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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Tom Kimberly
paperless processing systems
Maureen Duff
Impact Technologies Group
client relationship solution
SS&C Technologies
Risk Number®
BlueSky
XCelent Award
Radar
Docupace Technologies
Performance Dashboard and Client Reporting Engine
mitigate risk
integrated CRM
cloud-based CRM platform
Sugar Ray Leonard
Robert Arnott
Kevin Kraus
Bret Baier
Ann Marie Stieler
Figlo
Account Details
EAI
Upside
Peter Intraligi
investment management experience
compliant ready platform
NorthStar
Russell Leto
Laser App’s Software as a Service (SaaS) platform
FTJ FundChoice
business processing services
AssetBook
FinFolio’s Portfolio Management Software
advanced wealth planning solutions
eliminating selected fees
Portfolio Crash Test solution
Multi-Asset Class Portfolio Analysis
ISO
Cory Haberkorn
TD Ameritrade Institutional’s VEO®
online practice management platform
Salesforce.com
LPL’s Resource Center
George Will
centralized and tailored user experience
Reporting Console for Each Office
back-office solutions
Advisor FinTech Hackathon
enrollment platform
Wealthcare Capital Management
Positions
NaviPlan LEADS
Jeff Norris
CSIA
the Practice
Orion Business Intelligence
Schwab Independent Advisor Outlook Study
Cities Digital
SMAs
RIA/Client reletionships
Bill Wostoupal
ETF OneSource participants
Wes Stillman
ProTracker Advantage
new client electronic on-boarding
John Schobel
Damian Gallina
Park City, Utah
import tool
Client Risk Assessments
SS&C Technologies Holdings
Advizr and Orion integration
XLR8
Raj Udeshi
Junxure Cloud®
TRX Edge
performance expectations
Sharing
Mitt Romney
Integrated CRM Performance Dashboard
cloud-based IT
SugarCRM
Robert Eggebrecht
Kevin Miller
Bret Magpiong
Anna Curry
filter and cross reference data
account management software
Earnings Potential
Upside Advisor
Uri Pomerantz
Phil Sorgen
MoneyGuideProTM
Composite Holdings Report
TA Associates
LaserApp
FTNI
business valuation knowledge
FinFolio’s WorkStation
advanced workflow tools
Eliza De Pardo
Vestorly solution
Portfolio Crash Testing
multi-block trading
iTunes App Stores
Cory Olson
TD Ameritrade National LINC Conference
Online Reporting Dashboard
Salesforce1 Customer Platform
Luis Gomez
Global Financial Private Capital
Cetera
BakerAvenue Asset Management
Advisor Impact
Enterprise Content Management Software
WealthCentral
POWER
NaviPlan® financial planning tool
curation engines
The Retirement Hub
Schwab Intelligent Integration®
Mark Wilson
High-Performing Firms
Cities Digital’s MagniMail
Social Analytics
Advisor-Client relationships
Weston
ProTracker Cloud
New Microsoft Dynamics®
digital financial solutions
John Vaccaro
Damon Deru
Tom Schildhauer
Scottrade® Advisor Services Platform
Michael M. Carter
Income Generator
Client Service Monitor
SS&C Technologies Holdings, Inc.
February 4, 2015
Dominey Stewart
Junxure Cloud® CRM
turnkey data science solutions
Performance Measurement
Sherri DuMond
Mobile app
integrated receivables management
cloud-based IT outsourcing
Suhail Ali
Robert Moore
Kevin Paulsen
Annuities + Insurance
account opening
EarningsQ
user-friendly programing
MoneyGuidePro®
investment policy statement
composite performance reporting
Tamarac Advisor® Xi
Norwood Consulting
SaaS
LaserApp Anywhere
full lifecycle portfolio management
business valuations
AssetMark Advisor iPad
FINRA and SEC technology guidelines
Ellen Smith
multi-user support
J. Kelley Williams, Jr.
Cost Basis
TD Ameritrade's VEO
Open View Gateway
MacroRisk Analytics
Global Investment Performance Standards
Cetera Financial Group
reporting solutions
Balances
Advisor iPad App
enterprise-grade data management platform
Power of Together
David Canter
custodial data file import process
The Tarbox Group, Inc.
