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 MoneyGuidePro Envestnet Greg Friedman Morningstar T3 Vestorly Schwab Laser App Software Aaron Klein AdvisoryWorld Justin Wisz TD Ameritrade T3 Blog Salesforce Junxure Cloud portfolio management RiXtrema Pershing Robert Powell TD Ameritrade Institutional Fidelity Laserfiche Redtail Technology Tricia Rothschild Stuart DePina Laser App Anywhere Daniel Satchkov CRM Solutions Redtail Redtail CRM eMoney Ken Golding Brian Shenson PIEtech Advicent Neesha Hathi DocuSign account aggregation FinaMetrica eMoney Advisor Brian McLaughlin Morningstar OfficeSM LPL Financial Advent T3 Technology Conference Charles Schwab Ram Nagappan NorthStar Financial Services Group SunGard Victor Fetter External IT Performance Reporting Michael Kitces Vanare Jemstep client relationship management Risk Number™ Wealth Access Sam Attias David Benskin Sheryl Rowling Laser App forms automation NetX360® Tom Nally Ed Beggs Orion Advisor Services, LLC Albridge Phil Cunningham BizEquity Junxure Advisor Conference Orion Connect Black Diamond Advisors Assistant Ron Carson Pat Dempsey document management Total Rebalance Expert Schwab Advisor Services RetireUp SunGard Financial Systems Advent Software Geoff Davey Client Marketing Systems HiddenLevers Yodlee OpenView Gateway Vanguard Data Aggregation Redi2 Technologies Jon Patullo ActiFi Kiplinger Jennifer Valdez Scottrade Bill Crager Advisor Technology solutions FAStech Michael Wilson RIAs Dave Welling Ryan Beach Rich Cancro Bill Rourke Oleg Tishkevich T3 Advisor Conference Oranj management software Finance Logix Portfolio Analytics Bill Winterberg Entreda Sid Yenamandra Advizr Jud Bergman Lowell Putnam Hussain Zaidi Advyzon Quovo Salentica CRM tRx NetX360® platform Appcrown Retirement Income Story© Advent Black Diamond Charles Goldman BioniX Dan Skiles Simon Mulcahy Grendel XTRAC SEI Deborah Fox Fidelity Institutional SSG Drew DiMarino Schwab advisor center financial planning Money Guide Pro customer relationship management Wealthminder Mark Tibergien Social Media John Prendergast Salesforce AppExchange SSG Conference Philip Wilson XTRAC Solutions Tyler Nunnally advisor rebalancing Fidelity Investments RIA financial planning software AdventConnect Advisors Assistant® WealthStation NaviPro Michael Pinsker Edmond Walters Investment Planning Advisor Software Neal Ringquist E-Valuator Zohar Swaine Risk Number practice and portfolio management system content marketing Pocket Risk Integration Advicent Solutions Shareholders Service Group Pershing Advisor Solutions TradePMR Croesus Scottrade® Advisor Services J.D. Bruce Blu Giant Paul Resnik NestEgg February 10-12, 2016 reporting platform Advisor BioniX investment solutions Risk Profiling Blu Giant Advisor Studios MyRetirement Digital Content Marketing Jim Dario Todd Clarke Anil Arora MyRIACompliance ETFs Brett Clarke portfolio analysis Rich Ellinger Risk Tolerance Gail Graham Blueleaf Peak Advisor Alliance Spenser Segal rebalancing platform FolioDynamix Advisor CRM risk tolerance assessment wealth management solutions Fermin Garcia Schwab OpenView Gateway Morningstar Office Advisor Xi Platform BNY Mellon Salentica NetX360 Tom Giachetti AssetMark custodial platform BillFin Bob Curtis Mike McDaniel financial advisors Schwab OpenView Gateway™ Billy Oliverio Envestnet | Tamarac ClientFirst Mark Balasa eVestment Spotlight Analytics SMAs direct online insurance offerings Radar John McArthur CNN Money Salentica’s Data Broker Performance Dashboard and Client Reporting Engine IBDs Wes Stillman regulatory compliance Matt Nelson SS&C Technologies Holdings account rebalancing software Dr. David Lawrence Juney Ham comprehensive trading solutions SCANalytics Peter Intraligi inStream Solutions CAM System XLR8 Northern Lights Distributors TRX Edge Atlanta Mike Phillips Financial Feed SugarCRM Kevin Crowe Craig Smith Schwab OpenView MarketSquare® Portfolio Construction Tool Investigo Risk Analysis online client engagement Fox Financial Planning Upside Advisor Barrett Ayers Modestpark fixed index annuities Advisor Office eMoney’s wealth management platform Custom Cloud (Force.com) Security position data iReach client database portal Gemini Hedge Fund Services Morningstar® TD Ameritrade Institutional’s VEO® AdvisorComplete℠ LPL Financial LLC Envestnet | Tamarac's Advisor Xi Dean Cook