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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fixed index annuities
Advisor Office
eMoney’s wealth management platform
MoneyGuideProTM
Security
intuitive user-experience
LaserApp
LaserApp Anywhere
Riskalyze and RetireUp Integration Demo
Daniel Inveen
forms library
ClientView Client Portal
Vestorly solution
portfolio risk
TD Ameritrade National LINC Conference
AdvisorQ
Envestnet’s Advisor Suite®
order processing
multi-user support
Simon Sinek
IPSAdvisorPro
MacroRisk Analytics
Rocaton Advisors
Gemini Fund Services
WealthCentral
Cohesive Client Management Process
Bobby Yazdani
ProcessEZ
Brian Stimpfl
The Retirement Hub
eWealthManager
Paperclip
Social Analytics
disparate and divergent solutions
James Carney
Market Movement Strategies (MMS)
Sales Cloud
Gregg Klein
Weston
regulatory compliance services and technology
computer-based modeling system
Questar Capital℠
Cameron Routh
Tom Schildhauer
AppHub
Fidelity Center for Applied Technology
SS&C Technologies Holdings, Inc.
account servicing
Newgate Capital Management
Dr. Noah Smith
John Mackowiak
IBackup®
Retirement Plan Network
create and manage portfolios
turnkey data science solutions
Attribution Analysis
Financial Personalities
personal financial management
Suhail Ali
Advent Custodial Data
Ed Butowsky
Julie Littlechild
Mobile App 2.0
Schwab OpenView Mobile
Institutional Intelligent Portfolios™
Kevin Sweet
risk engineering
customer acquisition
client engagement
Uri Pomerantz
basic client interaction
flexibility to scale
TA Associates
Advisor Office platform
emX
Online Account Management
MoneyGuidePro®
data analysis
Invesco
Investigo
Riskalyze Autopilot
Fox Financial Planning
ClientWorks
Portfolio Snapshot
TD Ameritrade's VEO
Envestnet’s Digital Advisor platform
mutual fund capital gains distributions
DecisionCenter
single sign-on integration
iReach
Maggie Crowley
Gemini Hedge Fund Services
Collaboration Cloud (Chatter)
Bonaventure Resort and Spa
Productivity
Broker Dealers
The Tarbox Group, Inc.
Albridge Solutions
Expanded Performance Details for Sample Portfolios
paperless client onboarding process
social collaboration
1-to-1 client relationships
Document Imaging
James Poer
Marketing Center platform
Westport Resources
Rehmann
Concenter Services
Quik! Form
Canterbury Consulting
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
pensions
accounting software
Next Generation Investor Portal
John McArthur
Michael Spellacy
IBDs
XTRAC App
RetireRisk
credit card processing
rebalancing solution
Charles Sizemore
two-factor authentication
Audit Management
Personal Financial Management (PFM) tool
Advent Direct
Ed O’ Brien
Juney Ham
Mobile Application
Schwab Performance Technologies®
inStream Solutions
Risk Management
client feedback
user-friendly programing
BD Equalizer
Flexible Optimizer
portfolio applications
Tamarac Advisor® Xi
Advisor Pro platform
EMX Platform
online account opening
MoneyTree
data analysis solutions
service alerts
investment advice
Laserfiche Connector
Darren Tedesco
Fox Financial Planning Network
ClientWorks platform
Video conferencing
Black Diamond platform
PortfolioCenter
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Orion Advisor Integration
My Wall
Deena Katz
single-sign on capability
iRebal
MagniPost
Ron Huddleston
Gen X/Y
Wealthminder Seed Capital
Commonwealth Financial Network
Branch Audit Consulting
Proposal Generation Capabilities
brokerage and custody services
Third-Party Technology Integrations
Allen Eickelberg
paperless enrolment
2015 Peter L. Bernstein Award
Jason Roberts
Marketing Cloud
Guide Financial Technologies
Whitepaper
relationship solutions
Concierge Service
Quik! Forms
CapGainsValet
application program interface (API)
Fidelity Institutional Wealth Services
Performance
AccountQ™
Next Generation of Integration
Dropbox
John Ndege
Michael Stier
IEC
rebalancing workflows
check scanning
Audit Technology
financial planning and client engagement solutions
personal financial management platform
Ed O’Brien
normalization
Mobile channel
Schwab’s 2013 RIA Benchmarking Study
Insurance and Securities verticals
Kirk Hulett
risk management characteristics
Customer Success Platform
Client Management System
Behavioral Finance
Portfolio Building
Tamarac's Advisor® Xi
emX’s Vault
Online Account Opening & Transfer
monitoring
data automation
Service Cloud
Data Cloud (Jigsaw)
services and support for RIAs
Investment Advisors Workflow
Laserfiche Document Management
RiXtrema's Portfolio Crash Test
Darrin Courtney
Fred Tomczyk
