Home > Blogs > Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue
Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue
Submitted by Technology Tools for Today on May 1st, 2013
Hemant More of Arcons Technology gives T3 newsletter subscribers a preview of what he'll share in his billPort article in the T3 Newsletter (May 2013 issue). Pssst … If you are not a T3 Newsletter subscriber, you ought to be!
Categories
- 1-to-1 client relationships (1)
- 2015 Peter L. Bernstein Award (1)
- 2015 Veo® Integrated Awards (1)
- 2016 T3 Advisor Conference, Ft. Lauderdale, FL (1)
- Aaron Guidotti (1)
- Aaron Klein (9)
- Abby Schneiderman (1)
- acceptable and unacceptable tolerance standards (1)
- account aggregation (5)
- Account Alerts (1)
- Account Details (1)
- account management software (1)
- account opening (1)
- Account opening and commissions (1)
- account rebalancing software (1)
- account servicing (1)
- accounting software (1)
- AccountQ™ (1)
- Accounts and Fact Sheets for Investments (1)
- ACH origination (1)
- ActiFi (3)
- ActiFi Client Engagement (1)
- ActiFi software suite (1)
- activity streams (1)
- Activity tracking and corporate memory (1)
- Adhesion (1)
- advanced data reporting (1)
- advanced wealth planning solutions (1)
- advanced workflow tools (1)
- Advent (5)
- Advent Black Diamond (2)
- Advent Custodial Data (1)
- Advent Direct (1)
- Advent Software (3)
- AdventConnect (2)
- AdventConnect 2014 (1)
- Advicent (5)
- Advicent Solutions (2)
- advisor and client portals (1)
- Advisor BioniX (2)
- Advisor Con (1)
- Advisor Convention October 7-8 (1)
- Advisor CRM (2)
- Advisor FinTech Hackathon (1)
- Advisor Impact (1)
- Advisor iPad App (1)
- Advisor Office (1)
- Advisor Office platform (1)
- Advisor Pro platform (1)
- advisor rebalancing (2)
- Advisor Rebalancing® (1)
- Advisor Software (2)
- Advisor Software, Inc. (1)
- Advisor Technology solutions (3)
- Advisor View (1)
- Advisor View™ (1)
- Advisor Websites (1)
- advisor workflow partnership (1)
- Advisor Xi (1)
- Advisor Xi Platform (2)
- Advisor-Client relationships (1)
- AdvisorComplete platform (1)
- AdvisorComplete℠ (1)
- AdvisorQ (1)
- Advisors Assistant (3)
- Advisors Assistant Everywhere (1)
- Advisors Assistant® (2)
- Advisors Assistant’s CRM (1)
- Advisory World (1)
- AdvisoryWorld (9)
- AdvisoryWorld Financial Technology (1)
- AdvisoryWorld HoldingScan Report for Households (1)
- Advisor® Xi (1)
- Advisor® Xi suite (1)
- Advizr (3)
- Advizr and Orion integration (1)
- Advyzon (3)
- Aggregation (1)
- AICPA (1)
- Albridge (3)
- Albridge Solutions (1)
- Allen Eickelberg (1)
- Amanda Steinberg (1)
- Analytics Cloud (1)
- Andrew Rogers (1)
- Andrew Rudd (1)
- Andrew Stevens (1)
- Andrew Tognela (1)
- Anil Arora (2)
- Ann Haas (1)
- Ann Marie Stieler (1)
- Anna Curry (1)
- Annuities + Insurance (1)
- App expansion (1)
- Appcrown (2)
- AppHub (1)
- Application of Preference Measurement: The Case of Riskalyze (1)
- application program interface (API) (1)
- application programming interface (1)
- Arcons Technology (1)
- ARKON (1)
- Artificial Intelligence (1)
- Artisan and Grendel (1)
- Ashley Globerman (1)
- ASI (1)
- asset allocation mappings service (1)
- asset gathering (1)
- AssetBook (1)
- AssetMark (2)
- AssetMark Advisor iPad (1)
- Atlanta (1)
- Attribution Analysis (1)
- Audit Management (1)
- Audit Technology (1)
- auditable workflow and document management technology (1)
- Automate Client Marketing (1)
- automated portfolio management (1)
- Automated Workflow (1)
- Automated workflows (1)
- automating portfolio management (1)
- automation software tool (1)
- Autopilot (1)
- Back Office Solutions (1)
- back-office solutions (1)
- BakerAvenue Asset Management (1)
- Balances (1)
- Barrett Ayers (1)
- basic client interaction (1)
- BD Equalizer (1)
- Behavioral Finance (1)
- Ben Francois (1)
- Benjamin Birken (1)
- Best Technology for a Vertical CRM (1)
- Bill Crager (3)
- Bill Good (1)
- Bill Laird (1)
- Bill Rourke (3)
- Bill Stone (1)
- Bill Winterberg (3)
- Bill Wostoupal (1)
- BillFin (2)
- Billy Oliverio (2)
- BioniX (2)
- BizEquity (3)
- Black Diamond (3)
- Black Diamond platform (1)
- Black Diamond® (1)
- Black Diamond℠ (1)
- Black Diamond℠ platform (1)
- Blaze Portfolio (1)
- Blu Giant (2)
- Blu Giant Advisor Studios (2)
- Blu Giant, LLC (1)
- Blueleaf (2)
- BlueSky (1)
- BNY Mellon (2)
- Bob Curtis (2)
- Bob Stiess (1)
- Bob Veres (1)
- Bobby Yazdani (1)