ProTracker James Poer Clients & Portfolios robust technology capabilities paperless processing systems Wealthcare Capital Management Bob Veres Natural Language Processing the Practice AICPA Mark Casady eWealthManager Social Analytics disparate and divergent solutions Raj Udeshi John Ndege Cohesive Client Management Process Sales Cloud performance expectations IEC Brian Stimpfl Weston regulatory compliance services and technology NetXInvestor Tom Schildhauer AppHub Matt O’Brien Fidelity Center for Applied Technology SS&C Technologies Holdings, Inc. account servicing Dr. Noah Smith computer-based modeling system Insurance and Securities verticals Cameron Routh Retirement Plan Network NorthStar turnkey data science solutions Attribution Analysis Mike Walsh Financial Personalities Suhail Ali Advent Custodial Data Kevin Knull Ed Butowsky create and manage portfolios Schwab OpenView Mobile Portfolio Crash Test solution investment advice risk engineering online practice management platform Fox Financial Planning Network Uri Pomerantz basic client interaction modify portfolio exposures flexibility to scale TA Associates Advisor Office platform Laser App Enterprise emX customer acquisition data analysis Positions iRebal client engagement Riskalyze and RetireUp Integration Demo Orion Business Intelligence Gen X/Y Vestorly solution Morningstar® Advisor WorkstationSM TD Ameritrade National LINC Conference AdvisorQ LPL Focus 2015 Envestnet’s Advisor Suite® Daniel Inveen Simon Sinek ProTracker Advantage Jason Roberts ClientView Client Portal Rocaton Advisors Park City, Utah Guide Financial Technologies WealthCentral Bobby Yazdani Naureen Hassan The Retirement Hub The Tarbox Group, Inc. Albridge Solutions Mark Engelhardt Expanded Performance Details for Sample Portfolios social collaboration 1-to-1 client relationships Document Imaging John Norwood Collaboration Cloud (Chatter) Performance Measurement Impact Communications Broker Dealers Westport Resources Rehmann NetXInvestor® Total Portfolio Expert (TPX) Application of Preference Measurement: The Case of Riskalyze Maureen Duff accounting software Concenter Services Phil Sorgen integrated cloud based technology Canterbury Consulting XTRAC App RetireRisk two-factor authentication Audit Management mitigate risk Advent Direct Kevin Kraus Ed O’ Brien credit card processing Schwab Performance Technologies® Portfolio Crash Testing Investment Advisors Workflow Charles Sizemore Risk Management Online Reporting Dashboard Fred Tomczyk user-friendly programing BD Equalizer Flexible Optimizer Tamarac Advisor® Xi Advisor Pro platform EMX Platform service alerts data analysis solutions POWER iRebal® client feedback Riskalyze Autopilot Gentech Morningstar® Portfolio X-Ray® TD Ameritrade's VEO LPL Focus Conference Envestnet’s Digital Advisor platform single sign-on integration DecisionCenter ProTracker Cloud Jason Wenk ClientWorks Gustav Karner Bonaventure Resort and Spa NaviPlan Third-Party Technology Integrations Allen Eickelberg 2015 Peter L. Bernstein Award RCS Capital Commonwealth Financial Network Impact Technologies Group brokerage and custody services Whitepaper relationship solutions new client electronic on-boarding application program interface (API) Fidelity Institutional Wealth Services AccountQ™ Dropbox Concierge Service integrated CRM CapGainsValet Norwood Consulting Audit Technology Mitt Romney financial planning and client engagement solutions Kevin Miller Ed O’Brien Schwab’s 2013 RIA Benchmarking Study Investment Income Summary Report check scanning risk management characteristics Open View Gateway Ft. Lauderdale Behavioral Finance Tamarac's Advisor® Xi Laser App’s Software as a Service (SaaS) platform emX’s Vault Customer Success Platform Service Cloud data automation Power of Together iShares Client Management System Orion Discover Video conferencing Black Diamond platform Multi-Asset Class Portfolio Analysis TD Ameritrade’s Veo platform Advisors Assistant Everywhere LPL’s Resource Center Darren Tedesco single-sign on capability Deena Katz ProTracker Software Jay Jay French ClientWorks platform Ron Huddleston Patrick Ambron Hemant Moore Wealthminder Seed Capital Branch Audit Consulting NaviPlan LEADS NaviPlan® financial planning tool Tim Ramza Amanda Steinberg Mark Wilson External IT Cloud Desktop social media integrations 2015 Veo® Integrated