
SunGard’s WealthStation
Loring Ward
SciQ Insights
ProcessEZ
Jackson National Life Insurance Company®
estate management
risk management platform
Paperclip
Great Kight
Digital Advice
Vanare | NestEgg
Ben Francois
Narrator™ application builder
comprehensive trading solutions
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Maree Moscati
Cameron Routh
Shane Bingham
Quik! Form
Joe Ruzycki
Rob Cirrotti
pensions
Human Finance Project
Vladimir Baranov
Black Diamond℠
NetExchange View
create and manage portfolios
Advisors Assistant’s CRM
Matched Portfolio
SixThirty
rebalancing solution
filter and cross reference data
Run Smarter®
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
Earnings Potential
WealthStation CompAct
Redhawk Wealth Advisors
customer acquisition
Tim Welsh
Analytics Cloud
Mike Capelle
client engagement
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Kelly Caffrey
FinFolio’s Portfolio Management Software
Salesforce data migrator
portfolio applications
intraday quotes
eliminating selected fees
William Faulkner
Report Builder
online account opening
Forbes
Daniel Inveen
Total Technology Platform
Arcons Technology
Mobile Scribe Service
ClientView Client Portal
State Income Tax Calculator
ACH origination
Schwab Advisor Services’ SOLUTIONS®
Portfolio Snapshot
iPad app
enrollment platform
RIA advisor platform
Gemcom
unified cloud computing solutions
Automate Client Marketing
Cohesive Client Management Process
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Brian Stimpfl
Scivantage
Productivity
Jackson.com
ETF OneSource participants
risk modeling
paperless client onboarding process
Benjamin Birken
Nathan Lucius
computer-based modeling system
Tax Efficient Drawdown
Advisor Software, Inc.
Marie Swift
Canterbury Consulting
Shannon Dempsey
Quik! Forms
John Hancock
February 4, 2015
Robb Baldwin
Performance
Dominey Stewart
Wall Street Journal
Black Diamond℠ platform
credit card processing
Technology adoption
Advisory World
Matt Abar
Charles Sizemore
SixThirty FinTech Accelerator
rebalancing workflows
Jud Mackrill
Rushmore Advisor Services
personal financial management platform
instantaneous stress testing
EarningsQ
WealthStation Financial Planning
normalization
time-effective onboarding experience
Andrew Rogers
Mike Ethridge
client feedback
Social Security Analyzer
Aaron Guidotti
FinFolio’s WorkStation
Salesforce Financial Service Cloud Integration
Portfolio Building
intuitive user-experience
Eliza De Pardo
Windows™ PowerShell
reporting
Online Account Opening & Transfer
Touch functionality
ARKON
Model Wealth Portfolios
ClientWorks
state‐of‐the‐art forms-filling technology
Laser App 2015 Financial Services Conference
Schwab Advisory Services
PortfolioCenter
IPS AdvisorPro
Enterprise Content Management Software
RIA Benchmarking Study
Orion Advisor Integration
Gemini Alternative Funds
unified managed account
automated portfolio management
Collaboration Cloud (Chatter)
Sustainable Retirement Income
Broker Dealers
Scott Parry
Proposal Generation Capabilities
Jackson®
paperless enrolment
Greg Vigrass
digital financial solutions
variable annuities
Best Technology for a Vertical CRM
National Financial Partners Corp.
Concenter Services
Tax Lot information
Concierge Service
tax planning
Mario Canas
CapGainsValet
John Mackowiak
Fee Calculation Details
Robert Arnott
Performance Center
IBackup®
Donald Capone
Walt Bettinger
Blaze Portfolio
Technology Integrations
Matt Crisp
check scanning
Redhawk
Julie Littlechild
FinaMetrica Plus
Russ Thornton
Pete Hess
Institutional Intelligent Portfolios™
easily view user activity
WealthTechs
Redkite
Northern Lights Compliance Services
Customer Success Platform
timeframes
Andrew Rudd
Client Management System
Social Security Optimizer
Kevin Cimring
FINRA and SEC technology guidelines
Salesforce Financial Services Cloud
portfolio construction capabilities
Invesco
Ellen Smith
WinOps
reporting capabilities
online advisor-client collaboration
forms library
Darren Tedesco
Trade Strategy Visualization
Artificial Intelligence
Modern Portfolio Theory
ClientWorks platform
Steve Dunlap
ActiFi Client Engagement
Laser App Advisor Con 2015
Schwab IMPACT 2013
PortfolioCenter®
IPSAdvisorPro
enterprise-grade data management platform
Zywave
RIA in a Box
Gemini Fund Services
David Canter
unified wealth management technology
Automated Workflow
Morningstar, Inc.
