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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Simon Sinek
Multi-Asset Class Portfolio Analysis
eVestment Spectrum Analytics
Rocaton Advisors
LPL’s Resource Center
Digital Practice Management
WealthCentral
rebalancing solution
Jay Jay French
Audit Technology
Jeff Norris
auditable workflow and document management technology
CRM User Adoption
The Tarbox Group, Inc.
personal financial management platform
Chris Momsen
social collaboration
normalization
NaviPlan® financial planning tool
Mark Wilson
Dr. David Lawrence
Westport Resources
Rehmann
John Schobel
Ben Francois
Cutting Edge Auditing
Total Portfolio Expert (TPX)
Portfolio Building
import tool
Advisor Rebalancing®
Online Account Opening & Transfer
New Microsoft Dynamics®
Financial Feed
Michael M. Carter
XTRAC App
RetireRisk
Junxure Cloud®
Black Diamond®
data aggregation solutions
two-factor authentication
PortfolioCenter
Integrated CRM Performance Dashboard
cloud-based billing software
Orion Advisor Integration
fixed index annuities
brand-centric theme customization
Schwab Performance Technologies®
Mobile app
eMoney’s wealth management platform
Risk Management
Kevin Paulsen
user-friendly programing
Proposal Generation Capabilities
investment management experience
Amanda Steinberg
compete against other digital advisors
Tamarac Advisor® Xi
paperless enrolment
FTJ FundChoice
2015 Veo® Integrated Awards
business and technology management
service alerts
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
Riskalyze Autopilot
LaserApp
Dean Cook
Quik! Forms
ISO
application programming interface
TD Ameritrade's VEO
Performance
George Will
Accounts and Fact Sheets for Investments
CEB TowerGroup
single sign-on integration
multi-block trading
eVestment Spotlight Analytics
Luis Gomez
direct online insurance offerings
rebalancing workflows
Redhawk
Automate Client Marketing
Third-Party Technology Integrations
Pete Hess
High-Performing Firms
AdventConnect 2014
Chris Wacker
Northern Lights Compliance Services
Fidelity Center for Applied Technology
Market Movement Strategies (MMS)
Dr. Noah Smith
Whitepaper
relationship solutions
John Vaccaro
Benjamin Birken
Cybersecurity
portfolio construction capabilities
Income Generator
Client Relationship Management (CRM)
online advisor-client collaboration
Newgate Capital Management
Financial Personalities
Ed Butowsky
Junxure Cloud® CRM
Black Diamond℠
PortfolioCenter®
integrated receivables management
Advisors Assistant’s CRM
cloud-based billing tool
flexibility to scale
BrandYourself.com
Schwab’s 2013 RIA Benchmarking Study
Mobile App 2.0
emX
risk management characteristics
Kevin Sweet
data analysis
Proposal Tool for Chapwood Investments
Analytics Cloud
compliance and security
Tamarac's Advisor® Xi
paperless onboarding
FTNI
2016 T3 Advisor Conference, Ft. Lauderdale, FL
business development metrics
Service Cloud
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
Video conferencing
iTunes App Stores
Arcons Technology
Copytalk+
TD Ameritrade’s Veo platform
Performance Center
Global Financial Private Capital
ACH origination
Celent
single-sign on capability
multi-user support
eWealthManager
Ron Huddleston
MacroRisk Analytics
disparate and divergent solutions
Wealthminder Seed Capital
automated portfolio management
Cross-business Tracking Routing & Control
Tim Ramza
Peter Intraligi
Holdings
CIO Review
social media integrations
Northern Lights Distributors
Salesforce CRM
Marketing Center platform
Will Bressman
Relius Adminstration
Best Technology for a Vertical CRM
Cybersecurity and Compliance
Total Rebalance Expert (TRX)
Portfolio Construction Tool
independent portfolio rebalancing software platform
Advisor Software, Inc.
client relationship solution
Stark & Stark
online client engagement
Next Generation Investor Portal
Schwab Advisor Services’