Awards Document Processing real time balances John Schobel Commonwealth’s Practice360º Salesforce CRM Performance Reporting Capabilities import tool browser in the cloud Will Bressman Relius Adminstration New Microsoft Dynamics® Total Rebalance Expert (TRX) application programming interface Michael M. Carter Stark & Stark Accounts and Fact Sheets for Investments Duane D’Orazio Junxure Cloud® conflict-free custody solution Schwab Advisor Services’ Integrated CRM Performance Dashboard Career Activity Management System yHLsoft Note Taking Ultra High Net Worth auditable workflow and document management technology Mobile app SunGard’s WealthStation Kevin Paulsen EDGAR filing agent SciQ Insights Portfolio Management and Insurance Management modules investment management experience Chicago risk management platform open-architecture platform FTJ FundChoice Vanare | NestEgg Ben Francois MoneyGuideProTM tax efficiency in a cloud-­‐based model Advisor Rebalancing® LaserApp end-of-life plan Customizable Quarterly Investment Review Presentations services and support for RIAs Data Cloud (Jigsaw) PowerAdvisor ISO RiXtrema's Portfolio Crash Test Orion Portfolio Reports George Will Vincent Guyaux Black Diamond® multi-block trading TDA Luis Gomez Eric Jardine Darrin Courtney single-sign on functionality Dennis Fox psychometric risk tolerance test Jeff Norris Cloud applications Roy Burns Patrick Dempsey Tim Welsh Analytics Cloud Market Movement Strategies (MMS) External IT's Cloud Desktop Social Security 2016 T3 Advisor Conference, Ft. Lauderdale, FL document storage software-as-a-service Real-Time Data John Vaccaro Community Blog Salesforce data migrator performance reporting software Income Generator Built In Token 2-Factor Authentication William Faulkner Report Builder Newgate Capital Management Total Technology Platform Arcons Technology Fidelity Investments® State Income Tax Calculator ACH origination Dynamic Rebalancing Junxure Cloud® CRM Connections Console Schwab Advisor Services’ SOLUTIONS® PIEtech, Inc., integrated receivables management Carson Wealth Management Group RIA advisor platform Nova unified cloud computing solutions Automate Client Marketing Mobile App 2.0 financial planning technology SunGard’s WealthStation Financial Planning solution AdventConnect 2014 Kevin Sweet CRM systems Scivantage Portfolio Management Consultants Chris Casdia risk modeling FTNI Benjamin Birken MoneyGuidePro® Tax Efficient Drawdown LaserApp Anywhere end-­‐to-­‐end portfolio management customizable questionnaires Shane Bingham data management solutions PowerShares iTunes App Stores Client Marketing Systems, Inc. Rob Cirrotti Orion’s Client Portal Global Financial Private Capital Vladimir Baranov Black Diamond℠ multi-user support Advisors Assistant’s CRM MacroRisk Analytics error checking SixThirty Denny Bottorff Q-Suite Cloud Desktop solution Run Smarter® Patrick Flaherty High-Performing Firms WealthStation CompAct Redhawk Wealth Advisors BranchNet WealthStation Financial Planning time-effective onboarding experience Andrew Rogers Marketing Center platform FA Insight Social Security Analyzer Aaron Guidotti Docupace Real-time Profile Tracking company performance analysis Salesforce Financial Service Cloud Integration Perry Moore independent portfolio rebalancing software platform Business Analytics Windows™ PowerShell reporting Next Generation Investor Portal Touch functionality ARKON Michael Spellacy Fidelity®'s New Wealthcentral® Technology Bundle state‐of‐the‐art forms-filling technology Junxure CRM content aggregation Schwab Advisory Services PMC's Quantitative Portfolios integrated technology cash posting RIA Benchmarking Study November 2-4, 2015 unified managed account automated portfolio management Mobile Application financial planning tool Sustainable Retirement Income Edward Jones CRM technology Scott Parry portfolio management process investment policy statement Chris Casey OpportunityView™ full lifecycle portfolio management variable annuities Best Technology for a Vertical CRM MoneyTree Tax Lot information Advisor Software, Inc. Enhanced Capital Partners customized analysis Shannon Dempsey data protection J. Kelley Williams, Jr. Client Meeting Support for Advisors Robb Baldwin OS33 Cloud Desktop platform Global Investment Performance Standards Wall Street Journal Black Diamond℠ platform