- Bonaventure Resort and Spa (1)
- Branch Audit Consulting (1)
- BranchNet (1)
- brand-centric theme customization (1)
- BrandYourself.com (1)
- Bret Baier (1)
- Bret Magpiong (1)
- Brett Clarke (2)
- Brett Thorne (1)
- Brian A. Davis (1)
- Brian McLaughlin (5)
- Brian Semitekol (1)
- Brian Shenson (5)
- Brian Stimpfl (1)
- Broker Dealers (1)
- brokerage and custody services (1)
- browser in the cloud (1)
- Built In Token 2-Factor Authentication (1)
- Business Analytics (1)
- business and technology management (1)
- business development metrics (1)
- business intelligence (1)
- business processing services (1)
- business valuation knowledge (1)
- business valuations (1)
- ByAllAccountsSM (1)
- CAIS (1)
- CAM (1)
- CAM System (1)
- Cameron Routh (1)
- Canterbury Consulting (1)
- CapGainsValet (1)
- Career Activity Management System (1)
- Carson Wealth Management Group (1)
- cash posting (1)
- CEB TowerGroup (1)
- Celent (1)
- Center For Wealth Planning (1)
- centralized and tailored user experience (1)
- Cetera (1)
- Cetera Financial Group (1)
- Chad Blythe (1)
- Chad Centorbi (1)
- Chapwood Investments (1)
- Charles Goldman (2)
- Charles Schwab (4)
- Charles Sizemore (1)
- check scanning (1)
- Chicago (1)
- Chris Casdia (1)
- Chris Casey (1)
- Chris Momsen (1)
- Chris Wacker (1)
- CIO Review (1)
- Cities Digital (1)
- Cities Digital’s MagniMail (1)
- CitiMortgage (1)
- client acquisition (1)
- Client communications management (1)
- Client Data Automation (1)
- client database portal (1)
- client engagement (1)
- client feedback (1)
- Client Management System (1)
- Client Marketing Systems (3)
- Client Marketing Systems, Inc. (1)
- Client Meeting Support for Advisors (1)
- client relationship management (4)
- Client Relationship Management (CRM) (1)
- client relationship solution (1)
- Client Risk Assessments (1)
- Client Service Monitor (1)
- client-facing analytical and proposal tool (1)
- Client-facing technology (1)
- Client360º (1)
- ClientFirst (2)
- Clients & Portfolios (1)
- ClientView Client Portal (1)
- ClientWorks (1)
- ClientWorks platform (1)
- Cloud applications (1)
- Cloud Desktop solution (1)
- cloud-based archiving solutions (1)
- cloud-based billing software (1)
- cloud-based billing tool (1)
- cloud-based CRM platform (1)
- cloud-based IT (1)
- cloud-based IT outsourcing (1)
- cloud-based platform (1)
- cloud-based portfolio management (1)
- cloud-based solutions (1)
- CLS Investments (1)
- CNN Money (1)
- Cohesive Client Management Process (1)
- Collaboration Cloud (Chatter) (1)
- Commonwealth Financial Network (1)
- Commonwealth’s Practice360º (1)
- Community Blog (1)
- company performance analysis (1)
- compete against other digital advisors (1)
- compliance and security (1)
- ComplianceQ (1)
- compliant ready platform (1)
- Composite Holdings Report (1)
- composite performance reporting (1)
- Composite Portfolio Review (1)
- CompositeBuilder (1)
- comprehensive portfolio management (1)
- comprehensive trading solutions (1)
- computer-based modeling system (1)
- Concenter Services (1)
- Concierge Service (1)
- conflict-free custody solution (1)
- Connections Console (1)
- content aggregation (1)
- content marketing (2)
- Copytalk+ (1)
- Copytalk+ Smartphone App (1)
- Cory Haberkorn (1)
- Cory Olson (1)
- Cost Basis (1)
- cost-efficient beta exposure (1)
- Council Capital (1)
- couple’s report (1)
- Craig Smith (1)
- create and manage portfolios (1)
- credit card processing (1)
- CRM (20)
- CRM Solutions (6)
- CRM systems (1)
- CRM technology (1)
- CRM User Adoption (1)
- Croesus (2)
- Cross-business Tracking Routing & Control (1)
- CSIA (1)
- curation engines (1)
- custodial data file import process (1)
- Custodial Data Integrations (1)
- custodial platform (2)
- Custodian (1)
- Custom Cloud (Force.com) (1)
- customer acquisition (1)
- customer relationship management (2)
- Customer Success Platform (1)
- Customizable Quarterly Investment Review Presentations (1)
- customizable questionnaires (1)
- customized analysis (1)
- Cutting Edge Auditing (1)
- Cybersecurity (1)
- Cybersecurity and Compliance (1)
- Damian Gallina (1)
- Damon Deru (1)
- Dan Arnold (1)
- Dan Brownell (1)
- Dan Hunt (1)
- Dan Santner (1)
- Dan Skiles (2)
- Daniel Inveen (1)
- Daniel Satchkov (6)
- Darren Tedesco (1)
- Darrin Courtney (1)
- Data Aggregation (3)
- data aggregation functionality (1)
- data aggregation solutions (1)
- data analysis (1)
- data analysis solutions (1)
