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

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TD Ameritrade National LINC Conference AdvisorQ financial planning and client engagement solutions ClientView Client Portal Jud Mackrill LPL Financial Holdings Ed O’Brien Simon Sinek instantaneous stress testing ProTracker Software Rocaton Advisors Patrick Ambron WealthCentral Bobby Yazdani Nationwide The Retirement Hub Cohesive Client Management Process Mario Canas Social Analytics emX’s Vault Brian Stimpfl intuitive user-experience RCS Capital data automation Sales Cloud Weston regulatory compliance services and technology Tom Schildhauer AppHub computer-based modeling system Matt Crisp SS&C Technologies Holdings, Inc. account servicing Cameron Routh IPS AdvisorPro Deena Katz Gemini Alternative Funds Retirement Plan Network Norwood Consulting turnkey data science solutions Attribution Analysis create and manage portfolios Suhail Ali Advent Custodial Data Jackson® Kevin Cimring Schwab OpenView Mobile Greg Vigrass risk engineering Open View Gateway Uri Pomerantz basic client interaction customer acquisition Modestpark Tamarac Advisor® Xi Advisor Pro platform client feedback John Mackowiak Duane D’Orazio service alerts IBackup® PowerAdvisor Riskalyze Autopilot Orion Portfolio Reports Morningstar® TD Ameritrade's VEO ClientWorks Julie Littlechild LPL Financial LLC EDGAR filing agent single sign-on integration Institutional Intelligent Portfolios™ psychometric risk tolerance test Patrick Dempsey Bonaventure Resort and Spa Natural Language Processing The Tarbox Group, Inc. Albridge Solutions Collaboration Cloud (Chatter) Mark Balasa social collaboration 1-to-1 client relationships end-of-life plan Broker Dealers Invesco real time balances Data Cloud (Jigsaw) forms library Performance Reporting Capabilities Westport Resources Rehmann Total Portfolio Expert (TPX) Application of Preference Measurement: The Case of Riskalyze Concenter Services Matt Nelson accounting software Eric Jardine Canterbury Consulting IPSAdvisorPro Dennis Fox Gemini Fund Services XTRAC App RetireRisk Note Taking two-factor authentication Audit Management credit card processing Mike Phillips Advent Direct External IT Cloud Desktop Charles Sizemore James Carney Kevin Crowe Document Processing Schwab Performance Technologies® Gregg Klein Portfolio Management and Insurance Management modules Risk Management open-architecture platform user-friendly programing BD Equalizer Behavioral Finance Customer Success Platform modify portfolio exposures Tamarac's Advisor® Xi Fidelity Investments® Client Management System John McArthur Laser App Enterprise Dynamic Rebalancing Service Cloud IBDs PowerShares Orion’s Client Portal Video conferencing Black Diamond platform Darren Tedesco Morningstar® Advisor WorkstationSM TD Ameritrade’s Veo platform Advisors Assistant Everywhere financial planning technology ClientWorks platform Juney Ham LPL Focus 2015 single-sign on capability inStream Solutions Q-Suite Ron Huddleston Patrick Flaherty Wealthminder Seed Capital Branch Audit Consulting Naureen Hassan Third-Party Technology Integrations Allen Eickelberg Commonwealth Financial Network Mark Casady 2015 Peter L. 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Kelly activity streams ETF’s Center For Wealth Planning J. Kelley Williams, Jr. Digital Fortress Schwab Intelligent Integration® Global Investment Performance Standards Unify Cloud Disaster Recovery automating portfolio management Cross-business Tracking Routing & Control Mobile channel T. Rowe Price Fee Calculation Details CIO Review Kirk Hulett Donald Capone Scottrade® Advisor Services Platform Holdings