Kevin Paulsen of GreatLight Fee Only Advisors talks tech in May 2013 T3 issue

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