- data automation (1)
- Data Cloud (Jigsaw) (1)
- data management solutions (1)
- data protection (1)
- Data-Driven Insights (1)
- DataPro (1)
- Dave Welling (3)
- David Benskin (4)
- David Canter (1)
- David Fetter (1)
- David Lyon (1)
- David, Stalnaker (1)
- Daxs Stadjuhar (1)
- Dean Cook (1)
- Deborah Fox (2)
- DecisionCenter (1)
- Deena Katz (1)
- Dennis Fox (1)
- Denny Bottorff (1)
- Depository Trust and Clearing Corporation (1)
- detailed financial planning (1)
- Digital Advice (1)
- Digital Content Marketing (2)
- digital financial solutions (1)
- Digital Fortress (1)
- Digital Fortress Suite (1)
- digital marketing hub (1)
- Digital Marketing Platform (1)
- Digital Practice Management (1)
- direct online insurance offerings (1)
- disparate and divergent solutions (1)
- Document Imaging (1)
- document management (3)
- Document Processing (1)
- document storage software-as-a-service (1)
- Docupace (1)
- Docupace ePACS® (1)
- Docupace Technologies (1)
- DocuSign (5)
- Dominey Stewart (1)
- Donald Capone (1)
- Doug Harbrecht (1)
- Doug McPhail (1)
- Downloadable Portfolio Review Reports (1)
- downside volatility (1)
- Dr. David Lawrence (1)
- Dr. Noah Smith (1)
- Drew DiMarino (2)
- Dropbox (1)
- Duane D’Orazio (1)
- Dynamic Rebalancing (1)
- E-Valuator (2)
- eAdvisor (1)
- EAI (1)
- Earnings Potential (1)
- EarningsQ (1)
- easily view user activity (1)
- EBITDA growth rate (1)
- Ebix (1)
- Ebix Smart Office (1)
- Echosign (1)
- Ed Beggs (3)
- Ed Butowsky (1)
- Ed O’ Brien (1)
- Ed O’Brien (1)
- EDGAR filing agent (1)
- Edmond Walters (2)
- Edward Jones (1)
- Efficient Technology (1)
- Electronic Signing (1)
- eliminating selected fees (1)
- Eliza De Pardo (1)
- Ellen Smith (1)
- eMoney (6)
- eMoney Advisor (5)
- eMoney Select system (1)
- eMoney’s emX Select platform (1)
- eMoney’s wealth management platform (1)
- emX (1)
- EMX Platform (1)
- emX’s Vault (1)
- end-of-life plan (1)
- end-‐to-‐end portfolio management (1)
- Enhanced Capital Partners (1)
- enhanced client communication (1)
- enhanced mutual funds order management (1)
- enrollment platform (1)
- Enterprise Content Management Software (1)
- enterprise-grade data management platform (1)
- Entreda (3)
- Envestnet (13)
- Envestnet Advisor Summit (1)
- Envestnet | Tamarac (2)
- Envestnet | Tamarac's Advisor Xi (1)
- Envestnet’s Advisor Suite® (1)
- Envestnet’s Digital Advisor platform (1)
- Eric Clarke (21)
- Eric Jardine (1)
- error checking (1)
- eSignature Capabilities (1)
- Estate Assist (1)
- estate management (1)
- ETF OneSource participants (1)
- ETFs (2)
- ETF’s (1)
- Everplans (1)
- eVestment (1)
- eVestment Quantum Analytics (1)
- eVestment Spectrum Analytics (1)
- eVestment Spotlight Analytics (1)
- eWealthManager (1)
- Expanded Performance Details for Sample Portfolios (1)
- External IT (4)
- External IT Cloud Desktop (1)
- External IT's Cloud Desktop (1)
- FA Insight (1)
- Farshad Ghaffari (1)
- FAStech (3)
- February 10-12, 2016 (2)
- February 4, 2015 (1)
- Fee Calculation Details (1)
- fee elimination (1)
- Fermin Garcia (2)
- Fetter Logic (1)
- Fetterlogic (1)
- Fidelity (7)
- Fidelity Center for Applied Technology (1)
- Fidelity Institutional (2)
- Fidelity Institutional Wealth Services (1)
- Fidelity Investments (2)
- Fidelity Investments® (1)
- Fidelity®'s New Wealthcentral® Technology Bundle (1)
- Fidelity’s Technology and Operations Consulting (1)
- Figlo (1)
- filter and cross reference data (1)
- FinaMetrica (5)
- FinaMetrica Plus (1)
- Finance Logix (3)
- Financelogix (1)
- Financial Account Data Technology Platform (1)
- financial advisors (2)
- Financial Feed (1)
- Financial Personalities (1)
- financial planning (2)
- financial planning and client engagement solutions (1)
- financial planning software (2)
- financial planning technology (1)
- financial planning tool (1)
- Financial Transmission Network Inc. (1)
- FinFolio (1)
- FinFolio’s Portfolio Management Software (1)
- FinFolio’s WorkStation (1)
- FINRA and SEC technology guidelines (1)
- FinTech 100 (1)
- Firm Alerts and Announcements (1)
- First Rate (1)
- Fisher Investments (1)
- fixed index annuities (1)
- flexibility to scale (1)
- Flexible Optimizer (1)
- Florida (1)
- FMG Suite (1)
- Folio Institutional (1)
- FolioDynamics (1)
- FolioDynamix (2)
- Forbes (1)
- forms automation (4)
- forms library (1)
- Fox Financial Planning (1)
- Fox Financial Planning Network (1)
- Fred Tomczyk (1)
