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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Wednesday July 22, 2015
Account Alerts
Salesforce1 Customer Platform
Mobile App 2.0
emX
Kevin Sweet
data analysis
sqopeTM Score
Portfolio Management Consultants
cloud-based CRM platform
asset allocation mappings service
FTNI
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
XCelent Award
advanced data reporting
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
DecisionCenter
Sugar Ray Leonard
J. Kelley Williams, Jr.
compliant ready platform
Back Office Solutions
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Upside
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
T3 Enterprise Conference
Quadron Data Solutions
Cory Haberkorn
Patrick Yip
Holdings
centralized and tailored user experience
Advisor Xi
Sheryl Garrett
Vestmark Manager Marketplace (VMM)
Marketing Center platform
TD Ameritrade Institutional’s Veo Open Access platform
Real-time Profile Tracking
CSIA
BlueSky
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Next Generation Investor Portal
Wealthbox CRM
SaaS
Michael Spellacy
Ed O’ Brien
The Markets
Junxure CRM
Damian Gallina
SmartOffice
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Ann Marie Stieler
November 2-4, 2015
Flexible Optimizer
Wells Fargo Advisors
Account Details
Mobile Application
EMX Platform
Tom Kimberly
reporting solutions
data analysis solutions
SS&C Technologies
portfolio management process
investment policy statement
cloud-based IT
asset gathering
Optimum Market Portfolios
Fuse 2014
XLR8
advanced wealth planning solutions
Schwab Intelligent Portfolios™
monitoring
TRX Edge
Laserfiche Connector
Deena Katz
SugarCRM
practice management
J. Richard Coe
Composite Holdings Report
back-office solutions
Outlook email archiving
goalgamiPro
business valuation knowledge
Advisor FinTech Hackathon
seamless forms-filling capabilities
My Wall
Upside Advisor
MagniPost
Quadron Data Solutions™
Jenny Richards
Cory Olson
Bill Wostoupal
Paul Cantrell
Homrich Berg
Cetera
Fidelity Institutional Wealth Services
robo advisors
Marketing Cloud
Dropbox
TD Ameritrade Institutional’s VEO®
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
industry related forms
Cities Digital’s MagniMail
Advizr and Orion integration
Next Generation of Integration
financial planning and client engagement solutions
Wealthcare Capital Management
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
the Practice
Redtail Technology CRM
Junxure® CRM
Damon Deru
SMAs
Client Service Monitor
Anna Curry
Oauth2 user authentication security
Wes Stillman
account management software
San Diego
Mobile channel
emX’s Vault
ReportQ
Kirk Hulett
data automation
SS&C Technologies Holdings
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
AssetBook
Optional Tax Management
Fuse 2014 award
Brett Thorne
advanced workflow tools
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
turnkey data science solutions
RightSize Solutions
Laserfiche Document Management
Dennis Fox
Suhail Ali
practice management solutions
composite performance reporting
BakerAvenue Asset Management
Outsourcing Services
goalgamiPro®
business valuations
Advisor Impact
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop
Uri Pomerantz
maintenance of composites
Document Processing
TA Associates
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Paul Polese
hosted archiving solutions
Cetera Financial Group
Advisor-Client relationships
Nerd’s Eye View
Vestorly solution
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
TD Ameritrade National LINC Conference
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
Next-Generation Advisor CRM®
WealthCentral
Safe by Estate Assist
EDGAR filing agent
The Retirement Hub
Reduce computer sprawl
Junxure’s cloud-based CRM/office management solution
Dan Arnold
Social Analytics
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
Annuities + Insurance
October 13
Florida
Weston
account opening
San Diego, CA
mobile connectivity
end-of-life plan
Tom Schildhauer
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
SS&C Technologies Holdings, Inc.
