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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Gregg Klein
Performance Measurement
Weston
Docupace Technologies
regulatory compliance services and technology
NetXInvestor®
Tom Schildhauer
AppHub
Composite Portfolio Review
Maureen Duff
SS&C Technologies Holdings, Inc.
account servicing
ByAllAccountsSM
John Mackowiak
filter and cross reference data
IBDs
XTRAC App
Earnings Potential
RetireRisk
Norwood Consulting
two-factor authentication
Audit Management
Council Capital
Mitt Romney
Advent Direct
Chad Centorbi
Juney Ham
Kevin Miller
FinFolio’s Portfolio Management Software
Schwab Performance Technologies®
inStream Solutions
eliminating selected fees
Risk Management
Open View Gateway
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Client communications management
Laser App’s Software as a Service (SaaS) platform
service alerts
Investigo
Power of Together
enrollment platform
Riskalyze Autopilot
Fox Financial Planning
Orion Discover
Dan Hunt
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
Client360º
LPL’s Resource Center
single sign-on integration
iReach
ProTracker Software
ETF OneSource participants
Gemini Hedge Fund Services
Patrick Ambron
Bonaventure Resort and Spa
NaviPlan LEADS
The Tarbox Group, Inc.
Albridge Solutions
cloud-based solutions
social collaboration
1-to-1 client relationships
James Poer
RCS Capital
Westport Resources
Rehmann
new client electronic on-boarding
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
CompositeBuilder
accounting software
CAIS
John McArthur
CAM
John Ndege
IEC
EarningsQ
Note Taking
Audit Technology
couple’s report
Mobile app
Chapwood Investments
Kevin Paulsen
FinFolio’s WorkStation
Schwab’s 2013 RIA Benchmarking Study
Insurance and Securities verticals
Portfolio Management and Insurance Management modules
Eliza De Pardo
risk management characteristics
open-architecture platform
Behavioral Finance
Custodian
MoneyGuideProTM
Tamarac's Advisor® Xi
Client Data Automation
LaserApp
Service Cloud
investment advice
PowerAdvisor
Enterprise Content Management Software
Fox Financial Planning Network
Orion Portfolio Reports
Video conferencing
Black Diamond platform
Dan Santner
multi-block trading
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Luis Gomez
single-sign on capability
iRebal
psychometric risk tolerance test
Ron Huddleston
Gen X/Y
Patrick Dempsey
Wealthminder Seed Capital
digital financial solutions
Branch Audit Consulting
NaviPlan® financial planning tool
Third-Party Technology Integrations
Allen Eickelberg
CLS Investments
Mark Wilson
2015 Peter L. Bernstein Award
Brian Semitekol
Jason Roberts
real time balances
February 4, 2015
Guide Financial Technologies
Performance Reporting Capabilities
Whitepaper
Dominey Stewart
relationship solutions
New Microsoft Dynamics®
application program interface (API)
comprehensive portfolio management
Michael M. Carter
AccountQ™
Stark & Stark
Accounts and Fact Sheets for Investments
CAM System
John Norwood
FinaMetrica Plus
Schwab Advisor Services’
Impact Communications
PIEtech, Inc.,
yHLsoft
easily view user activity
Nova
Ultra High Net Worth
auditable workflow and document management technology
Craig Smith
Mobile App 2.0
SunGard’s WealthStation
Kevin Sweet
FINRA and SEC technology guidelines
SciQ Insights
integrated cloud based technology
Portfolio Management Consultants
Ellen Smith
risk management platform
Vanare | NestEgg
Ben Francois
Custom Cloud (Force.com)