- Ft. Lauderdale (1)
- FTJ FundChoice (1)
- FTNI (1)
- full lifecycle portfolio management (1)
- Fuse 2014 (1)
- Fuse 2014 award (1)
- Fusion Advisor Workstation (1)
- Fusion® Advisor Workstation (1)
- Gail Graham (2)
- Garrett Planning Network (1)
- Gemcom (1)
- Gemini Alternative Funds (1)
- Gemini Fund Services (1)
- Gemini Hedge Fund Services (1)
- Gen X/Y (1)
- Gentech (1)
- Geoff Davey (3)
- George Will (1)
- Global Financial Private Capital (1)
- Global Investment Performance Standards (1)
- goalgamiPro (1)
- goalgamiPro® (1)
- Google Analytics integration (1)
- Google Play (1)
- Gradient Investments (1)
- Great Kight (1)
- Greg Friedman (13)
- Greg Vigrass (1)
- Gregg Klein (1)
- Grendel (2)
- Guide Financial Technologies (1)
- Gustav Karner (1)
- Hemant Moore (1)
- HiddenLevers (3)
- High-Performing Firms (1)
- Holdings (1)
- Homrich Berg (1)
- hosted archiving solutions (1)
- Household Balance Sheet (1)
- household-‐level rebalancing (1)
- householded data backbone (1)
- HTML5 version (1)
- Human Finance Project (1)
- Hussain Zaidi (3)
- IBackup® (1)
- IBDs (1)
- IEC (1)
- Impact Communications (1)
- Impact Technologies Group (1)
- import tool (1)
- Income Generator (1)
- independent portfolio rebalancing software platform (1)
- industry related forms (1)
- Informatica (1)
- InformationWeek 500 (1)
- Innovation Centers (1)
- Inside Information (1)
- Insights on Advice (1)
- INSITE™ 2015 conference (1)
- instantaneous stress testing (1)
- Institutional Intelligent Portfolios™ (1)
- inStream Solutions (1)
- Insurance and Securities verticals (1)
- integrated cloud based technology (1)
- integrated CRM (1)
- Integrated CRM Performance Dashboard (1)
- integrated receivables management (1)
- integrated technology (1)
- Integration (2)
- integration of independent recordkeepers (1)
- Intelligent Aggregation (1)
- interactive compliance calendar (1)
- Interview (1)
- Intraday Integration (1)
- intraday quotes (1)
- intuitive user-experience (1)
- Invesco (1)
- Investigo (1)
- investment advice (1)
- Investment Advisors Workflow (1)
- Investment Income Summary Report (1)
- investment management experience (1)
- Investment Planning (2)
- investment policy statement (1)
- investment research platforms (1)
- investment screening functionality (1)
- investment solutions (2)
- InvestmentNews (1)
- Investor-Advisor Collaboration (1)
- Investor360° (1)
- iPad app (1)
- IPS AdvisorPro (1)
- IPSAdvisorPro (1)
- iReach (1)
- iRebal (1)
- iRebal® (1)
- iShares (1)
- ISO (1)
- iTunes App Stores (1)
- J. Kelley Williams, Jr. (1)
- J. Richard Coe (1)
- J.D. Bruce (2)
- J.P. Morgan (1)
- Jackson (1)
- Jackson app (1)
- Jackson National Life Insurance Company® (1)
- Jackson.com (1)
- Jackson® (1)
- James Carney (1)
- James Poer (1)
- Jason Roberts (1)
- Jason Wenk (1)
- Jay Jay French (1)
- Jeff Norris (1)
- Jemstep (4)
- Jennifer Valdez (3)
- Jenny Richards (1)
- Jenze Bosma (1)
- Jim Dario (2)
- Jim McKelvey (1)
- Jim Patrick (1)
- Joe Duran (1)
- Joe Ruzycki (1)
- John Hancock (1)
- John Mackowiak (1)
- John McArthur (1)
- John Ndege (1)
- John Norwood (1)
- John Prendergast (2)
- John Schobel (1)
- John Vaccaro (1)
- Jon Patullo (3)
- Jonathan Jaranson (1)
- Joseph Miola (1)
- Joseph Mrak (1)
- Joseph Starinsky (1)
- Josh Brown (1)
- Juan Williams (1)
- Jud Bergman (3)
- Jud Mackrill (1)
- Julie Littlechild (1)
- Juney Ham (1)
- Junxure (15)
- Junxure Advisor Conference (3)
- Junxure Cloud (8)
- Junxure Cloud® (1)
- Junxure Cloud® CRM (1)
- Junxure CRM (1)
- Junxure® CRM (1)
- Junxure’s cloud-based CRM/office management solution (1)
- Justin Wisz (9)
- Kanchana Chalia (1)
- Karl Chan (1)
- Kelly Caffrey (1)
- Ken Golding (6)
- Kevin Cimring (1)
- Kevin Crowe (1)
- Kevin Knull (1)
- Kevin Kraus (1)
- Kevin Miller (1)
- Kevin Paulsen (1)
- Kevin Sweet (1)
- Kiplinger (3)
- Kirk Hulett (1)
- Krilogy Financial (1)
- Kyle Hiatt (1)
- Ladenburg Thalmann Financial Services Inc. (1)
- lagging performance duration and timeframe priorities (1)
- Las Vegas (1)
- Laser App (4)
- Laser App 2015 Financial Services Conference (1)
- Laser App Advisor Con 2015 (1)
- Laser App Anywhere (6)
- Laser App Enterprise (1)
- Laser App Software (9)
- Laser App’s Software as a Service (SaaS) platform (1)
- LaserApp (1)
- LaserApp Anywhere (1)
- Laserfiche (7)
- Laserfiche Connector (1)
- Laserfiche Document Management (1)
- Lex Sokolin (1)
- LiquidHub (1)
- Lori Hardwick (1)
- Loring Ward (1)
