Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter

technology Eric Clarke CRM Orion Advisor Services Orion Junxure Riskalyze MoneyGuidePro Greg Friedman Envestnet T3 Morningstar TD Ameritrade T3 Blog Vestorly Schwab AdvisoryWorld Aaron Klein Justin Wisz Laser App Software Robert Powell Pershing TD Ameritrade Institutional Junxure Cloud Salesforce RiXtrema portfolio management Redtail Technology Laserfiche Tricia Rothschild Stuart DePina Fidelity Redtail Redtail CRM eMoney Ken Golding Laser App Anywhere Daniel Satchkov CRM Solutions PIEtech DocuSign FinaMetrica Advent Neesha Hathi eMoney Advisor Brian McLaughlin Morningstar OfficeSM LPL Financial Advicent Brian Shenson account aggregation Risk Number™ Michael Kitces Wealth Access forms automation Sam Attias client relationship management Sheryl Rowling David Benskin Jemstep T3 Technology Conference Laser App SunGard Victor Fetter Vanare Charles Schwab NetX360® External IT Ram Nagappan NorthStar Financial Services Group Performance Reporting Jud Bergman Data Aggregation Hussain Zaidi Ryan Beach Advizr OpenView Gateway RIAs Bill Winterberg Rich Cancro FAStech Kiplinger Advyzon Dave Welling T3 Advisor Conference Sid Yenamandra Junxure Advisor Conference Michael Wilson Finance Logix BizEquity Albridge Entreda Geoff Davey HiddenLevers Black Diamond Advisors Assistant Salentica CRM Oleg Tishkevich tRx Oranj Tom Nally Portfolio Analytics management software Advent Software Jennifer Valdez Jon Patullo Ed Beggs Ron Carson Lowell Putnam Quovo Total Rebalance Expert Schwab Advisor Services RetireUp ActiFi SunGard Financial Systems Orion Advisor Services, LLC Bill Crager Advisor Technology solutions Phil Cunningham Yodlee document management Vanguard Redi2 Technologies Orion Connect Pat Dempsey Client Marketing Systems Scottrade Bill Rourke E-Valuator Blueleaf TradePMR Mark Tibergien Scottrade® Advisor Services reporting platform Risk Profiling Advisor CRM Advisor Xi Platform content marketing BNY Mellon Todd Clarke NaviPro practice and portfolio management system Michael Pinsker Grendel BillFin Bob Curtis Croesus Pocket Risk AssetMark Digital Content Marketing Rich Ellinger Neal Ringquist February 10-12, 2016 Risk Tolerance Billy Oliverio wealth management solutions Pershing Advisor Solutions Spenser Segal ETFs risk tolerance assessment BioniX Appcrown Schwab OpenView Gateway Advent Black Diamond Paul Resnik John Prendergast Salentica Tom Giachetti MyRetirement NestEgg Brett Clarke portfolio analysis MyRIACompliance Schwab OpenView Gateway™ Fermin Garcia Peak Advisor Alliance Simon Mulcahy rebalancing platform Retirement Income Story© Investment Planning advisor rebalancing financial advisors Advisors Assistant® custodial platform Envestnet | Tamarac XTRAC AdventConnect SEI Wealthminder Morningstar Office SSG Integration Schwab advisor center ClientFirst Advisor Software Charles Goldman Social Media Salesforce AppExchange SSG Conference Deborah Fox XTRAC Solutions Dan Skiles Tyler Nunnally NetX360 J.D. Bruce Mike McDaniel Jim Dario financial planning WealthStation RIA investment solutions Advicent Solutions Fidelity Institutional Drew DiMarino Blu Giant customer relationship management NetX360® platform financial planning software Blu Giant Advisor Studios Zohar Swaine Gail Graham Risk Number Advisor BioniX Fidelity Investments Edmond Walters Money Guide Pro Philip Wilson Anil Arora FolioDynamix Shareholders Service Group Robert Eggebrecht advisor workflow partnership Warren Mackensen real time balances Connections Console Mitt Romney technology solutions Performance Reporting Capabilities Carson Wealth Management Group Joe Ruzycki Kevin Miller Small Businesses financial planning tool Human Finance Project Edward Jones Russell Leto Advisor® Xi suite Web App Single Sign On CRM systems TJ Jones Chris Casdia Laser App’s Software as a Service (SaaS) platform Sonia Rosenbaum Note Taking INSITE™ 2015 conference Enhanced Capital Partners Salesforce.com Ann Haas data protection Women Investors Reporting Console for Each Office Account Alerts customizable questionnaires Multi-Asset Class Portfolio Analysis Portfolio Management and Insurance Management modules Client Marketing Systems, Inc. LPL’s Resource Center