mutual fund capital gains distributions Technology adoption Advisory World Maggie Crowley eSignature Capabilities data aggregation functionality SixThirty FinTech Accelerator Depository Trust and Clearing Corporation Quadron Data Solutions cloud-based archiving solutions Rushmore Advisor Services Patrick Yip Holdings brand-centric theme customization WealthTechs Redkite timeframes Andrew Rudd Marketing Cloud Farshad Ghaffari Social Security Optimizer Docupace ePACS® Realized and Unrealized Gains/Losses Jonathan Jaranson compete against other digital advisors Salesforce Financial Services Cloud industry related forms business and technology management WinOps reporting capabilities Next Generation of Integration Trade Strategy Visualization Artificial Intelligence Michael Stier Fidelity’s Technology and Operations Consulting Steve Dunlap ActiFi Client Engagement eAdvisor Junxure® CRM Schwab IMPACT 2013 CEB TowerGroup Zywave RIA in a Box Oauth2 user authentication security unified wealth management technology Automated Workflow Mobile channel Financial Transmission Network Inc. Symantec VIP integration Kirk Hulett Efficient Technology CRM User Adoption Portfolio Management Processes investment research platforms Chris Momsen Risk Number® Optimum Market Portfolios Fuse 2014 VAs monitoring tax planning Laserfiche Connector enhanced client communication Cutting Edge Auditing Data-Driven Insights practice management J. Richard Coe Robert Arnott Outlook email archiving goalgamiPro Walt Bettinger Blaze Portfolio My Wall Technology Integrations MagniPost Estate Assist data aggregation solutions detailed financial planning Quadron Data Solutions™ Jenny Richards cloud-based billing software Russ Thornton Paul Cantrell Homrich Berg hosted archiving solutions BrandYourself.com Web App Single Sign On Nerd’s Eye View TJ Jones Andrew Stevens Marketing Gorilla System Sonia Rosenbaum Abby Schneiderman Docupace Technologies rebalance Joseph Miola compliance and security Salesforce.com Informatica business development metrics Women Investors Reporting Console for Each Office Next-Generation Advisor CRM® Artisan and Grendel Figlo Steve Sanduski ActiFi software suite EAI Junxure’s cloud-based CRM/office management solution Copytalk+ Schwab Independent Advisor Outlook Study portfolio accounting integration of independent recordkeepers Celent “Robo” Challenge RIA/Client reletionships October 13 Florida Unify Automated workflows mobile connectivity FinFolio Synapse API advisor and client portals Krilogy Financial Electronic Signing portfolio management system investment screening functionality Chris Wacker Optional Tax Management Fuse 2014 award Vendor Affinity Program Bill Good monthly compliance checklists tax-aware trading program Advisor View Laserfiche Document Management enhanced mutual funds order management Cybersecurity Sharing DataPro practice management solutions Client Relationship Management (CRM) Robert Eggebrecht Outsourcing Services goalgamiPro® Warren Mackensen myeDocumentsuite.com technology solutions AdvisoryWorld Financial Technology maintenance of composites estate management Small Businesses Digital Advice qualified fiduciary advisors Jenze Bosma cloud-based billing tool Russell Leto Paul Polese Household Balance Sheet Bret Baier web-based applications To-Do Lists Andrew Tognela Marketware International Sophie Schmitt acceptable and unacceptable tolerance standards Rebalancer Joseph Mrak ComplianceQ Salesforce1 Customer Platform Pershing LLC InformationWeek 500 business intelligence Woodrow Levin next-generation wealth management platform TradeWarrior Ashley Globerman Michelle Smith filter and cross reference data Steven D. Kelly activity streams Earnings Potential Copytalk+ Smartphone App Schwab Intelligent Integration® portfolio accounting service provider Intelligent Aggregation Center For Wealth Planning Office 365 FMG Suite Unify Cloud Disaster Recovery automating portfolio management mobile devices FinFolio’s Portfolio Management Software T. Rowe Price Kyle Hiatt eliminating selected fees Cross-business Tracking Routing & Control Scottrade® Advisor Services Platform portfolio management tools CIO Review OptionsPlay Score Fusion Advisor Workstation VEO Bill Laird tax-losses Advisor View™ Lex Sokolin enrollment platform Cybersecurity and Compliance Sherri DuMond PreciseFP