Home > Blogs > Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Submitted by Technology Tools for Today on June 1st, 2013
In personalized wealth reporting, successfully and seamlessly sharing data among preferred third-party applications has been difficult. The proven resolution lies in providing simplicity and choice within a data-sharing framework. Watch this short video on Standardizing the Interoperability Framework by Gregg Klein, Director of Product Management, Albridge Solutions, Inc.
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LPL’s Resource Center
Digital Practice Management
Vincent Guyaux
Black Diamond®
ProTracker Software
Jay Jay French
TDA
Patrick Ambron
Hemant Moore
CEB TowerGroup
single-sign on functionality
NaviPlan LEADS
Fetterlogic
Roy Burns
downside volatility
RCS Capital
CRM User Adoption
Tim Ramza
Amanda Steinberg
Impact Technologies Group
Chris Momsen
social media integrations
2015 Veo® Integrated Awards
new client electronic on-boarding
Salesforce CRM
Echosign
Will Bressman
Relius Adminstration
Cutting Edge Auditing
Total Rebalance Expert (TRX)
application programming interface
integrated CRM
Stark & Stark
Accounts and Fact Sheets for Investments
Norwood Consulting
Fisher Investments
Schwab Advisor Services’
Mitt Romney
eMoney’s emX Select platform
yHLsoft
Kevin Miller
data aggregation solutions
Ultra High Net Worth
auditable workflow and document management technology
Investment Income Summary Report
cloud-based billing software
SunGard’s WealthStation
Open View Gateway
Ft. Lauderdale
brand-centric theme customization
SciQ Insights
risk management platform
Laser App’s Software as a Service (SaaS) platform
Daxs Stadjuhar
Vanare | NestEgg
Ben Francois
Power of Together
iShares
compete against other digital advisors
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
Orion Discover
business and technology management
services and support for RIAs
multi-block trading
eVestment Spotlight Analytics
Rob Cirrotti
Luis Gomez
direct online insurance offerings
Vladimir Baranov
Black Diamond℠
psychometric risk tolerance test
Jeff Norris
Copytalk+
Advisors Assistant’s CRM
Patrick Dempsey
Celent
SixThirty
NaviPlan® financial planning tool
Run Smarter®
Mark Wilson
Dr. David Lawrence
WealthStation CompAct
Redhawk Wealth Advisors
real time balances
John Schobel
Tim Welsh
Analytics Cloud
Performance Reporting Capabilities
import tool
Chris Wacker
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
New Microsoft Dynamics®
Financial Feed
Salesforce data migrator
Michael M. Carter
William Faulkner
Report Builder
Junxure Cloud®
Cybersecurity
Total Technology Platform
Arcons Technology
Integrated CRM Performance Dashboard
Client Relationship Management (CRM)
State Income Tax Calculator
ACH origination
Note Taking
fixed index annuities
Schwab Advisor Services’ SOLUTIONS®
Mobile app
eMoney’s wealth management platform
RIA advisor platform
Kevin Paulsen
unified cloud computing solutions
Automate Client Marketing
Portfolio Management and Insurance Management modules
investment management experience
cloud-based billing tool
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
open-architecture platform
FTJ FundChoice
BrandYourself.com
Scivantage
MoneyGuideProTM
Envestnet | Tamarac's Advisor Xi
risk modeling
LaserApp
Dean Cook
Benjamin Birken
PowerAdvisor
ISO
compliance and security
Tax Efficient Drawdown
Orion Portfolio Reports
George Will
business development metrics
Shane Bingham
Shannon Dempsey
multi-user support
eWealthManager
Robb Baldwin
MacroRisk Analytics
disparate and divergent solutions
Wall Street Journal
Black Diamond℠ platform
Q-Suite
Copytalk+ Smartphone App
Technology adoption
Advisory World
Patrick Flaherty
High-Performing Firms
Center For Wealth Planning
SixThirty FinTech Accelerator
Fidelity Center for Applied Technology
Rushmore Advisor Services
Market Movement Strategies (MMS)
Dr. Noah Smith
WealthStation Financial Planning
Real-Time Data
John Vaccaro
Cross-business Tracking Routing & Control
time-effective onboarding experience
Andrew Rogers
performance reporting software
Income Generator
CIO Review
Social Security Analyzer
Aaron Guidotti
Newgate Capital Management
Financial Personalities
Salesforce Financial Service Cloud Integration
Ed Butowsky
Windows™ PowerShell
reporting
Junxure Cloud® CRM
Cybersecurity and Compliance
Touch functionality
ARKON
PIEtech, Inc.,
integrated receivables management
client relationship solution
state‐of‐the‐art forms-filling technology
Nova
flexibility to scale
Schwab Advisory Services
Mobile App 2.0
emX
RIA Benchmarking Study
Kevin Sweet
data analysis
unified managed account
automated portfolio management
Portfolio Management Consultants
cloud-based CRM platform
Sustainable Retirement Income
FTNI
Bret Baier
Scott Parry
MoneyGuidePro®
Envestnet’s Advisor Suite®
LaserApp Anywhere
variable annuities
Best Technology for a Vertical CRM
PowerShares
iTunes App Stores
ComplianceQ
Tax Lot information
Advisor Software, Inc.
