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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Portfolio Management Consultants
Expanded Performance Details for Sample Portfolios
risk management characteristics
Laser App Enterprise
risk management platform
OpportunityView™
Vanare | NestEgg
Ben Francois
Interview
curation engines
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
FolioDynamics
Cities Digital’s MagniMail
services and support for RIAs
Morningstar® Portfolio X-Ray®
Fidelity Institutional Wealth Services
RiXtrema's Portfolio Crash Test
LPL Focus Conference
OS33 Cloud Desktop platform
Dropbox
Vincent Guyaux
Black Diamond®
Investor-Advisor Collaboration
Damon Deru
TDA
Client Service Monitor
single-sign on functionality
NaviPlan
Quadron Data Solutions
financial planning and client engagement solutions
Roy Burns
Mark Engelhardt
Patrick Yip
Ed O’Brien
Jackson app
Tim Ramza
Amanda Steinberg
Gradient Investments
cloud-based IT outsourcing
social media integrations
2015 Veo® Integrated Awards
NetXInvestor®
Real-time Profile Tracking
Salesforce CRM
Maureen Duff
Perry Moore
Will Bressman
emX’s Vault
Relius Adminstration
Jim Patrick
data automation
Total Rebalance Expert (TRX)
application programming interface
householded data backbone
Composite Holdings Report
Stark & Stark
Accounts and Fact Sheets for Investments
business valuation knowledge
Schwab Advisor Services’
mitigate risk
PMC's Quantitative Portfolios
yHLsoft
Kevin Kraus
Josh Brown
November 2-4, 2015
Deena Katz
Ultra High Net Worth
auditable workflow and document management technology
Inside Information
Cory Olson
SunGard’s WealthStation
Cetera
SciQ Insights
portfolio management process
Portfolio Management Processes
External IT Cloud Desktop
risk modeling
Laser App’s Software as a Service (SaaS) platform
Optimum Market Portfolios
Document Processing
Benjamin Birken
Intraday Integration
custodial data file import process
Tax Efficient Drawdown
CitiMortgage
Shane Bingham
Multi-Asset Class Portfolio Analysis
practice management
Rob Cirrotti
LPL’s Resource Center
Outlook email archiving
Duane D’Orazio
Vladimir Baranov
Black Diamond℠
Investor360°
Dan Arnold
Advisors Assistant’s CRM
Garrett Planning Network
client-facing analytical and proposal tool
SixThirty
NaviPlan LEADS
Quadron Data Solutions™
Run Smarter®
Paul Cantrell
WealthStation CompAct
EDGAR filing agent
Redhawk Wealth Advisors
Jackson National Life Insurance Company®
Tim Welsh
Analytics Cloud
Great Kight
cloud-based platform
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
new client electronic on-boarding
Brett Thorne
Realized and Unrealized Gains/Losses
Salesforce data migrator
William Faulkner
end-of-life plan
Report Builder
Joe Duran
Data Cloud (Jigsaw)
Total Technology Platform
Arcons Technology
HTML5 version
composite performance reporting
State Income Tax Calculator
ACH origination
business valuations
Schwab Advisor Services’ SOLUTIONS®
Mitt Romney
Eric Jardine
RIA advisor platform
Kevin Miller
Juan Williams
Oauth2 user authentication security
Dennis Fox
unified cloud computing solutions
Automate Client Marketing
Insights on Advice
Cost Basis
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Cetera Financial Group
Scivantage
portfolio management system
External IT's Cloud Desktop
LaserApp
Optional Tax Management
document storage software-as-a-service
variable annuities
Best Technology for a Vertical CRM
intraday quotes
Custodial Data Integrations
Tax Lot information
Advisor Software, Inc.