- Lowell Putnam (3)
- LPL Financial (5)
- LPL Financial Holdings (1)
- LPL Financial LLC (1)
- LPL Focus 2015 (1)
- LPL Focus Conference (1)
- LPL’s Resource Center (1)
- Luis Gomez (1)
- MacroRisk Analytics (1)
- Maggie Crowley (1)
- MagniPost (1)
- maintenance of composites (1)
- manage cash flows (1)
- management fee (1)
- management software (3)
- Mara Laisson (1)
- Maree Moscati (1)
- Marie Swift (1)
- Mario Canas (1)
- Mark Balasa (1)
- Mark Casady (1)
- Mark Engelhardt (1)
- Mark Tibergien (2)
- Mark Wilson (1)
- Market Movement Strategies (MMS) (1)
- Marketing Center platform (1)
- Marketing Cloud (1)
- Marketing Gorilla System (1)
- Marketware International (1)
- Martin L. Flanagan (1)
- Mary Ellen Whiteman (1)
- Mary Ferguson (1)
- Matched Portfolio (1)
- Matt Abar (1)
- Matt Crisp (1)
- Matt Nelson (1)
- Matt O’Brien (1)
- Maureen Duff (1)
- Michael Kitces (4)
- Michael M. Carter (1)
- Michael Pinsker (2)
- Michael Spellacy (1)
- Michael Stier (1)
- Michael Wilson (3)
- Michelle Smith (1)
- Microsoft (1)
- Microsoft Corp (1)
- Microsoft Dynamics CRM (1)
- Mike Capelle (1)
- Mike Ethridge (1)
- Mike McDaniel (2)
- Mike Phillips (1)
- Mike Walsh (1)
- mitigate risk (1)
- Mitt Romney (1)
- Mobile app (1)
- Mobile App 2.0 (1)
- Mobile Application (1)
- Mobile channel (1)
- mobile connectivity (1)
- mobile devices (1)
- mobile forms-filling (1)
- Mobile Optimization (1)
- Mobile Productivity (1)
- Mobile Scribe Service (1)
- Model Wealth Portfolios (1)
- Modern Portfolio Theory (1)
- Modestpark (1)
- modify portfolio exposures (1)
- Money Guide Pro (2)
- MoneyGuidePro (13)
- MoneyGuideProTM (1)
- MoneyGuidePro® (1)
- MoneyTree (1)
- monitoring (1)
- monthly compliance checklists (1)
- Morningstar (10)
- Morningstar Advisor (1)
- Morningstar Analyst Rating™ (1)
- Morningstar for Advisors App (1)
- Morningstar Office (2)
- Morningstar OfficeSM (5)
- Morningstar, Inc. (1)
- Morningstar® (1)
- Morningstar® Advisor WorkstationSM (1)
- Morningstar® Portfolio X-Ray® (1)
- Multi-Asset Class Portfolio Analysis (1)
- multi-block trading (1)
- multi-user support (1)
- mutual fund capital gains distributions (1)
- My Wall (1)
- myeDocumentsuite.com (1)
- MyRetirement (2)
- MyRIACompliance (2)
- Narrator Clients™ (1)
- Narrator™ application builder (1)
- Nathan Lucius (1)
- National Financial Partners Corp. (1)
- Nationwide (1)
- Natural Language Processing (1)
- Naureen Hassan (1)
- NaviPlan (1)
- NaviPlan LEADS (1)
- NaviPlan® financial planning tool (1)
- NaviPro (2)
- Neal Ringquist (2)
- Neesha Hathi (5)
- Nerd’s Eye View (1)
- NestEgg (2)
- NestEgg Wealth (1)
- NetExchange Client (1)
- NetExchange Select (1)
- NetExchange View (1)
- NetX360 (2)
- NetX360® (4)
- NetX360® platform (2)
- NetXInvestor (1)
- NetXInvestor® (1)
- new client electronic on-boarding (1)
- New Microsoft Dynamics® (1)
- Newgate Capital Management (1)
- Next Generation Investor Portal (1)
- Next Generation of Integration (1)
- Next-Generation Advisor CRM® (1)
- next-generation wealth management platform (1)
- NFP (1)
- NFP Advisor Services Group (1)
- Nobel Foundation (1)
- normalization (1)
- Northern Lights Compliance Services (1)
- Northern Lights Distributors (1)
- NorthStar (1)
- NorthStar Financial Services Group (4)
- Norwood Consulting (1)
- Note Taking (1)
- Nova (1)
- November 2-4, 2015 (1)
- Oauth2 user authentication security (1)
- October 13 (1)
- Office 365 (1)
- Office of the Future (1)
- Oleg Tishkevich (3)
- Online Account Management (1)
- online account opening (1)
- Online Account Opening & Transfer (1)
- online advisor-client collaboration (1)
- online client engagement (1)
- online practice management platform (1)
- Online Reporting Dashboard (1)
- Open View Gateway (1)
- open-architecture platform (1)
- OpenView Gateway (3)
- OpportunityView™ (1)
- Optimum Market Portfolios (1)
- Optional Tax Management (1)
- OptionsPlay Score (1)
- Optionsplay® (1)
- Oranj (3)
- order processing (1)
- Orion (18)
- Orion Advisor Integration (1)
- Orion Advisor Services (19)
- Orion Advisor Services, LLC (3)
- Orion Business Intelligence (1)
- Orion Connect (3)
- Orion Discover (1)
- Orion Portfolio Reports (1)
- Orion’s Client Portal (1)
- OS33 Cloud Desktop platform (1)
- Outlook email archiving (1)
- Outsourcing Services (1)
- packaged web design (1)
- Panoramix (1)
- Panoramix™ (1)
- Paperclip (1)
- paperless client onboarding process (1)
- paperless enrolment (1)
