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 Riskalyze Junxure Greg Friedman MoneyGuidePro Envestnet Morningstar T3 Justin Wisz Vestorly Schwab Laser App Software AdvisoryWorld Aaron Klein TD Ameritrade T3 Blog portfolio management Salesforce RiXtrema Pershing Junxure Cloud Robert Powell TD Ameritrade Institutional Stuart DePina Laserfiche Fidelity Redtail Technology Tricia Rothschild CRM Solutions Laser App Anywhere eMoney Redtail Redtail CRM Daniel Satchkov Ken Golding Advent DocuSign PIEtech FinaMetrica Advicent eMoney Advisor Neesha Hathi Brian McLaughlin Brian Shenson account aggregation Morningstar OfficeSM LPL Financial NetX360® T3 Technology Conference NorthStar Financial Services Group client relationship management Ram Nagappan Michael Kitces SunGard Victor Fetter Performance Reporting Vanare David Benskin forms automation Risk Number™ Wealth Access Sam Attias Jemstep Charles Schwab Sheryl Rowling External IT Laser App Advyzon Client Marketing Systems Quovo tRx Orion Advisor Services, LLC Salentica CRM Data Aggregation Phil Cunningham Tom Nally FAStech Orion Connect BizEquity Pat Dempsey Albridge Jud Bergman Black Diamond Advisors Assistant Ron Carson Dave Welling Total Rebalance Expert Schwab Advisor Services RetireUp SunGard Financial Systems Advent Software Hussain Zaidi OpenView Gateway Yodlee Finance Logix Kiplinger Vanguard Entreda ActiFi Redi2 Technologies Michael Wilson Scottrade Bill Crager Advisor Technology solutions Junxure Advisor Conference Geoff Davey RIAs HiddenLevers Ed Beggs Ryan Beach Rich Cancro Oleg Tishkevich Oranj Bill Rourke management software Portfolio Analytics Jennifer Valdez T3 Advisor Conference Jon Patullo document management Bill Winterberg Lowell Putnam Sid Yenamandra Advizr AssetMark Mike McDaniel Jim Dario Edmond Walters BillFin Bob Curtis Salentica investment solutions Tom Giachetti Schwab OpenView Gateway™ E-Valuator Billy Oliverio NetX360® platform Gail Graham Retirement Income Story© Advent Black Diamond BioniX Simon Mulcahy Appcrown XTRAC content marketing Money Guide Pro SEI FolioDynamix SSG February 10-12, 2016 Schwab advisor center Philip Wilson Croesus Wealthminder Mark Tibergien Digital Content Marketing SSG Conference XTRAC Solutions Tyler Nunnally advisor rebalancing Social Media ETFs Salesforce AppExchange Michael Pinsker RIA AdventConnect Advisors Assistant® WealthStation NaviPro Brett Clarke Grendel Advisor Software practice and portfolio management system Neal Ringquist Fermin Garcia Pocket Risk Zohar Swaine Risk Number Pershing Advisor Solutions Advicent Solutions Shareholders Service Group TradePMR financial advisors Scottrade® Advisor Services John Prendergast Blu Giant custodial platform MyRetirement Envestnet | Tamarac Paul Resnik NestEgg reporting platform Advisor BioniX Risk Profiling Blu Giant Advisor Studios MyRIACompliance ClientFirst portfolio analysis Charles Goldman Deborah Fox Dan Skiles Investment Planning Todd Clarke Anil Arora rebalancing platform Fidelity Institutional Drew DiMarino Rich Ellinger financial planning Risk Tolerance Blueleaf Peak Advisor Alliance Advisor CRM risk tolerance assessment Morningstar Office wealth management solutions customer relationship management Integration Spenser Segal J.D. 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InformationWeek 500 TD Ameritrade Institutional's Veo® Advisor-Client relationships Chicago LPL Financial Holdings Signix end-­‐to-­‐end portfolio management Proposal Tool for Chapwood Investments Robo-Shield™ data management solutions paperless onboarding Wealthbase Customizable Quarterly Investment Review Presentations Nationwide Intelligent Aggregation The Future of Risk is Here: Enhance Your Value or Perish Mario Canas FMG Suite Smarter Prospecting error checking Denny Bottorff Performance Center Wednesday July 22, 2015 registered investment advisors Darrin Courtney Annuities + Insurance Cloud applications Matt Crisp Matt Nelson Fusion® Advisor Workstation SS&C Technologies Account opening and commissions FA Insight SCANaltyics Docupace Peter Intraligi XCelent Award retirement income planning tool Northern Lights Distributors Jackson AssetMark Advisor iPad Community Blog Mike Phillips Google Play Sugar Ray Leonard Built In Token 2-Factor Authentication Fidelity®'s New Wealthcentral® Technology Bundle Kevin Crowe Portfolio Construction Tool Risk Alignment Platform online client engagement Jim