Forbes
client acquisition
Shannon Dempsey
multi-block trading
practice management solutions
Fidelity Investments®
Robb Baldwin
Luis Gomez
Outsourcing Services
Dynamic Rebalancing
Wall Street Journal
Black Diamond℠ platform
iPad app
Dan Brownell
Technology adoption
Advisory World
Gemcom
Client-facing technology
SixThirty FinTech Accelerator
NaviPlan® financial planning tool
qualified fiduciary advisors
financial planning technology
Rushmore Advisor Services
Mark Wilson
Paul Polese
WealthStation Financial Planning
Jackson.com
time-effective onboarding experience
Andrew Rogers
cloud-based portfolio management
Social Security Analyzer
Aaron Guidotti
New Microsoft Dynamics®
Brian A. Davis
rebalance
Salesforce Financial Service Cloud Integration
Michael M. Carter
Windows™ PowerShell
end-‐to-‐end portfolio management
reporting
Joe Ruzycki
data management solutions
Touch functionality
ARKON
Human Finance Project
Composite Portfolio Review
state‐of‐the‐art forms-filling technology
ByAllAccountsSM
Schwab Advisory Services
Mobile app
portfolio accounting
error checking
RIA Benchmarking Study
Kevin Paulsen
October 13
Denny Bottorff
unified managed account
automated portfolio management
INSITE™ 2015 conference
cost-efficient beta exposure
Sustainable Retirement Income
Chad Blythe
Scott Parry
MoneyGuideProTM
MoneyGuidePro®
portfolio management tools
FA Insight
Risk Number®
LaserApp Anywhere
OptionsPlay Score
Docupace
VAs
intuitive user-experience
tax planning
Client communications management
multi-user support
PreciseFP
Fidelity®'s New Wealthcentral® Technology Bundle
Robert Arnott
MacroRisk Analytics
packaged web design
Walt Bettinger
Blaze Portfolio
IPS AdvisorPro
Dan Hunt
Technology Integrations
Gemini Alternative Funds
Client360º
quantitative risk technology
financial planning tool
Russ Thornton
Market Movement Strategies (MMS)
WealthTechs
Edward Jones
Redkite
Jackson®
timeframes
Andrew Rudd
Greg Vigrass
cloud-based solutions
Social Security Optimizer
Newgate Capital Management
Rebalancer
Salesforce Financial Services Cloud
Pershing LLC
WinOps
Enhanced Capital Partners
reporting capabilities
John Hancock
data protection
Trade Strategy Visualization
Artificial Intelligence
CompositeBuilder
Steve Dunlap
ActiFi Client Engagement
CAIS
Schwab IMPACT 2013
Mobile App 2.0
portfolio accounting service provider
Zywave
eSignature Capabilities
RIA in a Box
Kevin Sweet
Jud Mackrill
Office 365
Depository Trust and Clearing Corporation
unified wealth management technology
Automated Workflow
instantaneous stress testing
Council Capital
Symantec VIP integration
Chad Centorbi
MoneyTree
portfolio mappings services
Farshad Ghaffari
Optionsplay®
Docupace ePACS®
Vendor Affinity Program
Bill Good
Invesco
Custodian
tax-aware trading program
Advisor View
forms library
Client Data Automation
Sharing
mutual fund capital gains distributions
predictive analytical tools
Fidelity’s Technology and Operations Consulting
Robert Eggebrecht
Maggie Crowley
Panoramix
eAdvisor
Warren Mackensen
IPSAdvisorPro
Dan Santner
technology solutions
AdvisoryWorld Financial Technology
Gemini Fund Services
Small Businesses
Quantitative Risk Tolerance
Financial Transmission Network Inc.
Russell Leto
Marketing Center platform
Paul West
Web App Single Sign On
Efficient Technology
James Carney
TJ Jones
Andrew Stevens
Gregg Klein
CLS Investments
Sonia Rosenbaum
Abby Schneiderman
Next Generation Investor Portal
Brian Semitekol
rebalancing
Salesforce.com
Michael Spellacy
Pershing’s Net 360 Technology Channel
Women Investors
enhanced client communication
Reporting Console for Each Office
John Mackowiak
Data-Driven Insights
Artisan and Grendel
IBackup®
comprehensive portfolio management
Steve Sanduski
ActiFi software suite
CAM
Schwab Independent Advisor Outlook Study
Mobile Application
Portfolio Accounting Solutions
“Robo” Challenge
Estate Assist
RIA/Client reletionships
Julie Littlechild
Office of the Future
detailed financial planning
Unify
Automated workflows
Institutional Intelligent Portfolios™
couple’s report
Synapse API
advisor and client portals
Chapwood Investments
Scottrade® Advisor Services Platform
monitoring
Portfolio Pathway
Laserfiche Connector
Docupace Technologies
VEO
Bill Laird
Investigo
Custom Cloud (Force.com)
tax-losses
Advisor View™
Fox Financial Planning
client database portal
Sherri DuMond
My Wall
PRNewswire
Figlo
Robert Moore
MagniPost
Panoramix™
EAI
iReach
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Gemini Hedge Fund Services
Clients & Portfolios
Smarsh
Quantum
FinFolio
Marketing Cloud
PCI-compliant platform
web-based applications
Electronic Signing
James Poer
To-Do Lists
