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

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