Home > Blogs > Tech Tidbit from Christophe Gauthron of Kwanti gives preview of article in T3 June 2013 newsletter
Tech Tidbit from Christophe Gauthron of Kwanti gives preview of article in T3 June 2013 newsletter
Submitted by Technology Tools for Today on June 1st, 2013
Cloud-based computing and mobile access are transforming both retail and B2B markets.The competitive retail market has benefited greatly from cloud-computing. However the transformational change has been much slower in B2B products, and in particular Technology for Finance where many legacy software applications are propped up with high licensing costs and clunky interfaces. Watch this short 1 minute video to hear Christophe Gauthron share additional thoughts.
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Electronic Signing
Household Balance Sheet
SCANalytics
Chris Casdia
Chris Casey
Retirement Plan Network
up-to-date account data
Note Taking
Attribution Analysis
T3 Conference Anaheim, CA
MoneyGuideProTM
Advent Custodial Data
Joseph Starinsky
LaserApp
customized analysis
enrollment platform
Innovation Centers
Schwab OpenView Mobile
Client Meeting Support for Advisors
Portfolio Management and Insurance Management modules
risk engineering
Vestmark
open-architecture platform
basic client interaction
TD Ameritrade Institutional's Veo®
multi-block trading
Advisor Office platform
Luis Gomez
data aggregation functionality
ETF OneSource participants
interactive compliance calendar
cloud-based archiving solutions
PowerAdvisor
Folio Institutional
Riskalyze and RetireUp Integration Demo
Wealthbase
BranchNet
Orion Portfolio Reports
The Future of Risk is Here: Enhance Your Value or Perish
NaviPlan® financial planning tool
AdvisorQ
Smarter Prospecting
Mark Wilson
InvestmentNews
Simon Sinek
company performance analysis
psychometric risk tolerance test
Fusion® Advisor Workstation
Rocaton Advisors
Wednesday July 22, 2015
Business Analytics
Patrick Dempsey
Bobby Yazdani
New Microsoft Dynamics®
sqopeTM Score
Michael M. Carter
filter and cross reference data
Jackson
content aggregation
real time balances
Earnings Potential
Google Play
Sales Cloud
X-Ray Reports
cash posting
Performance Reporting Capabilities
regulatory compliance services and technology
Trust Company of Sterne Agee
AppHub
Mobile app
FinFolio’s Portfolio Management Software
account servicing
Jim McKelvey
Kevin Paulsen
CRM technology
eliminating selected fees
household-‐level rebalancing
Chris Momsen
PIEtech, Inc.,
RetireRisk
Upside
Nova
Audit Management
T3 Enterprise Conference
MoneyGuidePro®
Advent Direct
Josh Brown
LaserApp Anywhere
Cutting Edge Auditing
Enterprise Content Management Software
Inside Information
Schwab Performance Technologies®
Portfolio Management Consultants
Risk Management
Vestmark Manager Marketplace (VMM)
BD Equalizer
TD Ameritrade Institutional’s Veo Open Access platform
multi-user support
Advisor Pro platform
MacroRisk Analytics
data aggregation solutions
Interview
service alerts
cloud-based billing software
PowerShares
digital financial solutions
FolioDynamics
Riskalyze Autopilot
Wealthbox CRM
brand-centric theme customization
Orion’s Client Portal
The Markets
SmartOffice
Market Movement Strategies (MMS)
February 4, 2015
Investor-Advisor Collaboration
single sign-on integration
compete against other digital advisors
Q-Suite
Dominey Stewart
Wells Fargo Advisors
business and technology management
Patrick Flaherty
Bonaventure Resort and Spa
Tom Kimberly
Newgate Capital Management
Albridge Solutions
SS&C Technologies
1-to-1 client relationships
Jackson app
Real-Time Data
EarningsQ
Gradient Investments
XCelent Award
CEB TowerGroup
performance reporting software
Rehmann
Application of Preference Measurement: The Case of Riskalyze