Steve Sanduski open-architecture platform intraday quotes eSignature Capabilities Forbes Schwab Independent Advisor Outlook Study asset allocation mappings service Depository Trust and Clearing Corporation “Robo” Challenge RIA/Client reletionships Adhesion NaviPlan LEADS Unify PowerAdvisor Cloud Desktop solution Synapse API Orion Portfolio Reports iPad app FA Insight Gemcom Autopilot Docupace Advisor Convention October 7-8 new client electronic on-boarding Vendor Affinity Program psychometric risk tolerance test Community Blog tax-aware trading program Patrick Dempsey Built In Token 2-Factor Authentication Jackson.com Fidelity®'s New Wealthcentral® Technology Bundle Sharing Bill Stone eAdvisor Robert Moore Advisor Xi Real-Time Data content aggregation Mobile app Technology Tools For Today performance reporting software cash posting John Hancock Kevin Paulsen Smarsh Financial Transmission Network Inc. BlueSky Efficient Technology web-based applications CRM technology MoneyGuideProTM To-Do Lists PIEtech, Inc., Chris Casey Jud Mackrill LaserApp Sophie Schmitt Nova instantaneous stress testing enhanced client communication Salesforce1 Customer Platform Ann Marie Stieler Data-Driven Insights Woodrow Levin Account Details customized analysis multi-block trading TradeWarrior Portfolio Management Consultants Client Meeting Support for Advisors Luis Gomez Steven D. Kelly intuitive user-experience Estate Assist Schwab Intelligent Integration® asset gathering detailed financial planning advanced data reporting data aggregation functionality NaviPlan® financial planning tool Unify Cloud Disaster Recovery PowerShares cloud-based archiving solutions Mark Wilson T. Rowe Price Orion’s Client Portal BranchNet IPS AdvisorPro Farshad Ghaffari Gemini Alternative Funds Scottrade® Advisor Services Platform Back Office Solutions Docupace ePACS® New Microsoft Dynamics® VEO Q-Suite company performance analysis Michael M. Carter tax-losses Patrick Flaherty Business Analytics Jackson® Fidelity’s Technology and Operations Consulting Greg Vigrass Sherri DuMond Bill Wostoupal EAI Real-time Profile Tracking Mobile App 2.0 Technology Tools for Today 2014 Conference Perry Moore CEB TowerGroup John Mackowiak Kevin Sweet Smarsh My Site FinFolio IBackup® Electronic Signing SaaS Advizr and Orion integration web-based client management software CRM User Adoption MoneyGuidePro® PMC's Quantitative Portfolios Chris Momsen Julie Littlechild LaserApp Anywhere sophisticated computer algorithms November 2-4, 2015 Institutional Intelligent Portfolios™ enhanced mutual funds order management Anna Curry DataPro Wordpress platform reporting solutions account management software Cutting Edge Auditing multi-user support Trading Processes portfolio management process MacroRisk Analytics Stifel OpportunityView™ Invesco estate management forms library Schwab Intelligent Portfolios AssetBook Digital Advice advanced wealth planning solutions data aggregation solutions Unify Software cloud-based billing software Market Movement Strategies (MMS) OS33 Cloud Desktop platform brand-centric theme customization IPSAdvisorPro Gemini Fund Services seamless advisor integration back-office solutions Docupace Technologies risk profiling questionnaire provider Advisor FinTech Hackathon Newgate Capital Management Veo Open Access Quadron Data Solutions compete against other digital advisors Patrick Yip business and technology management James Carney Figlo Gregg Klein Sheryl Garrett filter and cross reference data Earnings Potential robo advisors Advisor-Client relationships Wealth Access Estate Platform 3.0 Realized and Unrealized Gains/Losses Copytalk+ Mobile Application tenth annual T3 Technology Conference Celent John McArthur Smarsh Sites FinFolio’s Portfolio Management Software IBDs eliminating selected fees SaaS-based payment processing platform web-based CRM Redtail Technology CRM MoneyTree Todd R. Crockett Chris Wacker Juney Ham Spark Oauth2 user authentication security inStream Solutions enrollment platform San Diego Annuities + Insurance workflow solutions ReportQ account opening Cybersecurity mutual fund capital gains distributions Trading Strategy Checklist Portfolio Management Processes Client Relationship