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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Advisor Office
David Canter
Career Activity Management System
PortfolioCenter®
Security
IPSAdvisorPro
Gemini Fund Services
Morningstar, Inc.
ETF’s
TD Ameritrade Institutional’s VEO®
LPL Financial Holdings
AdvisorComplete℠
Digital Fortress
Chicago
Proposal Tool for Chapwood Investments
James Carney
paperless onboarding
robust technology capabilities
Gregg Klein
Wealthcare Capital Management
Nationwide
Bob Veres
Fee Calculation Details
the Practice
Customizable Quarterly Investment Review Presentations
Mario Canas
AICPA
Donald Capone
SMAs
John Mackowiak
Performance Center
Salentica’s Data Broker
IBackup®
Wes Stillman
regulatory compliance
FinaMetrica Plus
Darrin Courtney
Matt Crisp
easily view user activity
SS&C Technologies Holdings
Cloud applications
account rebalancing software
Redhawk
Julie Littlechild
Pete Hess
SCANalytics
Institutional Intelligent Portfolios™
XLR8
Northern Lights Compliance Services
FINRA and SEC technology guidelines
TRX Edge
Atlanta
Ellen Smith
SugarCRM
Commonwealth’s Practice360º
Kevin Cimring
browser in the cloud
portfolio construction capabilities
Schwab OpenView MarketSquare®
Invesco
online advisor-client collaboration
Risk Analysis
forms library
Upside Advisor
Modern Portfolio Theory
Barrett Ayers
enterprise-grade data management platform
TA Associates
Connections Console
Advisor Office platform
David Fetter
Carson Wealth Management Group
position data
iReach
Riskalyze and RetireUp Integration Demo
Gemini Hedge Fund Services
Vestorly solution
Morningstar®
Everplans
TD Ameritrade National LINC Conference
CRM systems
LPL Financial LLC
AdvisorQ
Digital Fortress Suite
Chris Casdia
ProTracker
Simon Sinek
James Poer
paperless processing systems
Rocaton Advisors
WealthCentral
Natural Language Processing
Bobby Yazdani
fee elimination
The Retirement Hub
customizable questionnaires
Mark Balasa
Doug Harbrecht
Social Analytics
Client Marketing Systems, Inc.
Radar
John McArthur
Performance Dashboard and Client Reporting Engine
Sales Cloud
IBDs
Weston
regulatory compliance services and technology
Tom Schildhauer
Matt Nelson
AppHub
EBITDA growth rate
SS&C Technologies Holdings, Inc.
Cloud Desktop solution
account servicing
Juney Ham
Peter Intraligi
inStream Solutions
Northern Lights Distributors
Retirement Plan Network
FinTech 100
turnkey data science solutions
Mike Phillips
Attribution Analysis
Suhail Ali
Community Blog
Kevin Crowe
Advent Custodial Data
Built In Token 2-Factor Authentication
Portfolio Construction Tool
Schwab OpenView Mobile
Investigo
online client engagement
risk engineering
Fox Financial Planning
Uri Pomerantz
Modestpark
basic client interaction
Tamarac Advisor® Xi
content aggregation
Laser App Enterprise
Advisor Pro platform
David Lyon
cash posting
Positions
service alerts
iRebal
Orion Business Intelligence
Riskalyze Autopilot
Gen X/Y
Morningstar® Advisor WorkstationSM
eVestment
TD Ameritrade's VEO
CRM technology
LPL Focus 2015
digital marketing hub
Chris Casey
ProTracker Advantage
single sign-on integration
Jason Roberts
Park City, Utah
Guide Financial Technologies
Naureen Hassan
Bonaventure Resort and Spa
The Tarbox Group, Inc.