Cloud applications
Vincent Guyaux
Black Diamond®
PortfolioCenter®
TDA
Eric Jardine
myeDocumentsuite.com
Dennis Fox
single-sign on functionality
iRebal®
maintenance of composites
Roy Burns
Gentech
Commonwealth’s Practice360º
Proposal Tool for Chapwood Investments
browser in the cloud
Tim Ramza
Amanda Steinberg
External IT Cloud Desktop
paperless onboarding
social media integrations
2015 Veo® Integrated Awards
Nerd’s Eye View
Document Processing
Jason Wenk
Marketing Gorilla System
Salesforce CRM
Gustav Karner
Will Bressman
Relius Adminstration
conflict-free custody solution
Career Activity Management System
Total Rebalance Expert (TRX)
application programming interface
Performance Center
Stark & Stark
Accounts and Fact Sheets for Investments
Next-Generation Advisor CRM®
Duane D’Orazio
John Norwood
Schwab Advisor Services’
Impact Communications
yHLsoft
Redhawk
Chicago
Ultra High Net Worth
auditable workflow and document management technology
Pete Hess
SunGard’s WealthStation
EDGAR filing agent
Northern Lights Compliance Services
mobile connectivity
SciQ Insights
integrated cloud based technology
Krilogy Financial
risk management platform
Customizable Quarterly Investment Review Presentations
Vanare | NestEgg
Ben Francois
portfolio construction capabilities
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
end-of-life plan
online advisor-client collaboration
monthly compliance checklists
online client engagement
data management solutions
Shane Bingham
Investment Income Summary Report
Lex Sokolin
Rob Cirrotti
Ft. Lauderdale
Cloud Desktop solution
Vladimir Baranov
Black Diamond℠
position data
Advisors Assistant’s CRM
error checking
Denny Bottorff
SixThirty
iShares
manage cash flows
Run Smarter®
WealthStation CompAct
Redhawk Wealth Advisors
Community Blog
ProTracker
Built In Token 2-Factor Authentication
Tim Welsh
Analytics Cloud
External IT's Cloud Desktop
paperless processing systems
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
document storage software-as-a-service
Jay Jay French
Marketware International
Salesforce data migrator
Hemant Moore
William Faulkner
Report Builder
Connections Console
Radar
Carson Wealth Management Group
Total Technology Platform
Arcons Technology
Fidelity Investments®
Performance Dashboard and Client Reporting Engine
State Income Tax Calculator
ACH origination
next-generation wealth management platform
Dynamic Rebalancing
Michelle Smith
Schwab Advisor Services’ SOLUTIONS®
Impact Technologies Group
RIA advisor platform
CRM systems
Chris Casdia
unified cloud computing solutions
Automate Client Marketing
financial planning technology
Peter Intraligi
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Northern Lights Distributors
mobile devices
Scivantage
integrated CRM
Kyle Hiatt
risk modeling
customizable questionnaires
Client Marketing Systems, Inc.
Benjamin Birken
Portfolio Construction Tool
Tax Efficient Drawdown
end-‐to-‐end portfolio management
online practice management platform
Morningstar Advisor
data protection
Shannon Dempsey
investment management experience
LiquidHub
Robb Baldwin
data aggregation functionality
FTJ FundChoice
cloud-based archiving solutions
Wall Street Journal
Black Diamond℠ platform
Positions
BranchNet
Technology adoption
Advisory World
eSignature Capabilities
Orion Business Intelligence
Depository Trust and Clearing Corporation
SixThirty FinTech Accelerator
ISO
management fee
Rushmore Advisor Services
George Will
WealthStation Financial Planning
company performance analysis
ProTracker Advantage
Business Analytics
time-effective onboarding experience
Andrew Rogers
FA Insight
Park City, Utah
Social Security Analyzer
Aaron Guidotti
NestEgg Wealth
Docupace
Jeff Norris
Martin L. Flanagan
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
reporting
content aggregation
Raj Udeshi
cash posting
Touch functionality
ARKON
Fidelity®'s New Wealthcentral® Technology Bundle
performance expectations
state‐of‐the‐art forms-filling technology
NFP
John Schobel
Microsoft
Schwab Advisory Services
import tool
RIA Benchmarking Study
CRM technology
Chris Casey
unified managed account
automated portfolio management
financial planning tool
Sustainable Retirement Income
Edward Jones
NorthStar
Junxure Cloud®
mobile forms-filling
Scott Parry
Integrated CRM Performance Dashboard
Ladenburg Thalmann Financial Services Inc.
customized analysis
Client Meeting Support for Advisors
variable annuities
Best Technology for a Vertical CRM
Portfolio Crash Test solution
Tax Lot information
Advisor Software, Inc.