Andrew Tognela
CNN Money
Sophie Schmitt
acceptable and unacceptable tolerance standards
Next Generation of Integration
rebalancing capability
Salesforce1 Customer Platform
Michael Stier
Personal Finance Management Application
Woodrow Levin
enhanced mutual funds order management
John McArthur
DataPro
TradeWarrior
Ashley Globerman
IBDs
comprehensive trading solutions
Steven D. Kelly
activity streams
CAM System
Schwab Intelligent Integration®
Mobile channel
estate management
Kirk Hulett
Juney Ham
Digital Advice
Unify Cloud Disaster Recovery
automating portfolio management
inStream Solutions
Craig Smith
T. Rowe Price
seamless advisor integration
monthly compliance checklists
portfolio risk
risk profiling questionnaire provider
Laserfiche Document Management
order processing
Veo Open Access
investment advice
customer acquisition
Advisor Websites
Fox Financial Planning Network
client engagement
Sheryl Garrett
myeDocumentsuite.com
ProcessEZ
filter and cross reference data
maintenance of composites
Paperclip
Earnings Potential
Blu Giant, LLC
iRebal
Daniel Inveen
Technology Tools for Today 2014 Conference
Advisor® Xi
Gen X/Y
ClientView Client Portal
Smarsh My Site
Nerd’s Eye View
Questar Capital℠
FinFolio’s Portfolio Management Software
SaaS
Marketing Gorilla System
web-based client management software
eliminating selected fees
Jason Roberts
Guide Financial Technologies
Cohesive Client Management Process
sophisticated computer algorithms
Next-Generation Advisor CRM®
Brian Stimpfl
personal financial management
Wordpress platform
enrollment platform
reporting solutions
John Ndege
Trading Processes
ASI
IEC
computer-based modeling system
Stifel
Activity tracking and corporate memory
Cameron Routh
Schwab Intelligent Portfolios
mobile connectivity
ETF OneSource participants
Krilogy Financial
Online Account Management
Unify Software
automation software tool
Insurance and Securities verticals
create and manage portfolios
Advisor Con
Charles Sizemore
seamless forms-filling capabilities
Portfolio Snapshot
February 4, 2015
Lex Sokolin
Dominey Stewart
Veo Open AccessSM platform
Bill Stone
Investment Advisors Workflow
TD Ameritrade Holding Corporation
advisor workflow partnership
Fred Tomczyk
client feedback
Productivity
robo advisors
manage cash flows
paperless client onboarding process
Wealth Access Estate Platform 3.0
EarningsQ
iRebal®
tenth annual T3 Technology Conference
Advisor® Xi suite
Gentech
ClientWorks
Smarsh Sites
Quik! Form
FinFolio’s WorkStation
SaaS-based payment processing platform
Marketware International
pensions
web-based CRM
Eliza De Pardo
Redtail Technology CRM
Jason Wenk
Todd R. Crockett
Ann Haas
Gustav Karner
Collaboration Cloud (Chatter)
Spark
Account Alerts
next-generation wealth management platform
Broker Dealers
rebalancing solution
San Diego
Michelle Smith
Personal Financial Management (PFM) tool
workflow solutions
Enterprise Content Management Software
ReportQ
John Norwood
Trading Strategy Checklist
asset allocation mappings service
Impact Communications
Concenter Services
Strategic Advisor
Adhesion
Canterbury Consulting
Schwab Intelligent Portfolios™
mobile devices
portfolio applications
Kyle Hiatt
online account opening
digital financial solutions
Unify’s Cloud VPN
Autopilot
integrated cloud based technology
credit card processing
Advisor Convention October 7-8
check scanning
Search Engine Optimization
Morningstar Advisor
PortfolioCenter
Fee Calculation Details
LiquidHub
Orion Advisor Integration
Donald Capone
Veo®
Investment Income Summary Report
Customer Success Platform
Advisor Xi
Ft. Lauderdale
Client Management System
Proposal Generation Capabilities
FinaMetrica Plus
Robo-Advisers
management fee
paperless enrolment
easily view user activity
BlueSky
iShares
Darren Tedesco
The Efficient Practice
ClientWorks platform
Smart Form Tool
NestEgg Wealth
Quik! Forms
FINRA and SEC technology guidelines
Safe by Estate Assist
Martin L. Flanagan
Performance
web-based portfolio management software
Ellen Smith
Reduce computer sprawl
Jay Jay French
Tom Doherty
Ann Marie Stieler
Hemant Moore
Commonwealth Financial Network
Account Details
NFP
brokerage and custody services
rebalancing workflows
San Diego, CA
Microsoft
personal financial management platform
Worldox
enterprise-grade data management platform
required trading and rebalancing
normalization
David Canter
asset gathering
Impact Technologies Group
Concierge Service
Strategic Integrated Online Account Processing
advanced data reporting
CapGainsValet
Schwab Intelligent Technologies
mobile forms-filling
Portfolio Building
ETF’s
RightSize Solutions
Ladenburg Thalmann Financial Services Inc.