Sugar Ray Leonard
Mobile App 2.0
FinFolio’s WorkStation
accounting software
Jim Patrick
Kevin Sweet
CRM User Adoption
Eliza De Pardo
householded data backbone
HTML5 version
Chris Wacker
PMC's Quantitative Portfolios
Upside Advisor
November 2-4, 2015
Audit Technology
MoneyTree
Juan Williams
Cybersecurity
enterprise-grade data management platform
Insights on Advice
Schwab’s 2013 RIA Benchmarking Study
Client Relationship Management (CRM)
portfolio management process
David Canter
risk management characteristics
OpportunityView™
Behavioral Finance
TD Ameritrade Institutional’s VEO®
mutual fund capital gains distributions
Maggie Crowley
ETF’s
Intraday Integration
Service Cloud
cloud-based billing tool
Digital Fortress
Wealthcare Capital Management
BrandYourself.com
OS33 Cloud Desktop platform
Black Diamond platform
the Practice
Advisors Assistant Everywhere
SMAs
Marketing Center platform
Fee Calculation Details
Investor360°
single-sign on capability
compliance and security
Quadron Data Solutions
Donald Capone
Garrett Planning Network
Ron Huddleston
Wes Stillman
business development metrics
Patrick Yip
Branch Audit Consulting
Next Generation Investor Portal
Allen Eickelberg
SS&C Technologies Holdings
Michael Spellacy
FinaMetrica Plus
2015 Peter L. Bernstein Award
Jackson National Life Insurance Company®
Copytalk+
Real-time Profile Tracking
easily view user activity
Great Kight
XLR8
Celent
Perry Moore
relationship solutions
TRX Edge
application program interface (API)
SugarCRM
Mobile Application
FINRA and SEC technology guidelines
AccountQ™
Joe Duran
Ellen Smith
Human Finance Project
Schwab Advisor Services’
CIO Review
Uri Pomerantz
Oauth2 user authentication security
auditable workflow and document management technology
TA Associates
monitoring
Laserfiche Connector
Cybersecurity and Compliance
INSITE™ 2015 conference
SciQ Insights
client relationship solution
Portfolio Management Processes
David Fetter
risk management platform
Vestorly solution
Optimum Market Portfolios
Ben Francois
TD Ameritrade National LINC Conference
My Wall
Advisor Rebalancing®
MagniPost
Everplans
intraday quotes
services and support for RIAs
cloud-based CRM platform
practice management
Digital Fortress Suite
Forbes
RiXtrema's Portfolio Crash Test
WealthCentral
Bret Baier
Outlook email archiving
Black Diamond®
The Retirement Hub
Social Analytics
Marketing Cloud
fee elimination
iPad app
single-sign on functionality
ComplianceQ
Quadron Data Solutions™
Doug Harbrecht
Gemcom
Roy Burns
Weston
business intelligence
Paul Cantrell
Tom Schildhauer
Next Generation of Integration
Amanda Steinberg
SS&C Technologies Holdings, Inc.
Michael Stier
2015 Veo® Integrated Awards
Jackson.com
Copytalk+ Smartphone App
Realized and Unrealized Gains/Losses
EBITDA growth rate
Salesforce CRM
Center For Wealth Planning
Relius Adminstration
turnkey data science solutions
application programming interface
Suhail Ali
Mobile channel
FinTech 100
Accounts and Fact Sheets for Investments
Joe Ruzycki
Kirk Hulett
Cross-business Tracking Routing & Control
CSIA
Schwab Advisor Services’ SOLUTIONS®
Cities Digital
portfolio accounting
RIA advisor platform
user-friendly programing
October 13
Automate Client Marketing
Tamarac Advisor® Xi
monthly compliance checklists
AdventConnect 2014
Jud Mackrill
Laserfiche Document Management
Damian Gallina
instantaneous stress testing
Scivantage
Client Risk Assessments
portfolio management system
David Lyon
risk modeling
Optional Tax Management
Benjamin Birken
TD Ameritrade's VEO
myeDocumentsuite.com
maintenance of composites
eVestment
intuitive user-experience
Shane Bingham
cloud-based IT
practice management solutions
digital marketing hub
Rob Cirrotti
Bret Magpiong
Outsourcing Services
Black Diamond℠
The Tarbox Group, Inc.