McKelvey Upside Balances Connections Console Modestpark household-­‐level rebalancing T3 Enterprise Conference Advisor iPad App Carson Wealth Management Group financial planning tool securities and insurance industries Edward Jones position data Risk-Balanced Portfolios Joseph Starinsky Vestmark Manager Marketplace (VMM) CRM systems Morningstar® Innovation Centers TD Ameritrade Institutional’s Veo Open Access platform AdvisorComplete platform Chris Casdia LPL Financial LLC Silanis Enhanced Capital Partners ProTracker robust backup features data protection paperless processing systems Wealthbox CRM Bob Stiess customizable questionnaires Natural Language Processing interactive compliance calendar The Markets Aggregation Client Marketing Systems, Inc. Mark Balasa Folio Institutional SmartOffice eSignature Capabilities Radar Depository Trust and Clearing Corporation Performance Dashboard and Client Reporting Engine Wells Fargo Advisors registration checker tool InvestmentNews Tom Kimberly App expansion Cloud Desktop solution Matt O’Brien SS&C Technologies Holdings account rebalancing software BranchNet Farshad Ghaffari SCANalytics Docupace ePACS® XLR8 NorthStar Jackson app TRX Edge Atlanta company performance analysis Mike Walsh Gradient Investments SugarCRM Business Analytics Fidelity’s Technology and Operations Consulting Kevin Knull Schwab OpenView MarketSquare® eAdvisor Portfolio Crash Test solution Risk Analysis online practice management platform Jim Patrick Upside Advisor Barrett Ayers content aggregation modify portfolio exposures householded data backbone Advisor Office cash posting Financial Transmission Network Inc. Laser App Enterprise Security Efficient Technology Positions Orion Business Intelligence Josh Brown CRM technology Morningstar® Advisor WorkstationSM Inside Information TD Ameritrade Institutional’s VEO® AdvisorComplete℠ Chris Casey LPL Focus 2015 enhanced client communication ProTracker Advantage robust technology capabilities Data-Driven Insights Park City, Utah Wealthcare Capital Management Bob Veres customized analysis Naureen Hassan Interview the Practice AICPA Client Meeting Support for Advisors Mark Casady FolioDynamics SMAs Estate Assist Raj Udeshi Salentica’s Data Broker detailed financial planning performance expectations Wes Stillman regulatory compliance data aggregation functionality NetXInvestor Investor-Advisor Collaboration cloud-based archiving solutions Tom Schildhauer AppHub cloud-based billing software Maureen Duff Garrett Planning Network SS&C Technologies Holdings, Inc. account servicing brand-centric theme customization Docupace Technologies Phil Sorgen Retirement Plan Network Jackson National Life Insurance Company® turnkey data science solutions Attribution Analysis compete against other digital advisors mitigate risk Great Kight Suhail Ali Advent Custodial Data business and technology management Figlo Kevin Kraus Schwab OpenView Mobile EAI Portfolio Crash Testing risk engineering Online Reporting Dashboard Joe Duran Uri Pomerantz basic client interaction HTML5 version TA Associates Advisor Office platform CEB TowerGroup FinFolio Electronic Signing POWER Riskalyze and RetireUp Integration Demo Juan Williams Vestorly solution CRM User Adoption Morningstar® Portfolio X-Ray® Insights on Advice TD Ameritrade National LINC Conference AdvisorQ Chris Momsen LPL Focus Conference Simon Sinek enhanced mutual funds order management ProTracker Cloud Rocaton Advisors DataPro WealthCentral Bobby Yazdani Cutting Edge Auditing NaviPlan Intraday Integration The Retirement Hub Mark Engelhardt Social Analytics estate management Sales Cloud Digital Advice Performance Measurement Weston regulatory compliance services and technology data aggregation solutions NetXInvestor® Investor360° iPad app Total Portfolio Expert (TPX) Application of Preference Measurement: The Case of Riskalyze cloud-based billing tool Gemcom accounting software BrandYourself.com XTRAC App RetireRisk Norwood Consulting Jackson.com two-factor authentication Audit Management compliance and security Mitt Romney Advent Direct business development metrics filter and cross reference data Kevin Miller Schwab Performance Technologies® Earnings Potential Risk Management Open View Gateway Joe Ruzycki user-friendly programing BD Equalizer Copytalk+ Human Finance Project Tamarac Advisor® Xi Advisor Pro platform Celent FinFolio’s Portfolio Management Software