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