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 Envestnet MoneyGuidePro Morningstar T3 Justin Wisz TD Ameritrade T3 Blog Vestorly Schwab Laser App Software AdvisoryWorld Aaron Klein Robert Powell Pershing TD Ameritrade Institutional Salesforce RiXtrema Junxure Cloud portfolio management Redtail Technology Tricia Rothschild Stuart DePina Fidelity Laserfiche Redtail CRM Ken Golding Laser App Anywhere eMoney Daniel Satchkov CRM Solutions Redtail Advent DocuSign Morningstar OfficeSM LPL Financial FinaMetrica Brian McLaughlin eMoney Advisor Brian Shenson Advicent Neesha Hathi account aggregation PIEtech Wealth Access client relationship management Sam Attias Sheryl Rowling Laser App forms automation David Benskin NetX360® T3 Technology Conference Victor Fetter SunGard Vanare Charles Schwab Michael Kitces Jemstep Ram Nagappan NorthStar Financial Services Group External IT Performance Reporting Risk Number™ Bill Winterberg Ryan Beach Advizr OpenView Gateway RIAs Rich Cancro T3 Advisor Conference management software Advyzon Sid Yenamandra FAStech Dave Welling Lowell Putnam Jud Bergman BizEquity Albridge Hussain Zaidi Black Diamond Advisors Assistant Salentica CRM Oleg Tishkevich tRx Oranj Advent Software Entreda Finance Logix Tom Nally Portfolio Analytics Ron Carson Junxure Advisor Conference Geoff Davey Quovo Total Rebalance Expert Schwab Advisor Services RetireUp ActiFi SunGard Financial Systems Bill Crager Advisor Technology solutions HiddenLevers Ed Beggs Orion Advisor Services, LLC Vanguard Phil Cunningham Yodlee Orion Connect Kiplinger Pat Dempsey Client Marketing Systems Jennifer Valdez Redi2 Technologies Jon Patullo Scottrade Bill Rourke document management Data Aggregation Michael Wilson investment solutions Risk Profiling Advisor CRM MyRetirement Jim Dario NestEgg reporting platform Edmond Walters content marketing practice and portfolio management system Croesus Advisor Xi Platform MyRIACompliance BNY Mellon Todd Clarke E-Valuator Risk Tolerance Gail Graham BillFin Bob Curtis Pocket Risk AssetMark Rich Ellinger risk tolerance assessment Billy Oliverio wealth management solutions Pershing Advisor Solutions Spenser Segal FolioDynamix Morningstar Office Paul Resnik Digital Content Marketing BioniX February 10-12, 2016 Brett Clarke Appcrown Schwab OpenView Gateway Advent Black Diamond ETFs Salentica NetX360 Tom Giachetti portfolio analysis Mike McDaniel Schwab OpenView Gateway™ advisor rebalancing custodial platform Peak Advisor Alliance Simon Mulcahy Grendel rebalancing platform NetX360® platform Retirement Income Story© AdventConnect SEI Advisors Assistant® Fermin Garcia ClientFirst XTRAC Money Guide Pro Charles Goldman Advisor Software Wealthminder Dan Skiles SSG Schwab advisor center Envestnet | Tamarac Mark Tibergien Social Media John Prendergast Salesforce AppExchange financial advisors SSG Conference XTRAC Solutions Tyler Nunnally Advicent Solutions customer relationship management WealthStation RIA Investment Planning Deborah Fox Blu Giant NaviPro Michael Pinsker Risk Number Advisor BioniX Blu Giant Advisor Studios Neal Ringquist Fidelity Institutional Drew DiMarino financial planning Zohar Swaine Shareholders Service Group Philip Wilson Anil Arora Integration Scottrade® Advisor Services J.D. Bruce Blueleaf Fidelity Investments financial planning software TradePMR mobile devices end-­‐to-­‐end portfolio management CEB TowerGroup T. Rowe Price Orion’s Client Portal Kyle Hiatt data management solutions Scottrade® Advisor Services Platform Back Office Solutions Fusion Advisor Workstation CRM User Adoption VEO Q-Suite error checking Chris Momsen tax-losses Patrick Flaherty Lex Sokolin Denny Bottorff Sherri DuMond J.P. Morgan Robert Moore Advisor Xi Google Analytics integration Cutting Edge Auditing Real-Time Data External IT's Cloud Desktop Technology Tools For Today performance reporting software manage cash flows document storage software-as-a-service Smarsh BlueSky Household Balance Sheet web-based applications data aggregation solutions Fidelity Investments® cloud-based billing software To-Do Lists PIEtech, Inc., Marketware International Dynamic Rebalancing brand-centric theme customization Sophie Schmitt Nova Joseph Mrak Salesforce1 Customer Platform Ann Marie Stieler InformationWeek 500 Woodrow Levin Account Details next-generation wealth