- paperless onboarding (1)
- paperless processing systems (1)
- Park City, Utah (1)
- Pat Dempsey (3)
- Patrick Ambron (1)
- Patrick Dempsey (1)
- Patrick Flaherty (1)
- Patrick Yip (1)
- Paul Cantrell (1)
- Paul Polese (1)
- Paul Resnik (2)
- Paul West (1)
- PCI-compliant platform (1)
- Peak Advisor Alliance (2)
- pensions (1)
- Performance (1)
- Performance Center (1)
- Performance Dashboard and Client Reporting Engine (1)
- performance expectations (1)
- Performance Measurement (1)
- Performance Reporting (4)
- Performance Reporting Capabilities (1)
- performance reporting software (1)
- Perry Moore (1)
- Pershing (8)
- Pershing Advisor Solutions (2)
- Pershing LLC (1)
- Pershing’s Net 360 Technology Channel (1)
- Personal Finance Management Application (1)
- personal financial management (1)
- Personal Financial Management (PFM) tool (1)
- personal financial management platform (1)
- Pete Hess (1)
- Peter Intraligi (1)
- Phil Cunningham (3)
- Phil Sorgen (1)
- Philip Wilson (2)
- PIEtech (5)
- PIEtech, Inc., (1)
- PMC's Quantitative Portfolios (1)
- Pocket Risk (2)
- portfolio accounting (1)
- portfolio accounting service provider (1)
- Portfolio Accounting Solutions (1)
- portfolio analysis (2)
- Portfolio Analytics (3)
- portfolio applications (1)
- Portfolio Building (1)
- portfolio construction capabilities (1)
- Portfolio Construction Tool (1)
- Portfolio Crash Test solution (1)
- Portfolio Crash Testing (1)
- portfolio management (8)
- Portfolio Management and Insurance Management modules (1)
- Portfolio Management Consultants (1)
- portfolio management process (1)
- Portfolio Management Processes (1)
- portfolio management system (1)
- portfolio management tools (1)
- portfolio mappings services (1)
- Portfolio Pathway (1)
- portfolio risk (1)
- Portfolio Snapshot (1)
- PortfolioCenter (1)
- PortfolioCenter® (1)
- position data (1)
- Positions (1)
- POWER (1)
- Power of Together (1)
- PowerAdvisor (1)
- PowerShares (1)
- practice and portfolio management system (2)
- practice management (1)
- practice management solutions (1)
- PreciseFP (1)
- predictive analytical tools (1)
- PRNewswire (1)
- ProcessEZ (1)
- Productivity (1)
- Proposal Generation Capabilities (1)
- Proposal Tool for Chapwood Investments (1)
- ProTracker (1)
- ProTracker Advantage (1)
- ProTracker Cloud (1)
- ProTracker Software (1)
- psychometric risk tolerance test (1)
- Q-Suite (1)
- Quadron Data Solutions (1)
- Quadron Data Solutions™ (1)
- qualified fiduciary advisors (1)
- quantitative risk technology (1)
- Quantitative Risk Tolerance (1)
- Quantum (1)
- Questar Capital℠ (1)
- Quik! Form (1)
- Quik! Forms (1)
- Quovo (3)
- Radar (1)
- Raj Udeshi (1)
- Ram Nagappan (4)
- RCS Capital (1)
- real time balances (1)
- Real-Time Data (1)
- Real-time Profile Tracking (1)
- Realized and Unrealized Gains/Losses (1)
- rebalance (1)
- Rebalancer (1)
- rebalancing (1)
- rebalancing capability (1)
- rebalancing platform (2)
- rebalancing solution (1)
- rebalancing workflows (1)
- Redhawk (1)
- Redhawk Wealth Advisors (1)
- Redi2 Technologies (3)
- Redkite (1)
- Redtail (6)
- Redtail CRM (6)
- Redtail Technology (7)
- Redtail Technology CRM (1)
- Reduce computer sprawl (1)
- RegEd (1)
- registered investment advisors (1)
- registration checker tool (1)
- regulatory compliance (1)
- regulatory compliance services and technology (1)
- Rehmann (1)
- relationship solutions (1)
- Relius Adminstration (1)
- Report Builder (1)
- reporting (1)
- reporting capabilities (1)
- Reporting Console for Each Office (1)
- reporting platform (2)
- reporting solutions (1)
- ReportQ (1)
- required trading and rebalancing (1)
- RESTful (1)
- Retirement Hub app (1)
- retirement income planning tool (1)
- Retirement Income Story© (2)
- Retirement Plan Network (1)
- RetireRisk (1)
- RetireUp (3)
- RIA (2)
- RIA advisor platform (1)
- RIA Benchmarking Study (1)
- RIA in a Box (1)
- RIA/Client reletionships (1)
- RIAs (3)
- Rich Cancro (3)
- Rich Ellinger (2)
- RightSize Solutions (1)
- Rio Hotel & Casino (1)
- Rio Hotel & Casino in Las Vegas (1)
- Risk Alignment Platform (1)
- Risk Analysis (1)
- risk engineering (1)
- Risk Management (1)
- risk management characteristics (1)
- risk management platform (1)
- risk modeling (1)
- Risk Number (2)
- Risk Number® (1)
- Risk Number™ (4)
- Risk Profiling (2)
- risk profiling questionnaire provider (1)
- Risk Tolerance (2)
- risk tolerance assessment (2)