J.P. Morgan client relationship solution Robert Moore packaged web design Google Analytics integration Technology Tools For Today AdvisoryWorld HoldingScan Report for Households manage cash flows ETF OneSource participants Smarsh quantitative risk technology cloud-based CRM platform cloud-based IT SaaS Paul West household-­‐level rebalancing Bret Magpiong web-based client management software NestEgg Wealth Martin L. Flanagan February 4, 2015 sophisticated computer algorithms Dominey Stewart rebalancing Joseph Starinsky compliant ready platform Pershing’s Net 360 Technology Channel Innovation Centers business processing services Wordpress platform reporting solutions NFP Trading Processes ASI Microsoft Stifel Activity tracking and corporate memory EarningsQ Cory Haberkorn Schwab Intelligent Portfolios Portfolio Accounting Solutions interactive compliance calendar centralized and tailored user experience Office of the Future Folio Institutional Unify Software automation software tool mobile forms-filling FinFolio’s WorkStation Advisor Con Ladenburg Thalmann Financial Services Inc. Eliza De Pardo CSIA seamless advisor integration portfolio mappings services InvestmentNews Cities Digital risk profiling questionnaire provider Optionsplay® Fusion® Advisor Workstation Veo Open Access Morningstar Advisor Advisor Websites LiquidHub Enterprise Content Management Software Damian Gallina Sheryl Garrett predictive analytical tools Jackson Client Risk Assessments Panoramix Google Play Blu Giant, LLC Technology Tools for Today 2014 Conference Advisor® Xi management fee Smarsh My Site digital financial solutions Quantitative Risk Tolerance Jim McKelvey cloud-based IT outsourcing SaaS-based payment processing platform PCI-compliant platform householded data backbone web-based CRM Redtail Technology CRM NetExchange Client Todd R. Crockett Ann Haas Mary Ellen Whiteman Fee Calculation Details Spark Account Alerts Donald Capone rebalancing capability Josh Brown Composite Holdings Report San Diego Personal Finance Management Application Inside Information business valuation knowledge workflow solutions ReportQ NFP Advisor Services Group Trading Strategy Checklist asset allocation mappings service Microsoft Corp FinaMetrica Plus Strategic Advisor Adhesion Kanchana Chalia easily view user activity Cory Olson Schwab Intelligent Portfolios™ Interview Cetera FolioDynamics Unify’s Cloud VPN Autopilot Mobile Optimization FINRA and SEC technology guidelines Advisor Convention October 7-8 lagging performance duration and timeframe priorities Ellen Smith curation engines seamless forms-filling capabilities Portfolio Pathway Investor-Advisor Collaboration Cities Digital’s MagniMail Veo Open AccessSM platform Bill Stone Morningstar Analyst Rating™ TD Ameritrade Holding Corporation advisor workflow partnership Lori Hardwick enterprise-grade data management platform Damon Deru David Canter PRNewswire Jackson app Client Service Monitor robo advisors Panoramix™ Gradient Investments Wealth Access Estate Platform 3.0 Narrator Clients™ tenth annual T3 Technology Conference Advisor® Xi suite ETF’s Smarsh Sites Digital Fortress Quantum Jim Patrick Questar Capital℠ Joe Duran cloud-based platform Safe by Estate Assist HTML5 version Brett Thorne web-based portfolio management software Reduce computer sprawl NetExchange Select Tom Doherty Ann Marie Stieler Mary Ferguson fee elimination Account Details Doug Harbrecht Juan Williams composite performance reporting San Diego, CA personal financial management Insights on Advice business valuations Worldox required trading and rebalancing Nobel Foundation asset gathering Microsoft Dynamics CRM Strategic Integrated Online Account Processing advanced data reporting Karl Chan EBITDA growth rate Cost Basis Schwab Intelligent Technologies Intraday Integration Cetera Financial Group RightSize Solutions Online Account Management United Capital Back Office Solutions Mobile Productivity FinTech 100 T3 Advisor Tech Conference Las Vegas custodial data file import process Search Engine Optimization portfolio risk Investor360° CitiMortgage order processing Garrett Planning Network Veo® Morningstar for Advisors App Advisor Xi Loring Ward Dan Arnold David Fetter ProcessEZ Jackson National Life Insurance Company® client-facing analytical and proposal tool Robo-Advisers Paperclip Great Kight