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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Q-Suite
Copytalk+ Smartphone App
automating portfolio management
Patrick Yip
Holdings
centralized and tailored user experience
Advisor Con
Sheryl Garrett
United Capital Financial Advisors
Marketing Center platform
Real-time Profile Tracking
CSIA
Perry Moore
independent portfolio rebalancing software platform
Cities Digital
Advisor Websites
Next Generation Investor Portal
verification
SaaS
Michael Spellacy
Ed O’ Brien
TD Ameritrade Institutional Veo®
Junxure CRM
Damian Gallina
Blu Giant, LLC
PMC's Quantitative Portfolios
integrated technology
Client Risk Assessments
Advisor® Xi
November 2-4, 2015
wealth management technology
Flexible Optimizer
Mobile Application
EMX Platform
The E‐Valuator
reporting solutions
data analysis solutions
Smart Office
portfolio management process
investment policy statement
cloud-based IT
OpportunityView™
full lifecycle portfolio management
Bret Magpiong
web-based software portal
Schwab Intelligent Portfolios
MoneyTree
Envestnet’s Digital Advisor platform
Tom Embrogno
DecisionCenter
sqope
J. Kelley Williams, Jr.
compliant ready platform
ASI
OS33 Cloud Desktop platform
Global Investment Performance Standards
business processing services
WorthFM
Activity tracking and corporate memory
seamless advisor integration
mutual fund capital gains distributions
Expanded Performance Details for Sample Portfolios
Trizic
risk profiling questionnaire provider
Maggie Crowley
Document Imaging
Streetscape
Quadron Data Solutions
Cory Haberkorn
automation software tool
Autopilot
Paul Cantrell
Homrich Berg
Cetera
Advisor Convention October 7-8
Fidelity Institutional Wealth Services
up-to-date account data
robo advisors
Marketing Cloud
Dropbox
T3 Conference Anaheim, CA
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
Bill Stone
industry related forms
Cities Digital’s MagniMail
advisor workflow partnership
Next Generation of Integration
financial planning and client engagement solutions
Vestmark
SaaS-based payment processing platform
Michael Stier
Ed O’Brien
TD Ameritrade Institutional's Veo®
Redtail Technology CRM
Junxure® CRM
Damon Deru
Client Service Monitor
Advisor® Xi suite
Oauth2 user authentication security
Wealthbase
San Diego
Mobile channel
emX’s Vault
The Future of Risk is Here: Enhance Your Value or Perish
ReportQ
Kirk Hulett
data automation
Smarter Prospecting
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Ann Haas
Optimum Market Portfolios
Fuse 2014
Wednesday July 22, 2015
Account Alerts
Schwab Intelligent Portfolios™
monitoring
Laserfiche Connector
Deena Katz
sqopeTM Score
practice management
J. Richard Coe
Composite Holdings Report
asset allocation mappings service
Outlook email archiving
goalgamiPro
business valuation knowledge
X-Ray Reports
Adhesion
seamless forms-filling capabilities
My Wall
Trust Company of Sterne Agee
MagniPost
Quadron Data Solutions™
Jenny Richards
Cory Olson
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Back Office Solutions
Paul Polese
hosted archiving solutions
Cetera Financial Group
Nerd’s Eye View
Upside
Robo-Advisers
Marketing Gorilla System
Duane D’Orazio
T3 Enterprise Conference
rebalance
Joseph Miola
custodial data file import process
Informatica
CitiMortgage
Advisor Xi
Next-Generation Advisor CRM®
Vestmark Manager Marketplace (VMM)
Safe by Estate Assist
EDGAR filing agent
TD Ameritrade Institutional’s Veo Open Access platform
Reduce computer sprawl
Junxure’s cloud-based CRM/office management solution
Dan Arnold
BlueSky
portfolio accounting
integration of independent recordkeepers
client-facing analytical and proposal tool
October 13
Florida
Wealthbox CRM
San Diego, CA
mobile connectivity
end-of-life plan
The Markets
required trading and rebalancing
Krilogy Financial
Data Cloud (Jigsaw)
SmartOffice
portfolio management system
investment screening functionality
cloud-based platform
Ann Marie Stieler
Optional Tax Management
Fuse 2014 award
Brett Thorne
Wells Fargo Advisors
Account Details
Schwab Intelligent Technologies
monthly compliance checklists
Eric Jardine
Tom Kimberly
RightSize Solutions
Laserfiche Document Management
Dennis Fox
SS&C Technologies
practice management solutions
composite performance reporting
asset gathering
Outsourcing Services
goalgamiPro®
business valuations
XCelent Award
advanced data reporting
Search Engine Optimization
myeDocumentsuite.com
External IT Cloud Desktop
maintenance of composites
Document Processing
Sugar Ray Leonard
quantitative risk technology
cost-efficient beta exposure
back-office solutions
Household Balance Sheet
Chad Blythe
Advisor FinTech Hackathon
SIFMA/FINRA Cybersecurity Conference
Fidelity Investments®
Upside Advisor
Robo-advisor
Marketware International
Dynamic Rebalancing
Rebalancer
Joseph Mrak
Custodial Data Integrations
Bill Wostoupal
Pershing LLC
InformationWeek 500
client acquisition
next-generation wealth management platform
financial planning technology
Sagacious, Inc.