portfolio management system
investment screening functionality
cloud-based platform
cloud-based portfolio management
AssetMark Advisor iPad
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
XTRAC App
error checking
two-factor authentication
Rio Hotel & Casino
Lex Sokolin
Denny Bottorff
PreciseFP
J.P. Morgan
Composite Portfolio Review
Balances
packaged web design
Google Analytics integration
ByAllAccountsSM
Advisor iPad App
search engine optimization tagging
External IT's Cloud Desktop
user-friendly programing
risk tolerance assessment tools
manage cash flows
document storage software-as-a-service
Tamarac Advisor® Xi
quantitative risk technology
cost-efficient beta exposure
Household Balance Sheet
Chad Blythe
AdvisorComplete platform
SIFMA/FINRA Cybersecurity Conference
Fidelity Investments®
Robo-advisor
Marketware International
Dynamic Rebalancing
TD Ameritrade's VEO
Rebalancer
Joseph Mrak
Custodial Data Integrations
Bob Stiess
Pershing LLC
InformationWeek 500
client acquisition
Aggregation
next-generation wealth management platform
financial planning technology
Sagacious, Inc.
Michelle Smith
The Tarbox Group, Inc.
RegEd
Dan Brownell
social collaboration
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
App expansion
Office 365
FMG Suite
Westport Resources
Account opening and commissions
scalable personal finance data platform
mobile devices
end-‐to-‐end portfolio management
Total Portfolio Expert (TPX)
RESTful
Kyle Hiatt
data management solutions
portfolio management tools
portfolio mappings services
InvestmentNews
cloud-based solutions
Atlanta
Optionsplay®
Fusion® Advisor Workstation
Schwab OpenView Gateway®
Morningstar Advisor
eSignature Capabilities
Rio Hotel & Casino in Las Vegas
LiquidHub
Depository Trust and Clearing Corporation
predictive analytical tools
Jackson
CompositeBuilder
Barrett Ayers
Panoramix
Google Play
CAIS
Advisor Office
Securities America
FA Insight
Risk Tolerance Questionnaire
management fee
Docupace
Tamarac's Advisor® Xi
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
Paul West
household-‐level rebalancing
Chad Centorbi
AdvisorComplete℠
Signix
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Video conferencing
Robo-Shield™
Martin L. Flanagan
TD Ameritrade’s Veo platform
rebalancing
Joseph Starinsky
Bob Veres
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
AICPA
NFP
financial planning tool
Wealthminder Seed Capital
Microsoft
Edward Jones
Third-Party Technology Integrations
registered investment advisors
Dan Hunt
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Office of the Future
Folio Institutional
Whitepaper
account rebalancing software
Scalable workflow tools
mobile forms-filling
Enhanced Capital Partners
Retirement Hub app
Ladenburg Thalmann Financial Services Inc.
data protection
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
Attribution Analysis
Brian Semitekol
yHLsoft
Advent Custodial Data
Morningstar Analyst Rating™
Estate Assist
Ultra High Net Worth
Risk Alignment Platform
Lori Hardwick
detailed financial planning
SunGard’s WealthStation
PRNewswire
Jackson app
comprehensive portfolio management
basic client interaction
Panoramix™
Gradient Investments
CAM
Advisor Office platform
securities and insurance industries
Narrator Clients™
Farshad Ghaffari
Vanare | NestEgg
Risk-Balanced Portfolios
Docupace ePACS®
tax efficiency in a cloud-‐based model
Quantum
Jim Patrick
couple’s report
PCI-compliant platform
householded data backbone
Chapwood Investments
AdvisorQ
Silanis
NetExchange Client
Fidelity’s Technology and Operations Consulting
Vincent Guyaux
robust backup features
Mary Ellen Whiteman
eAdvisor
TDA
rebalancing capability
Josh Brown
Custodian
Bobby Yazdani
Personal Finance Management Application
Inside Information
Client Data Automation