Management (CRM) Maggie Crowley Strategic Advisor Optimum Market Portfolios Investigo ETF OneSource participants Fox Financial Planning Schwab Intelligent Portfolios™ advanced workflow tools Unify’s Cloud VPN practice management cloud-based billing tool Marketing Center platform Outlook email archiving BrandYourself.com iReach Gemini Hedge Fund Services seamless forms-filling capabilities BakerAvenue Asset Management Advisor Impact Next Generation Investor Portal Veo Open AccessSM platform Quadron Data Solutions™ compliance and security Michael Spellacy TD Ameritrade Holding Corporation Paul Cantrell business development metrics James Poer Guide Financial Technologies EarningsQ Robo-Advisers AdvisorComplete platform rebalance Copytalk+ Smartphone App Mobile channel The Efficient Practice Center For Wealth Planning John Ndege Kirk Hulett Smart Form Tool FinFolio’s WorkStation IEC Bob Stiess Eliza De Pardo Safe by Estate Assist Aggregation web-based portfolio management software Reduce computer sprawl Cross-business Tracking Routing & Control monitoring Tom Doherty portfolio accounting CIO Review Laserfiche Connector October 13 Insurance and Securities verticals Enterprise Content Management Software San Diego, CA App expansion Worldox required trading and rebalancing Account opening and commissions Cybersecurity and Compliance My Wall portfolio management system client relationship solution MagniPost Strategic Integrated Online Account Processing Optional Tax Management investment advice Fox Financial Planning Network Schwab Intelligent Technologies AssetMark Advisor iPad digital financial solutions RightSize Solutions United Capital practice management solutions cloud-based CRM platform Marketing Cloud T3 Advisor Tech Conference Outsourcing Services Bret Baier iRebal February 4, 2015 Gen X/Y Search Engine Optimization Balances Dominey Stewart Advisor iPad App Next Generation of Integration Veo® qualified fiduciary advisors ComplianceQ Michael Stier Paul Polese business intelligence Jason Roberts FinaMetrica Plus Gustav Karner SIFMA/FINRA Cybersecurity Conference easily view user activity Robo-advisor AdvisorComplete℠ wealth management technology Rebalancer Cory Haberkorn mobile connectivity The E‐Valuator Pershing LLC centralized and tailored user experience John Norwood Krilogy Financial Smart Office FINRA and SEC technology guidelines Impact Communications Bob Veres Ellen Smith Sagacious, Inc. AICPA web-based software portal RegEd CSIA monthly compliance checklists Tom Embrogno portfolio accounting service provider Cities Digital Laserfiche Document Management sqope Office 365 integrated cloud based technology enterprise-grade data management platform scalable personal finance data platform David Canter WorthFM RESTful account rebalancing software Damian Gallina myeDocumentsuite.com Trizic portfolio management tools Client Risk Assessments maintenance of composites Streetscape OptionsPlay Score Investment Advisors Workflow ETF’s Fred Tomczyk Atlanta Digital Fortress Rio Hotel & Casino Nerd’s Eye View United Capital Financial Advisors PreciseFP cloud-based IT Marketing Gorilla System packaged web design Bret Magpiong iRebal® Fee Calculation Details Gentech search engine optimization tagging Barrett Ayers Donald Capone risk tolerance assessment tools Advisor Office Next-Generation Advisor CRM® verification quantitative risk technology compliant ready platform TD Ameritrade Institutional Veo® business processing services Jason Wenk business valuation knowledge Jay Jay French Hemant Moore Signix EBITDA growth rate Robo-Shield™ AdvisorQ Wealthbase rebalancing Cory Olson mobile devices The Future of Risk is Here: Enhance Your Value or Perish Pershing’s Net 360 Technology Channel Cetera Kyle Hiatt Smarter Prospecting FinTech 100 Impact Technologies Group Bobby Yazdani Wednesday July 22, 2015 registered investment advisors curation engines Portfolio Accounting Solutions Cities Digital’s MagniMail Lex Sokolin sqopeTM Score Office of the Future integrated CRM Scalable workflow tools AppHub David Fetter X-Ray Reports Retirement Hub app account servicing Damon Deru Trust Company of Sterne Agee portfolio mappings services Client Service Monitor manage cash flows