Michelle Smith
TD Ameritrade Institutional’s VEO®
RegEd
Dan Brownell
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Advizr and Orion integration
Office 365
FMG Suite
Wealthcare Capital Management
scalable personal finance data platform
mobile devices
end-‐to-‐end portfolio management
the Practice
RESTful
Kyle Hiatt
data management solutions
SMAs
portfolio management tools
cloud-based portfolio management
Anna Curry
OptionsPlay Score
Fusion Advisor Workstation
Brian A. Davis
Wes Stillman
account management software
error checking
Rio Hotel & Casino
Lex Sokolin
Denny Bottorff
SS&C Technologies Holdings
PreciseFP
J.P. Morgan
Composite Portfolio Review
AssetBook
packaged web design
Google Analytics integration
ByAllAccountsSM
XLR8
advanced wealth planning solutions
search engine optimization tagging
External IT's Cloud Desktop
TRX Edge
risk tolerance assessment tools
manage cash flows
document storage software-as-a-service
SugarCRM
Quantitative Risk Tolerance
Jim McKelvey
Council Capital
BakerAvenue Asset Management
Paul West
household-‐level rebalancing
Chad Centorbi
Advisor Impact
Signix
NestEgg Wealth
Fidelity®'s New Wealthcentral® Technology Bundle
Uri Pomerantz
Robo-Shield™
Martin L. Flanagan
TA Associates
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Advisor-Client relationships
NFP
financial planning tool
Vestorly solution
Microsoft
Edward Jones
TD Ameritrade National LINC Conference
registered investment advisors
Dan Hunt
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
Office of the Future
Folio Institutional
WealthCentral
Scalable workflow tools
mobile forms-filling
Enhanced Capital Partners
The Retirement Hub
Retirement Hub app
Ladenburg Thalmann Financial Services Inc.
data protection
Social Analytics
portfolio mappings services
InvestmentNews
cloud-based solutions
Annuities + Insurance
Optionsplay®
Fusion® Advisor Workstation
Weston
account opening
Schwab OpenView Gateway®
Morningstar Advisor
eSignature Capabilities
Tom Schildhauer
Rio Hotel & Casino in Las Vegas
LiquidHub
Depository Trust and Clearing Corporation
SS&C Technologies Holdings, Inc.
predictive analytical tools
Jackson
CompositeBuilder
Panoramix
Google Play
CAIS
advanced workflow tools
Securities America
FA Insight
turnkey data science solutions
Risk Tolerance Questionnaire
management fee
Docupace
Suhail Ali
Quantum
Jim Patrick
couple’s report
Balances
PCI-compliant platform
householded data backbone
Chapwood Investments
Advisor iPad App
Silanis
NetExchange Client
Fidelity’s Technology and Operations Consulting
user-friendly programing
robust backup features
Mary Ellen Whiteman
eAdvisor
Tamarac Advisor® Xi
rebalancing capability
Josh Brown
Custodian
Personal Finance Management Application
Inside Information
Client Data Automation
AdvisorComplete platform
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
Efficient Technology
TD Ameritrade's VEO
registration checker tool
Kanchana Chalia
Dan Santner
Bob Stiess
Interview
Aggregation
FolioDynamics
SCANaltyics
Mobile Optimization
enhanced client communication
The Tarbox Group, Inc.