Commonwealth Financial Network
Symantec VIP integration
LPL Financial Holdings
brokerage and custody services
Proposal Tool for Chapwood Investments
James Carney
ETF’s
Risk Number®
paperless onboarding
Gregg Klein
Digital Fortress
VAs
Nationwide
Natural Language Processing
conflict-free custody solution
tax-aware trading program
Advisor View
Mark Balasa
Career Activity Management System
Sharing
Radar
John McArthur
fee elimination
Robert Eggebrecht
Performance Dashboard and Client Reporting Engine
IBDs
Doug Harbrecht
Warren Mackensen
technology solutions
AdvisoryWorld Financial Technology
Matt Nelson
Chicago
Small Businesses
Juney Ham
Russell Leto
Peter Intraligi
inStream Solutions
EBITDA growth rate
Web App Single Sign On
Northern Lights Distributors
Customizable Quarterly Investment Review Presentations
TJ Jones
Andrew Stevens
Mike Phillips
Sonia Rosenbaum
Abby Schneiderman
Kevin Crowe
FinTech 100
Salesforce.com
Portfolio Construction Tool
Investigo
Women Investors
Reporting Console for Each Office
online client engagement
Fox Financial Planning
Darrin Courtney
Artisan and Grendel
Modestpark
Cloud applications
Steve Sanduski
ActiFi software suite
Schwab Independent Advisor Outlook Study
position data
iReach
“Robo” Challenge
RIA/Client reletionships
Gemini Hedge Fund Services
David Fetter
Unify
Automated workflows
Morningstar®
Commonwealth’s Practice360º
Synapse API
advisor and client portals
LPL Financial LLC
browser in the cloud
ProTracker
James Poer
Everplans
paperless processing systems
Digital Fortress Suite
Vendor Affinity Program
Bill Good
Naureen Hassan
Connections Console
tax-losses
Advisor View™
Mark Casady
Carson Wealth Management Group
Sherri DuMond
Raj Udeshi
John Ndege
Robert Moore
performance expectations
IEC
Doug McPhail
NetXInvestor
CRM systems
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Matt O’Brien
Chris Casdia
Smarsh
Financelogix
Insurance and Securities verticals
Ebix
web-based applications
NorthStar
customizable questionnaires
To-Do Lists
Andrew Tognela
Mike Walsh
Client Marketing Systems, Inc.