Nerd’s Eye View
Advisors Assistant’s CRM
social collaboration
Marketing Gorilla System
IPS AdvisorPro
SixThirty
compliant ready platform
qualified fiduciary advisors
Doug McPhail
Gemini Alternative Funds
Run Smarter®
Westport Resources
business processing services
Paul Polese
Redhawk Wealth Advisors
Total Portfolio Expert (TPX)
Next-Generation Advisor CRM®
Analytics Cloud
Financelogix
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Jackson®
Cory Haberkorn
rebalance
Ebix
Greg Vigrass
Salesforce data migrator
XTRAC App
centralized and tailored user experience
Report Builder
two-factor authentication
Arcons Technology
mobile connectivity
Firm Alerts and Announcements
ACH origination
John Hancock
Krilogy Financial
Kyle Hiatt
curation engines
eMoney Select system
IBackup®
Schwab Advisory Services
Cities Digital’s MagniMail
portfolio accounting service provider
RIA Benchmarking Study
Office 365
automated portfolio management
Tamarac's Advisor® Xi
Julie Littlechild
Lex Sokolin
Damon Deru
Envestnet Advisor Summit
Institutional Intelligent Portfolios™
Scott Parry
Client Service Monitor
portfolio management tools
David, Stalnaker
Video conferencing
OptionsPlay Score
Best Technology for a Vertical CRM
TD Ameritrade’s Veo platform
Advisor Software, Inc.
manage cash flows
eVestment Quantum Analytics
Invesco
Shannon Dempsey
cloud-based IT outsourcing
PreciseFP
Digital Marketing Platform
forms library
Robb Baldwin
Wealthminder Seed Capital
packaged web design
Black Diamond℠ platform
Third-Party Technology Integrations
Advisory World
Marketware International
Fetter Logic
IPSAdvisorPro
SixThirty FinTech Accelerator
Composite Holdings Report
quantitative risk technology
Downloadable Portfolio Review Reports
Gemini Fund Services
Rushmore Advisor Services
Whitepaper
business valuation knowledge
next-generation wealth management platform
Andrew Rogers
Michelle Smith
Financial Account Data Technology Platform
Aaron Guidotti
James Carney
Cory Olson
Rebalancer
Ebix Smart Office
Gregg Klein
Salesforce Financial Service Cloud Integration
Cetera
Pershing LLC
reporting
ARKON
mobile devices
First Rate
John Mackowiak
ActiFi Client Engagement
John McArthur
Ladenburg Thalmann Financial Services Inc.
custodial data file import process
eMoney’s emX Select platform
IBDs
Schwab IMPACT 2013
CitiMortgage
Portfolio Accounting Solutions
RIA in a Box
Vanare | NestEgg
Office of the Future
Automated Workflow
tax efficiency in a cloud-‐based model
Morningstar Advisor
Juney Ham
LiquidHub
Dan Arnold
inStream Solutions
client-facing analytical and proposal tool
portfolio mappings services
Daxs Stadjuhar
Risk Number®
Vincent Guyaux
Optionsplay®
TDA
management fee
eVestment Spectrum Analytics
Investigo
cloud-based platform
predictive analytical tools
Digital Practice Management
Fox Financial Planning
Robert Arnott
Brett Thorne
Panoramix
Blaze Portfolio
Tim Ramza
NestEgg Wealth
social media integrations
Martin L. Flanagan
Fetterlogic
iReach
composite performance reporting
Quantitative Risk Tolerance
downside volatility
Gemini Hedge Fund Services
Russ Thornton
Will Bressman
business valuations
Paul West
Redkite
Total Rebalance Expert (TRX)
NFP
Andrew Rudd
Stark & Stark
Microsoft
James Poer
Cost Basis
rebalancing
Echosign
Salesforce Financial Services Cloud
yHLsoft
Cetera Financial Group
Pershing’s Net 360 Technology Channel
reporting capabilities
Ultra High Net Worth
Artificial Intelligence
SunGard’s WealthStation
mobile forms-filling
Fisher Investments