- risk tolerance assessment tools (1)
- Risk Tolerance Questionnaire (1)
- Risk-Balanced Portfolios (1)
- Riskalyze (15)
- Riskalyze and RetireUp Integration Demo (1)
- Riskalyze Autopilot (1)
- RiXtrema (8)
- RiXtrema's Portfolio Crash Test (1)
- Rob Cirrotti (1)
- Robb Baldwin (1)
- Robert Arnott (1)
- Robert Eggebrecht (1)
- Robert Moore (1)
- Robert Powell (8)
- robo advisors (1)
- Robo-Advisers (1)
- Robo-advisor (1)
- Robo-Shield™ (1)
- robust backup features (1)
- robust technology capabilities (1)
- Rocaton Advisors (1)
- Ron Carson (3)
- Ron Huddleston (1)
- Roy Burns (1)
- Run Smarter® (1)
- Rushmore Advisor Services (1)
- Russ Thornton (1)
- Russell Leto (1)
- Ryan Beach (3)
- SaaS (1)
- SaaS-based payment processing platform (1)
- Safe by Estate Assist (1)
- Sagacious, Inc. (1)
- Salentica (2)
- Salentica CRM (3)
- Salentica’s Data Broker (1)
- Sales Cloud (1)
- Salesforce (8)
- Salesforce AppExchange (2)
- Salesforce CRM (1)
- Salesforce data migrator (1)
- Salesforce Financial Service Cloud Integration (1)
- Salesforce Financial Services Cloud (1)
- Salesforce.com (1)
- Salesforce1 Customer Platform (1)
- Sam Attias (4)
- San Diego (1)
- San Diego, CA (1)
- scalable personal finance data platform (1)
- Scalable workflow tools (1)
- SCANaltyics (1)
- SCANalytics (1)
- Schwab (9)
- Schwab advisor center (2)
- Schwab Advisor Services (3)
- Schwab Advisor Services’ (1)
- Schwab Advisor Services’ SOLUTIONS® (1)
- Schwab Advisory Services (1)
- Schwab IMPACT 2013 (1)
- Schwab Independent Advisor Outlook Study (1)
- Schwab Intelligent Integration® (1)
- Schwab Intelligent Portfolios (1)
- Schwab Intelligent Portfolios™ (1)
- Schwab Intelligent Technologies (1)
- Schwab OpenView Gateway (2)
- Schwab OpenView Gateway® (1)
- Schwab OpenView Gateway™ (2)
- Schwab OpenView MarketSquare® (1)
- Schwab OpenView Mobile (1)
- Schwab Performance Technologies® (1)
- Schwab’s 2013 RIA Benchmarking Study (1)
- SciQ Insights (1)
- Scivantage (1)
- Scott Parry (1)
- Scottrade (3)
- Scottrade® Advisor Services (2)
- Scottrade® Advisor Services Platform (1)
- seamless advisor integration (1)
- seamless forms-filling capabilities (1)
- Search Engine Optimization (1)
- search engine optimization tagging (1)
- Securities America (1)
- securities and insurance industries (1)
- Security (1)
- SEI (2)
- service alerts (1)
- Service Cloud (1)
- services and support for RIAs (1)
- Shane Bingham (1)
- Shannon Dempsey (1)
- Shareholders Service Group (2)
- Sharing (1)
- Sherri DuMond (1)
- Sheryl Garrett (1)
- Sheryl Rowling (4)
- Sid Yenamandra (3)
- SIFMA/FINRA Cybersecurity Conference (1)
- Signix (1)
- Silanis (1)
- Simon Mulcahy (2)
- Simon Sinek (1)
- single sign-on integration (1)
- single-sign on capability (1)
- single-sign on functionality (1)
- SixThirty (1)
- SixThirty FinTech Accelerator (1)
- Small Businesses (1)
- Smarsh (1)
- Smarsh My Site (1)
- Smarsh Sites (1)
- Smart Form Tool (1)
- Smart Office (1)
- Smarter Prospecting (1)
- SmartOffice (1)
- SMAs (1)
- Social Analytics (1)
- social collaboration (1)
- Social Media (2)
- social media integrations (1)
- Social Security (1)
- Social Security Analyzer (1)
- Social Security Optimizer (1)
- Sonia Rosenbaum (1)
- Sophie Schmitt (1)
- sophisticated computer algorithms (1)
- Spark (1)
- Spenser Segal (2)
- sqope (1)
- sqopeTM Score (1)
- SS&C Technologies (1)
- SS&C Technologies Holdings (1)
- SS&C Technologies Holdings, Inc. (1)
- SSG (2)
- SSG Conference (2)
- Stark & Stark (1)
- State Income Tax Calculator (1)
- state‐of‐the‐art forms-filling technology (1)
- Steve Dunlap (1)
- Steve Sanduski (1)
- Steven D. Kelly (1)
- Stifel (1)
- Strategic Advisor (1)
- Strategic Integrated Online Account Processing (1)
- Streetscape (1)
- Stuart DePina (7)
- Sugar Ray Leonard (1)
- SugarCRM (1)
- Suhail Ali (1)
- SunGard (4)
- SunGard Financial Systems (3)
- SunGard’s WealthStation (1)
- SunGard’s WealthStation Financial Planning solution (1)
- Sustainable Retirement Income (1)
- Symantec VIP integration (1)
- Synapse API (1)
- T. Rowe Price (1)
- T3 (10)
- T3 Advisor Conference (3)
- T3 Advisor Tech Conference (1)
- T3 Blog (9)
- T3 Conference Anaheim, CA (1)
- T3 Enterprise Conference (1)
- T3 Technology Conference (4)
- TA Associates (1)
- Tamarac Advisor® Xi (1)
- Tamarac's Advisor® Xi (1)
- tax efficiency in a cloud-‐based model (1)
- Tax Efficient Drawdown (1)
- Tax Lot information (1)
- tax planning (1)
- tax-aware trading program (1)
