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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enrollment platform
integrated technology
Schwab OpenView Gateway®
Ann Haas
Custodial Data Integrations
Rio Hotel & Casino in Las Vegas
Account Alerts
POWER
client acquisition
up-to-date account data
ETF OneSource participants
T3 Conference Anaheim, CA
T3 Enterprise Conference
Multi-Asset Class Portfolio Analysis
investment research platforms
digital financial solutions
securities and insurance industries
asset gathering
LPL’s Resource Center
Fuse 2014
Dan Hunt
Risk-Balanced Portfolios
advanced data reporting
ProTracker Software
Client360º
Vestmark Manager Marketplace (VMM)
Patrick Ambron
February 4, 2015
TD Ameritrade Institutional’s Veo Open Access platform
NaviPlan LEADS
J. Richard Coe
Dominey Stewart
Silanis
Back Office Solutions
goalgamiPro
robust backup features
RCS Capital
Wealthbox CRM
cloud-based solutions
The Markets
new client electronic on-boarding
Jenny Richards
EarningsQ
SmartOffice
Homrich Berg
Advisor Xi
Wells Fargo Advisors
CompositeBuilder
registration checker tool
CAIS
FinFolio’s WorkStation
Tom Kimberly
Norwood Consulting
Jonathan Jaranson
Eliza De Pardo
SS&C Technologies
BlueSky
Mitt Romney
industry related forms
SCANaltyics
Kevin Miller
XCelent Award
Council Capital
retirement income planning tool
Chad Centorbi
Open View Gateway
Junxure® CRM
Enterprise Content Management Software
Sugar Ray Leonard
Ann Marie Stieler
Laser App’s Software as a Service (SaaS) platform
Risk Alignment Platform
Account Details
Power of Together
Client communications management
Upside
Orion Discover
ETF’s
multi-block trading
investment screening functionality
Digital Fortress
Security
AssetBook
Luis Gomez
Fuse 2014 award
Dan Santner
advanced wealth planning solutions
psychometric risk tolerance test
Patrick Dempsey
Fee Calculation Details
TD Ameritrade Institutional’s VEO®
NaviPlan® financial planning tool
Donald Capone
back-office solutions
Mark Wilson
goalgamiPro®
robust technology capabilities
Advisor FinTech Hackathon
real time balances
Wealthcare Capital Management
CLS Investments
Performance Reporting Capabilities
Brian Semitekol
FinaMetrica Plus
the Practice
New Microsoft Dynamics®
Jenze Bosma
easily view user activity
SMAs
Bill Wostoupal
Michael M. Carter
hosted archiving solutions
Salentica’s Data Broker
Wes Stillman
comprehensive portfolio management
regulatory compliance
CAM
FINRA and SEC technology guidelines
Note Taking
Joseph Miola
Ellen Smith
SS&C Technologies Holdings
Mobile app
Informatica
SCANalytics
Advizr and Orion integration
Kevin Paulsen
XLR8
couple’s report
Portfolio Management and Insurance Management modules
Chapwood Investments
TRX Edge
open-architecture platform
Junxure’s cloud-based CRM/office management solution
enterprise-grade data management platform
SugarCRM
MoneyGuideProTM
integration of independent recordkeepers
David Canter
Schwab OpenView MarketSquare®
Anna Curry
LaserApp
Florida
Custodian
Risk Analysis
account management software
PowerAdvisor
Client Data Automation
Upside Advisor
Orion Portfolio Reports
Everplans
TA Associates
multi-user support
Digital Fortress Suite
MacroRisk Analytics
Fusion Advisor Workstation
Riskalyze and RetireUp Integration Demo
advanced workflow tools
Q-Suite
Clients & Portfolios
Vestorly solution
Patrick Flaherty
fee elimination
TD Ameritrade National LINC Conference
J.P. Morgan
Doug Harbrecht
Simon Sinek
BakerAvenue Asset Management
Market Movement Strategies (MMS)
Google Analytics integration
Rocaton Advisors
Advisor Impact
Real-Time Data
WealthCentral
CNN Money
performance reporting software
The Retirement Hub
Newgate Capital Management
EBITDA growth rate
Social Analytics
Household Balance Sheet
Sales Cloud
Advisor-Client relationships
Weston
comprehensive trading solutions
regulatory compliance services and technology
PIEtech, Inc.,
CAM System
FinTech 100
Tom Schildhauer
Nova
Joseph Mrak
SS&C Technologies Holdings, Inc.