Orion Discover
Schwab Intelligent Portfolios
Market Movement Strategies (MMS)
Holdings
CitiMortgage
social collaboration
AdvisorComplete platform
ETF’s
Westport Resources
ProTracker Software
Newgate Capital Management
Digital Fortress
Dan Arnold
Total Portfolio Expert (TPX)
Patrick Ambron
seamless advisor integration
independent portfolio rebalancing software platform
client-facing analytical and proposal tool
risk profiling questionnaire provider
Bob Stiess
Aggregation
Fee Calculation Details
XTRAC App
RCS Capital
Donald Capone
Junxure CRM
two-factor authentication
Sheryl Garrett
Mobile App 2.0
integrated technology
cloud-based platform
Kevin Sweet
Brett Thorne
App expansion
FinaMetrica Plus
Account opening and commissions
easily view user activity
EBITDA growth rate
MoneyTree
investment research platforms
Composite Portfolio Review
Tamarac's Advisor® Xi
Note Taking
SaaS-based payment processing platform
Fuse 2014
ByAllAccountsSM
Redtail Technology CRM
Atlanta
FinTech 100
Video conferencing
Portfolio Management and Insurance Management modules
mutual fund capital gains distributions
J. Richard Coe
cost-efficient beta exposure
TD Ameritrade’s Veo platform
open-architecture platform
San Diego
Maggie Crowley
goalgamiPro
Chad Blythe
ReportQ
Barrett Ayers
Advisor Office
Wealthminder Seed Capital
PowerAdvisor
David Fetter
Jenny Richards
Custodial Data Integrations
Third-Party Technology Integrations
Orion Portfolio Reports
Schwab Intelligent Portfolios™
Marketing Center platform
Homrich Berg
client acquisition
AdvisorComplete℠
Everplans
Whitepaper
psychometric risk tolerance test
Next Generation Investor Portal
Digital Fortress Suite
Jonathan Jaranson
Dan Brownell
Patrick Dempsey
seamless forms-filling capabilities
Michael Spellacy
industry related forms
Client-facing technology
Bob Veres
AICPA
fee elimination
real time balances
Doug Harbrecht
Junxure® CRM
Performance Reporting Capabilities
Mobile Application
cloud-based portfolio management
robo advisors
Brian A. Davis
account rebalancing software
account servicing
Ebix
Vanare | NestEgg
PIEtech, Inc.,
monitoring
investment screening functionality
CompositeBuilder
tax efficiency in a cloud-‐based model
Nova
Safe by Estate Assist
Laserfiche Connector
Fuse 2014 award
CAIS
Reduce computer sprawl
Attribution Analysis
Firm Alerts and Announcements
Advent Custodial Data
Vincent Guyaux
Portfolio Management Consultants
My Wall
Council Capital
TDA
San Diego, CA
MagniPost
goalgamiPro®
Chad Centorbi
required trading and rebalancing
basic client interaction
Advisor Office platform
PowerShares
David Lyon
Jenze Bosma
Tim Ramza
Orion’s Client Portal
Schwab Intelligent Technologies
Marketing Cloud
hosted archiving solutions
Client communications management
social media integrations
RightSize Solutions
AdvisorQ
eVestment
Will Bressman
Q-Suite
Next Generation of Integration
digital marketing hub
Joseph Miola
Dan Hunt
Total Rebalance Expert (TRX)
Patrick Flaherty
Search Engine Optimization
Michael Stier
Informatica
Client360º
Stark & Stark
Bobby Yazdani
yHLsoft
Real-Time Data
Doug McPhail
Junxure’s cloud-based CRM/office management solution
Ultra High Net Worth
performance reporting software
Mobile channel
integration of independent recordkeepers
cloud-based solutions
SunGard’s WealthStation
Robo-Advisers
Kirk Hulett
Florida
AppHub
Financelogix
accounting software
Ebix Smart Office
PMC's Quantitative Portfolios
monthly compliance checklists
comprehensive portfolio management
Tax Efficient Drawdown
November 2-4, 2015
Sagacious, Inc.