Orion’s Client Portal
Global Financial Private Capital
business intelligence
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Robert Arnott
Maggie Crowley
Document Imaging
Walt Bettinger
Blaze Portfolio
Quadron Data Solutions
Cory Haberkorn
Technology Integrations
Patrick Yip
Holdings
centralized and tailored user experience
Russ Thornton
Marketing Center platform
WealthTechs
Redkite
Real-time Profile Tracking
CSIA
timeframes
Andrew Rudd
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Social Security Optimizer
Next Generation Investor Portal
Salesforce Financial Services Cloud
Michael Spellacy
Ed O’ Brien
WinOps
reporting capabilities
Junxure CRM
Damian Gallina
Trade Strategy Visualization
Artificial Intelligence
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Steve Dunlap
ActiFi Client Engagement
November 2-4, 2015
Flexible Optimizer
Schwab IMPACT 2013
Mobile Application
EMX Platform
Zywave
RIA in a Box
data analysis solutions
unified wealth management technology
Automated Workflow
portfolio management process
investment policy statement
cloud-based IT
Symantec VIP integration
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
MoneyTree
Envestnet’s Digital Advisor platform
Risk Number®
DecisionCenter
VAs
J. Kelley Williams, Jr.
compliant ready platform
tax planning
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
business valuation knowledge
Sharing
My Wall
Robert Eggebrecht
MagniPost
Warren Mackensen
Quadron Data Solutions™
Jenny Richards
Cory Olson
technology solutions
AdvisoryWorld Financial Technology
Paul Cantrell
Homrich Berg
Cetera
Small Businesses
Fidelity Institutional Wealth Services
Russell Leto
Marketing Cloud
Dropbox
Web App Single Sign On
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
TJ Jones
Andrew Stevens
industry related forms
Cities Digital’s MagniMail
Sonia Rosenbaum
Abby Schneiderman
Next Generation of Integration
financial planning and client engagement solutions
Salesforce.com
Michael Stier
Ed O’Brien
Women Investors
Reporting Console for Each Office
Junxure® CRM
Damon Deru
Artisan and Grendel
Client Service Monitor
Steve Sanduski
ActiFi software suite
Oauth2 user authentication security
Schwab Independent Advisor Outlook Study
Mobile channel
emX’s Vault
“Robo” Challenge
RIA/Client reletionships
Kirk Hulett
data automation
Unify
Automated workflows
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Synapse API
advisor and client portals
Optimum Market Portfolios
Fuse 2014
monitoring
Laserfiche Connector
Deena Katz
Vendor Affinity Program
Bill Good
practice management
J. Richard Coe
Composite Holdings Report
tax-aware trading program
Advisor View
Outlook email archiving
goalgamiPro
Outsourcing Services
goalgamiPro®
business valuations
Sherri DuMond
myeDocumentsuite.com
External IT Cloud Desktop
Robert Moore
maintenance of composites
Document Processing
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Paul Polese
hosted archiving solutions
Cetera Financial Group
Smarsh
Nerd’s Eye View
Marketing Gorilla System
Duane D’Orazio
web-based applications
rebalance
Joseph Miola
custodial data file import process
To-Do Lists
Andrew Tognela
Informatica
CitiMortgage
Sophie Schmitt
acceptable and unacceptable tolerance standards
Next-Generation Advisor CRM®
Salesforce1 Customer Platform
EDGAR filing agent
Woodrow Levin
Junxure’s cloud-based CRM/office management solution
Dan Arnold
TradeWarrior
Ashley Globerman
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
Steven D. Kelly
activity streams
October 13
Florida
Schwab Intelligent Integration®
mobile connectivity
end-of-life plan
Krilogy Financial
Data Cloud (Jigsaw)
Unify Cloud Disaster Recovery
automating portfolio management
portfolio management system
investment screening functionality
cloud-based platform