Enhanced Capital Partners
Online Reporting Dashboard
Morningstar Analyst Rating™
Data-Driven Insights
Lori Hardwick
Robert Arnott
data aggregation solutions
FTNI
cloud-based billing software
Walt Bettinger
Blaze Portfolio
POWER
brand-centric theme customization
Technology Integrations
Estate Assist
Narrator Clients™
detailed financial planning
iTunes App Stores
Russ Thornton
Global Financial Private Capital
WealthTechs
Redkite
compete against other digital advisors
ProTracker Cloud
business and technology management
timeframes
Andrew Rudd
Farshad Ghaffari
Social Security Optimizer
NetExchange Client
Docupace ePACS®
Mary Ellen Whiteman
Salesforce Financial Services Cloud
High-Performing Firms
WinOps
reporting capabilities
CEB TowerGroup
Trade Strategy Visualization
Artificial Intelligence
Fidelity’s Technology and Operations Consulting
Performance Measurement
Steve Dunlap
ActiFi Client Engagement
NFP Advisor Services Group
eAdvisor
John Vaccaro
Microsoft Corp
Schwab IMPACT 2013
Income Generator
Kanchana Chalia
Zywave
RIA in a Box
CRM User Adoption
Chris Momsen
unified wealth management technology
Automated Workflow
Financial Transmission Network Inc.
Phil Sorgen
Symantec VIP integration
Efficient Technology
Junxure Cloud® CRM
Mobile Optimization
integrated receivables management
lagging performance duration and timeframe priorities
Risk Number®
Cutting Edge Auditing
VAs
Portfolio Crash Testing
tax planning
enhanced client communication
enhanced mutual funds order management
Open View Gateway
Morningstar for Advisors App
DataPro
Sharing
investment policy statement
Loring Ward
Robert Eggebrecht
full lifecycle portfolio management
cloud-based billing tool
Warren Mackensen
Power of Together
BrandYourself.com
technology solutions
AdvisoryWorld Financial Technology
estate management
Orion Discover
Small Businesses
Narrator™ application builder
Digital Advice
J. Kelley Williams, Jr.
Mara Laisson
Russell Leto
Global Investment Performance Standards
Web App Single Sign On
compliance and security
ProTracker Software
business development metrics
TJ Jones
Andrew Stevens
Patrick Ambron
Sonia Rosenbaum
Abby Schneiderman
NetExchange Select
Docupace Technologies
Mary Ferguson
Salesforce.com
Holdings
Women Investors
Reporting Console for Each Office
Copytalk+
RCS Capital
Celent
Artisan and Grendel
Figlo
Steve Sanduski
ActiFi software suite
Nobel Foundation
EAI
Microsoft Dynamics CRM
Schwab Independent Advisor Outlook Study
independent portfolio rebalancing software platform
Karl Chan
“Robo” Challenge
RIA/Client reletionships
Chris Wacker
Unify
Automated workflows
FinFolio
Synapse API
advisor and client portals
Electronic Signing
Norwood Consulting
Junxure CRM
Mobile Productivity
integrated technology
Las Vegas
Cybersecurity
Client Relationship Management (CRM)
Vendor Affinity Program
Bill Good
tax-aware trading program
Advisor View
Portfolio Management and Insurance Management modules
tax-losses
Advisor View™
enrollment platform
open-architecture platform
Sherri DuMond
investment research platforms
Robert Moore
Fuse 2014
cloud-based CRM platform
PowerAdvisor
Bret Baier
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
ETF OneSource participants
Orion Portfolio Reports
Smarsh
Nathan Lucius
J. Richard Coe
Maree Moscati
goalgamiPro
web-based applications
ComplianceQ
psychometric risk tolerance test
business intelligence
To-Do Lists
Andrew Tognela
Patrick Dempsey
Sophie Schmitt
acceptable and unacceptable tolerance standards
NetExchange View
Jenny Richards
Matched Portfolio
Salesforce1 Customer Platform
Homrich Berg
Woodrow Levin
Copytalk+ Smartphone App
real time balances
Center For Wealth Planning
TradeWarrior
Ashley Globerman
filter and cross reference data
Performance Reporting Capabilities
Steven D. Kelly
activity streams
Earnings Potential
Jonathan Jaranson
Mike Capelle
Schwab Intelligent Integration®
industry related forms
Kelly Caffrey
Cross-business Tracking Routing & Control
CIO Review
Unify Cloud Disaster Recovery
automating portfolio management
FinFolio’s Portfolio Management Software
T. Rowe Price
eliminating selected fees
Note Taking
Junxure® CRM
Mobile Scribe Service
Scottrade® Advisor Services Platform
Cybersecurity and Compliance
client relationship solution
VEO
Bill Laird
Portfolio Management Consultants
Advisor Websites
Enterprise Content Management Software
Sheryl Garrett
investment screening functionality
Fuse 2014 award
cloud-based IT
Blu Giant, LLC
PowerShares
Bret Magpiong
Technology Tools for Today 2014 Conference
Advisor® Xi
Orion’s Client Portal
Smarsh My Site
National Financial Partners Corp.