Mobile App 2.0
InformationWeek 500
Kevin Sweet
Craig Smith
Retirement Plan Network
Portfolio Management Consultants
turnkey data science solutions
Suhail Ali
MoneyGuidePro®
Intelligent Aggregation
David Fetter
Schwab OpenView Mobile
Annuities + Insurance
LaserApp Anywhere
FMG Suite
Custom Cloud (Force.com)
risk engineering
account opening
PowerShares
client database portal
Uri Pomerantz
Orion’s Client Portal
OS33 Cloud Desktop platform
eVestment
Tamarac Advisor® Xi
mutual fund capital gains distributions
InvestmentNews
digital marketing hub
service alerts
AssetMark Advisor iPad
Maggie Crowley
Fusion® Advisor Workstation
Daniel Inveen
Riskalyze Autopilot
Quadron Data Solutions
ClientView Client Portal
Patrick Yip
TD Ameritrade's VEO
Jackson
Doug McPhail
single sign-on integration
Balances
Marketing Center platform
Google Play
Advisor iPad App
Real-time Profile Tracking
Cohesive Client Management Process
Perry Moore
Brian Stimpfl
Financelogix
The Tarbox Group, Inc.
Next Generation Investor Portal
Jim McKelvey
Ebix
social collaboration
Michael Spellacy
household-‐level rebalancing
AdvisorComplete platform
Westport Resources
computer-based modeling system
Rehmann
PMC's Quantitative Portfolios
Cameron Routh
Firm Alerts and Announcements
Total Portfolio Expert (TPX)
November 2-4, 2015
Joseph Starinsky
Bob Stiess
Mobile Application
Innovation Centers
Aggregation
XTRAC App
create and manage portfolios
RetireRisk
portfolio management process
two-factor authentication
OpportunityView™
MoneyTree
interactive compliance calendar
David Lyon
Schwab Performance Technologies®
App expansion
Folio Institutional
customer acquisition
Risk Management
Account opening and commissions
client engagement
user-friendly programing
Outlook email archiving
eVestment Quantum Analytics
Tamarac's Advisor® Xi
My Wall
Investor-Advisor Collaboration
Digital Marketing Platform
Service Cloud
Atlanta
MagniPost
Quadron Data Solutions™
ClientWorks
Video conferencing
Paul Cantrell
Fetter Logic
TD Ameritrade’s Veo platform
Jackson app
Downloadable Portfolio Review Reports
single-sign on capability
Barrett Ayers
Marketing Cloud
Gradient Investments
Ron Huddleston
Advisor Office
Realized and Unrealized Gains/Losses
Wealthminder Seed Capital
Collaboration Cloud (Chatter)
Broker Dealers
Financial Account Data Technology Platform
Third-Party Technology Integrations
Next Generation of Integration
Jim Patrick
Ebix Smart Office
Michael Stier
householded data backbone
AdvisorComplete℠
Whitepaper
Concenter Services
relationship solutions
Canterbury Consulting
First Rate
Oauth2 user authentication security
Josh Brown
eMoney Select system
Bob Veres
Mobile channel
Inside Information
AICPA
Kirk Hulett
credit card processing
Portfolio Management Processes
Charles Sizemore
Optimum Market Portfolios
Envestnet Advisor Summit
monitoring
Interview
David, Stalnaker
Schwab’s 2013 RIA Benchmarking Study
Laserfiche Connector
FolioDynamics
risk management characteristics
account rebalancing software
practice management
client feedback
