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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Digital Fortress Suite
Schwab Intelligent Portfolios
cloud-based CRM platform
Portfolio Accounting Solutions
interactive compliance calendar
Interview
Bret Magpiong
FolioDynamics
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
Doug McPhail
seamless forms-filling capabilities
compliant ready platform
Portfolio Pathway
Investor-Advisor Collaboration
business processing services
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
Financelogix
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
Ebix
Cory Haberkorn
PRNewswire
Jackson app
robo advisors
centralized and tailored user experience
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Narrator Clients™
Firm Alerts and Announcements
tenth annual T3 Technology Conference
Advisor® Xi suite
Smarsh Sites
CSIA
Quantum
Jim Patrick
SaaS-based payment processing platform
Cities Digital
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
Spark
Account Alerts
Damian Gallina
rebalancing capability
Josh Brown
David Lyon
San Diego
Client Risk Assessments
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
eVestment
Strategic Advisor
Adhesion
Kanchana Chalia
digital marketing hub
Schwab Intelligent Portfolios™
cloud-based IT
cloud-based IT outsourcing
Intraday Integration
RightSize Solutions
Online Account Management
United Capital
Back Office Solutions
Mobile Productivity
Fetter Logic
T3 Advisor Tech Conference
Las Vegas
Downloadable Portfolio Review Reports
Search Engine Optimization
Composite Holdings Report
portfolio risk
Investor360°
business valuation knowledge
order processing
Garrett Planning Network
Veo®
Morningstar for Advisors App
Financial Account Data Technology Platform
Advisor Xi
Loring Ward
Ebix Smart Office
Cory Olson
ProcessEZ
Jackson National Life Insurance Company®
Robo-Advisers
Cetera
Paperclip
Great Kight
BlueSky
Narrator™ application builder
First Rate
The Efficient Practice
Mara Laisson
eMoney Select system
Smart Form Tool
curation engines
Questar Capital℠
Joe Duran
Safe by Estate Assist
Cities Digital’s MagniMail
HTML5 version
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Envestnet Advisor Summit
Account Details
Damon Deru
Juan Williams
David, Stalnaker
San Diego, CA
Client Service Monitor
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
Microsoft Dynamics CRM
eVestment Quantum Analytics
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Digital Marketing Platform
Schwab Intelligent Technologies
cloud-based platform
portfolio applications
intraday quotes
Rio Hotel & Casino
Brett Thorne
online account opening
Forbes
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Fetterlogic
Advisor FinTech Hackathon
downside volatility
search engine optimization tagging
composite performance reporting
Portfolio Snapshot
iPad app
risk tolerance assessment tools
business valuations
Gemcom
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
Echosign
SIFMA/FINRA Cybersecurity Conference
Cost Basis
Productivity
Jackson.com
Robo-advisor
Cetera Financial Group
paperless client onboarding process
wealth management technology
Nathan Lucius
Fisher Investments
The E‐Valuator
Advizr and Orion integration
Maree Moscati
eMoney’s emX Select platform
Smart Office
custodial data file import process
Quik! Form
Joe Ruzycki
Sagacious, Inc.