customized analysis
Mark Casady
Albridge Solutions
Doug McPhail
social collaboration
Client Meeting Support for Advisors
1-to-1 client relationships
Raj Udeshi
John Ndege
performance expectations
IEC
Westport Resources
Rehmann
NetXInvestor
Financelogix
Total Portfolio Expert (TPX)
data aggregation functionality
Matt O’Brien
Application of Preference Measurement: The Case of Riskalyze
Ebix
cloud-based archiving solutions
accounting software
BranchNet
Insurance and Securities verticals
XTRAC App
NorthStar
RetireRisk
Firm Alerts and Announcements
two-factor authentication
Mike Walsh
Audit Management
company performance analysis
Kevin Knull
Advent Direct
Business Analytics
Portfolio Crash Test solution
Schwab Performance Technologies®
investment advice
online practice management platform
Risk Management
Fox Financial Planning Network
user-friendly programing
modify portfolio exposures
BD Equalizer
Behavioral Finance
Envestnet Advisor Summit
Tamarac's Advisor® Xi
David, Stalnaker
CEB TowerGroup
POWER
Service Cloud
iRebal®
Gentech
Video conferencing
Morningstar® Portfolio X-Ray®
Black Diamond platform
eVestment Quantum Analytics
TD Ameritrade’s Veo platform
CRM User Adoption
LPL Focus Conference
Advisors Assistant Everywhere
Digital Marketing Platform
Chris Momsen
ProTracker Cloud
single-sign on capability
Jason Wenk
Ron Huddleston
Gustav Karner
Wealthminder Seed Capital
NaviPlan
Branch Audit Consulting
Fetter Logic
Third-Party Technology Integrations
Cutting Edge Auditing
Mark Engelhardt
Allen Eickelberg
Downloadable Portfolio Review Reports
2015 Peter L. Bernstein Award
John Norwood
Performance Measurement
Impact Communications
Whitepaper
relationship solutions
NetXInvestor®
Financial Account Data Technology Platform
data aggregation solutions
Maureen Duff
application program interface (API)
Ebix Smart Office
cloud-based billing software
AccountQ™
brand-centric theme customization
Phil Sorgen
integrated cloud based technology
First Rate
mitigate risk
Audit Technology
eMoney Select system
compete against other digital advisors
Kevin Kraus
business and technology management
Portfolio Crash Testing
Schwab’s 2013 RIA Benchmarking Study
Investment Advisors Workflow
Online Reporting Dashboard
risk management characteristics
Fred Tomczyk
Vanare | NestEgg
Ben Francois
tax efficiency in a cloud-‐based model
Copytalk+
Laser App’s Software as a Service (SaaS) platform
Advisor Rebalancing®
Daxs Stadjuhar
Celent
Power of Together
services and support for RIAs
iShares
Orion Discover
RiXtrema's Portfolio Crash Test
Vincent Guyaux
Multi-Asset Class Portfolio Analysis
Black Diamond®
eVestment Spectrum Analytics
TDA
LPL’s Resource Center
Digital Practice Management
Chris Wacker
ProTracker Software
single-sign on functionality
Jay Jay French
Patrick Ambron
Roy Burns
Hemant Moore
NaviPlan LEADS
Fetterlogic
Tim Ramza
Cybersecurity
Amanda Steinberg
downside volatility
social media integrations
Client Relationship Management (CRM)
2015 Veo® Integrated Awards
RCS Capital
Salesforce CRM
Impact Technologies Group
Will Bressman
Relius Adminstration
new client electronic on-boarding
Total Rebalance Expert (TRX)
application programming interface
Echosign
Stark & Stark
cloud-based billing tool
Accounts and Fact Sheets for Investments
BrandYourself.com
Schwab Advisor Services’
integrated CRM
yHLsoft
Norwood Consulting
Fisher Investments
Ultra High Net Worth
Mitt Romney
auditable workflow and document management technology
eMoney’s emX Select platform
SunGard’s WealthStation
compliance and security
Kevin Miller
business development metrics
SciQ Insights
Investment Income Summary Report
Open View Gateway
risk management platform
Ft. Lauderdale
MoneyGuideProTM
Benjamin Birken
Envestnet | Tamarac's Advisor Xi
Tax Efficient Drawdown
Copytalk+ Smartphone App
LaserApp
Dean Cook
Center For Wealth Planning
PowerAdvisor
Shane Bingham
ISO
Orion Portfolio Reports
Rob Cirrotti
George Will
Vladimir Baranov
multi-block trading
Black Diamond℠
eVestment Spotlight Analytics
Cross-business Tracking Routing & Control
Luis Gomez
Advisors Assistant’s CRM
direct online insurance offerings
CIO Review
psychometric risk tolerance test
SixThirty
Jeff Norris
Patrick Dempsey
Run Smarter®
WealthStation CompAct
Redhawk Wealth Advisors
NaviPlan® financial planning tool
Tim Welsh
Cybersecurity and Compliance
Mark Wilson
Analytics Cloud
Dr. David Lawrence
Social Security
client relationship solution
2016 T3 Advisor Conference, Ft. Lauderdale, FL
real time balances
John Schobel
Performance Reporting Capabilities
Salesforce data migrator
import tool
William Faulkner
Report Builder
New Microsoft Dynamics®
Financial Feed
Total Technology Platform
Michael M. Carter
Arcons Technology
State Income Tax Calculator
cloud-based CRM platform
ACH origination
Junxure Cloud®
Bret Baier
Schwab Advisor Services’ SOLUTIONS®
Integrated CRM Performance Dashboard
Note Taking
RIA advisor platform
fixed index annuities
unified cloud computing solutions
Mobile app
Automate Client Marketing
eMoney’s wealth management platform
SunGard’s WealthStation Financial Planning solution
ComplianceQ
Kevin Paulsen
AdventConnect 2014
business intelligence
Portfolio Management and Insurance Management modules
Scivantage
investment management experience
open-architecture platform
risk modeling
FTJ FundChoice
variable annuities
MoneyGuidePro®
Best Technology for a Vertical CRM
Envestnet’s Advisor Suite®
Tax Lot information
Cory Haberkorn
LaserApp Anywhere
Advisor Software, Inc.