retirement income planning tool
lagging performance duration and timeframe priorities
Data-Driven Insights
social collaboration
Portfolio Pathway
Investor-Advisor Collaboration
CLS Investments
App expansion
Brian Semitekol
Westport Resources
Account opening and commissions
Morningstar Analyst Rating™
Estate Assist
Total Portfolio Expert (TPX)
Risk Alignment Platform
Lori Hardwick
detailed financial planning
PRNewswire
Jackson app
comprehensive portfolio management
AssetMark Advisor iPad
Panoramix™
Gradient Investments
CAM
XTRAC App
securities and insurance industries
Narrator Clients™
Farshad Ghaffari
two-factor authentication
Risk-Balanced Portfolios
Docupace ePACS®
Docupace Technologies
Questar Capital℠
Joe Duran
Craig Smith
Barrett Ayers
HTML5 version
Advisor Office
NetExchange Select
Figlo
robust technology capabilities
Mary Ferguson
EAI
Tamarac's Advisor® Xi
Juan Williams
Custom Cloud (Force.com)
personal financial management
Insights on Advice
client database portal
AdvisorComplete℠
Nobel Foundation
FinFolio
Video conferencing
Salentica’s Data Broker
Microsoft Dynamics CRM
Electronic Signing
TD Ameritrade’s Veo platform
regulatory compliance
Karl Chan
Bob Veres
Intraday Integration
Clients & Portfolios
AICPA
Online Account Management
Wealthminder Seed Capital
SCANalytics
Mobile Productivity
enhanced mutual funds order management
Third-Party Technology Integrations
Las Vegas
DataPro
portfolio risk
Investor360°
CNN Money
order processing
Garrett Planning Network
Whitepaper
account rebalancing software
Schwab OpenView MarketSquare®
Morningstar for Advisors App
estate management
Risk Analysis
Loring Ward
Digital Advice
ProcessEZ
Jackson National Life Insurance Company®
comprehensive trading solutions
Atlanta
Paperclip
Great Kight
CAM System
Security
Narrator™ application builder
Mara Laisson
Riskalyze and RetireUp Integration Demo
Maree Moscati
SunGard’s WealthStation
Quik! Form
Joe Ruzycki
create and manage portfolios
basic client interaction
pensions
Human Finance Project
Advisor Office platform
Simon Sinek
NetExchange View
filter and cross reference data
Vanare | NestEgg
Rocaton Advisors
Matched Portfolio
Earnings Potential
tax efficiency in a cloud-‐based model
rebalancing solution
customer acquisition
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
client engagement
AdvisorQ
FinFolio’s Portfolio Management Software
Vincent Guyaux
Sales Cloud
Mike Capelle
eliminating selected fees
TDA
regulatory compliance services and technology
Kelly Caffrey
Daniel Inveen
Bobby Yazdani
portfolio applications
intraday quotes
ClientView Client Portal
online account opening
Forbes
Mobile Scribe Service
enrollment platform
Tim Ramza
Retirement Plan Network
social media integrations
Portfolio Snapshot
iPad app
Cohesive Client Management Process
AppHub
Gemcom
Brian Stimpfl
Will Bressman
account servicing
Schwab OpenView Mobile
ETF OneSource participants
Total Rebalance Expert (TRX)
risk engineering
Stark & Stark
Productivity
Jackson.com
computer-based modeling system
Attribution Analysis
paperless client onboarding process
Cameron Routh
yHLsoft
Advent Custodial Data
Nathan Lucius
Ultra High Net Worth
Riskalyze Autopilot
Marie Swift
Dominey Stewart
SunGard’s WealthStation Financial Planning solution
Quik! Forms
John Hancock
credit card processing
BD Equalizer
Performance
Charles Sizemore
Advisor Pro platform
single sign-on integration
Matt Abar
EarningsQ
Tax Efficient Drawdown
rebalancing workflows
Jud Mackrill
personal financial management platform
instantaneous stress testing
client feedback
normalization
FinFolio’s WorkStation
Vladimir Baranov
Mike Ethridge
Eliza De Pardo
Rehmann
Bonaventure Resort and Spa
Portfolio Building
intuitive user-experience
ClientWorks
Albridge Solutions
Online Account Opening & Transfer
WealthStation CompAct
1-to-1 client relationships
Model Wealth Portfolios
Enterprise Content Management Software
Tim Welsh
RetireRisk
Laser App 2015 Financial Services Conference
Social Security
PortfolioCenter
IPS AdvisorPro
Collaboration Cloud (Chatter)
Application of Preference Measurement: The Case of Riskalyze
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
William Faulkner
accounting software
Schwab Performance Technologies®
Total Technology Platform
Risk Management
digital financial solutions
State Income Tax Calculator
Proposal Generation Capabilities
Jackson®
Concenter Services
Audit Management
paperless enrolment
Greg Vigrass
Canterbury Consulting
Advent Direct
service alerts
National Financial Partners Corp.