MoneyGuidePro®
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
client database portal
LaserApp Anywhere
services and support for RIAs
Investment Advisors Workflow
PowerShares
enterprise-grade data management platform
RiXtrema's Portfolio Crash Test
Fred Tomczyk
Orion’s Client Portal
David Canter
Vincent Guyaux
Black Diamond®
multi-user support
TDA
Clients & Portfolios
MacroRisk Analytics
single-sign on functionality
iRebal®
Q-Suite
ETF’s
Roy Burns
Gentech
Patrick Flaherty
Digital Fortress
Tim Ramza
Amanda Steinberg
CNN Money
Market Movement Strategies (MMS)
social media integrations
2015 Veo® Integrated Awards
Jason Wenk
Real-Time Data
Fee Calculation Details
Salesforce CRM
Gustav Karner
performance reporting software
Will Bressman
Donald Capone
Relius Adminstration
Newgate Capital Management
Total Rebalance Expert (TRX)
application programming interface
comprehensive trading solutions
State Income Tax Calculator
ACH origination
Cameron Routh
Schwab Advisor Services’ SOLUTIONS®
Impact Technologies Group
PMC's Quantitative Portfolios
EBITDA growth rate
RIA advisor platform
November 2-4, 2015
unified cloud computing solutions
Automate Client Marketing
create and manage portfolios
Mobile Application
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
FinTech 100
Scivantage
integrated CRM
portfolio management process
risk modeling
OpportunityView™
Benjamin Birken
customer acquisition
MoneyTree
Tax Efficient Drawdown
client engagement
Shane Bingham
Investment Income Summary Report
Rob Cirrotti
Ft. Lauderdale
OS33 Cloud Desktop platform
David Fetter
Vladimir Baranov
Black Diamond℠
Daniel Inveen
mutual fund capital gains distributions
Advisors Assistant’s CRM
ClientView Client Portal
Maggie Crowley
SixThirty
iShares
Quadron Data Solutions
Everplans
Run Smarter®
Patrick Yip
WealthStation CompAct
Digital Fortress Suite
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
Cohesive Client Management Process
Marketing Center platform
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Brian Stimpfl
Jay Jay French
Real-time Profile Tracking
fee elimination
Salesforce data migrator
Hemant Moore
Perry Moore
William Faulkner
Doug Harbrecht
Report Builder
Next Generation Investor Portal
Total Technology Platform
Arcons Technology
computer-based modeling system
Michael Spellacy
Michael Stier
state‐of‐the‐art forms-filling technology
Canterbury Consulting
John Schobel
Financelogix
Schwab Advisory Services
import tool
Ebix
RIA Benchmarking Study
Oauth2 user authentication security
unified managed account
automated portfolio management
credit card processing
Mobile channel
Sustainable Retirement Income
Charles Sizemore
Junxure Cloud®
Kirk Hulett
Firm Alerts and Announcements
Scott Parry
Integrated CRM Performance Dashboard
Portfolio Management Processes
Optimum Market Portfolios
variable annuities
Best Technology for a Vertical CRM
monitoring
Tax Lot information
Advisor Software, Inc.
client feedback
Laserfiche Connector
Shannon Dempsey
investment management experience
practice management
Robb Baldwin
FTJ FundChoice
Outlook email archiving
David Lyon
Wall Street Journal
Black Diamond℠ platform
My Wall
Technology adoption
Advisory World
ClientWorks
MagniPost
SixThirty FinTech Accelerator
ISO
Quadron Data Solutions™
eVestment
Rushmore Advisor Services
George Will
Paul Cantrell
WealthStation Financial Planning
digital marketing hub
time-effective onboarding experience
Andrew Rogers
Collaboration Cloud (Chatter)