management platform financial planning technology compete against other digital advisors TradeWarrior Portfolio Management Consultants Michelle Smith business and technology management Steven D. Kelly Schwab Intelligent Integration® asset gathering Intelligent Aggregation advanced data reporting FMG Suite Unify Cloud Disaster Recovery PowerShares Copytalk+ Unify Software mobile forms-filling Enhanced Capital Partners Celent OS33 Cloud Desktop platform Ladenburg Thalmann Financial Services Inc. data protection seamless advisor integration back-office solutions InvestmentNews risk profiling questionnaire provider Advisor FinTech Hackathon Fusion® Advisor Workstation Veo Open Access Quadron Data Solutions Morningstar Advisor eSignature Capabilities Chris Wacker Patrick Yip LiquidHub Depository Trust and Clearing Corporation Sheryl Garrett Bill Wostoupal Jackson Google Play Cybersecurity Real-time Profile Tracking FA Insight Client Relationship Management (CRM) Technology Tools for Today 2014 Conference Perry Moore management fee Docupace Smarsh My Site Jim McKelvey SaaS Advizr and Orion integration household-­‐level rebalancing web-based client management software NestEgg Wealth Fidelity®'s New Wealthcentral® Technology Bundle cloud-based billing tool PMC's Quantitative Portfolios Martin L. 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Crockett Mary Ellen Whiteman eAdvisor Bret Baier Spark Oauth2 user authentication security Josh Brown San Diego Annuities + Insurance Inside Information workflow solutions ReportQ account opening NFP Advisor Services Group Financial Transmission Network Inc. 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AICPA Human Finance Project web-based software portal RegEd NetExchange View filter and cross reference data cloud-based IT outsourcing Tom Embrogno portfolio accounting service provider Matched Portfolio Earnings Potential sqope Office 365 scalable personal finance data platform INSITE™ 2015 conference WorthFM RESTful account rebalancing software FinFolio’s Portfolio Management Software Composite Holdings Report Trizic portfolio management tools Mike Capelle eliminating selected fees business valuation knowledge Streetscape OptionsPlay Score Kelly Caffrey Atlanta intraday quotes Rio Hotel & Casino Rio Hotel & Casino in Las Vegas Advent Custodial Data Cost Basis up-to-date account data predictive analytical tools Model Wealth Portfolios Enterprise Content Management Software Cetera Financial Group T3 Conference Anaheim, CA Panoramix Laser App 2015 Financial Services Conference Securities America basic client interaction IPS AdvisorPro Risk Tolerance Questionnaire Advisor Office platform Gemini Alternative Funds custodial data file import process Vestmark Quantitative Risk Tolerance CitiMortgage TD Ameritrade Institutional's Veo® Paul West digital financial solutions Signix Jackson® Robo-Shield™ AdvisorQ Greg Vigrass Wealthbase Dan Arnold rebalancing National Financial Partners Corp. February 4, 2015 client-facing analytical and proposal tool The Future of Risk is Here: Enhance Your Value or Perish Pershing’s Net 360 Technology Channel Marie Swift Dominey Stewart Smarter Prospecting Bobby Yazdani John Hancock Wednesday July 22, 2015 registered investment advisors cloud-based platform Portfolio Accounting Solutions Matt Abar EarningsQ Brett Thorne sqopeTM Score Office of the Future Jud Mackrill Scalable workflow tools AppHub instantaneous stress testing X-Ray Reports Retirement Hub app account servicing FinFolio’s WorkStation composite performance reporting Trust Company of Sterne Agee portfolio mappings services Mike Ethridge Eliza De Pardo business valuations Optionsplay® Schwab OpenView Gateway® Attribution Analysis intuitive user-experience Risk Alignment Platform Advent Direct forms library cost-efficient beta exposure Upside PRNewswire Modern Portfolio Theory enterprise-grade data management platform Chad Blythe T3 Enterprise Conference Panoramix™ Laser App Advisor Con 2015 David Canter securities and insurance industries BD Equalizer IPSAdvisorPro Risk-Balanced Portfolios Advisor Pro platform Gemini Fund Services Custodial Data Integrations Vestmark Manager Marketplace (VMM) Quantum Morningstar, Inc. ETF’s client acquisition TD Ameritrade Institutional’s Veo Open Access platform PCI-compliant platform LPL