Michael Spellacy
Ed O’ Brien
yHLsoft
Junxure CRM
Black Diamond℠ platform
Ultra High Net Worth
position data
integrated technology
Advisory World
cloud-based CRM platform
SunGard’s WealthStation
Flexible Optimizer
Bret Baier
SciQ Insights
Mobile Application
EMX Platform
risk management platform
data analysis solutions
Vanare | NestEgg
ProTracker
investment policy statement
Andrew Rogers
ComplianceQ
tax efficiency in a cloud-‐based model
paperless processing systems
full lifecycle portfolio management
Aaron Guidotti
business intelligence
services and support for RIAs
MoneyTree
Envestnet’s Digital Advisor platform
RiXtrema's Portfolio Crash Test
DecisionCenter
Vincent Guyaux
Radar
J. Kelley Williams, Jr.
ARKON
Copytalk+ Smartphone App
TDA
Performance Dashboard and Client Reporting Engine
Global Investment Performance Standards
Center For Wealth Planning
single-sign on functionality
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Roy Burns
Maggie Crowley
Document Imaging
WealthStation CompAct
Redhawk Wealth Advisors
Jenny Richards
Automated Workflow
CSIA
Tim Welsh
Homrich Berg
Cities Digital
Social Security
NorthStar
Fidelity Institutional Wealth Services
Salesforce data migrator
Marketing Cloud
Dropbox
William Faulkner
Report Builder
Jonathan Jaranson
Damian Gallina
Total Technology Platform
Portfolio Crash Test solution
industry related forms
Client Risk Assessments
State Income Tax Calculator
online practice management platform
Next Generation of Integration
financial planning and client engagement solutions
Schwab Advisor Services’ SOLUTIONS®
Michael Stier
Ed O’Brien
RIA advisor platform
Junxure® CRM
Blaze Portfolio
unified cloud computing solutions
Positions
cloud-based IT
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
Bret Magpiong
Scivantage
Mobile channel
emX’s Vault
risk modeling
Kirk Hulett
data automation
ProTracker Advantage
investment research platforms
Andrew Rudd
compliant ready platform
Tax Efficient Drawdown
Park City, Utah
Fuse 2014
business processing services
Shane Bingham
monitoring
Rob Cirrotti
Laserfiche Connector
Deena Katz
Vladimir Baranov
Raj Udeshi
J. Richard Coe
Artificial Intelligence
Cory Haberkorn
performance expectations
goalgamiPro
ActiFi Client Engagement
centralized and tailored user experience
SixThirty
My Wall
Run Smarter®
MagniPost
WealthStation Financial Planning
Jenze Bosma
Automated workflows
curation engines
time-effective onboarding experience
Phil Sorgen
hosted archiving solutions
advisor and client portals
Cities Digital’s MagniMail
Social Security Analyzer
Nerd’s Eye View
Salesforce Financial Service Cloud Integration
Marketing Gorilla System
Duane D’Orazio
Windows™ PowerShell
reporting
Joseph Miola
Bill Good
Damon Deru
Touch functionality
Portfolio Crash Testing
Informatica
Advisor View
Client Service Monitor
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Next-Generation Advisor CRM®
Schwab Advisory Services
EDGAR filing agent
RIA Benchmarking Study
Junxure’s cloud-based CRM/office management solution
unified managed account
POWER
integration of independent recordkeepers
AdvisoryWorld Financial Technology
cloud-based IT outsourcing
Sustainable Retirement Income
Florida
Scott Parry
mobile connectivity
end-of-life plan
Krilogy Financial
Data Cloud (Jigsaw)
variable annuities
ProTracker Cloud
investment screening functionality
Andrew Stevens
Composite Holdings Report
Tax Lot information
Fuse 2014 award
Abby Schneiderman
business valuation knowledge
Shannon Dempsey
monthly compliance checklists
Eric Jardine
Robb Baldwin
Laserfiche Document Management
Dennis Fox
Wall Street Journal
Artisan and Grendel
Cory Olson
Technology adoption
Performance Measurement
goalgamiPro®
ActiFi software suite
Cetera
SixThirty FinTech Accelerator
myeDocumentsuite.com
External IT Cloud Desktop
Rushmore Advisor Services
maintenance of composites
Document Processing
manage cash flows
document storage software-as-a-service
WealthTechs
Redkite
automating portfolio management
custodial data file import process
timeframes
Household Balance Sheet
CitiMortgage
Social Security Optimizer
Norwood Consulting
Fidelity Investments®
Salesforce Financial Services Cloud
Marketware International
Dynamic Rebalancing
WinOps
reporting capabilities
Joseph Mrak
Bill Laird
Dan Arnold
Trade Strategy Visualization
InformationWeek 500
Advisor View™
client-facing analytical and proposal tool
Steve Dunlap
Open View Gateway
next-generation wealth management platform
financial planning technology
Schwab IMPACT 2013
Michelle Smith