Client Management System
Vanare | NestEgg
Outsourcing Services
eVestment Spectrum Analytics
tax efficiency in a cloud-‐based model
myeDocumentsuite.com
Investor360°
Digital Practice Management
services and support for RIAs
Attribution Analysis
maintenance of composites
Garrett Planning Network
Darren Tedesco
RiXtrema's Portfolio Crash Test
Advent Custodial Data
qualified fiduciary advisors
ClientWorks platform
Vincent Guyaux
Paul Polese
Fetterlogic
TDA
Nerd’s Eye View
Jackson National Life Insurance Company®
downside volatility
single-sign on functionality
basic client interaction
Marketing Gorilla System
Great Kight
Roy Burns
Advisor Office platform
rebalance
Commonwealth Financial Network
brokerage and custody services
Tim Ramza
Next-Generation Advisor CRM®
Joe Duran
Echosign
social media integrations
HTML5 version
Salesforce CRM
AdvisorQ
Will Bressman
Concierge Service
Relius Adminstration
portfolio accounting
CapGainsValet
Fisher Investments
Total Rebalance Expert (TRX)
October 13
Juan Williams
eMoney’s emX Select platform
Stark & Stark
Bobby Yazdani
mobile connectivity
Insights on Advice
Schwab Advisor Services’
Krilogy Financial
yHLsoft
portfolio management system
check scanning
Ultra High Net Worth
Optional Tax Management
SunGard’s WealthStation
monthly compliance checklists
Intraday Integration
Daxs Stadjuhar
SciQ Insights
AppHub
Laserfiche Document Management
Customer Success Platform
risk management platform
account servicing
practice management solutions
PreciseFP
packaged web design
eVestment Spotlight Analytics
Tax Efficient Drawdown
iPad app
direct online insurance offerings
Shane Bingham
Audit Management
manage cash flows
Gemcom
Darrin Courtney
Rob Cirrotti
Advent Direct
quantitative risk technology
Cloud applications
Vladimir Baranov
Jackson.com
Dr. David Lawrence
SixThirty
BD Equalizer
Marketware International
Run Smarter®
Advisor Pro platform
Rebalancer
WealthStation CompAct
Commonwealth’s Practice360º
Redhawk Wealth Advisors
Pershing LLC
browser in the cloud
Financial Feed
Tim Welsh
next-generation wealth management platform
Joe Ruzycki
Social Security
Michelle Smith
Human Finance Project
Salesforce data migrator
William Faulkner
conflict-free custody solution
Report Builder
portfolio accounting service provider
Career Activity Management System
fixed index annuities
Total Technology Platform
Office 365
eMoney’s wealth management platform
State Income Tax Calculator
Bonaventure Resort and Spa
mobile devices
INSITE™ 2015 conference
Schwab Advisor Services’ SOLUTIONS®
Albridge Solutions
Kyle Hiatt
RIA advisor platform
1-to-1 client relationships
portfolio management tools
Chicago
unified cloud computing solutions
OptionsPlay Score
Envestnet | Tamarac's Advisor Xi
SunGard’s WealthStation Financial Planning solution
intraday quotes
Dean Cook
Scivantage
Application of Preference Measurement: The Case of Riskalyze
Lex Sokolin
Forbes
Customizable Quarterly Investment Review Presentations
risk modeling
accounting software
predictive analytical tools
Client Marketing Systems, Inc.