Financial Holdings Digital Fortress Silanis James Carney robust backup features Gregg Klein Wealthbox CRM Dan Brownell rebalancing capability Nationwide Fee Calculation Details Client-facing technology The Markets Personal Finance Management Application Mario Canas Donald Capone SmartOffice Bonaventure Resort and Spa John Mackowiak Albridge Solutions IBackup® Wells Fargo Advisors registration checker tool 1-to-1 client relationships FinaMetrica Plus cloud-based portfolio management Tom Kimberly Matt Crisp easily view user activity Brian A. Davis SS&C Technologies Julie Littlechild SCANaltyics Application of Preference Measurement: The Case of Riskalyze Institutional Intelligent Portfolios™ XCelent Award retirement income planning tool accounting software FINRA and SEC technology guidelines Composite Portfolio Review Portfolio Pathway Ellen Smith ByAllAccountsSM Sugar Ray Leonard Kevin Cimring Audit Management Invesco Risk Analysis Fox Financial Planning Council Capital Upside Advisor ProcessEZ Modestpark Chad Centorbi Paperclip David Fetter Security Behavioral Finance iReach Gemini Hedge Fund Services Questar Capital℠ Morningstar® Everplans Client communications management TD Ameritrade Institutional’s VEO® LPL Financial LLC Digital Fortress Suite Black Diamond platform James Poer robust technology capabilities Advisors Assistant Everywhere Wealthcare Capital Management Dan Hunt Natural Language Processing fee elimination Client360º the Practice personal financial management Mark Balasa Doug Harbrecht SMAs Branch Audit Consulting John McArthur Salentica’s Data Broker Allen Eickelberg IBDs Wes Stillman regulatory compliance 2015 Peter L. Bernstein Award cloud-based solutions Matt Nelson EBITDA growth rate SS&C Technologies Holdings Online Account Management Juney Ham SCANalytics application program interface (API) inStream Solutions XLR8 AccountQ™ FinTech 100 CompositeBuilder TRX Edge portfolio risk Mike Phillips CAIS SugarCRM order processing Kevin Crowe Schwab OpenView MarketSquare® Audit Technology Investigo investment advice risk engineering Fox Financial Planning Network couple’s report Uri Pomerantz Productivity modify portfolio exposures Chapwood Investments TA Associates paperless client onboarding process Laser App Enterprise David Lyon Ben Francois iRebal Riskalyze and RetireUp Integration Demo Advisor Rebalancing® Gen X/Y Custodian Vestorly solution Quik! Form Morningstar® Advisor WorkstationSM eVestment Client Data Automation TD Ameritrade National LINC Conference pensions LPL Focus 2015 digital marketing hub Simon Sinek Black Diamond® Jason Roberts Rocaton Advisors Guide Financial Technologies WealthCentral Dan Santner rebalancing solution Naureen Hassan The Retirement Hub Personal Financial Management (PFM) tool Mark Casady Doug McPhail Social Analytics John Ndege Sales Cloud Amanda Steinberg IEC Weston regulatory compliance services and technology 2015 Veo® Integrated Awards NetXInvestor Financelogix CLS Investments Tom Schildhauer portfolio applications Matt O’Brien Ebix Brian Semitekol SS&C Technologies Holdings, Inc. online account opening application programming interface Insurance and Securities verticals Retirement Plan Network Accounts and Fact Sheets for Investments Firm Alerts and Announcements comprehensive portfolio management turnkey data science solutions Portfolio Snapshot Mike Walsh CAM Suhail Ali Kevin Knull Schwab OpenView Mobile auditable workflow and document management technology Schwab Performance Technologies® Automate Client Marketing Investment Advisors Workflow Risk Management AdventConnect 2014 Fred Tomczyk Craig Smith user-friendly programing Proposal Generation Capabilities Envestnet Advisor Summit Tamarac Advisor® Xi paperless enrolment David, Stalnaker service alerts Benjamin Birken iRebal® Riskalyze Autopilot Gentech Custom Cloud (Force.com) Quik! Forms Morningstar® Portfolio X-Ray® eVestment Quantum Analytics client database portal TD Ameritrade's VEO Performance LPL Focus Conference Digital Marketing Platform single sign-on integration Black Diamond℠ Jason Wenk Advisors Assistant’s CRM Gustav Karner rebalancing workflows NaviPlan Fetter Logic Clients & Portfolios The Tarbox Group, Inc. personal financial management platform Mark Engelhardt Downloadable Portfolio Review Reports social collaboration normalization John Norwood Analytics Cloud Impact Communications Westport Resources Rehmann 2016 T3 Advisor Conference, Ft. 