Marketing Cloud
Social Security Analyzer
Aaron Guidotti
Broker Dealers
Jeff Norris
Realized and Unrealized Gains/Losses
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
Doug McPhail
reporting
Next Generation of Integration
Touch functionality
ARKON
Concenter Services
Concierge Service
Steve Dunlap
ActiFi Client Engagement
CapGainsValet
John Vaccaro
Financial Account Data Technology Platform
Schwab IMPACT 2013
Income Generator
portfolio accounting
Zywave
Ebix Smart Office
RIA in a Box
October 13
unified wealth management technology
Automated Workflow
mobile connectivity
Symantec VIP integration
check scanning
Junxure Cloud® CRM
Krilogy Financial
First Rate
integrated receivables management
portfolio management system
eMoney Select system
Risk Number®
Optional Tax Management
VAs
Customer Success Platform
monthly compliance checklists
tax planning
Client Management System
Laserfiche Document Management
practice management solutions
Envestnet Advisor Summit
Robert Arnott
FTNI
Outsourcing Services
David, Stalnaker
Walt Bettinger
Blaze Portfolio
Darren Tedesco
myeDocumentsuite.com
Technology Integrations
ClientWorks platform
maintenance of composites
iTunes App Stores
qualified fiduciary advisors
eVestment Quantum Analytics
Russ Thornton
Global Financial Private Capital
Paul Polese
WealthTechs
Digital Marketing Platform
Redkite
Nerd’s Eye View
timeframes
Andrew Rudd
Commonwealth Financial Network
Marketing Gorilla System
Social Security Optimizer
brokerage and custody services
rebalance
Fetter Logic
Salesforce Financial Services Cloud
High-Performing Firms
WinOps
Downloadable Portfolio Review Reports
reporting capabilities
Next-Generation Advisor CRM®
Trade Strategy Visualization
Artificial Intelligence
Artisan and Grendel
conflict-free custody solution
Michelle Smith
Steve Sanduski
ActiFi software suite
Career Activity Management System
Schwab Independent Advisor Outlook Study
independent portfolio rebalancing software platform
portfolio accounting service provider
“Robo” Challenge
Echosign
RIA/Client reletionships
Office 365
Unify
Automated workflows
mobile devices
Synapse API
advisor and client portals
Chicago
Junxure CRM
Kyle Hiatt
Fisher Investments
integrated technology
portfolio management tools
eMoney’s emX Select platform
OptionsPlay Score
Vendor Affinity Program
Bill Good
Customizable Quarterly Investment Review Presentations
tax-aware trading program
Advisor View
Lex Sokolin
Sharing
investment policy statement
PreciseFP
Robert Eggebrecht
full lifecycle portfolio management
packaged web design
Daxs Stadjuhar
Warren Mackensen
Darrin Courtney
technology solutions
AdvisoryWorld Financial Technology
Cloud applications
manage cash flows
Small Businesses
J. Kelley Williams, Jr.
quantitative risk technology
eVestment Spectrum Analytics
Russell Leto
Global Investment Performance Standards
Web App Single Sign On
Digital Practice Management
TJ Jones
Andrew Stevens
Commonwealth’s Practice360º
Marketware International
Sonia Rosenbaum
Abby Schneiderman
browser in the cloud
Rebalancer
Fetterlogic
Salesforce.com
Holdings
Pershing LLC
Women Investors
downside volatility
Reporting Console for Each Office
next-generation wealth management platform
NFP
TradeWarrior
Ashley Globerman
Connections Console
Microsoft
Steven D. Kelly
activity streams
Carson Wealth Management Group
Jonathan Jaranson
Financial Feed
Schwab Intelligent Integration®
industry related forms
Portfolio Accounting Solutions
Office of the Future
Unify Cloud Disaster Recovery
automating portfolio management
CRM systems
mobile forms-filling
T. Rowe Price
Chris Casdia
Junxure® CRM
Ladenburg Thalmann Financial Services Inc.
fixed index annuities
Scottrade® Advisor Services Platform
portfolio mappings services
eMoney’s wealth management platform
Optionsplay®
VEO
Bill Laird
customizable questionnaires
Morningstar Advisor
tax-losses
Advisor View™
Client Marketing Systems, Inc.
LiquidHub
Sherri DuMond
investment research platforms
predictive analytical tools
Envestnet | Tamarac's Advisor Xi
Robert Moore
Fuse 2014
Panoramix
Dean Cook
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Cloud Desktop solution
management fee
Smarsh
J. Richard Coe
Quantitative Risk Tolerance
eVestment Spotlight Analytics
goalgamiPro
Paul West
web-based applications
direct online insurance offerings
NestEgg Wealth
To-Do Lists
Andrew Tognela
Community Blog
Martin L. Flanagan
Sophie Schmitt
acceptable and unacceptable tolerance standards
Built In Token 2-Factor Authentication
Jenny Richards
rebalancing
Salesforce1 Customer Platform
Homrich Berg
Pershing’s Net 360 Technology Channel
Woodrow Levin
Dr. David Lawrence
NFP Advisor Services Group
Trading Processes
ASI
content aggregation
Microsoft Corp
Stifel
Activity tracking and corporate memory
cash posting
Joseph Miola
Kanchana Chalia
Financial Personalities
Schwab Intelligent Portfolios
Informatica
Ed Butowsky
Unify Software
automation software tool
CRM technology
Mobile Optimization
Advisor Con
Chris Casey
Junxure’s cloud-based CRM/office management solution
lagging performance duration and timeframe priorities
flexibility to scale
seamless advisor integration
integration of independent recordkeepers
Portfolio Pathway
emX
risk profiling questionnaire provider