Zywave
RIA in a Box
unified wealth management technology
Power of Together
Intelligent Aggregation
AdvisoryWorld HoldingScan Report for Households
cloud-based platform
Symantec VIP integration
Orion Discover
FMG Suite
Brett Thorne
mobile devices
end-‐to-‐end portfolio management
Risk Number®
Kyle Hiatt
data management solutions
VAs
ProTracker Software
Andrew Tognela
composite performance reporting
tax planning
Patrick Ambron
Fusion Advisor Workstation
acceptable and unacceptable tolerance standards
business valuations
error checking
Robert Arnott
Lex Sokolin
Denny Bottorff
Walt Bettinger
RCS Capital
J.P. Morgan
Ashley Globerman
Cost Basis
Technology Integrations
Google Analytics integration
activity streams
Cetera Financial Group
External IT's Cloud Desktop
Russ Thornton
Russell Leto
management fee
Docupace
Web App Single Sign On
Jim McKelvey
automation software tool
Custodial Data Integrations
TJ Jones
household-‐level rebalancing
Advisor Con
client acquisition
Sonia Rosenbaum
Note Taking
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Salesforce.com
Martin L. Flanagan
Women Investors
Reporting Console for Each Office
Joseph Starinsky
Dan Brownell
Portfolio Management and Insurance Management modules
Innovation Centers
Advisor Websites
Client-facing technology
Steve Sanduski
open-architecture platform
NFP
financial planning tool
Schwab Independent Advisor Outlook Study
Microsoft
Edward Jones
“Robo” Challenge
RIA/Client reletionships
Blu Giant, LLC
Unify
PowerAdvisor
interactive compliance calendar
Advisor® Xi
cloud-based portfolio management
Synapse API
Orion Portfolio Reports
Folio Institutional
Brian A. Davis
mobile forms-filling
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
data protection
Vendor Affinity Program
psychometric risk tolerance test
InvestmentNews
Composite Portfolio Review
tax-aware trading program
Patrick Dempsey
Fusion® Advisor Workstation
ByAllAccountsSM
Sharing
Morningstar Advisor
eSignature Capabilities
Robert Eggebrecht
LiquidHub
Depository Trust and Clearing Corporation
Warren Mackensen
real time balances
Jackson
ASI
cost-efficient beta exposure
technology solutions
Performance Reporting Capabilities
Google Play
Activity tracking and corporate memory
Chad Blythe
Small Businesses
FA Insight
Docupace ePACS®
web-based applications
Jim Patrick
Autopilot
To-Do Lists
PIEtech, Inc.,
householded data backbone
Advisor Convention October 7-8
Client communications management
Sophie Schmitt
Nova
NetExchange Client
Fidelity’s Technology and Operations Consulting
Salesforce1 Customer Platform
Mary Ellen Whiteman
eAdvisor
Woodrow Levin
Josh Brown
Bill Stone
Dan Hunt
TradeWarrior
Portfolio Management Consultants
Inside Information
advisor workflow partnership
Client360º
Steven D. Kelly
NFP Advisor Services Group
Financial Transmission Network Inc.
Schwab Intelligent Integration®
Microsoft Corp
Efficient Technology
Kanchana Chalia
Unify Cloud Disaster Recovery
PowerShares
Interview
Advisor® Xi suite
cloud-based solutions
T. Rowe Price
Orion’s Client Portal
FolioDynamics
Scottrade® Advisor Services Platform
Mobile Optimization
enhanced client communication
lagging performance duration and timeframe priorities
Data-Driven Insights
VEO
Q-Suite
Investor-Advisor Collaboration
Ann Haas
CompositeBuilder
tax-losses
Patrick Flaherty
Account Alerts
CAIS
Sherri DuMond
Morningstar Analyst Rating™
Estate Assist
Robert Moore
Lori Hardwick
detailed financial planning
Real-Time Data
Jackson app
asset allocation mappings service
Council Capital
Technology Tools For Today
performance reporting software
Gradient Investments
Adhesion
Chad Centorbi
Smarsh
Narrator Clients™
Farshad Ghaffari
SaaS
Mara Laisson
Docupace Technologies
web-based client management software
Joe Duran
Back Office Solutions
Custodian
PMC's Quantitative Portfolios
HTML5 version
Client Data Automation
sophisticated computer algorithms
November 2-4, 2015
NetExchange Select
Figlo
Mary Ferguson
EAI
Wordpress platform
reporting solutions
Juan Williams
Dan Santner
Trading Processes
portfolio management process
Insights on Advice
Advisor Xi
Stifel
OpportunityView™
Nobel Foundation
FinFolio
Schwab Intelligent Portfolios
Microsoft Dynamics CRM
Electronic Signing
Karl Chan
BlueSky
Unify Software
Intraday Integration
CLS Investments
OS33 Cloud Desktop platform
Brian Semitekol
seamless advisor integration
Mobile Productivity
enhanced mutual funds order management
risk profiling questionnaire provider
Las Vegas
DataPro
Veo Open Access
Quadron Data Solutions