Laserfiche Document Management
Fusion Advisor Workstation
CAM
RegEd
Audit Management
First Rate
Advent Direct
eMoney Select system
Vladimir Baranov
portfolio management process
myeDocumentsuite.com
J.P. Morgan
couple’s report
OpportunityView™
scalable personal finance data platform
maintenance of composites
Google Analytics integration
Chapwood Investments
RESTful
BD Equalizer
Advisor Pro platform
Envestnet Advisor Summit
WealthStation CompAct
Nerd’s Eye View
David, Stalnaker
Custodian
Tim Welsh
OS33 Cloud Desktop platform
Marketing Gorilla System
Household Balance Sheet
Client Data Automation
Social Security
Rio Hotel & Casino
eVestment Quantum Analytics
William Faulkner
Quadron Data Solutions
Next-Generation Advisor CRM®
Digital Marketing Platform
Joseph Mrak
Dan Santner
Total Technology Platform
Patrick Yip
search engine optimization tagging
InformationWeek 500
State Income Tax Calculator
risk tolerance assessment tools
Bonaventure Resort and Spa
Albridge Solutions
Fetter Logic
1-to-1 client relationships
Real-time Profile Tracking
Downloadable Portfolio Review Reports
unified cloud computing solutions
Perry Moore
SIFMA/FINRA Cybersecurity Conference
mobile connectivity
Intelligent Aggregation
CLS Investments
SunGard’s WealthStation Financial Planning solution
Robo-advisor
Krilogy Financial
FMG Suite
Brian Semitekol
Application of Preference Measurement: The Case of Riskalyze
Financial Account Data Technology Platform
AccountQ™
Echosign
variable annuities
InvestmentNews
comprehensive trading solutions
Tax Lot information
Oauth2 user authentication security
Lex Sokolin
Fusion® Advisor Workstation
CAM System
registered investment advisors
Audit Technology
Fisher Investments
eMoney’s emX Select platform
Wall Street Journal
Portfolio Management Processes
Jackson
Craig Smith
Technology adoption
Optimum Market Portfolios
Scalable workflow tools
manage cash flows
Google Play
Retirement Hub app
Behavioral Finance
WealthStation Financial Planning
practice management
Daxs Stadjuhar
Jim McKelvey
Custom Cloud (Force.com)
time-effective onboarding experience
Outlook email archiving
Schwab OpenView Gateway®
Marketware International
household-‐level rebalancing
client database portal
Social Security Analyzer
Rio Hotel & Casino in Las Vegas
Black Diamond platform
Advisors Assistant Everywhere
eVestment Spectrum Analytics
Windows™ PowerShell
Quadron Data Solutions™
next-generation wealth management platform
Digital Practice Management
Joseph Starinsky
Touch functionality
Paul Cantrell
Securities America
Michelle Smith
Innovation Centers
Clients & Portfolios
state‐of‐the‐art forms-filling technology
Risk Tolerance Questionnaire
Branch Audit Consulting
Allen Eickelberg
Fetterlogic
2015 Peter L. Bernstein Award
Realized and Unrealized Gains/Losses
downside volatility
unified managed account
Signix
mobile devices
interactive compliance calendar
CNN Money
Sustainable Retirement Income
Robo-Shield™
Kyle Hiatt
Folio Institutional
application program interface (API)
application programming interface
Financial Feed
Accounts and Fact Sheets for Investments
VAs
portfolio accounting
Morningstar Advisor
Investor-Advisor Collaboration
computer-based modeling system
tax planning
October 13
LiquidHub
Cameron Routh
registration checker tool
