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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Symantec VIP integration
DecisionCenter
Kirk Hulett
Dan Arnold
Portfolio Management Processes
investment research platforms
client-facing analytical and proposal tool
Risk Number®
Optimum Market Portfolios
Fuse 2014
VAs
Expanded Performance Details for Sample Portfolios
monitoring
tax planning
Document Imaging
Laserfiche Connector
practice management
J. Richard Coe
cloud-based platform
Robert Arnott
Outlook email archiving
goalgamiPro
Brett Thorne
Walt Bettinger
Blaze Portfolio
My Wall
Technology Integrations
MagniPost
Small Businesses
qualified fiduciary advisors
Jenze Bosma
Composite Portfolio Review
Russell Leto
Paul Polese
hosted archiving solutions
Web App Single Sign On
ByAllAccountsSM
financial planning and client engagement solutions
Nerd’s Eye View
TJ Jones
Ed O’Brien
Andrew Stevens
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
rebalance
Joseph Miola
cost-efficient beta exposure
Salesforce.com
Informatica
Women Investors
Chad Blythe
Reporting Console for Each Office
Next-Generation Advisor CRM®
emX’s Vault
Artisan and Grendel
Steve Sanduski
data automation
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Custodial Data Integrations
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
client acquisition
RIA/Client reletionships
October 13
Florida
Unify
Automated workflows
mobile connectivity
Synapse API
Deena Katz
advisor and client portals
Krilogy Financial
Dan Brownell
portfolio management system
investment screening functionality
Client-facing technology
Optional Tax Management
Fuse 2014 award
Vendor Affinity Program
Bill Good
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
Sharing
practice management solutions
cloud-based portfolio management
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
Brian A. Davis
Warren Mackensen
Fidelity Institutional Wealth Services
myeDocumentsuite.com
technology solutions
Dropbox
AdvisoryWorld Financial Technology
maintenance of composites
Smarsh
quantitative risk technology
CompositeBuilder
Household Balance Sheet
web-based applications
CAIS
To-Do Lists
EDGAR filing agent
Andrew Tognela
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
Council Capital
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Woodrow Levin
Chad Centorbi
next-generation wealth management platform
TradeWarrior
end-of-life plan
Ashley Globerman
Michelle Smith
Steven D. Kelly
Data Cloud (Jigsaw)
activity streams
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Client communications management
Office 365
FMG Suite
Unify Cloud Disaster Recovery
Eric Jardine
automating portfolio management
mobile devices
T. Rowe Price
Dennis Fox
Kyle Hiatt
Dan Hunt
Scottrade® Advisor Services Platform
portfolio management tools
Client360º
OptionsPlay Score
Fusion Advisor Workstation
VEO
External IT Cloud Desktop
Bill Laird
tax-losses
Document Processing
Advisor View™
Lex Sokolin
Sherri DuMond
PreciseFP
J.P. Morgan
cloud-based solutions
Robert Moore
packaged web design
Google Analytics integration
Technology Tools For Today
Duane D’Orazio
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh My Site
Quantitative Risk Tolerance
Jim McKelvey
comprehensive portfolio management
SaaS
Paul West
household-‐level rebalancing
web-based client management software
CAM
financial planning technology
NestEgg Wealth
Martin L. Flanagan
sophisticated computer algorithms
rebalancing
Joseph Starinsky
couple’s report
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
Chapwood Investments
reporting solutions
NFP
Trading Processes
end-‐to-‐end portfolio management
ASI
Microsoft
Stifel
data management solutions
Activity tracking and corporate memory
Custodian
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Client Data Automation
Office of the Future
Folio Institutional
Unify Software
error checking
automation software tool
mobile forms-filling
Denny Bottorff
Advisor Con
Ladenburg Thalmann Financial Services Inc.