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
Efficient Technology
Tim Ramza
registration checker tool
Kanchana Chalia
Dan Santner
social media integrations
Interview
AppHub
FolioDynamics
Will Bressman
account servicing
SCANaltyics
Mobile Optimization
enhanced client communication
Total Rebalance Expert (TRX)
retirement income planning tool
lagging performance duration and timeframe priorities
Data-Driven Insights
Stark & Stark
State Income Tax Calculator
portfolio risk
Investor360°
CNN Money
Audit Management
order processing
Garrett Planning Network
Advent Direct
Schwab OpenView MarketSquare®
Morningstar for Advisors App
estate management
unified cloud computing solutions
Risk Analysis
Loring Ward
Digital Advice
SunGard’s WealthStation Financial Planning solution
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
BD Equalizer
Paperclip
Great Kight
CAM System
Advisor Pro platform
Security
Narrator™ application builder
Mara Laisson
Docupace Technologies
Tax Efficient Drawdown
Questar Capital℠
Joe Duran
Craig Smith
HTML5 version
NetExchange Select
Figlo
Vladimir Baranov
robust technology capabilities
Mary Ferguson
EAI
Juan Williams
Custom Cloud (Force.com)
Bonaventure Resort and Spa
personal financial management
Insights on Advice
client database portal
Albridge Solutions
Nobel Foundation
FinFolio
WealthStation CompAct
1-to-1 client relationships
Salentica’s Data Broker
Microsoft Dynamics CRM
Electronic Signing
Tim Welsh
regulatory compliance
Karl Chan
Social Security
Intraday Integration
Clients & Portfolios
Application of Preference Measurement: The Case of Riskalyze
Online Account Management
William Faulkner
accounting software
SCANalytics
Mobile Productivity
enhanced mutual funds order management
Total Technology Platform
Las Vegas
DataPro
state‐of‐the‐art forms-filling technology
Portfolio Snapshot
iPad app
Cohesive Client Management Process
Audit Technology
Gemcom
Brian Stimpfl
Schwab OpenView Mobile
ETF OneSource participants
unified managed account
risk engineering
Sustainable Retirement Income
Productivity
Jackson.com
computer-based modeling system
Behavioral Finance
paperless client onboarding process
Cameron Routh
Nathan Lucius
variable annuities
Riskalyze and RetireUp Integration Demo
Maree Moscati
Tax Lot information
Quik! Form
Joe Ruzycki
create and manage portfolios
Black Diamond platform
pensions
Human Finance Project
Advisors Assistant Everywhere
Simon Sinek
NetExchange View
filter and cross reference data
Wall Street Journal
Rocaton Advisors
Matched Portfolio
Earnings Potential
Technology adoption
rebalancing solution
customer acquisition
Branch Audit Consulting
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
Allen Eickelberg
FinFolio’s Portfolio Management Software
WealthStation Financial Planning
2015 Peter L. Bernstein Award
Sales Cloud
Mike Capelle
eliminating selected fees
time-effective onboarding experience
regulatory compliance services and technology
Kelly Caffrey
Daniel Inveen
Social Security Analyzer
portfolio applications
intraday quotes
ClientView Client Portal
application program interface (API)
online account opening
Forbes
Windows™ PowerShell
AccountQ™
Mobile Scribe Service
enrollment platform
Touch functionality
Retirement Plan Network
RetireRisk
Laser App 2015 Financial Services Conference
Steve Dunlap
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
auditable workflow and document management technology
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
Zywave
Schwab Performance Technologies®
unified wealth management technology
Risk Management
digital financial solutions
Symantec VIP integration
Proposal Generation Capabilities
Jackson®
Concenter Services
Ben Francois
paperless enrolment
Greg Vigrass
Canterbury Consulting
Advisor Rebalancing®
service alerts
National Financial Partners Corp.