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Kelley Williams, Jr. Robb Baldwin Advisor View™ Global Investment Performance Standards Customizable Quarterly Investment Review Presentations Wall Street Journal mutual fund capital gains distributions Expanded Performance Details for Sample Portfolios Technology adoption Performance Measurement Maggie Crowley Document Imaging SixThirty FinTech Accelerator Rushmore Advisor Services AdvisoryWorld HoldingScan Report for Households Holdings WealthStation Financial Planning Darrin Courtney Cloud applications time-effective onboarding experience Phil Sorgen Marketing Center platform Social Security Analyzer Salesforce Financial Service Cloud Integration Andrew Tognela independent portfolio rebalancing software platform Windows™ PowerShell reporting acceptable and unacceptable tolerance standards Next Generation Investor Portal Commonwealth’s Practice360º Touch functionality Portfolio Crash Testing Michael Spellacy Ed O’ Brien browser in the cloud state‐of‐the‐art forms-filling technology Online Reporting Dashboard Junxure CRM Schwab Advisory Services Ashley Globerman integrated technology RIA Benchmarking Study activity streams Flexible Optimizer conflict-free custody solution unified managed account POWER Mobile Application EMX Platform Career Activity Management System Sustainable Retirement Income Carson Wealth Management Group Symantec VIP integration Orion Discover Kirk Hulett data automation automation software tool investment research platforms Risk Number® Advisor Con Fuse 2014 CRM systems VAs ProTracker Software monitoring Chris Casdia tax planning Patrick Ambron Laserfiche Connector Deena Katz J. Richard Coe Robert Arnott Advisor Websites goalgamiPro customizable questionnaires Walt Bettinger RCS Capital My Wall Client Marketing Systems, Inc. Technology Integrations MagniPost Blu Giant, LLC Jenny Richards Russ Thornton Advisor® Xi Homrich Berg WealthTechs Redkite Fidelity Institutional Wealth Services Cloud Desktop solution timeframes Marketing Cloud Dropbox Social Security Optimizer Norwood Consulting Jonathan Jaranson Salesforce Financial Services Cloud industry related forms WinOps reporting capabilities Next Generation of Integration financial planning and client engagement solutions Community Blog Trade Strategy Visualization Michael Stier Ed O’Brien Built In Token 2-Factor Authentication Steve Dunlap Open View Gateway Junxure® CRM Schwab IMPACT 2013 ASI Zywave RIA in a Box Activity tracking and corporate memory Connections Console unified wealth management technology Power of Together Mobile channel emX’s Vault cash posting Synapse API Orion Portfolio Reports Krilogy Financial Data Cloud (Jigsaw) Autopilot investment screening functionality Advisor Convention October 7-8 Fuse 2014 award CRM technology Vendor Affinity Program psychometric risk tolerance test monthly compliance checklists Eric Jardine Chris Casey tax-aware trading program Patrick Dempsey Laserfiche Document Management Dennis Fox Sharing Bill Stone Robert Eggebrecht advisor workflow partnership goalgamiPro® customized analysis Warren Mackensen real time balances myeDocumentsuite.com External IT Cloud Desktop Client Meeting Support for Advisors technology solutions Performance Reporting Capabilities maintenance of composites Document Processing Small Businesses Jenze Bosma Russell Leto Advisor® Xi suite hosted archiving solutions Web App Single Sign On data aggregation functionality Nerd’s Eye View cloud-based archiving solutions TJ Jones Marketing Gorilla System Duane D’Orazio BranchNet Sonia Rosenbaum Note Taking Joseph Miola Salesforce.com Ann Haas Informatica Women Investors Reporting Console for Each Office Account Alerts Next-Generation Advisor CRM® company performance analysis Portfolio Management and Insurance Management modules EDGAR filing agent Business Analytics Steve Sanduski open-architecture platform Junxure’s cloud-based CRM/office management solution Schwab Independent Advisor Outlook Study asset allocation mappings service integration of independent recordkeepers “Robo” Challenge RIA/Client reletionships Adhesion Florida content aggregation Unify PowerAdvisor mobile connectivity end-of-life plan