Sophie Schmitt
acceptable and unacceptable tolerance standards
Kevin Knull
Firm Alerts and Announcements
Salesforce1 Customer Platform
Portfolio Crash Test solution
investment advice
Woodrow Levin
online practice management platform
Fox Financial Planning Network
TradeWarrior
Ashley Globerman
modify portfolio exposures
Cloud Desktop solution
Steven D. Kelly
activity streams
Laser App Enterprise
Schwab Intelligent Integration®
Positions
iRebal
Orion Business Intelligence
Gen X/Y
David Lyon
Unify Cloud Disaster Recovery
automating portfolio management
Morningstar® Advisor WorkstationSM
Community Blog
T. Rowe Price
LPL Focus 2015
Built In Token 2-Factor Authentication
Scottrade® Advisor Services Platform
ProTracker Advantage
Jason Roberts
eVestment
Park City, Utah
Guide Financial Technologies
digital marketing hub
VEO
Bill Laird
Veo Open Access
NaviPlan
content aggregation
Advisor Websites
Mark Engelhardt
cash posting
Sheryl Garrett
John Norwood
Fetter Logic
Performance Measurement
Impact Communications
Downloadable Portfolio Review Reports
Blu Giant, LLC
NetXInvestor®
CRM technology
Technology Tools for Today 2014 Conference
Advisor® Xi
Maureen Duff
Chris Casey
Smarsh My Site
Financial Account Data Technology Platform
SaaS
Phil Sorgen
integrated cloud based technology
Ebix Smart Office
web-based client management software
customized analysis
mitigate risk
Client Meeting Support for Advisors
sophisticated computer algorithms
Kevin Kraus
First Rate
Portfolio Crash Testing
Investment Advisors Workflow
eMoney Select system
Wordpress platform
reporting solutions
Online Reporting Dashboard
Fred Tomczyk
data aggregation functionality
Trading Processes
ASI
cloud-based archiving solutions
Stifel
Activity tracking and corporate memory
BranchNet
Schwab Intelligent Portfolios
POWER
iRebal®
Envestnet Advisor Summit
Gentech
David, Stalnaker
Unify Software
automation software tool
Morningstar® Portfolio X-Ray®
company performance analysis
Advisor Con
LPL Focus Conference
Business Analytics
seamless advisor integration
ProTracker Cloud
Jason Wenk
eVestment Quantum Analytics
risk profiling questionnaire provider
Gustav Karner
Digital Marketing Platform
Digital Practice Management
Veo Open AccessSM platform
Bill Stone
NaviPlan LEADS
TD Ameritrade Holding Corporation
advisor workflow partnership
CEB TowerGroup
RCS Capital
Fetterlogic
robo advisors
Impact Technologies Group
downside volatility
Wealth Access Estate Platform 3.0
new client electronic on-boarding
CRM User Adoption
tenth annual T3 Technology Conference
Advisor® Xi suite
Chris Momsen
Smarsh Sites
SaaS-based payment processing platform
integrated CRM
Echosign
web-based CRM
Redtail Technology CRM
Norwood Consulting
Cutting Edge Auditing
Todd R. Crockett
Ann Haas
Mitt Romney
Spark
Account Alerts
Kevin Miller
Fisher Investments
San Diego
Investment Income Summary Report
eMoney’s emX Select platform
workflow solutions
ReportQ
Open View Gateway
Ft. Lauderdale
data aggregation solutions
Trading Strategy Checklist
asset allocation mappings service
cloud-based billing software
Strategic Advisor
Adhesion
Laser App’s Software as a Service (SaaS) platform
brand-centric theme customization
Schwab Intelligent Portfolios™
Power of Together
iShares
Orion Discover
Daxs Stadjuhar
Unify’s Cloud VPN
Autopilot
Multi-Asset Class Portfolio Analysis
compete against other digital advisors
Advisor Convention October 7-8
LPL’s Resource Center
business and technology management
seamless forms-filling capabilities
ProTracker Software
Jay Jay French
eVestment Spectrum Analytics
Patrick Ambron
Hemant Moore
Patrick Dempsey
direct online insurance offerings
Veo®
NaviPlan® financial planning tool
Copytalk+
Advisor Xi
Mark Wilson
Celent
real time balances
John Schobel
Robo-Advisers
Performance Reporting Capabilities
import tool
Dr. David Lawrence
BlueSky
New Microsoft Dynamics®
The Efficient Practice
Michael M. Carter
Chris Wacker
Smart Form Tool
Junxure Cloud®
Financial Feed
Safe by Estate Assist
Integrated CRM Performance Dashboard