T. Rowe Price
Optional Tax Management
Fuse 2014 award
Brett Thorne
Scottrade® Advisor Services Platform
monthly compliance checklists
Eric Jardine
Laserfiche Document Management
Dennis Fox
VEO
Bill Laird
practice management solutions
composite performance reporting
tax-losses
Advisor View™
Advisor Websites
packaged web design
Google Analytics integration
ByAllAccountsSM
Sheryl Garrett
External IT's Cloud Desktop
manage cash flows
document storage software-as-a-service
Blu Giant, LLC
quantitative risk technology
cost-efficient beta exposure
Technology Tools for Today 2014 Conference
Advisor® Xi
Household Balance Sheet
Chad Blythe
Smarsh My Site
Fidelity Investments®
SaaS
Marketware International
Dynamic Rebalancing
web-based client management software
Rebalancer
Joseph Mrak
Custodial Data Integrations
Pershing LLC
InformationWeek 500
client acquisition
sophisticated computer algorithms
next-generation wealth management platform
financial planning technology
Michelle Smith
Wordpress platform
reporting solutions
Dan Brownell
Trading Processes
ASI
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Stifel
Activity tracking and corporate memory
Office 365
FMG Suite
Schwab Intelligent Portfolios
mobile devices
end-‐to-‐end portfolio management
Kyle Hiatt
data management solutions
Unify Software
automation software tool
portfolio management tools
cloud-based portfolio management
Advisor Con
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
seamless advisor integration
error checking
risk profiling questionnaire provider
Lex Sokolin
Denny Bottorff
Veo Open Access
PreciseFP
J.P. Morgan
Composite Portfolio Review
TD Ameritrade Holding Corporation
advisor workflow partnership
Panoramix
Google Play
CAIS
FA Insight
robo advisors
management fee
Docupace
Wealth Access Estate Platform 3.0
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
tenth annual T3 Technology Conference
Advisor® Xi suite
Paul West
household-‐level rebalancing
Chad Centorbi
Smarsh Sites
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
SaaS-based payment processing platform
Martin L. Flanagan
web-based CRM
Redtail Technology CRM
rebalancing
Joseph Starinsky
Todd R. Crockett
Ann Haas
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Spark
Account Alerts
NFP
financial planning tool
San Diego
Microsoft
Edward Jones
workflow solutions
ReportQ
Dan Hunt
Trading Strategy Checklist
asset allocation mappings service
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Strategic Advisor
Adhesion
Office of the Future
Folio Institutional
Schwab Intelligent Portfolios™
mobile forms-filling
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
data protection
Unify’s Cloud VPN
Autopilot
portfolio mappings services
InvestmentNews
cloud-based solutions
Advisor Convention October 7-8
Optionsplay®
Fusion® Advisor Workstation
seamless forms-filling capabilities
Morningstar Advisor
eSignature Capabilities
LiquidHub
Depository Trust and Clearing Corporation
Veo Open AccessSM platform
Bill Stone
predictive analytical tools
Jackson
CompositeBuilder
Jackson app
comprehensive portfolio management
Advisor Xi
Panoramix™
Gradient Investments
CAM
Narrator Clients™
Farshad Ghaffari
Robo-Advisers
Docupace ePACS®
BlueSky
Quantum
Jim Patrick
couple’s report
The Efficient Practice
PCI-compliant platform
householded data backbone
Chapwood Investments
Smart Form Tool
NetExchange Client
Fidelity’s Technology and Operations Consulting
Safe by Estate Assist
Mary Ellen Whiteman
eAdvisor
web-based portfolio management software
Reduce computer sprawl
rebalancing capability
Josh Brown
Custodian
Tom Doherty
Ann Marie Stieler
Personal Finance Management Application
Inside Information
Client Data Automation
Account Details
NFP Advisor Services Group
Financial Transmission Network Inc.