Laser App’s Software as a Service (SaaS) platform service alerts eliminating selected fees Power of Together Riskalyze Autopilot Orion Discover Multi-Asset Class Portfolio Analysis INSITE™ 2015 conference TD Ameritrade's VEO Chris Wacker LPL’s Resource Center single sign-on integration enrollment platform ProTracker Software Patrick Ambron Bonaventure Resort and Spa Cybersecurity NaviPlan LEADS intraday quotes The Tarbox Group, Inc. Albridge Solutions Client Relationship Management (CRM) Forbes social collaboration 1-to-1 client relationships ETF OneSource participants RCS Capital Westport Resources Rehmann new client electronic on-boarding New Microsoft Dynamics® IPS AdvisorPro application program interface (API) cloud-based CRM platform Michael M. Carter Gemini Alternative Funds AccountQ™ Bret Baier February 4, 2015 Dominey Stewart Note Taking Jackson® Audit Technology ComplianceQ Mobile app Greg Vigrass business intelligence Kevin Paulsen Schwab’s 2013 RIA Benchmarking Study EarningsQ Portfolio Management and Insurance Management modules risk management characteristics open-architecture platform John Hancock Behavioral Finance Copytalk+ Smartphone App MoneyGuideProTM Tamarac's Advisor® Xi Center For Wealth Planning FinFolio’s WorkStation LaserApp Service Cloud Eliza De Pardo PowerAdvisor Orion Portfolio Reports Jud Mackrill Video conferencing Black Diamond platform Cross-business Tracking Routing & Control multi-block trading instantaneous stress testing TD Ameritrade’s Veo platform Advisors Assistant Everywhere CIO Review Luis Gomez single-sign on capability Enterprise Content Management Software psychometric risk tolerance test Ron Huddleston Patrick Dempsey Wealthminder Seed Capital Branch Audit Consulting Cybersecurity and Compliance NaviPlan® financial planning tool intuitive user-experience Third-Party Technology Integrations Allen Eickelberg client relationship solution Mark Wilson 2015 Peter L. Bernstein Award real time balances digital financial solutions Performance Reporting Capabilities Whitepaper relationship solutions Newgate Capital Management IPSAdvisorPro Total Rebalance Expert (TRX) application programming interface cloud-based IT Gemini Fund Services Stark & Stark Accounts and Fact Sheets for Investments Bret Magpiong Fee Calculation Details Schwab Advisor Services’ Donald Capone PIEtech, Inc., yHLsoft Nova James Carney Ultra High Net Worth auditable workflow and document management technology compliant ready platform Mobile App 2.0 Gregg Klein SunGard’s WealthStation business processing services FinaMetrica Plus Kevin Sweet SciQ Insights easily view user activity Portfolio Management Consultants risk management platform John Mackowiak Vanare | NestEgg Ben Francois Cory Haberkorn MoneyGuidePro® IBackup® tax efficiency in a cloud-­‐based model Advisor Rebalancing® centralized and tailored user experience FINRA and SEC technology guidelines LaserApp Anywhere services and support for RIAs Ellen Smith PowerShares RiXtrema's Portfolio Crash Test Orion’s Client Portal Julie Littlechild Vincent Guyaux Black Diamond® CSIA multi-user support Institutional Intelligent Portfolios™ TDA Cities Digital MacroRisk Analytics single-sign on functionality enterprise-grade data management platform Q-Suite Roy Burns David Canter Patrick Flaherty Damian Gallina Invesco Tim Ramza Amanda Steinberg Client Risk Assessments Market Movement Strategies (MMS) forms library social media integrations 2015 Veo® Integrated Awards ETF’s Real-Time Data Salesforce CRM Digital Fortress performance reporting software Will Bressman Relius Adminstration Next Generation Investor Portal iReach Total Technology Platform Arcons Technology cloud-based IT outsourcing Michael Spellacy Gemini Hedge Fund Services State Income Tax Calculator ACH origination fee elimination Schwab Advisor Services’ SOLUTIONS® Doug Harbrecht PMC's Quantitative Portfolios RIA advisor platform November 2-4, 2015 James Poer unified cloud computing solutions Automate Client Marketing Composite Holdings Report Mobile Application SunGard’s WealthStation Financial Planning solution AdventConnect 2014 business valuation knowledge Scivantage EBITDA growth rate portfolio management process risk modeling OpportunityView™ John McArthur Benjamin Birken Cory Olson MoneyTree IBDs Tax Efficient Drawdown Cetera FinTech 100 Shane Bingham Rob Cirrotti OS33 Cloud Desktop platform Juney Ham Vladimir Baranov Black Diamond℠ curation engines mutual fund capital gains distributions inStream Solutions Advisors Assistant’s CRM Cities Digital’s MagniMail Maggie Crowley SixThirty Quadron Data Solutions Run Smarter® David Fetter Patrick Yip WealthStation CompAct Redhawk Wealth Advisors Damon Deru Investigo Tim Welsh Analytics Cloud Client Service Monitor Marketing Center platform Fox Financial Planning Social Security 2016 T3 Advisor Conference, Ft. 