centralized and tailored user experience
PowerShares
Shannon Dempsey
iTunes App Stores
Orion’s Client Portal
Robb Baldwin
Global Financial Private Capital
Wall Street Journal
multi-user support
Black Diamond℠ platform
eWealthManager
Technology adoption
CSIA
MacroRisk Analytics
Advisory World
disparate and divergent solutions
Cities Digital
Q-Suite
SixThirty FinTech Accelerator
Patrick Flaherty
Rushmore Advisor Services
High-Performing Firms
WealthStation Financial Planning
Fidelity Center for Applied Technology
time-effective onboarding experience
Damian Gallina
Market Movement Strategies (MMS)
Andrew Rogers
Dr. Noah Smith
Social Security Analyzer
Client Risk Assessments
Aaron Guidotti
Real-Time Data
John Vaccaro
performance reporting software
Salesforce Financial Service Cloud Integration
Income Generator
Windows™ PowerShell
reporting
Newgate Capital Management
Financial Personalities
Touch functionality
ARKON
Ed Butowsky
state‐of‐the‐art forms-filling technology
cloud-based IT
Junxure Cloud® CRM
Bret Magpiong
PIEtech, Inc.,
Schwab Advisory Services
integrated receivables management
Nova
RIA Benchmarking Study
flexibility to scale
unified managed account
Mobile App 2.0
automated portfolio management
emX
Sustainable Retirement Income
compliant ready platform
Kevin Sweet
data analysis
business processing services
Portfolio Management Consultants
Scott Parry
FTNI
VAs
MoneyTree
Envestnet’s Digital Advisor platform
tax planning
Cory Olson
DecisionCenter
Cetera
J. Kelley Williams, Jr.
OS33 Cloud Desktop platform
Robert Arnott
Global Investment Performance Standards
Walt Bettinger
mutual fund capital gains distributions
Blaze Portfolio
Expanded Performance Details for Sample Portfolios
Technology Integrations
curation engines
Maggie Crowley
Document Imaging
Cities Digital’s MagniMail
Quadron Data Solutions
Patrick Yip
Russ Thornton
Holdings
WealthTechs
Redkite
timeframes
Damon Deru
Marketing Center platform
Andrew Rudd
Social Security Optimizer
Client Service Monitor
Real-time Profile Tracking
Perry Moore
Salesforce Financial Services Cloud
independent portfolio rebalancing software platform
WinOps
reporting capabilities
Next Generation Investor Portal
Trade Strategy Visualization
Michael Spellacy
Artificial Intelligence
Ed O’ Brien
Steve Dunlap
cloud-based IT outsourcing
ActiFi Client Engagement
Junxure CRM
PMC's Quantitative Portfolios
Schwab IMPACT 2013
integrated technology
Zywave
November 2-4, 2015
RIA in a Box
Flexible Optimizer
unified wealth management technology
Mobile Application
Automated Workflow
EMX Platform
Symantec VIP integration
Composite Holdings Report
data analysis solutions
business valuation knowledge
portfolio management process
investment policy statement
OpportunityView™
Risk Number®
full lifecycle portfolio management
Optimum Market Portfolios
Fuse 2014
Vendor Affinity Program
monitoring
Bill Good
tax-aware trading program
Cost Basis
Laserfiche Connector
Advisor View
Deena Katz
Cetera Financial Group
practice management
Sharing
J. Richard Coe
Outlook email archiving
Robert Eggebrecht
goalgamiPro
Warren Mackensen
My Wall
technology solutions
custodial data file import process
MagniPost
AdvisoryWorld Financial Technology
Small Businesses
CitiMortgage
Quadron Data Solutions™
Jenny Richards
Paul Cantrell
Russell Leto
Homrich Berg
Web App Single Sign On
Fidelity Institutional Wealth Services
TJ Jones
Dan Arnold
Marketing Cloud
Andrew Stevens
Dropbox
Sonia Rosenbaum
client-facing analytical and proposal tool
Abby Schneiderman
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce.com
industry related forms
Women Investors
Reporting Console for Each Office
Next Generation of Integration
financial planning and client engagement solutions
Michael Stier
Artisan and Grendel
Ed O’Brien
Steve Sanduski
cloud-based platform
ActiFi software suite
Junxure® CRM
Brett Thorne
Schwab Independent Advisor Outlook Study
“Robo” Challenge
Oauth2 user authentication security
RIA/Client reletionships
Unify
Mobile channel
Automated workflows
emX’s Vault
Synapse API
composite performance reporting
Kirk Hulett
advisor and client portals
data automation
business valuations
Portfolio Management Processes
investment research platforms
Optional Tax Management
Fuse 2014 award
VEO