digital financial solutions
Marie Swift
SaaS
goalgamiPro®
web-based client management software
compliant ready platform
Q-Suite
business processing services
February 4, 2015
Patrick Flaherty
sophisticated computer algorithms
Dominey Stewart
Jenze Bosma
Matt Abar
hosted archiving solutions
Wordpress platform
reporting solutions
Cory Haberkorn
Real-Time Data
centralized and tailored user experience
Trading Processes
ASI
performance reporting software
Stifel
Activity tracking and corporate memory
EarningsQ
Joseph Miola
Mike Ethridge
Schwab Intelligent Portfolios
Informatica
CSIA
Cities Digital
Unify Software
automation software tool
FinFolio’s WorkStation
PIEtech, Inc.,
Advisor Con
Eliza De Pardo
Nova
Junxure’s cloud-based CRM/office management solution
Model Wealth Portfolios
seamless advisor integration
integration of independent recordkeepers
Laser App 2015 Financial Services Conference
risk profiling questionnaire provider
Damian Gallina
Florida
Client Risk Assessments
Veo Open Access
portfolio management process
TD Ameritrade Holding Corporation
advisor workflow partnership
enterprise-grade data management platform
OpportunityView™
Morningstar, Inc.
David Canter
LPL Financial Holdings
robo advisors
Fusion Advisor Workstation
Wealth Access Estate Platform 3.0
cloud-based IT outsourcing
tenth annual T3 Technology Conference
Advisor® Xi suite
ETF’s
OS33 Cloud Desktop platform
Smarsh Sites
Nationwide
Digital Fortress
J.P. Morgan
Mario Canas
SaaS-based payment processing platform
Google Analytics integration
web-based CRM
Redtail Technology CRM
Composite Holdings Report
Quadron Data Solutions
business valuation knowledge
Todd R. Crockett
Ann Haas
Fee Calculation Details
Patrick Yip
Spark
Account Alerts
Donald Capone
Matt Crisp
San Diego
Household Balance Sheet
workflow solutions
ReportQ
Cory Olson
Real-time Profile Tracking
Cetera
Trading Strategy Checklist
asset allocation mappings service
FinaMetrica Plus
Perry Moore
Strategic Advisor
Adhesion
easily view user activity
Joseph Mrak
Schwab Intelligent Portfolios™
InformationWeek 500
Kevin Cimring
curation engines
Cities Digital’s MagniMail
Unify’s Cloud VPN
Autopilot
FINRA and SEC technology guidelines
PMC's Quantitative Portfolios
Advisor Convention October 7-8
Ellen Smith
November 2-4, 2015
Modern Portfolio Theory
seamless forms-filling capabilities
Intelligent Aggregation
Laser App Advisor Con 2015
Damon Deru
FMG Suite
Client Service Monitor
Veo Open AccessSM platform
Bill Stone
Portfolio Management Processes
Advisor Xi
Optimum Market Portfolios
Morningstar®
David Fetter
InvestmentNews
LPL Financial LLC
Robo-Advisers
Fusion® Advisor Workstation
cloud-based platform
BlueSky
practice management
Brett Thorne
The Efficient Practice
Everplans
Outlook email archiving
Smart Form Tool
Natural Language Processing
Digital Fortress Suite
Jackson
Mark Balasa
Safe by Estate Assist
Google Play
web-based portfolio management software
Reduce computer sprawl
composite performance reporting
Quadron Data Solutions™
business valuations
Tom Doherty
Ann Marie Stieler
fee elimination
Paul Cantrell
Account Details
Doug Harbrecht
Jim McKelvey
Matt Nelson
San Diego, CA
household-‐level rebalancing
Worldox
required trading and rebalancing
Cost Basis
Realized and Unrealized Gains/Losses
Cetera Financial Group
asset gathering
Strategic Integrated Online Account Processing
advanced data reporting
EBITDA growth rate
Joseph Starinsky
Mike Phillips
Schwab Intelligent Technologies
Innovation Centers
Kevin Crowe
RightSize Solutions
custodial data file import process
CitiMortgage
United Capital
Back Office Solutions
FinTech 100
T3 Advisor Tech Conference
Oauth2 user authentication security
Modestpark
Search Engine Optimization
interactive compliance calendar
Dan Arnold
Folio Institutional
client-facing analytical and proposal tool
Veo®