variable annuities
Panoramix
eWealthManager
Tax Lot information
IPS AdvisorPro
disparate and divergent solutions
Shannon Dempsey
Audit Technology
management fee
Gemini Alternative Funds
Robb Baldwin
Quantitative Risk Tolerance
Cloud Desktop solution
Wall Street Journal
Paul West
Fidelity Center for Applied Technology
Technology adoption
NestEgg Wealth
Jackson®
Dr. Noah Smith
SixThirty FinTech Accelerator
Behavioral Finance
Martin L. Flanagan
Greg Vigrass
Rushmore Advisor Services
rebalancing
WealthStation Financial Planning
Community Blog
Pershing’s Net 360 Technology Channel
Built In Token 2-Factor Authentication
Financial Personalities
time-effective onboarding experience
NFP
John Hancock
Ed Butowsky
Social Security Analyzer
Black Diamond platform
Microsoft
Salesforce Financial Service Cloud Integration
Advisors Assistant Everywhere
Windows™ PowerShell
Connections Console
reporting
Portfolio Accounting Solutions
Carson Wealth Management Group
flexibility to scale
Touch functionality
Office of the Future
Jud Mackrill
emX
state‐of‐the‐art forms-filling technology
Branch Audit Consulting
mobile forms-filling
instantaneous stress testing
data analysis
Schwab Advisory Services
Allen Eickelberg
Ladenburg Thalmann Financial Services Inc.
CRM systems
RIA Benchmarking Study
2015 Peter L. Bernstein Award
portfolio mappings services
Chris Casdia
unified managed account
Optionsplay®
Envestnet’s Advisor Suite®
Sustainable Retirement Income
Morningstar Advisor
intuitive user-experience
Scott Parry
application program interface (API)
LiquidHub
customizable questionnaires
AccountQ™
customized analysis
Risk Number®
Accounts and Fact Sheets for Investments
PRNewswire
Client Meeting Support for Advisors
VAs
Panoramix™
Expanded Performance Details for Sample Portfolios
tax planning
Narrator Clients™
IPSAdvisorPro
Document Imaging
auditable workflow and document management technology
Gemini Fund Services
data aggregation functionality
Robert Arnott
Quantum
cloud-based archiving solutions
Walt Bettinger
PCI-compliant platform
BranchNet
Technology Integrations
NetExchange Client
James Carney
Ben Francois
Mary Ellen Whiteman
Gregg Klein
Russ Thornton
Advisor Rebalancing®
rebalancing capability
WealthTechs
company performance analysis
Redkite
Personal Finance Management Application
Business Analytics
timeframes
NFP Advisor Services Group
John Mackowiak
Ed O’ Brien
Social Security Optimizer
Black Diamond®
Microsoft Corp
IBackup®
Salesforce Financial Services Cloud
Kanchana Chalia
WinOps
content aggregation
reporting capabilities
cash posting
Flexible Optimizer
Trade Strategy Visualization
Julie Littlechild
EMX Platform
Steve Dunlap
Mobile Optimization
Institutional Intelligent Portfolios™
data analysis solutions
Schwab IMPACT 2013
Amanda Steinberg
lagging performance duration and timeframe priorities
Zywave
CRM technology
RIA in a Box
2015 Veo® Integrated Awards
Portfolio Pathway
Chris Casey
unified wealth management technology
Envestnet’s Digital Advisor platform
Symantec VIP integration
Morningstar Analyst Rating™
Invesco
DecisionCenter
application programming interface
Lori Hardwick
forms library
Cutting Edge Auditing
ACH origination
ProcessEZ
Vendor Affinity Program
Paperclip
tax-aware trading program
Narrator™ application builder
iReach
Sharing
Automate Client Marketing
Mara Laisson
Gemini Hedge Fund Services
data aggregation solutions
Robert Eggebrecht
AdventConnect 2014
Questar Capital℠
cloud-based billing software
Warren Mackensen
brand-centric theme customization
Fidelity Institutional Wealth Services
technology solutions
NetExchange Select
James Poer
Dropbox