Dan Santner
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Veo Open Access
External IT's Cloud Desktop
Morningstar Advisor
document storage software-as-a-service
Advisor Websites
LiquidHub
Sheryl Garrett
predictive analytical tools
Jackson
CLS Investments
Panoramix
Google Play
Brian Semitekol
Fidelity Investments®
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Dynamic Rebalancing
Advisor® Xi
management fee
Smarsh Sites
Quantum
Jim Patrick
comprehensive trading solutions
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
CAM System
Redtail Technology CRM
financial planning tool
NetExchange Client
Todd R. Crockett
Edward Jones
Ann Haas
Mary Ellen Whiteman
Spark
Account Alerts
rebalancing capability
Josh Brown
Craig Smith
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
Enhanced Capital Partners
asset allocation mappings service
Microsoft Corp
Strategic Advisor
data protection
Adhesion
Kanchana Chalia
Custom Cloud (Force.com)
Schwab Intelligent Portfolios™
Interview
client database portal
FolioDynamics
Unify’s Cloud VPN
eSignature Capabilities
Autopilot
Mobile Optimization
Depository Trust and Clearing Corporation
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Clients & Portfolios
Veo Open AccessSM platform
FA Insight
Bill Stone
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
Docupace
advisor workflow partnership
Lori Hardwick
PRNewswire
Jackson app
CNN Money
robo advisors
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Fidelity®'s New Wealthcentral® Technology Bundle
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
The Efficient Practice
eAdvisor
Mara Laisson
Smart Form Tool
Questar Capital℠
Joe Duran
computer-based modeling system
Safe by Estate Assist
HTML5 version
web-based portfolio management software
Cameron Routh
Reduce computer sprawl
Financial Transmission Network Inc.
NetExchange Select
Tom Doherty
Efficient Technology
Ann Marie Stieler
Mary Ferguson
Account Details
Juan Williams
create and manage portfolios
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
enhanced client communication
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
Data-Driven Insights
advanced data reporting
Karl Chan
customer acquisition
Schwab Intelligent Technologies
Intraday Integration
client engagement
RightSize Solutions
Online Account Management
United Capital
Estate Assist
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
detailed financial planning
Las Vegas
Daniel Inveen
Search Engine Optimization
portfolio risk
Investor360°
ClientView Client Portal
order processing
Garrett Planning Network
Veo®
Farshad Ghaffari
Morningstar for Advisors App
Docupace ePACS®
Advisor Xi
Loring Ward
ProcessEZ
Jackson National Life Insurance Company®
Cohesive Client Management Process
Robo-Advisers
Paperclip
Great Kight
Brian Stimpfl
Fidelity’s Technology and Operations Consulting
BlueSky
Narrator™ application builder
The E‐Valuator
EAI
Advizr and Orion integration
Maree Moscati
Smart Office
Quik! Form
Joe Ruzycki
Concenter Services
Sagacious, Inc.
pensions
Human Finance Project
web-based software portal
Canterbury Consulting
RegEd
FinFolio
NetExchange View
Tom Embrogno
Electronic Signing
Anna Curry
Matched Portfolio
sqope
account management software
rebalancing solution
credit card processing
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
Charles Sizemore
RESTful
Trizic
enhanced mutual funds order management
AssetBook
Mike Capelle
Streetscape
DataPro
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
client feedback
Rio Hotel & Casino
online account opening
Forbes
United Capital Financial Advisors
estate management
back-office solutions
Mobile Scribe Service
Digital Advice
Advisor FinTech Hackathon
search engine optimization tagging
Portfolio Snapshot
iPad app
ClientWorks
risk tolerance assessment tools
Gemcom
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
Docupace Technologies
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Collaboration Cloud (Chatter)
Robo-advisor
paperless client onboarding process
wealth management technology
Broker Dealers
Figlo
Nathan Lucius
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Earnings Potential
Marie Swift
Smarter Prospecting
Quik! Forms
John Hancock
Concierge Service
Performance
Wednesday July 22, 2015
CapGainsValet
registered investment advisors
FinFolio’s Portfolio Management Software
eliminating selected fees
Annuities + Insurance
Matt Abar
sqopeTM Score
account opening
rebalancing workflows
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
X-Ray Reports
check scanning
Retirement Hub app
normalization
Trust Company of Sterne Agee
enrollment platform
Mike Ethridge
advanced workflow tools
Customer Success Platform
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Client Management System
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
up-to-date account data
ETF OneSource participants
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Darren Tedesco
Securities America
PortfolioCenter
IPS AdvisorPro
ClientWorks platform
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Vestmark
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Signix
Proposal Generation Capabilities
Jackson®
Commonwealth Financial Network
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
brokerage and custody services
filter and cross reference data
Bob Stiess
Nationwide
The Markets
EarningsQ
Aggregation
Mario Canas
SmartOffice
John Mackowiak
conflict-free custody solution
Performance Center
IBackup®
Wells Fargo Advisors
Career Activity Management System
registration checker tool
FinFolio’s WorkStation
Tom Kimberly
Eliza De Pardo
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Redhawk
Julie Littlechild
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
Chicago
retirement income planning tool
Northern Lights Compliance Services
Enterprise Content Management Software
AssetMark Advisor iPad
Sugar Ray Leonard
Kevin Cimring
Customizable Quarterly Investment Review Presentations
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
digital financial solutions
Advisor iPad App
Laser App Advisor Con 2015
Darrin Courtney
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Cloud applications
Risk-Balanced Portfolios
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
February 4, 2015
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
Dominey Stewart
AdvisorComplete platform
LPL Financial Holdings
Silanis
Proposal Tool for Chapwood Investments
James Carney
Commonwealth’s Practice360º
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
browser in the cloud
Built In Token 2-Factor Authentication
FinaMetrica Plus
Bob Veres
Natural Language Processing
the Practice
easily view user activity
AICPA
Mark Balasa
SMAs
Radar
John McArthur
Connections Console
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
Carson Wealth Management Group
regulatory compliance
FINRA and SEC technology guidelines
Ellen Smith
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
Juney Ham
CRM systems
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Chris Casdia
Northern Lights Distributors
TRX Edge
enterprise-grade data management platform
Atlanta
Mike Phillips
SugarCRM
David Canter
Kevin Crowe
customizable questionnaires
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Client Marketing Systems, Inc.