San Diego, CA
Microsoft Corp
Efficient Technology
Worldox
required trading and rebalancing
Kanchana Chalia
Dan Santner
asset gathering
Interview
Strategic Integrated Online Account Processing
advanced data reporting
FolioDynamics
Schwab Intelligent Technologies
Mobile Optimization
enhanced client communication
RightSize Solutions
lagging performance duration and timeframe priorities
Data-Driven Insights
United Capital
Back Office Solutions
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
T3 Advisor Tech Conference
Brian Semitekol
Search Engine Optimization
Morningstar Analyst Rating™
Estate Assist
Lori Hardwick
detailed financial planning
Veo®
PRNewswire
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
TD Ameritrade Institutional Veo®
Paperclip
Great Kight
CAM System
SIFMA/FINRA Cybersecurity Conference
Narrator™ application builder
Robo-advisor
Mara Laisson
Docupace Technologies
wealth management technology
Questar Capital℠
Joe Duran
Craig Smith
The E‐Valuator
Advizr and Orion integration
HTML5 version
Smart Office
NetExchange Select
Figlo
Sagacious, Inc.
Mary Ferguson
EAI
web-based software portal
RegEd
Juan Williams
Custom Cloud (Force.com)
Tom Embrogno
Anna Curry
personal financial management
Insights on Advice
client database portal
sqope
account management software
Nobel Foundation
FinFolio
scalable personal finance data platform
Microsoft Dynamics CRM
Electronic Signing
WorthFM
RESTful
Karl Chan
Trizic
AssetBook
Intraday Integration
Clients & Portfolios
Streetscape
advanced wealth planning solutions
Online Account Management
Mobile Productivity
enhanced mutual funds order management
Rio Hotel & Casino
Las Vegas
DataPro
United Capital Financial Advisors
back-office solutions
portfolio risk
Investor360°
CNN Money
Advisor FinTech Hackathon
order processing
Garrett Planning Network
search engine optimization tagging
Morningstar for Advisors App
estate management
risk tolerance assessment tools
Loring Ward
Digital Advice
verification
Bill Wostoupal
Vestmark
Productivity
Jackson.com
computer-based modeling system
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
paperless client onboarding process
Cameron Routh
Signix
Nathan Lucius
Robo-Shield™
Maree Moscati
Wealthbase
Quik! Form
Joe Ruzycki
create and manage portfolios
The Future of Risk is Here: Enhance Your Value or Perish
pensions
Human Finance Project
Smarter Prospecting
NetExchange View
filter and cross reference data
Matched Portfolio
Earnings Potential
Wednesday July 22, 2015
registered investment advisors
rebalancing solution
customer acquisition
Annuities + Insurance
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
sqopeTM Score
account opening
FinFolio’s Portfolio Management Software
Scalable workflow tools
Mike Capelle
eliminating selected fees
X-Ray Reports
Retirement Hub app
Kelly Caffrey
Daniel Inveen
Trust Company of Sterne Agee
portfolio applications
intraday quotes
ClientView Client Portal
advanced workflow tools
online account opening
Forbes
Schwab OpenView Gateway®
Mobile Scribe Service
enrollment platform
Rio Hotel & Casino in Las Vegas
up-to-date account data
BakerAvenue Asset Management
Portfolio Snapshot
iPad app
Cohesive Client Management Process
T3 Conference Anaheim, CA
Advisor Impact
Gemcom
Brian Stimpfl
Securities America
ETF OneSource participants
Risk Tolerance Questionnaire
Vestmark Manager Marketplace (VMM)
Proposal Generation Capabilities
Jackson®
Concenter Services
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
paperless enrolment
Greg Vigrass
Canterbury Consulting
Silanis
National Financial Partners Corp.
February 4, 2015
robust backup features
Marie Swift
Dominey Stewart
Wealthbox CRM
Bob Stiess
Quik! Forms
John Hancock
credit card processing
The Markets
Aggregation
Performance
Charles Sizemore
SmartOffice
Matt Abar
EarningsQ
Wells Fargo Advisors
registration checker tool
rebalancing workflows
Jud Mackrill
Tom Kimberly
App expansion
personal financial management platform
instantaneous stress testing
client feedback
SS&C Technologies
Account opening and commissions
normalization
FinFolio’s WorkStation
SCANaltyics
Mike Ethridge
Eliza De Pardo
XCelent Award
retirement income planning tool
AssetMark Advisor iPad
Portfolio Building
intuitive user-experience
ClientWorks
Sugar Ray Leonard
Online Account Opening & Transfer
Model Wealth Portfolios
Enterprise Content Management Software
Risk Alignment Platform
Laser App 2015 Financial Services Conference
Upside
Balances
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
T3 Enterprise Conference
Advisor iPad App
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
securities and insurance industries
Risk-Balanced Portfolios
digital financial solutions