Optionsplay® Investment Income Summary Report Everplans Ft. Lauderdale Schwab OpenView Gateway® Attribution Analysis Digital Fortress Suite Rio Hotel & Casino in Las Vegas Advent Custodial Data up-to-date account data predictive analytical tools cloud-based IT outsourcing Marketware International T3 Conference Anaheim, CA Panoramix iShares fee elimination Securities America basic client interaction Doug Harbrecht Risk Tolerance Questionnaire Advisor Office platform next-generation wealth management platform Vestmark Quantitative Risk Tolerance Composite Holdings Report Michelle Smith TD Ameritrade Institutional's Veo® Paul West TD Ameritrade Institutional’s Veo Open Access platform PCI-compliant platform business valuations Jeff Norris Financelogix Silanis Ebix robust backup features Wealthbox CRM rebalancing capability Cost Basis mobile forms-filling The Markets Personal Finance Management Application Cetera Financial Group John Schobel Ladenburg Thalmann Financial Services Inc. SmartOffice Firm Alerts and Announcements import tool Bonaventure Resort and Spa Albridge Solutions Wells Fargo Advisors registration checker tool 1-to-1 client relationships custodial data file import process Morningstar Advisor Tom Kimberly CitiMortgage Junxure Cloud® LiquidHub SS&C Technologies Integrated CRM Performance Dashboard SCANaltyics Application of Preference Measurement: The Case of Riskalyze David Lyon XCelent Award retirement income planning tool accounting software Dan Arnold Portfolio Pathway client-facing analytical and proposal tool management fee Sugar Ray Leonard investment management experience eVestment FTJ FundChoice Audit Management digital marketing hub Risk Alignment Platform Advent Direct NestEgg Wealth Upside PRNewswire cloud-based platform Martin L. Flanagan T3 Enterprise Conference Panoramix™ Brett Thorne ISO George Will securities and insurance industries BD Equalizer Doug McPhail Risk-Balanced Portfolios Advisor Pro platform NFP Vestmark Manager Marketplace (VMM) Quantum composite performance reporting Microsoft Microsoft Corp TD Ameritrade Institutional’s VEO® ByAllAccountsSM Kanchana Chalia Financial Account Data Technology Platform High-Performing Firms Black Diamond platform Ebix Smart Office robust technology capabilities Advisors Assistant Everywhere Wealthcare Capital Management cost-efficient beta exposure Mobile Optimization the Practice personal financial management Chad Blythe John Vaccaro lagging performance duration and timeframe priorities SMAs First Rate Income Generator Branch Audit Consulting eMoney Select system Salentica’s Data Broker Allen Eickelberg Wes Stillman regulatory compliance 2015 Peter L. Bernstein Award Custodial Data Integrations Morningstar Analyst Rating™ client acquisition Junxure Cloud® CRM Lori Hardwick SS&C Technologies Holdings Online Account Management integrated receivables management Envestnet Advisor Summit SCANalytics application program interface (API) David, Stalnaker XLR8 AccountQ™ Dan Brownell Narrator Clients™ TRX Edge portfolio risk Client-facing technology SugarCRM order processing eVestment Quantum Analytics FTNI Schwab OpenView MarketSquare® Audit Technology Digital Marketing Platform Risk Analysis NetExchange Client Upside Advisor ProcessEZ cloud-based portfolio management Mary Ellen Whiteman Paperclip Brian A. Davis iTunes App Stores Fetter Logic Global Financial Private Capital Security Behavioral Finance Downloadable Portfolio Review Reports NFP Advisor Services Group Questar Capital℠ Composite Portfolio Review Microsoft Dynamics CRM TD Ameritrade National LINC Conference pensions CAIS Karl Chan Holdings Simon Sinek Black Diamond® Echosign Rocaton Advisors WealthCentral rebalancing solution Council Capital Mobile Productivity The Retirement Hub Personal Financial Management (PFM) tool Chad Centorbi Las Vegas Social Analytics Fisher Investments independent portfolio rebalancing software platform eMoney’s emX Select platform Sales Cloud Amanda Steinberg Weston regulatory compliance services and technology 2015 Veo® Integrated Awards Morningstar for Advisors App Tom Schildhauer portfolio applications Client communications management Junxure CRM Loring Ward SS&C Technologies Holdings, Inc. online