February 4, 2015
VAs
Riskalyze Autopilot
Marie Swift
Dominey Stewart
tax planning
Quik! Forms
John Hancock
credit card processing
Black Diamond®
Performance
Charles Sizemore
single sign-on integration
Walt Bettinger
Matt Abar
EarningsQ
Technology Integrations
rebalancing workflows
Jud Mackrill
personal financial management platform
instantaneous stress testing
client feedback
Amanda Steinberg
normalization
FinFolio’s WorkStation
WealthTechs
2015 Veo® Integrated Awards
Mike Ethridge
Eliza De Pardo
timeframes
Rehmann
Social Security Optimizer
Portfolio Building
intuitive user-experience
ClientWorks
application programming interface
Online Account Opening & Transfer
WinOps
Accounts and Fact Sheets for Investments
Model Wealth Portfolios
Enterprise Content Management Software
Trade Strategy Visualization
Laser App Advisor Con 2015
David Canter
Steve Sanduski
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Automate Client Marketing
Gemini Fund Services
brokerage and custody services
“Robo” Challenge
AdventConnect 2014
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Unify
risk management characteristics
LPL Financial Holdings
Digital Fortress
Synapse API
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Benjamin Birken
paperless onboarding
Gregg Klein
CapGainsValet
Service Cloud
Nationwide
Fee Calculation Details
Vendor Affinity Program
Mario Canas
Donald Capone
tax-aware trading program
John Mackowiak
Black Diamond℠
Performance Center
IBackup®
check scanning
Advisors Assistant’s CRM
single-sign on capability
FinaMetrica Plus
Warren Mackensen
Ron Huddleston
Matt Crisp
easily view user activity
technology solutions
Redhawk
Julie Littlechild
Customer Success Platform
Small Businesses
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Analytics Cloud
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Ellen Smith
TJ Jones
relationship solutions
Kevin Cimring
Darren Tedesco
Sonia Rosenbaum
portfolio construction capabilities
Invesco
ClientWorks platform
Arcons Technology
online advisor-client collaboration
forms library
Women Investors
ACH origination
Modern Portfolio Theory
enterprise-grade data management platform
TradeWarrior
David Fetter
Steven D. Kelly
position data
iReach
Commonwealth’s Practice360º
automated portfolio management
Gemini Hedge Fund Services
browser in the cloud
SciQ Insights
Morningstar®
Everplans
Unify Cloud Disaster Recovery
risk management platform
LPL Financial LLC
Digital Fortress Suite
T. Rowe Price
ProTracker
James Poer
conflict-free custody solution
Best Technology for a Vertical CRM
paperless processing systems
Career Activity Management System
Advisor Software, Inc.
services and support for RIAs
Natural Language Processing
fee elimination
VEO
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
tax-losses
Radar
John McArthur
Black Diamond℠ platform
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
Advisory World
single-sign on functionality
Roy Burns
Matt Nelson
EBITDA growth rate
Technology Tools For Today
Juney Ham
Customizable Quarterly Investment Review Presentations
Smarsh
Peter Intraligi
inStream Solutions
Andrew Rogers
Northern Lights Distributors
FinTech 100
web-based applications
Aaron Guidotti
Salesforce CRM
Mike Phillips
To-Do Lists
Relius Adminstration
Kevin Crowe
Darrin Courtney
Sophie Schmitt
Portfolio Construction Tool
Investigo
Cloud applications
ARKON
online client engagement
Fox Financial Planning
Woodrow Levin
Schwab Advisor Services’
Modestpark
Trading Processes
RIA advisor platform
Laser App Enterprise
David Lyon
Stifel
Positions
iRebal
Community Blog
Automated Workflow
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
Unify Software
risk modeling
LPL Focus 2015
digital marketing hub
ProTracker Advantage
Jason Roberts
Connections Console
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
Shane Bingham
Naureen Hassan
Veo Open Access
Rob Cirrotti
Mark Casady
Doug McPhail
Raj Udeshi
John Ndege
CRM systems
Blaze Portfolio
performance expectations
IEC
Chris Casdia
SixThirty
NetXInvestor
Financelogix
Run Smarter®
Matt O’Brien
Ebix
Technology Tools for Today 2014 Conference
Redhawk Wealth Advisors
customizable questionnaires
Smarsh My Site
Insurance and Securities verticals
Client Marketing Systems, Inc.
Andrew Rudd
NorthStar
Firm Alerts and Announcements
web-based client management software
Salesforce data migrator
Mike Walsh
Report Builder
Kevin Knull
sophisticated computer algorithms
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Artificial Intelligence
online practice management platform
Fox Financial Planning Network
Wordpress platform
ActiFi Client Engagement
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