auditable workflow and document management technology
fixed index annuities
eMoney’s wealth management platform
Walt Bettinger
portfolio management system
Jackson app
create and manage portfolios
Technology Integrations
Optional Tax Management
SCANaltyics
management fee
Gradient Investments
retirement income planning tool
Ben Francois
Advisor Rebalancing®
Envestnet | Tamarac's Advisor Xi
WealthTechs
practice management solutions
NestEgg Wealth
Dean Cook
Jim Patrick
customer acquisition
timeframes
Outsourcing Services
Martin L. Flanagan
householded data backbone
client engagement
Social Security Optimizer
Risk Alignment Platform
Black Diamond®
eVestment Spotlight Analytics
WinOps
qualified fiduciary advisors
NFP
direct online insurance offerings
Josh Brown
Daniel Inveen
Trade Strategy Visualization
Paul Polese
securities and insurance industries
Microsoft
Inside Information
ClientView Client Portal
Steve Dunlap
Risk-Balanced Portfolios
Amanda Steinberg
Zywave
2015 Veo® Integrated Awards
rebalance
Dr. David Lawrence
unified wealth management technology
Silanis
mobile forms-filling
Interview
Cohesive Client Management Process
Symantec VIP integration
robust backup features
Ladenburg Thalmann Financial Services Inc.
FolioDynamics
Brian Stimpfl
Arcons Technology
Financial Personalities
ACH origination
Ed Butowsky
Vendor Affinity Program
portfolio accounting service provider
Morningstar Analyst Rating™
Investor360°
Concenter Services
tax-aware trading program
Office 365
Salentica’s Data Broker
Lori Hardwick
Garrett Planning Network
Canterbury Consulting
regulatory compliance
Automate Client Marketing
flexibility to scale
AdventConnect 2014
emX
Warren Mackensen
portfolio management tools
Narrator Clients™
data analysis
Jackson National Life Insurance Company®
credit card processing
technology solutions
OptionsPlay Score
SCANalytics
Great Kight
Charles Sizemore
Small Businesses
Benjamin Birken
Envestnet’s Advisor Suite®
Web App Single Sign On
PreciseFP
NetExchange Client
Joe Duran
TJ Jones
packaged web design
Schwab OpenView MarketSquare®
Mary Ellen Whiteman
HTML5 version
client feedback
Sonia Rosenbaum
Risk Analysis
Black Diamond℠
Advisors Assistant’s CRM
eWealthManager
Women Investors
quantitative risk technology
NFP Advisor Services Group
disparate and divergent solutions
Juan Williams
Security
Microsoft Corp
Insights on Advice
ClientWorks
Steve Sanduski
Kanchana Chalia
Analytics Cloud
Fidelity Center for Applied Technology
“Robo” Challenge
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Rebalancer
Dr. Noah Smith
Unify
Pershing LLC
Mobile Optimization
Intraday Integration
Collaboration Cloud (Chatter)
Synapse API
robust technology capabilities
lagging performance duration and timeframe priorities
Broker Dealers
ARKON
Ed O’ Brien
VEO
Portfolio Accounting Solutions
Morningstar for Advisors App
iPad app
Concierge Service
tax-losses
Office of the Future
Sales Cloud
Loring Ward
Gemcom
CapGainsValet
regulatory compliance services and technology
automated portfolio management
Flexible Optimizer
EMX Platform
portfolio mappings services
Narrator™ application builder
data analysis solutions
Jackson.com
Technology Tools For Today
Optionsplay®
Mara Laisson
check scanning
Smarsh
Retirement Plan Network
Best Technology for a Vertical CRM
Advisor Software, Inc.