BlueSky Narrator™ application builder The Efficient Practice Mara Laisson Everplans Smart Form Tool Digital Fortress Suite digital marketing hub Quik! Form Joe Ruzycki cloud-based portfolio management Sagacious, Inc. pensions Human Finance Project Brian A. Davis web-based software portal RegEd NetExchange View Tom Embrogno Anna Curry Matched Portfolio sqope account management software Doug McPhail rebalancing solution Composite Portfolio Review scalable personal finance data platform Personal Financial Management (PFM) tool INSITE™ 2015 conference ByAllAccountsSM WorthFM RESTful Trizic AssetBook Mike Capelle Financelogix Streetscape advanced wealth planning solutions Kelly Caffrey Ebix cost-efficient beta exposure portfolio applications intraday quotes Chad Blythe Rio Hotel & Casino online account opening Forbes United Capital Financial Advisors back-office solutions Mobile Scribe Service Firm Alerts and Announcements Advisor FinTech Hackathon Custodial Data Integrations search engine optimization tagging Portfolio Snapshot iPad app client acquisition risk tolerance assessment tools Gemcom verification Bill Wostoupal TD Ameritrade Institutional Veo® Dan Brownell SIFMA/FINRA Cybersecurity Conference David Lyon Productivity Jackson.com Client-facing technology Robo-advisor paperless client onboarding process wealth management technology Nathan Lucius The E‐Valuator Advizr and Orion integration Maree Moscati eVestment Smart Office Smarter Prospecting Digital Marketing Platform Quik! Forms John Hancock cloud-based solutions Performance Wednesday July 22, 2015 registered investment advisors Annuities + Insurance Matt Abar Fetter Logic sqopeTM Score account opening Downloadable Portfolio Review Reports rebalancing workflows Jud Mackrill CompositeBuilder Scalable workflow tools personal financial management platform instantaneous stress testing CAIS X-Ray Reports Retirement Hub app normalization Trust Company of Sterne Agee Mike Ethridge Financial Account Data Technology Platform advanced workflow tools Ebix Smart Office Council Capital Schwab OpenView Gateway® Portfolio Building intuitive user-experience Chad Centorbi Rio Hotel & Casino in Las Vegas Online Account Opening & Transfer up-to-date account data BakerAvenue Asset Management Model Wealth Portfolios First Rate T3 Conference Anaheim, CA Advisor Impact Laser App 2015 Financial Services Conference eMoney Select system Securities America PortfolioCenter IPS AdvisorPro Client communications management Risk Tolerance Questionnaire Orion Advisor Integration Gemini Alternative Funds Vestmark TD Ameritrade Institutional's Veo® Advisor-Client relationships Envestnet Advisor Summit Dan Hunt Signix David, Stalnaker Proposal Generation Capabilities Jackson® Client360º Robo-Shield™ paperless enrolment Greg Vigrass Wealthbase National Financial Partners Corp. The Future of Risk is Here: Enhance Your Value or Perish Marie Swift eVestment Quantum Analytics SmartOffice Digital Practice Management John Mackowiak CLS Investments Performance Center IBackup® Brian Semitekol Wells Fargo Advisors registration checker tool Tom Kimberly App expansion Matt Crisp Fetterlogic SS&C Technologies Account opening and commissions downside volatility Redhawk Julie Littlechild comprehensive portfolio management SCANaltyics Pete Hess Institutional Intelligent Portfolios™ CAM XCelent Award retirement income planning tool Northern Lights Compliance Services AssetMark Advisor iPad Sugar Ray Leonard Kevin Cimring Echosign couple’s report portfolio construction capabilities Invesco Chapwood Investments Risk Alignment Platform online advisor-client collaboration forms library Upside Balances Modern Portfolio Theory Fisher Investments T3 Enterprise Conference Advisor iPad App Laser App Advisor Con 2015 eMoney’s emX Select platform Custodian securities and insurance industries PortfolioCenter® IPSAdvisorPro Client Data Automation Risk-Balanced Portfolios Gemini Fund Services Vestmark Manager Marketplace (VMM) Morningstar, Inc. TD Ameritrade Institutional’s Veo Open Access platform AdvisorComplete platform LPL Financial Holdings Dan Santner Silanis Daxs Stadjuhar Proposal Tool for Chapwood Investments James Carney robust backup features paperless onboarding Gregg Klein Wealthbox CRM Bob Stiess Nationwide The Markets Aggregation Mario Canas eVestment Spectrum Analytics