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Cetera Financial Group Firm Alerts and Announcements Laserfiche Connector Shannon Dempsey practice management Robb Baldwin Outlook email archiving Wall Street Journal Black Diamond℠ platform custodial data file import process My Wall Insurance and Securities verticals Technology adoption Advisory World CitiMortgage MagniPost SixThirty FinTech Accelerator Quadron Data Solutions™ Rushmore Advisor Services David Lyon Paul Cantrell WealthStation Financial Planning Dan Arnold investment advice time-effective onboarding experience Andrew Rogers client-facing analytical and proposal tool Marketing Cloud Fox Financial Planning Network Social Security Analyzer Aaron Guidotti eVestment Realized and Unrealized Gains/Losses Salesforce Financial Service Cloud Integration digital marketing hub WinOps reporting capabilities Next-Generation Advisor CRM® iRebal® Trade Strategy Visualization Artificial Intelligence cloud-based portfolio management Gentech Steve Dunlap ActiFi Client Engagement Brian A. 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Flanagan FTJ FundChoice Sophie Schmitt acceptable and unacceptable tolerance standards eVestment Spotlight Analytics rebalancing disparate and divergent solutions Personal Finance Management Application Wordpress platform reporting solutions NFP Advisor Services Group iTunes App Stores Trading Processes ASI CNN Money Microsoft Corp Global Financial Private Capital Stifel Activity tracking and corporate memory Fidelity Center for Applied Technology Kanchana Chalia Schwab Intelligent Portfolios Dr. Noah Smith Unify Software automation software tool comprehensive trading solutions Mobile Optimization High-Performing Firms Advisor Con CAM System Financial Personalities lagging performance duration and timeframe priorities seamless advisor integration Ed Butowsky Portfolio Pathway risk profiling questionnaire provider John Vaccaro Veo Open Access Craig Smith Morningstar Analyst Rating™ Income Generator Advisor Websites flexibility to scale Lori Hardwick Sheryl Garrett emX PRNewswire data analysis Panoramix™ Junxure Cloud® CRM Blu Giant, LLC Custom Cloud (Force.com) Narrator Clients™ integrated receivables management Technology Tools for Today 2014 Conference Advisor® Xi client database portal Smarsh My Site Envestnet’s Advisor Suite® Quantum SaaS PCI-compliant platform web-based client management software NetExchange Client Clients & Portfolios Mary Ellen Whiteman FTNI sophisticated computer algorithms eWealthManager rebalancing capability San Diego Document Imaging personal financial management workflow solutions ReportQ Nobel Foundation J. Kelley Williams, Jr. Trading Strategy Checklist asset allocation mappings service Cohesive Client Management Process Microsoft Dynamics CRM Global Investment Performance Standards Strategic Advisor Adhesion Brian Stimpfl Karl Chan Schwab Intelligent Portfolios™ Online Account Management Unify’s Cloud VPN Autopilot computer-based modeling system Mobile Productivity Holdings Advisor Convention October 7-8 Cameron Routh Las Vegas seamless forms-filling capabilities Ed O’ Brien portfolio risk order processing Veo Open AccessSM platform Bill Stone create and manage portfolios Morningstar for Advisors App independent portfolio rebalancing software platform TD Ameritrade Holding Corporation advisor workflow partnership Flexible Optimizer Loring Ward EMX Platform ProcessEZ robo advisors data analysis solutions Paperclip Wealth Access Estate Platform 3.0 Junxure CRM customer acquisition Narrator™ application builder integrated technology tenth annual T3 Technology Conference Advisor® Xi suite client engagement Mara Laisson Smarsh Sites Envestnet’s Digital Advisor platform Questar Capital℠ SaaS-based payment processing platform DecisionCenter web-based CRM Redtail Technology CRM Daniel Inveen NetExchange Select investment policy statement Todd R. 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