February 4, 2015
unified cloud computing solutions
unified managed account
Mario Canas
Donald Capone
Sustainable Retirement Income
John Mackowiak
Behavioral Finance
Performance Center
IBackup®
check scanning
single-sign on capability
FinaMetrica Plus
variable annuities
Ron Huddleston
Matt Crisp
easily view user activity
Tax Lot information
Redhawk
Julie Littlechild
Customer Success Platform
Black Diamond platform
Pete Hess
Institutional Intelligent Portfolios™
Client Management System
Advisors Assistant Everywhere
Northern Lights Compliance Services
FINRA and SEC technology guidelines
Wall Street Journal
Ellen Smith
Technology adoption
relationship solutions
Kevin Cimring
Darren Tedesco
Branch Audit Consulting
portfolio construction capabilities
Invesco
ClientWorks platform
Allen Eickelberg
online advisor-client collaboration
forms library
WealthStation Financial Planning
2015 Peter L. Bernstein Award
Modern Portfolio Theory
enterprise-grade data management platform
time-effective onboarding experience
Laser App Advisor Con 2015
David Canter
Social Security Analyzer
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
application program interface (API)
Gemini Fund Services
brokerage and custody services
Windows™ PowerShell
AccountQ™
Schwab’s 2013 RIA Benchmarking Study
Morningstar, Inc.
ETF’s
Touch functionality
risk management characteristics
LPL Financial Holdings
Digital Fortress
state‐of‐the‐art forms-filling technology
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
Audit Technology
paperless onboarding
Gregg Klein
CapGainsValet
Service Cloud
Nationwide
Fee Calculation Details
Natural Language Processing
fee elimination
unified wealth management technology
RiXtrema's Portfolio Crash Test
Mark Balasa
Doug Harbrecht
Symantec VIP integration
Radar
John McArthur
Ben Francois
Performance Dashboard and Client Reporting Engine
IBDs
Chicago
Advisor Rebalancing®
single-sign on functionality
VAs
Roy Burns
Matt Nelson
EBITDA growth rate
tax planning
Juney Ham
Customizable Quarterly Investment Review Presentations
Black Diamond®
Peter Intraligi
inStream Solutions
Northern Lights Distributors
FinTech 100
Walt Bettinger
Salesforce CRM
Mike Phillips
Technology Integrations
Relius Adminstration
Kevin Crowe
Darrin Courtney
Portfolio Construction Tool
Investigo
Cloud applications
Amanda Steinberg
online client engagement
Fox Financial Planning
WealthTechs
2015 Veo® Integrated Awards
Schwab Advisor Services’
Modestpark
timeframes
David Fetter
Social Security Optimizer
position data
iReach
Commonwealth’s Practice360º
application programming interface
Gemini Hedge Fund Services
browser in the cloud
WinOps
Accounts and Fact Sheets for Investments
SciQ Insights
Morningstar®
Everplans
Trade Strategy Visualization
risk management platform
LPL Financial LLC
Digital Fortress Suite
Steve Dunlap
ProTracker
James Poer
conflict-free custody solution
auditable workflow and document management technology
paperless processing systems
Career Activity Management System
Zywave
services and support for RIAs
Shane Bingham
Naureen Hassan
Unify
Rob Cirrotti
Mark Casady
Doug McPhail
Synapse API
Raj Udeshi
John Ndege
CRM systems
Benjamin Birken
performance expectations
IEC
Chris Casdia
SixThirty
NetXInvestor
Financelogix
Vendor Affinity Program
Run Smarter®
Matt O’Brien
Ebix
tax-aware trading program
Redhawk Wealth Advisors
customizable questionnaires
Black Diamond℠
Insurance and Securities verticals
Client Marketing Systems, Inc.
Advisors Assistant’s CRM
NorthStar
Firm Alerts and Announcements
Warren Mackensen
Salesforce data migrator
Mike Walsh
technology solutions
Report Builder
Kevin Knull
Small Businesses
Portfolio Crash Test solution
investment advice
Cloud Desktop solution
Analytics Cloud
online practice management platform
Fox Financial Planning Network
Web App Single Sign On
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Schwab Advisor Services’ SOLUTIONS®
modify portfolio exposures
TJ Jones
RIA advisor platform
Laser App Enterprise
David Lyon
Sonia Rosenbaum
Positions
iRebal
Community Blog
Arcons Technology
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
Women Investors
ACH origination
Scivantage
Morningstar® Advisor WorkstationSM
eVestment
risk modeling
LPL Focus 2015
digital marketing hub
Steve Sanduski
ProTracker Advantage
Jason Roberts
Connections Console
Automate Client Marketing
Park City, Utah
Guide Financial Technologies
Carson Wealth Management Group
“Robo” Challenge
AdventConnect 2014