Investor360°
Ann Marie Stieler
comprehensive portfolio management
Patrick Yip
Garrett Planning Network
Account Details
CAM
Sheryl Garrett
Morningstar for Advisors App
estate management
Loring Ward
Digital Advice
Real-time Profile Tracking
Jackson National Life Insurance Company®
asset gathering
couple’s report
Technology Tools for Today 2014 Conference
Perry Moore
Great Kight
advanced data reporting
Chapwood Investments
Smarsh My Site
Narrator™ application builder
Nathan Lucius
SaaS-based payment processing platform
Maree Moscati
web-based CRM
Redtail Technology CRM
Joe Ruzycki
back-office solutions
Custom Cloud (Force.com)
Todd R. Crockett
Human Finance Project
Advisor FinTech Hackathon
client database portal
Spark
Oauth2 user authentication security
NetExchange View
filter and cross reference data
San Diego
Matched Portfolio
Earnings Potential
workflow solutions
ReportQ
Bill Wostoupal
Trading Strategy Checklist
Portfolio Management Processes
INSITE™ 2015 conference
Clients & Portfolios
Strategic Advisor
Optimum Market Portfolios
FinFolio’s Portfolio Management Software
Schwab Intelligent Portfolios™
Mike Capelle
eliminating selected fees
Kelly Caffrey
Unify’s Cloud VPN
practice management
intraday quotes
Advizr and Orion integration
CNN Money
Outlook email archiving
Forbes
seamless forms-filling capabilities
Mobile Scribe Service
enrollment platform
Veo Open AccessSM platform
Quadron Data Solutions™
iPad app
Anna Curry
comprehensive trading solutions
TD Ameritrade Holding Corporation
Paul Cantrell
Gemcom
account management software
CAM System
ETF OneSource participants
robo advisors
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
Jackson.com
AssetBook
Craig Smith
tenth annual T3 Technology Conference
advanced wealth planning solutions
Smarsh Sites
National Financial Partners Corp.
February 4, 2015
Safe by Estate Assist
Marie Swift
Dominey Stewart
web-based portfolio management software
Reduce computer sprawl
John Hancock
BakerAvenue Asset Management
customer acquisition
Tom Doherty
portfolio accounting
Advisor Impact
client engagement
October 13
San Diego, CA
Matt Abar
EarningsQ
Worldox
required trading and rebalancing
Jud Mackrill
Daniel Inveen
portfolio management system
instantaneous stress testing
Advisor-Client relationships
ClientView Client Portal
Strategic Integrated Online Account Processing
Optional Tax Management
FinFolio’s WorkStation
Schwab Intelligent Technologies
Mike Ethridge
Eliza De Pardo
RightSize Solutions
United Capital
practice management solutions
intuitive user-experience
Cohesive Client Management Process
T3 Advisor Tech Conference
Outsourcing Services
Brian Stimpfl
Search Engine Optimization
Model Wealth Portfolios
Enterprise Content Management Software
Laser App 2015 Financial Services Conference
Veo®
qualified fiduciary advisors
IPS AdvisorPro
Annuities + Insurance
computer-based modeling system
Paul Polese
Gemini Alternative Funds
account opening
Cameron Routh
Robo-Advisers
digital financial solutions
rebalance
Jackson®
create and manage portfolios
The Efficient Practice
Greg Vigrass
advanced workflow tools
Smart Form Tool
Charles Sizemore
Smart Office
Nationwide
Fee Calculation Details
Sagacious, Inc.
Mario Canas
Donald Capone
web-based software portal
RegEd
John Mackowiak
Balances
Tom Embrogno
portfolio accounting service provider
IBackup®
Advisor iPad App
client feedback
sqope
Office 365
FinaMetrica Plus
scalable personal finance data platform
Matt Crisp
easily view user activity
WorthFM
RESTful
Julie Littlechild
Trizic
portfolio management tools
Institutional Intelligent Portfolios™
AdvisorComplete platform
ClientWorks
Streetscape
OptionsPlay Score
FINRA and SEC technology guidelines
Ellen Smith
Rio Hotel & Casino
Kevin Cimring
Bob Stiess
United Capital Financial Advisors
PreciseFP
Invesco
Aggregation
Collaboration Cloud (Chatter)
packaged web design
forms library
Broker Dealers
search engine optimization tagging
Modern Portfolio Theory
enterprise-grade data management platform
risk tolerance assessment tools
Laser App Advisor Con 2015
David Canter
verification
quantitative risk technology
IPSAdvisorPro
App expansion
Concenter Services
TD Ameritrade Institutional Veo®
Gemini Fund Services
Account opening and commissions
Canterbury Consulting
SIFMA/FINRA Cybersecurity Conference
Morningstar, Inc.
ETF’s
Robo-advisor
LPL Financial Holdings
Digital Fortress
wealth management technology
Rebalancer
James Carney
AssetMark Advisor iPad
credit card processing
The E‐Valuator
Pershing LLC
Gregg Klein