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