fixed index annuities
ActiFi software suite
John Ndege
lagging performance duration and timeframe priorities
Custodial Data Integrations
eMoney’s wealth management platform
IEC
Schwab Independent Advisor Outlook Study
client acquisition
RIA/Client reletionships
Automated workflows
Tax Efficient Drawdown
Morningstar Analyst Rating™
advisor and client portals
Lori Hardwick
Dan Brownell
Envestnet | Tamarac's Advisor Xi
Insurance and Securities verticals
Client-facing technology
Portfolio Pathway
Dean Cook
Vladimir Baranov
Bill Good
Narrator Clients™
Advisor View
eVestment Spotlight Analytics
investment advice
Sharing
cloud-based portfolio management
PRNewswire
direct online insurance offerings
Fox Financial Planning Network
Robert Eggebrecht
WealthStation CompAct
Brian A. Davis
Panoramix™
Tim Welsh
NetExchange Client
AdvisoryWorld Financial Technology
Social Security
Mary Ellen Whiteman
iRebal
Composite Portfolio Review
Quantum
Dr. David Lawrence
Gen X/Y
Russell Leto
William Faulkner
ByAllAccountsSM
PCI-compliant platform
Total Technology Platform
NFP Advisor Services Group
Andrew Stevens
State Income Tax Calculator
Microsoft Corp
Financial Feed
Abby Schneiderman
Jason Roberts
Kanchana Chalia
cost-efficient beta exposure
rebalancing capability
Guide Financial Technologies
Salesforce.com
Chad Blythe
Personal Finance Management Application
Reporting Console for Each Office
unified cloud computing solutions
Artisan and Grendel
SunGard’s WealthStation Financial Planning solution
Mobile Optimization
Mobile Productivity
flexibility to scale
activity streams
John Norwood
Las Vegas
emX
Impact Communications
Schwab Intelligent Integration®
Client communications management
data analysis
variable annuities
Online Account Management
automating portfolio management
Tax Lot information
Morningstar for Advisors App
Loring Ward
Dan Hunt
Envestnet’s Advisor Suite®
integrated cloud based technology
Scottrade® Advisor Services Platform
Client360º
portfolio risk
Wall Street Journal
order processing
Bill Laird
Technology adoption
Narrator™ application builder
Advisor View™
Mara Laisson
eWealthManager
Investment Advisors Workflow
Sherri DuMond
cloud-based solutions
ProcessEZ
disparate and divergent solutions
Fred Tomczyk
Robert Moore
WealthStation Financial Planning
Paperclip
time-effective onboarding experience
NetExchange Select
AdvisoryWorld HoldingScan Report for Households
Social Security Analyzer
Mary Ferguson
Fidelity Center for Applied Technology
iRebal®
CompositeBuilder
Questar Capital℠
Dr. Noah Smith
Gentech
Windows™ PowerShell
CAIS
Touch functionality
Nobel Foundation
Andrew Tognela
state‐of‐the‐art forms-filling technology
Microsoft Dynamics CRM
Financial Personalities
acceptable and unacceptable tolerance standards
Jason Wenk
Karl Chan
Council Capital
Ed Butowsky
Gustav Karner
Salesforce1 Customer Platform
Chad Centorbi
personal financial management
unified managed account
Ashley Globerman
Sustainable Retirement Income
Mobile Scribe Service
Flexible Optimizer
Activity tracking and corporate memory
Custodian
EMX Platform
Impact Technologies Group
Schwab Intelligent Portfolios
Client Data Automation
portfolio applications
data analysis solutions
VAs
online account opening
automation software tool
tax planning
Advisor Con
Dan Santner
Envestnet’s Digital Advisor platform
integrated CRM
seamless advisor integration
Portfolio Snapshot
DecisionCenter
risk profiling questionnaire provider
Walt Bettinger
Technology Integrations