CitiMortgage
pensions
Human Finance Project
web-based software portal
RegEd
NetExchange View
Tom Embrogno
Anna Curry
Matched Portfolio
sqope
account management software
Dan Arnold
rebalancing solution
Daxs Stadjuhar
scalable personal finance data platform
client-facing analytical and proposal tool
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
RESTful
Trizic
AssetBook
Mike Capelle
eVestment Spectrum Analytics
Streetscape
advanced wealth planning solutions
Kelly Caffrey
Digital Practice Management
direct online insurance offerings
Schwab OpenView Gateway®
cloud-based portfolio management
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Brian A. Davis
Online Account Opening & Transfer
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Dr. David Lawrence
Securities America
Composite Portfolio Review
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
ByAllAccountsSM
Orion Advisor Integration
Gemini Alternative Funds
Vestmark
Financial Feed
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Signix
cost-efficient beta exposure
Proposal Generation Capabilities
Jackson®
Robo-Shield™
Chad Blythe
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
fixed index annuities
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
eMoney’s wealth management platform
Smarter Prospecting
Custodial Data Integrations
Quik! Forms
John Hancock
client acquisition
Performance
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
Matt Abar
Envestnet | Tamarac's Advisor Xi
sqopeTM Score
account opening
Dan Brownell
rebalancing workflows
Jud Mackrill
Dean Cook
Scalable workflow tools
Client-facing technology
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Mike Ethridge
eVestment Spotlight Analytics
advanced workflow tools
disparate and divergent solutions
cloud-based solutions
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Upside
Balances
Modern Portfolio Theory
Fidelity Center for Applied Technology
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
Dr. Noah Smith
securities and insurance industries
CompositeBuilder
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
CAIS
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
Financial Personalities
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
Ed Butowsky
Silanis
Council Capital
Proposal Tool for Chapwood Investments
James Carney
robust backup features
Chad Centorbi
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
flexibility to scale
The Markets
Aggregation
Mario Canas
emX
SmartOffice
John Mackowiak
data analysis
Client communications management
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Tom Kimberly
App expansion
Matt Crisp
Envestnet’s Advisor Suite®
SS&C Technologies
Account opening and commissions
Dan Hunt
Redhawk
Julie Littlechild
SCANaltyics
Client360º
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
AssetMark Advisor iPad
eWealthManager
Sugar Ray Leonard
Kevin Cimring
Kevin Crowe
Document Imaging
Schwab OpenView MarketSquare®
CLS Investments
Portfolio Construction Tool
Investigo
Risk Analysis
Brian Semitekol
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Modestpark
Advisor Office
Security
comprehensive portfolio management
position data
iReach
CAM
Gemini Hedge Fund Services
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
Ed O’ Brien
couple’s report
ProTracker
James Poer
robust technology capabilities
Chapwood Investments
paperless processing systems
Wealthcare Capital Management
Bob Veres
Natural Language Processing
Flexible Optimizer
the Practice
AICPA
Mark Balasa
EMX Platform
SMAs
Custodian
Radar
John McArthur
data analysis solutions
Salentica’s Data Broker
Client Data Automation
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
Matt Nelson
Envestnet’s Digital Advisor platform
SS&C Technologies Holdings
account rebalancing software
Dan Santner
Juney Ham
DecisionCenter
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
TRX Edge
Atlanta
Mike Phillips
Expanded Performance Details for Sample Portfolios
SugarCRM
Suhail Ali
Advent Custodial Data
Kevin Knull
Schwab OpenView Mobile
CNN Money
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
basic client interaction
modify portfolio exposures
Fidelity Institutional Wealth Services
TA Associates
Advisor Office platform
Laser App Enterprise
Dropbox
comprehensive trading solutions
Positions
iRebal
Riskalyze and RetireUp Integration Demo
CAM System
Orion Business Intelligence
Gen X/Y
Vestorly solution
Morningstar® Advisor WorkstationSM
financial planning and client engagement solutions
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
Ed O’Brien
Simon Sinek
Craig Smith
ProTracker Advantage
Jason Roberts
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
The Retirement Hub
Mark Casady
emX’s Vault
Social Analytics
Custom Cloud (Force.com)
Raj Udeshi
John Ndege
data automation
Sales Cloud
client database portal
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
Deena Katz
Clients & Portfolios
Insurance and Securities verticals
Retirement Plan Network
NorthStar
turnkey data science solutions
Attribution Analysis
Mike Walsh
External IT Cloud Desktop
Advent Direct
Kevin Kraus
Document Processing
Schwab Performance Technologies®
Cohesive Client Management Process
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Brian Stimpfl
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Duane D’Orazio
service alerts
computer-based modeling system
POWER
iRebal®
Riskalyze Autopilot
Cameron Routh
Gentech
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
LPL Focus Conference
EDGAR filing agent
single sign-on integration
create and manage portfolios
ProTracker Cloud