Risk Analysis
online client engagement
Fox Financial Planning
Upside Advisor
ETF’s
Barrett Ayers
Modestpark
Digital Fortress
Advisor Office
Security
position data
iReach
Cloud Desktop solution
Gemini Hedge Fund Services
Fee Calculation Details
Morningstar®
TD Ameritrade Institutional’s VEO®
Donald Capone
AdvisorComplete℠
LPL Financial LLC
ProTracker
James Poer
Community Blog
robust technology capabilities
paperless processing systems
Wealthcare Capital Management
WealthCentral
Business Analytics
Bobby Yazdani
Naureen Hassan
The Retirement Hub
EBITDA growth rate
Mark Casady
Social Analytics
Raj Udeshi
John Ndege
content aggregation
Sales Cloud
performance expectations
IEC
Weston
cash posting
regulatory compliance services and technology
FinTech 100
NetXInvestor
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
CRM technology
Insurance and Securities verticals
Chris Casey
Retirement Plan Network
NorthStar
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
David Fetter
Advent Custodial Data
Kevin Knull
customized analysis
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
Client Meeting Support for Advisors
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
Everplans
basic client interaction
modify portfolio exposures
TA Associates
Digital Fortress Suite
Advisor Office platform
Laser App Enterprise
data aggregation functionality
Positions
iRebal
cloud-based archiving solutions
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
BranchNet
Vestorly solution
fee elimination
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
Doug Harbrecht
AdvisorQ
LPL Focus 2015
Simon Sinek
ProTracker Advantage
Jason Roberts
company performance analysis
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
business and technology management
Financelogix
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Ebix
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
Performance Measurement
Impact Communications
Westport Resources
CEB TowerGroup
Rehmann
Firm Alerts and Announcements
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
accounting software
CRM User Adoption
Phil Sorgen
integrated cloud based technology
XTRAC App
Chris Momsen
RetireRisk
two-factor authentication
Audit Management
mitigate risk
David Lyon
Advent Direct
Kevin Kraus
Cutting Edge Auditing
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
eVestment
BD Equalizer
Tamarac Advisor® Xi
digital marketing hub
Advisor Pro platform
data aggregation solutions
service alerts
POWER
iRebal®
cloud-based billing software
Riskalyze Autopilot
Gentech
brand-centric theme customization
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
Doug McPhail
LPL Focus Conference
single sign-on integration
ProTracker Cloud
Jason Wenk
compete against other digital advisors
Gustav Karner
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
business development metrics
Financial Account Data Technology Platform
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Ebix Smart Office
Allen Eickelberg
2015 Peter L. Bernstein Award
RCS Capital
Copytalk+
Impact Technologies Group
Whitepaper
Celent
relationship solutions
First Rate
new client electronic on-boarding
eMoney Select system
application program interface (API)
AccountQ™
integrated CRM
Chris Wacker
Norwood Consulting
Envestnet Advisor Summit
Audit Technology
Mitt Romney
David, Stalnaker
Kevin Miller
Cybersecurity
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
Client Relationship Management (CRM)
risk management characteristics
Open View Gateway
Ft. Lauderdale
eVestment Quantum Analytics
Behavioral Finance
Tamarac's Advisor® Xi
Digital Marketing Platform
Laser App’s Software as a Service (SaaS) platform
Service Cloud
Power of Together
iShares
cloud-based billing tool
Orion Discover
BrandYourself.com
Video conferencing
Fetter Logic
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Downloadable Portfolio Review Reports
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
ProTracker Software
Jay Jay French
compliance and security
Ron Huddleston