account opening integrated technology application programming interface Daxs Stadjuhar Retirement Plan Network Accounts and Fact Sheets for Investments Dan Hunt Narrator™ application builder turnkey data science solutions Portfolio Snapshot Client360º Mara Laisson Suhail Ali investment policy statement eVestment Spectrum Analytics full lifecycle portfolio management Schwab OpenView Mobile auditable workflow and document management technology Digital Practice Management risk engineering NetExchange Select Uri Pomerantz Productivity cloud-based solutions Mary Ferguson TA Associates paperless client onboarding process J. Kelley Williams, Jr. Fetterlogic Global Investment Performance Standards Ben Francois downside volatility Riskalyze and RetireUp Integration Demo Advisor Rebalancing® Nobel Foundation Vestorly solution Quik! Form CompositeBuilder comprehensive portfolio management Mike Capelle TD Ameritrade's VEO Performance CAM Jenny Richards Kelly Caffrey Financial Feed Homrich Berg single sign-on integration Black Diamond℠ Advisors Assistant’s CRM rebalancing workflows couple’s report Mobile Scribe Service The Tarbox Group, Inc. personal financial management platform Chapwood Investments Jonathan Jaranson social collaboration fixed index annuities normalization industry related forms eMoney’s wealth management platform Analytics Cloud Westport Resources Rehmann 2016 T3 Advisor Conference, Ft. Lauderdale, FL Custodian Total Portfolio Expert (TPX) Portfolio Building Client Data Automation Junxure® CRM Online Account Opening & Transfer Envestnet | Tamarac's Advisor Xi Arcons Technology Dean Cook XTRAC App RetireRisk ACH origination Dan Santner Nathan Lucius two-factor authentication PortfolioCenter Maree Moscati Orion Advisor Integration investment research platforms eVestment Spotlight Analytics Fuse 2014 Schwab Performance Technologies® Automate Client Marketing direct online insurance offerings Risk Management AdventConnect 2014 NetExchange View user-friendly programing Proposal Generation Capabilities CLS Investments Matched Portfolio Tamarac Advisor® Xi paperless enrolment Brian Semitekol J. Richard Coe goalgamiPro service alerts Benjamin Birken Dr. David Lawrence Riskalyze Autopilot Quik! 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PortfolioCenter® Clients & Portfolios Marie Swift investment screening functionality eWealthManager Fuse 2014 award Schwab’s 2013 RIA Benchmarking Study automated portfolio management disparate and divergent solutions risk management characteristics Proposal Tool for Chapwood Investments CNN Money Matt Abar Tamarac's Advisor® Xi paperless onboarding Fidelity Center for Applied Technology goalgamiPro® Service Cloud Best Technology for a Vertical CRM Dr. Noah Smith Advisor Software, Inc. Vincent Guyaux Radar computer-based modeling system TDA Performance Dashboard and Client Reporting Engine Cameron Routh Kevin Cimring Household Balance Sheet single-sign on functionality Blaze Portfolio Ed O’ Brien Roy Burns create and manage portfolios Modern Portfolio Theory Tim Ramza Peter Intraligi Joseph Mrak Laser App Advisor Con 2015 social media integrations Flexible Optimizer Northern Lights Distributors InformationWeek 500 EMX Platform Salesforce CRM Andrew Rudd data analysis solutions Will Bressman Relius Adminstration customer acquisition Morningstar, Inc. Total Rebalance Expert (TRX) Portfolio Construction Tool client engagement LPL Financial Holdings Stark & Stark online client engagement Intelligent Aggregation Envestnet’s Digital Advisor platform FMG Suite Schwab Advisor Services’ Artificial Intelligence DecisionCenter yHLsoft ActiFi Client Engagement Daniel Inveen Nationwide Ultra High Net Worth position data ClientView Client Portal Mario Canas SunGard’s WealthStation Expanded Performance Details for Sample Portfolios Fusion Advisor Workstation SciQ Insights Automated Workflow Document Imaging risk management platform Vanare | NestEgg ProTracker Cohesive Client Management Process Matt Crisp tax efficiency in a cloud-­‐based model paperless processing systems Brian Stimpfl J.P. Morgan Google Analytics integration services and support for RIAs RiXtrema's Portfolio Crash Test Vladimir Baranov Raj Udeshi