Nathan Lucius
Advisor Websites
Maree Moscati
Expanded Performance Details for Sample Portfolios
Investment Income Summary Report
Sheryl Garrett
CLS Investments
Productivity
Document Imaging
Ft. Lauderdale
WealthTechs
Brian Semitekol
paperless client onboarding process
Blu Giant, LLC
timeframes
NetExchange View
Advisor® Xi
Social Security Optimizer
Matched Portfolio
iShares
comprehensive portfolio management
Quik! Form
SaaS
WinOps
CAM
pensions
Trade Strategy Visualization
Steve Dunlap
Mike Capelle
Jay Jay French
Kelly Caffrey
couple’s report
rebalancing solution
Ed O’ Brien
Hemant Moore
Zywave
Chapwood Investments
Personal Financial Management (PFM) tool
reporting solutions
unified wealth management technology
ASI
Symantec VIP integration
asset allocation mappings service
Synapse API
Model Wealth Portfolios
Adhesion
John Schobel
Laser App 2015 Financial Services Conference
Custom Cloud (Force.com)
emX’s Vault
import tool
Schwab Intelligent Portfolios™
client database portal
Portfolio Building
data automation
Vendor Affinity Program
Online Account Opening & Transfer
Autopilot
tax-aware trading program
Advisor Convention October 7-8
Junxure Cloud®
Integrated CRM Performance Dashboard
seamless forms-filling capabilities
Clients & Portfolios
PortfolioCenter
Deena Katz
Warren Mackensen
Orion Advisor Integration
Bill Stone
technology solutions
National Financial Partners Corp.
advisor workflow partnership
Small Businesses
Marie Swift
investment management experience
CNN Money
Proposal Generation Capabilities
FTJ FundChoice
robo advisors
Web App Single Sign On
paperless enrolment
TJ Jones
Advisor® Xi suite
Sonia Rosenbaum
Matt Abar
Fidelity Institutional Wealth Services
ISO
comprehensive trading solutions
Quik! Forms
Dropbox
George Will
SaaS-based payment processing platform
Women Investors
CAM System
Performance
Redtail Technology CRM
Ann Haas
Steve Sanduski
Mike Ethridge
financial planning and client engagement solutions
Account Alerts
Jeff Norris
Craig Smith
rebalancing workflows
Ed O’Brien
San Diego
“Robo” Challenge
personal financial management platform
ReportQ
Unify
normalization
asset gathering
T. Rowe Price
Modern Portfolio Theory
advanced data reporting
John Vaccaro
Laser App Advisor Con 2015
customer acquisition
end-of-life plan
Income Generator
Schwab Intelligent Technologies
client engagement
portfolio construction capabilities
Data Cloud (Jigsaw)
RightSize Solutions
VEO
online advisor-client collaboration
Back Office Solutions
tax-losses
Morningstar, Inc.
Junxure Cloud® CRM
LPL Financial Holdings
Daniel Inveen
Eric Jardine
integrated receivables management
Search Engine Optimization
ClientView Client Portal
PortfolioCenter®
Dennis Fox
Technology Tools For Today
Nationwide
Advisor Xi
Smarsh
Mario Canas
External IT Cloud Desktop
Cohesive Client Management Process
Proposal Tool for Chapwood Investments
Document Processing
FTNI
Robo-Advisers
web-based applications
Brian Stimpfl
paperless onboarding
BlueSky
To-Do Lists
Sophie Schmitt
Matt Crisp
iTunes App Stores
computer-based modeling system
Duane D’Orazio
Global Financial Private Capital
Safe by Estate Assist
Woodrow Levin
Cameron Routh
Performance Center
Reduce computer sprawl
TradeWarrior
Ann Marie Stieler
Steven D. Kelly
Account Details
Kevin Cimring
create and manage portfolios
Redhawk
EDGAR filing agent
High-Performing Firms
San Diego, CA
Pete Hess
required trading and rebalancing
Unify Cloud Disaster Recovery
Northern Lights Compliance Services
