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