Florida
data analysis
Veo Open Access
customized analysis
Morningstar Analyst Rating™
Advisor Websites
Client Meeting Support for Advisors
Lori Hardwick
Sheryl Garrett
investment screening functionality
PRNewswire
Envestnet’s Advisor Suite®
Fuse 2014 award
Panoramix™
Blu Giant, LLC
data aggregation functionality
Narrator Clients™
Technology Tools for Today 2014 Conference
Advisor® Xi
cloud-based archiving solutions
Smarsh My Site
BranchNet
Quantum
eWealthManager
SaaS
goalgamiPro®
PCI-compliant platform
web-based client management software
disparate and divergent solutions
NetExchange Client
company performance analysis
Mary Ellen Whiteman
sophisticated computer algorithms
Business Analytics
Jenze Bosma
rebalancing capability
Fidelity Center for Applied Technology
hosted archiving solutions
Personal Finance Management Application
Wordpress platform
Dr. Noah Smith
reporting solutions
Nobel Foundation
Trading Strategy Checklist
asset allocation mappings service
Microsoft Dynamics CRM
Strategic Advisor
Adhesion
CEB TowerGroup
Joseph Mrak
Karl Chan
Schwab Intelligent Portfolios™
InformationWeek 500
Ed O’ Brien
Online Account Management
Unify’s Cloud VPN
Autopilot
CRM User Adoption
Mobile Productivity
Advisor Convention October 7-8
Chris Momsen
Las Vegas
Flexible Optimizer
seamless forms-filling capabilities
Intelligent Aggregation
portfolio risk
EMX Platform
FMG Suite
order processing
data analysis solutions
Veo Open AccessSM platform
Bill Stone
Cutting Edge Auditing
Morningstar for Advisors App
TD Ameritrade Holding Corporation
advisor workflow partnership
Loring Ward
ProcessEZ
Envestnet’s Digital Advisor platform
robo advisors
Fusion Advisor Workstation
Paperclip
Wealth Access Estate Platform 3.0
DecisionCenter
data aggregation solutions
Narrator™ application builder
tenth annual T3 Technology Conference
Advisor® Xi suite
cloud-based billing software
Mara Laisson
Smarsh Sites
brand-centric theme customization
J.P. Morgan
Questar Capital℠
Expanded Performance Details for Sample Portfolios
SaaS-based payment processing platform
Google Analytics integration
web-based CRM
Document Imaging
Redtail Technology CRM
NetExchange Select
Todd R. Crockett
Ann Haas
compete against other digital advisors
Mary Ferguson
Spark
Account Alerts
business and technology management
San Diego
Household Balance Sheet
personal financial management
workflow solutions
ReportQ
Dropbox
required trading and rebalancing
asset gathering
Copytalk+
Mike Capelle
Strategic Integrated Online Account Processing
advanced data reporting
Celent
Joseph Starinsky
Kelly Caffrey
financial planning and client engagement solutions
Schwab Intelligent Technologies
Innovation Centers
portfolio applications
Ed O’Brien
RightSize Solutions
online account opening
United Capital
Back Office Solutions
Mobile Scribe Service
T3 Advisor Tech Conference
Chris Wacker
Search Engine Optimization
interactive compliance calendar
Portfolio Snapshot
emX’s Vault
Folio Institutional
data automation
Veo®
Cybersecurity
Advisor Xi
Client Relationship Management (CRM)
InvestmentNews
Productivity
Robo-Advisers
Fusion® Advisor Workstation
paperless client onboarding process
Deena Katz
BlueSky
Nathan Lucius
The Efficient Practice
cloud-based billing tool
Maree Moscati
Smart Form Tool
BrandYourself.com
Jackson
Quik! Form
Safe by Estate Assist
Google Play
pensions
web-based portfolio management software
Reduce computer sprawl
NetExchange View
Tom Doherty
Ann Marie Stieler
compliance and security
Matched Portfolio
Account Details
business development metrics
Jim McKelvey
rebalancing solution
Fidelity Institutional Wealth Services
San Diego, CA
household-‐level rebalancing
Personal Financial Management (PFM) tool
Worldox
WorthFM
Duane D’Orazio
RESTful
normalization
Trizic
AssetBook
Copytalk+ Smartphone App
Mike Ethridge
Streetscape
advanced wealth planning solutions
Center For Wealth Planning
Josh Brown
Inside Information
Portfolio Building
EDGAR filing agent
Rio Hotel & Casino
Online Account Opening & Transfer
United Capital Financial Advisors
back-office solutions
Cross-business Tracking Routing & Control
Model Wealth Portfolios
Advisor FinTech Hackathon
CIO Review
Laser App 2015 Financial Services Conference
search engine optimization tagging
Interview
PortfolioCenter
end-of-life plan
risk tolerance assessment tools
FolioDynamics
Orion Advisor Integration
Data Cloud (Jigsaw)
verification
Bill Wostoupal
Cybersecurity and Compliance
TD Ameritrade Institutional Veo®
client relationship solution
SIFMA/FINRA Cybersecurity Conference
Investor-Advisor Collaboration
Proposal Generation Capabilities
Eric Jardine
Robo-advisor
paperless enrolment
wealth management technology
Dennis Fox
National Financial Partners Corp.
The E‐Valuator
Advizr and Orion integration
cloud-based CRM platform
Marie Swift
Smart Office
Bret Baier
Jackson app
Quik! Forms
External IT Cloud Desktop
Sagacious, Inc.
Gradient Investments
Performance
web-based software portal
Document Processing
RegEd
Tom Embrogno
Anna Curry
ComplianceQ
Matt Abar
sqope
account management software
business intelligence
Jim Patrick
rebalancing workflows
scalable personal finance data platform
householded data backbone
personal financial management platform