Concenter Services Mike Phillips performance expectations Canterbury Consulting Jim McKelvey Kevin Crowe financial planning and client engagement solutions household-­‐level rebalancing SixThirty Ed O’Brien Run Smarter® AdvisoryWorld Financial Technology WealthStation CompAct Redhawk Wealth Advisors credit card processing Modestpark Tim Welsh Charles Sizemore Joseph Starinsky Social Security NorthStar Innovation Centers emX’s Vault Salesforce data migrator Andrew Stevens data automation William Faulkner Report Builder Abby Schneiderman Morningstar® Total Technology Platform Portfolio Crash Test solution client feedback LPL Financial LLC State Income Tax Calculator online practice management platform interactive compliance calendar Folio Institutional Schwab Advisor Services’ SOLUTIONS® Artisan and Grendel Deena Katz RIA advisor platform ActiFi software suite Natural Language Processing unified cloud computing solutions Positions ClientWorks Mark Balasa SunGard’s WealthStation Financial Planning solution Orion Business Intelligence InvestmentNews Fusion® Advisor Workstation Scivantage Automated workflows risk modeling advisor and client portals ProTracker Advantage Collaboration Cloud (Chatter) Matt Nelson Tax Efficient Drawdown Park City, Utah Broker Dealers Jackson Fidelity Institutional Wealth Services Google Play Shane Bingham Bill Good Dropbox Rob Cirrotti Advisor View Wall Street Journal Concierge Service Mike Walsh Technology adoption Performance Measurement CapGainsValet Jim Patrick Kevin Knull householded data backbone SixThirty FinTech Accelerator EDGAR filing agent Rushmore Advisor Services AdvisoryWorld HoldingScan Report for Households WealthStation Financial Planning modify portfolio exposures time-effective onboarding experience Phil Sorgen check scanning Josh Brown Laser App Enterprise Social Security Analyzer Inside Information end-of-life plan Salesforce Financial Service Cloud Integration Andrew Tognela Data Cloud (Jigsaw) Windows™ PowerShell reporting acceptable and unacceptable tolerance standards Customer Success Platform Morningstar® Advisor WorkstationSM Touch functionality Portfolio Crash Testing Client Management System LPL Focus 2015 state‐of‐the‐art forms-filling technology Online Reporting Dashboard Interview Eric Jardine FolioDynamics Schwab Advisory Services Ashley Globerman Dennis Fox RIA Benchmarking Study activity streams Darren Tedesco Naureen Hassan unified managed account POWER ClientWorks platform Mark Casady Sustainable Retirement Income Investor-Advisor Collaboration External IT Cloud Desktop Scott Parry automating portfolio management Document Processing NetXInvestor variable annuities ProTracker Cloud Commonwealth Financial Network Matt O’Brien Tax Lot information brokerage and custody services Jackson app Gradient Investments Shannon Dempsey Bill Laird Duane D’Orazio Robb Baldwin Advisor View™ Robert Arnott Advisor Websites Walt Bettinger RCS Capital conflict-free custody solution mitigate risk Technology Integrations Career Activity Management System Joe Duran Kevin Kraus financial planning technology HTML5 version Blu Giant, LLC Russ Thornton Advisor® Xi WealthTechs Redkite timeframes Chicago Juan Williams Social Security Optimizer Norwood Consulting Insights on Advice end-­‐to-­‐end portfolio management Salesforce Financial Services Cloud data management solutions WinOps reporting capabilities Customizable Quarterly Investment Review Presentations Morningstar® Portfolio X-Ray® Trade Strategy Visualization LPL Focus Conference Steve Dunlap Open View Gateway Intraday Integration error checking Schwab IMPACT 2013 ASI Denny Bottorff Zywave RIA in a Box Activity tracking and corporate memory Darrin Courtney NaviPlan unified wealth management technology Power of Together Cloud applications Mark Engelhardt Symantec VIP integration Orion Discover Investor360° External IT's Cloud Desktop Garrett Planning Network automation software tool document storage software-as-a-service Risk Number® Advisor Con NetXInvestor® VAs ProTracker Software Commonwealth’s Practice360º Maureen Duff tax planning Patrick Ambron browser in the cloud Jackson National Life Insurance Company® Fidelity Investments® Great Kight Dynamic Rebalancing