web-based portfolio management software
Reduce computer sprawl
Note Taking
Cybersecurity
Tom Doherty
Ann Marie Stieler
Mobile app
Client Relationship Management (CRM)
Account Details
Kevin Paulsen
fixed index annuities
San Diego, CA
Portfolio Management and Insurance Management modules
investment management experience
eMoney’s wealth management platform
Worldox
required trading and rebalancing
open-architecture platform
FTJ FundChoice
asset gathering
MoneyGuideProTM
cloud-based billing tool
Strategic Integrated Online Account Processing
advanced data reporting
LaserApp
BrandYourself.com
Schwab Intelligent Technologies
PowerAdvisor
ISO
Envestnet | Tamarac's Advisor Xi
RightSize Solutions
Orion Portfolio Reports
George Will
Dean Cook
United Capital
Back Office Solutions
multi-block trading
compliance and security
T3 Advisor Tech Conference
Luis Gomez
business development metrics
Search Engine Optimization
psychometric risk tolerance test
Jeff Norris
eVestment Spotlight Analytics
Patrick Flaherty
High-Performing Firms
disparate and divergent solutions
verification
Bill Wostoupal
Copytalk+ Smartphone App
TD Ameritrade Institutional Veo®
Market Movement Strategies (MMS)
Center For Wealth Planning
SIFMA/FINRA Cybersecurity Conference
Real-Time Data
John Vaccaro
Fidelity Center for Applied Technology
Robo-advisor
performance reporting software
Income Generator
Dr. Noah Smith
wealth management technology
Newgate Capital Management
Cross-business Tracking Routing & Control
The E‐Valuator
Advizr and Orion integration
CIO Review
Smart Office
Junxure Cloud® CRM
Financial Personalities
Sagacious, Inc.
PIEtech, Inc.,
integrated receivables management
Ed Butowsky
web-based software portal
RegEd
Nova
Cybersecurity and Compliance
Tom Embrogno
Anna Curry
Mobile App 2.0
client relationship solution
sqope
account management software
Kevin Sweet
flexibility to scale
scalable personal finance data platform
Portfolio Management Consultants
emX
WorthFM
RESTful
FTNI
data analysis
Trizic
AssetBook
MoneyGuidePro®
cloud-based CRM platform
Streetscape
advanced wealth planning solutions
LaserApp Anywhere
Bret Baier
PowerShares
iTunes App Stores
Envestnet’s Advisor Suite®
Rio Hotel & Casino
Orion’s Client Portal
Global Financial Private Capital
United Capital Financial Advisors
back-office solutions
multi-user support
ComplianceQ
Advisor FinTech Hackathon
MacroRisk Analytics
business intelligence
search engine optimization tagging
Q-Suite
eWealthManager
risk tolerance assessment tools
Patrick Yip
Holdings
Document Imaging
Vestmark
Cory Haberkorn
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Marketing Center platform
centralized and tailored user experience
Signix
Real-time Profile Tracking
Robo-Shield™
Perry Moore
independent portfolio rebalancing software platform
Wealthbase
Next Generation Investor Portal
CSIA
The Future of Risk is Here: Enhance Your Value or Perish
Michael Spellacy
Cities Digital
Smarter Prospecting
Junxure CRM
PMC's Quantitative Portfolios
integrated technology
Ed O’ Brien
Wednesday July 22, 2015
registered investment advisors
November 2-4, 2015
Damian Gallina
Annuities + Insurance
Mobile Application
Client Risk Assessments
sqopeTM Score
account opening
Flexible Optimizer
Scalable workflow tools
portfolio management process
investment policy statement
EMX Platform
X-Ray Reports
Retirement Hub app
OpportunityView™
full lifecycle portfolio management
data analysis solutions
Trust Company of Sterne Agee
MoneyTree
cloud-based IT
advanced workflow tools
Bret Magpiong
Schwab OpenView Gateway®
J. Kelley Williams, Jr.
Envestnet’s Digital Advisor platform
Rio Hotel & Casino in Las Vegas
OS33 Cloud Desktop platform
Global Investment Performance Standards
DecisionCenter
up-to-date account data
BakerAvenue Asset Management
mutual fund capital gains distributions
compliant ready platform
T3 Conference Anaheim, CA
Advisor Impact
Maggie Crowley
business processing services
Securities America
Quadron Data Solutions
Expanded Performance Details for Sample Portfolios
Risk Tolerance Questionnaire