Envestnet’s Digital Advisor platform
web-based applications
predictive analytical tools
NetExchange Select
DecisionCenter
Joe Ruzycki
Customer Success Platform
To-Do Lists
Panoramix
Schwab OpenView Mobile
Mary Ferguson
Human Finance Project
Client Management System
Sophie Schmitt
risk engineering
Black Diamond℠ platform
Advisory World
Expanded Performance Details for Sample Portfolios
Woodrow Levin
Quantitative Risk Tolerance
Nobel Foundation
Document Imaging
Darren Tedesco
TradeWarrior
Paul West
Microsoft Dynamics CRM
INSITE™ 2015 conference
ClientWorks platform
Steven D. Kelly
Riskalyze and RetireUp Integration Demo
Karl Chan
Andrew Rogers
Aaron Guidotti
rebalancing
Unify Cloud Disaster Recovery
Pershing’s Net 360 Technology Channel
Simon Sinek
Mobile Productivity
intraday quotes
Commonwealth Financial Network
T. Rowe Price
Rocaton Advisors
Las Vegas
Forbes
brokerage and custody services
browser in the cloud
Artificial Intelligence
financial planning and client engagement solutions
ActiFi Client Engagement
Ed O’Brien
Veo Open Access
IPS AdvisorPro
conflict-free custody solution
Gemini Alternative Funds
Career Activity Management System
Rehmann
Automated Workflow
emX’s Vault
Portfolio Pathway
Nathan Lucius
data automation
Jackson®
Technology Tools for Today 2014 Conference
Maree Moscati
Greg Vigrass
Chicago
Smarsh My Site
RetireRisk
web-based client management software
PRNewswire
NetExchange View
Deena Katz
John Hancock
Customizable Quarterly Investment Review Presentations
Panoramix™
Schwab Performance Technologies®
Matched Portfolio
sophisticated computer algorithms
Risk Management
Blaze Portfolio
Wordpress platform
Quantum
Jud Mackrill
Darrin Courtney
Trading Processes
PCI-compliant platform
service alerts
Mike Capelle
instantaneous stress testing
Cloud applications
Stifel
Riskalyze Autopilot
Kelly Caffrey
Andrew Rudd
Fidelity Institutional Wealth Services
rebalancing capability
Dropbox
Unify Software
Personal Finance Management Application
single sign-on integration
Mobile Scribe Service
intuitive user-experience
Commonwealth’s Practice360º
forms library
Built In Token 2-Factor Authentication
Artisan and Grendel
ActiFi software suite
EDGAR filing agent
Veo Open AccessSM platform
IPSAdvisorPro
Connections Console
TD Ameritrade Holding Corporation
Online Account Management
Gemini Fund Services
Carson Wealth Management Group
relationship solutions
Automated workflows
advisor and client portals
end-of-life plan
Wealth Access Estate Platform 3.0
portfolio risk
National Financial Partners Corp.
Data Cloud (Jigsaw)
James Carney
CRM systems
tenth annual T3 Technology Conference
order processing
Marie Swift
Gregg Klein
Chris Casdia
Smarsh Sites
Bill Good
Advisor View
Eric Jardine
web-based CRM
ProcessEZ
Dennis Fox
John Mackowiak
customizable questionnaires
Todd R. Crockett
Paperclip
Schwab’s 2013 RIA Benchmarking Study
Matt Abar
IBackup®
Client Marketing Systems, Inc.
Spark
risk management characteristics
AdvisoryWorld Financial Technology
External IT Cloud Desktop
workflow solutions
Questar Capital℠
Document Processing
Julie Littlechild
Trading Strategy Checklist
Service Cloud
Mike Ethridge
Institutional Intelligent Portfolios™
Cloud Desktop solution
Strategic Advisor
Andrew Stevens
Abby Schneiderman
Duane D’Orazio
Unify’s Cloud VPN
personal financial management
single-sign on capability
Model Wealth Portfolios
Invesco
Community Blog
Ron Huddleston
Laser App 2015 Financial Services Conference