monthly compliance checklists
Bill Laird
Eric Jardine
tax-losses
cost-efficient beta exposure
Laserfiche Document Management
Advisor View™
Dennis Fox
Chad Blythe
practice management solutions
Sherri DuMond
Outsourcing Services
Robert Moore
goalgamiPro®
myeDocumentsuite.com
External IT Cloud Desktop
Technology Tools For Today
Custodial Data Integrations
maintenance of composites
AdvisoryWorld HoldingScan Report for Households
Document Processing
Smarsh
client acquisition
qualified fiduciary advisors
Jenze Bosma
Paul Polese
hosted archiving solutions
web-based applications
Nerd’s Eye View
To-Do Lists
Dan Brownell
Marketing Gorilla System
Andrew Tognela
Duane D’Orazio
Sophie Schmitt
Client-facing technology
acceptable and unacceptable tolerance standards
rebalance
Joseph Miola
Salesforce1 Customer Platform
Informatica
Woodrow Levin
Next-Generation Advisor CRM®
TradeWarrior
Ashley Globerman
EDGAR filing agent
Steven D. Kelly
cloud-based portfolio management
activity streams
Junxure’s cloud-based CRM/office management solution
Brian A. Davis
portfolio accounting
Schwab Intelligent Integration®
integration of independent recordkeepers
October 13
Florida
Unify Cloud Disaster Recovery
mobile connectivity
automating portfolio management
end-of-life plan
T. Rowe Price
Composite Portfolio Review
Krilogy Financial
Data Cloud (Jigsaw)
ByAllAccountsSM
portfolio management system
Scottrade® Advisor Services Platform
investment screening functionality
OptionsPlay Score
risk profiling questionnaire provider
Fusion Advisor Workstation
Veo Open Access
error checking
Council Capital
Lex Sokolin
Advisor Websites
Denny Bottorff
Chad Centorbi
PreciseFP
Sheryl Garrett
J.P. Morgan
packaged web design
Google Analytics integration
Blu Giant, LLC
External IT's Cloud Desktop
Technology Tools for Today 2014 Conference
manage cash flows
Advisor® Xi
document storage software-as-a-service
Smarsh My Site
Client communications management
quantitative risk technology
SaaS
Household Balance Sheet
web-based client management software
Fidelity Investments®
Dan Hunt
Marketware International
Dynamic Rebalancing
sophisticated computer algorithms
Client360º
Rebalancer
Joseph Mrak
Pershing LLC
InformationWeek 500
Wordpress platform
reporting solutions
next-generation wealth management platform
financial planning technology
Trading Processes
Michelle Smith
ASI
Stifel
cloud-based solutions
Activity tracking and corporate memory
portfolio accounting service provider
Schwab Intelligent Portfolios
Intelligent Aggregation
Office 365
FMG Suite
Unify Software
mobile devices
automation software tool
end-‐to-‐end portfolio management
CompositeBuilder
Kyle Hiatt
Advisor Con
data management solutions
CAIS
portfolio management tools
seamless advisor integration
InvestmentNews
Optionsplay®
Fusion® Advisor Workstation
Veo Open AccessSM platform
Morningstar Advisor
Bill Stone
eSignature Capabilities
TD Ameritrade Holding Corporation
couple’s report
LiquidHub
advisor workflow partnership
Depository Trust and Clearing Corporation
Chapwood Investments
predictive analytical tools
Jackson
Panoramix
robo advisors
Google Play
Wealth Access Estate Platform 3.0
FA Insight
tenth annual T3 Technology Conference
Custodian
management fee
Advisor® Xi suite
Docupace
Smarsh Sites
Client Data Automation
Quantitative Risk Tolerance
Jim McKelvey
Paul West
SaaS-based payment processing platform
household-‐level rebalancing
web-based CRM
Redtail Technology CRM
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Todd R. Crockett
Dan Santner
Martin L. Flanagan
Ann Haas
Spark
Account Alerts
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
San Diego
Innovation Centers
workflow solutions
ReportQ
NFP
financial planning tool
Trading Strategy Checklist
Microsoft
asset allocation mappings service
Edward Jones
Strategic Advisor
CLS Investments
Adhesion
Brian Semitekol
Portfolio Accounting Solutions
Schwab Intelligent Portfolios™
interactive compliance calendar
Office of the Future
Folio Institutional
Unify’s Cloud VPN
mobile forms-filling
Autopilot
Enhanced Capital Partners
comprehensive portfolio management
Ladenburg Thalmann Financial Services Inc.
Advisor Convention October 7-8
data protection
CAM
portfolio mappings services
seamless forms-filling capabilities