Online Account Opening & Transfer
Digital Fortress
United Capital
Back Office Solutions
integrated CRM
T3 Advisor Tech Conference
Advisor FinTech Hackathon
Chicago
search engine optimization tagging
Morningstar Analyst Rating™
PortfolioCenter®
fee elimination
risk tolerance assessment tools
Lori Hardwick
Doug Harbrecht
verification
Bill Wostoupal
investment management experience
Customizable Quarterly Investment Review Presentations
TD Ameritrade Institutional Veo®
FTJ FundChoice
SIFMA/FINRA Cybersecurity Conference
Narrator Clients™
Proposal Tool for Chapwood Investments
Robo-advisor
paperless onboarding
wealth management technology
EBITDA growth rate
ISO
Darrin Courtney
The E‐Valuator
Advizr and Orion integration
George Will
Cloud applications
Smart Office
NetExchange Client
FinTech 100
Sagacious, Inc.
Mary Ellen Whiteman
Performance Center
web-based software portal
RegEd
Jeff Norris
Tom Embrogno
Anna Curry
Commonwealth’s Practice360º
sqope
account management software
NFP Advisor Services Group
browser in the cloud
Redhawk
scalable personal finance data platform
Microsoft Corp
Pete Hess
WorthFM
RESTful
Kanchana Chalia
John Schobel
Northern Lights Compliance Services
David Fetter
Trizic
AssetBook
import tool
conflict-free custody solution
Streetscape
advanced wealth planning solutions
Career Activity Management System
Mobile Optimization
portfolio construction capabilities
Everplans
Rio Hotel & Casino
lagging performance duration and timeframe priorities
Junxure Cloud®
online advisor-client collaboration
Digital Fortress Suite
United Capital Financial Advisors
back-office solutions
Integrated CRM Performance Dashboard
CRM systems
T3 Conference Anaheim, CA
Advisor Impact
Chris Casdia
Securities America
Morningstar for Advisors App
position data
Risk Tolerance Questionnaire
Loring Ward
Doug McPhail
Vestmark
customizable questionnaires
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
FTNI
Client Marketing Systems, Inc.
Signix
Narrator™ application builder
ProTracker
Financelogix
Robo-Shield™
Mara Laisson
paperless processing systems
Wealthbase
Ebix
iTunes App Stores
The Future of Risk is Here: Enhance Your Value or Perish
Global Financial Private Capital
Cloud Desktop solution
Smarter Prospecting
NetExchange Select
Radar
Firm Alerts and Announcements
Mary Ferguson
Performance Dashboard and Client Reporting Engine
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
High-Performing Firms
Community Blog
sqopeTM Score
account opening
Nobel Foundation
Built In Token 2-Factor Authentication
Scalable workflow tools
Microsoft Dynamics CRM
Peter Intraligi
X-Ray Reports
Retirement Hub app
Karl Chan
John Vaccaro
Northern Lights Distributors
David Lyon
Trust Company of Sterne Agee
Income Generator
Connections Console
advanced workflow tools
Carson Wealth Management Group
Schwab OpenView Gateway®
Mobile Productivity
Portfolio Construction Tool
eVestment
Rio Hotel & Casino in Las Vegas
Las Vegas
Junxure Cloud® CRM
online client engagement
digital marketing hub
up-to-date account data
BakerAvenue Asset Management
integrated receivables management
integrated technology
CRM technology
T3 Enterprise Conference
Advisor iPad App
Chris Casey
securities and insurance industries
Positions
Fetter Logic
Risk-Balanced Portfolios
Orion Business Intelligence
Downloadable Portfolio Review Reports
Vestmark Manager Marketplace (VMM)
investment policy statement
customized analysis
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
full lifecycle portfolio management
Client Meeting Support for Advisors
Silanis
Nathan Lucius
ProTracker Advantage
Financial Account Data Technology Platform
robust backup features
Maree Moscati
Park City, Utah
Wealthbox CRM
Ebix Smart Office
Bob Stiess
J. Kelley Williams, Jr.
data aggregation functionality
The Markets
Aggregation
Global Investment Performance Standards
cloud-based archiving solutions
SmartOffice
NetExchange View
BranchNet
Raj Udeshi
First Rate
Matched Portfolio
performance expectations
Wells Fargo Advisors
eMoney Select system
registration checker tool
Tom Kimberly
App expansion
Holdings
company performance analysis
SS&C Technologies
Account opening and commissions
Business Analytics
SCANaltyics
Mike Capelle
XCelent Award
Envestnet Advisor Summit
retirement income planning tool
Kelly Caffrey
NorthStar
David, Stalnaker
AssetMark Advisor iPad
independent portfolio rebalancing software platform
content aggregation
Sugar Ray Leonard
cash posting
Mobile Scribe Service
Portfolio Crash Test solution
eVestment Quantum Analytics
Risk Alignment Platform
Junxure CRM
online practice management platform
Digital Marketing Platform
Upside
Balances