Jason Wenk
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
end-of-life plan
social collaboration
1-to-1 client relationships
customer acquisition
John Norwood
Data Cloud (Jigsaw)
client engagement
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
Eric Jardine
accounting software
Daniel Inveen
Dennis Fox
ClientView Client Portal
Phil Sorgen
integrated cloud based technology
XTRAC App
RetireRisk
two-factor authentication
Audit Management
mitigate risk
External IT's Cloud Desktop
Kevin Miller
document storage software-as-a-service
Schwab’s 2013 RIA Benchmarking Study
Collaboration Cloud (Chatter)
Investment Income Summary Report
risk management characteristics
Broker Dealers
Open View Gateway
Ft. Lauderdale
Behavioral Finance
Fidelity Investments®
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
Dynamic Rebalancing
Service Cloud
Concenter Services
Power of Together
iShares
Canterbury Consulting
Orion Discover
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
financial planning technology
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
credit card processing
ProTracker Software
Jay Jay French
Ron Huddleston
Charles Sizemore
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
end-‐to-‐end portfolio management
2015 Peter L. Bernstein Award
RCS Capital
data management solutions
client feedback
Impact Technologies Group
Whitepaper
relationship solutions
new client electronic on-boarding
application program interface (API)
error checking
AccountQ™
Denny Bottorff
ClientWorks
integrated CRM
Norwood Consulting
Audit Technology
Mitt Romney
Mobile app
FA Insight
SunGard’s WealthStation
Kevin Paulsen
Docupace
SciQ Insights
Commonwealth Financial Network
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
brokerage and custody services
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
Fidelity®'s New Wealthcentral® Technology Bundle
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
services and support for RIAs
Concierge Service
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
CapGainsValet
Orion Portfolio Reports
George Will
Vincent Guyaux
Black Diamond®
multi-block trading
financial planning tool
TDA
Luis Gomez
Edward Jones
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
check scanning
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
Enhanced Capital Partners
social media integrations
2015 Veo® Integrated Awards
Customer Success Platform
real time balances
John Schobel
data protection
Salesforce CRM
Client Management System
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
eSignature Capabilities
Stark & Stark
Accounts and Fact Sheets for Investments
Darren Tedesco
Junxure Cloud®
Depository Trust and Clearing Corporation
Schwab Advisor Services’
ClientWorks platform
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
Ultra High Net Worth
auditable workflow and document management technology
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
Farshad Ghaffari
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Docupace ePACS®
Scivantage
Commonwealth’s Practice360º
Portfolio Management Consultants
risk modeling
browser in the cloud
FTNI
Benjamin Birken
MoneyGuidePro®
Fidelity’s Technology and Operations Consulting
Tax Efficient Drawdown
LaserApp Anywhere
eAdvisor
Shane Bingham
conflict-free custody solution
PowerShares
iTunes App Stores
Rob Cirrotti
Career Activity Management System
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
Financial Transmission Network Inc.
Advisors Assistant’s CRM
MacroRisk Analytics
Efficient Technology
SixThirty
Q-Suite
Run Smarter®
Chicago
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
enhanced client communication
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Customizable Quarterly Investment Review Presentations
Real-Time Data
John Vaccaro
Data-Driven Insights
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
Total Technology Platform
Arcons Technology
Estate Assist
State Income Tax Calculator
ACH origination
Darrin Courtney
Junxure Cloud® CRM
detailed financial planning
Schwab Advisor Services’ SOLUTIONS®
Cloud applications
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
unified managed account
automated portfolio management
Mobile Application
Sustainable Retirement Income
Docupace Technologies
Scott Parry
Community Blog
portfolio management process
investment policy statement
Built In Token 2-Factor Authentication
OpportunityView™
full lifecycle portfolio management
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Figlo
Tax Lot information
Advisor Software, Inc.
EAI
Shannon Dempsey
Connections Console
J. Kelley Williams, Jr.
Robb Baldwin
Carson Wealth Management Group
OS33 Cloud Desktop platform
Global Investment Performance Standards
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
FinFolio
Technology adoption
Advisory World
Maggie Crowley
Electronic Signing
SixThirty FinTech Accelerator
CRM systems
Quadron Data Solutions
Rushmore Advisor Services
Chris Casdia
Patrick Yip
Holdings
WealthStation Financial Planning
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
enhanced mutual funds order management
Social Security Analyzer
Aaron Guidotti
customizable questionnaires
Real-time Profile Tracking
DataPro
Salesforce Financial Service Cloud Integration
Client Marketing Systems, Inc.
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
Next Generation Investor Portal
Touch functionality
ARKON
Michael Spellacy
estate management
state‐of‐the‐art forms-filling technology
Junxure CRM
Digital Advice
Schwab Advisory Services
Cloud Desktop solution
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