Small Businesses
Benjamin Birken
Mary Ferguson
Russell Leto
Web App Single Sign On
compete against other digital advisors
personal financial management
business and technology management
financial planning and client engagement solutions
TJ Jones
Nobel Foundation
John McArthur
Ed O’Brien
Sonia Rosenbaum
Black Diamond℠
Microsoft Dynamics CRM
IBDs
Salesforce.com
Advisors Assistant’s CRM
Karl Chan
Women Investors
Reporting Console for Each Office
CEB TowerGroup
Online Account Management
Juney Ham
emX’s Vault
Steve Sanduski
Mobile Productivity
inStream Solutions
data automation
Schwab Independent Advisor Outlook Study
Analytics Cloud
Las Vegas
“Robo” Challenge
CRM User Adoption
RIA/Client reletionships
2016 T3 Advisor Conference, Ft. Lauderdale, FL
portfolio risk
Chris Momsen
Unify
order processing
Synapse API
Morningstar for Advisors App
Investigo
Deena Katz
Arcons Technology
Loring Ward
Fox Financial Planning
Fox Financial Planning Network
Cybersecurity
Productivity
Client Relationship Management (CRM)
VEO
paperless client onboarding process
External IT Cloud Desktop
tax-losses
Nathan Lucius
iRebal
Document Processing
Sherri DuMond
automated portfolio management
Maree Moscati
Gen X/Y
Robert Moore
Quik! Form
cloud-based billing tool
pensions
BrandYourself.com
Technology Tools For Today
NetExchange View
Jason Roberts
Duane D’Orazio
Smarsh
Best Technology for a Vertical CRM
Matched Portfolio
Guide Financial Technologies
Advisor Software, Inc.
rebalancing solution
web-based applications
compliance and security
Personal Financial Management (PFM) tool
business development metrics
To-Do Lists
John Ndege
EDGAR filing agent
Sophie Schmitt
Black Diamond℠ platform
Mike Capelle
IEC
Salesforce1 Customer Platform
Advisory World
Kelly Caffrey
Woodrow Levin
Copytalk+
portfolio applications
Celent
TradeWarrior
online account opening
end-of-life plan
Steven D. Kelly
Mobile Scribe Service
Insurance and Securities verticals
Data Cloud (Jigsaw)
Schwab Intelligent Integration®
Andrew Rogers
Aaron Guidotti
Portfolio Snapshot
Chris Wacker
Unify Cloud Disaster Recovery
Eric Jardine
T. Rowe Price
investment advice
Dennis Fox
Scottrade® Advisor Services Platform
ARKON
Artificial Intelligence
Fred Tomczyk
Cybersecurity and Compliance
risk profiling questionnaire provider
ActiFi Client Engagement
Proposal Generation Capabilities
client relationship solution
Veo Open Access
paperless enrolment
External IT's Cloud Desktop
National Financial Partners Corp.
iRebal®
document storage software-as-a-service
Sheryl Garrett
Automated Workflow
Marie Swift
Gentech
Quik! Forms
cloud-based CRM platform
Performance
Bret Baier
Fidelity Investments®
Technology Tools for Today 2014 Conference
Jason Wenk
Dynamic Rebalancing
Smarsh My Site
Matt Abar
Gustav Karner
SaaS
rebalancing workflows
web-based client management software
ComplianceQ
personal financial management platform
business intelligence
financial planning technology
normalization
John Norwood
sophisticated computer algorithms
Blaze Portfolio
Mike Ethridge
Impact Communications
Wordpress platform
Copytalk+ Smartphone App
reporting solutions
Portfolio Building
Center For Wealth Planning
Trading Processes
Online Account Opening & Transfer
end-‐to-‐end portfolio management
Stifel
Model Wealth Portfolios
integrated cloud based technology
data management solutions
Schwab Intelligent Portfolios
Andrew Rudd
Laser App 2015 Financial Services Conference
Cross-business Tracking Routing & Control
PortfolioCenter
CIO Review
Unify Software
Orion Advisor Integration
error checking
Investment Advisors Workflow
Denny Bottorff
seamless advisor integration