- tax-losses (1)
- TD Ameritrade (9)
- TD Ameritrade Holding Corporation (1)
- TD Ameritrade Institutional (8)
- TD Ameritrade Institutional Veo® (1)
- TD Ameritrade Institutional's Veo® (1)
- TD Ameritrade Institutional’s Veo Open Access platform (1)
- TD Ameritrade Institutional’s VEO® (1)
- TD Ameritrade National LINC Conference (1)
- TD Ameritrade's VEO (1)
- TD Ameritrade’s Veo platform (1)
- TDA (1)
- technology (244)
- Technology adoption (1)
- Technology Integrations (1)
- technology solutions (1)
- Technology Tools For Today (1)
- Technology Tools for Today 2014 Conference (1)
- tenth annual T3 Technology Conference (1)
- The Efficient Practice (1)
- The E‐Valuator (1)
- The Future of Risk is Here: Enhance Your Value or Perish (1)
- The Markets (1)
- the Practice (1)
- The Retirement Hub (1)
- The Tarbox Group, Inc. (1)
- Third-Party Technology Integrations (1)
- Tim Ramza (1)
- Tim Welsh (1)
- time-effective onboarding experience (1)
- timeframes (1)
- TJ Jones (1)
- To-Do Lists (1)
- Todd Clarke (2)
- Todd R. Crockett (1)
- Tom Doherty (1)
- Tom Embrogno (1)
- Tom Giachetti (2)
- Tom Kimberly (1)
- Tom Nally (3)
- Tom Schildhauer (1)
- Total Portfolio Expert (TPX) (1)
- Total Rebalance Expert (3)
- Total Rebalance Expert (TRX) (1)
- Total Technology Platform (1)
- Touch functionality (1)
- Trade Strategy Visualization (1)
- TradePMR (2)
- TradeWarrior (1)
- Trading Processes (1)
- Trading Strategy Checklist (1)
- Tricia Rothschild (7)
- Trizic (1)
- Trust Company of Sterne Agee (1)
- tRx (3)
- TRX Edge (1)
- turnkey data science solutions (1)
- two-factor authentication (1)
- Tyler Nunnally (2)
- Ultra High Net Worth (1)
- unified cloud computing solutions (1)
- unified managed account (1)
- unified wealth management technology (1)
- Unify (1)
- Unify Cloud Disaster Recovery (1)
- Unify Software (1)
- Unify’s Cloud VPN (1)
- United Capital (1)
- United Capital Financial Advisors (1)
- up-to-date account data (1)
- Upside (1)
- Upside Advisor (1)
- Uri Pomerantz (1)
- user-friendly programing (1)
- Vanare (4)
- Vanare | NestEgg (1)
- Vanguard (3)
- variable annuities (1)
- VAs (1)
- Vendor Affinity Program (1)
- VEO (1)
- Veo Open Access (1)
- Veo Open AccessSM platform (1)
- Veo® (1)
- verification (1)
- Vestmark (1)
- Vestmark Manager Marketplace (VMM) (1)
- Vestorly (9)
- Vestorly solution (1)
- Victor Fetter (4)
- Video conferencing (1)
- Vincent Guyaux (1)
- Vladimir Baranov (1)
- Wall Street Journal (1)
- Walt Bettinger (1)
- Warren Mackensen (1)
- Wealth Access (4)
- Wealth Access Estate Platform 3.0 (1)
- wealth management solutions (2)
- wealth management technology (1)
- Wealthbase (1)
- Wealthbox CRM (1)
- Wealthcare Capital Management (1)
- WealthCentral (1)
- Wealthminder (2)
- Wealthminder Seed Capital (1)
- WealthStation (2)
- WealthStation CompAct (1)
- WealthStation Financial Planning (1)
- WealthTechs (1)
- Web App Single Sign On (1)
- web-based applications (1)
- web-based client management software (1)
- web-based CRM (1)
- web-based portfolio management software (1)
- web-based software portal (1)
- Wednesday July 22, 2015 (1)
- Wells Fargo Advisors (1)
- Wes Stillman (1)
- Weston (1)
- Westport Resources (1)
- Whitepaper (1)
- Will Bressman (1)
- William Faulkner (1)
- Windows™ PowerShell (1)
- WinOps (1)
- Women Investors (1)
- Woodrow Levin (1)
- Wordpress platform (1)
- workflow solutions (1)
- Worldox (1)
- WorthFM (1)
- X-Ray Reports (1)
- XCelent Award (1)
- XLR8 (1)
- XTRAC (2)
- XTRAC App (1)
- XTRAC Solutions (2)
- yHLsoft (1)
- Yodlee (3)
- Zohar Swaine (2)
- Zywave (1)
- “Robo” Challenge (1)
Tags
technology
Eric Clarke
CRM
Orion Advisor Services
Orion
Riskalyze
Junxure
Greg Friedman
Envestnet
MoneyGuidePro
Morningstar
T3
T3 Blog
Vestorly
Schwab
Laser App Software
AdvisoryWorld
Aaron Klein
Justin Wisz
TD Ameritrade
TD Ameritrade Institutional
Salesforce
Junxure Cloud
portfolio management
RiXtrema
Pershing
Robert Powell
Tricia Rothschild
Stuart DePina
Fidelity
Laserfiche
Redtail Technology
Ken Golding
Laser App Anywhere
Daniel Satchkov
eMoney
CRM Solutions
Redtail
Redtail CRM
Brian McLaughlin
LPL Financial
Morningstar OfficeSM
Brian Shenson
Advent
DocuSign
FinaMetrica
eMoney Advisor
PIEtech
Advicent
Neesha Hathi
account aggregation
Sheryl Rowling
Laser App
forms automation
NetX360®
David Benskin
Charles Schwab
T3 Technology Conference
Victor Fetter
Ram Nagappan
NorthStar Financial Services Group
SunGard
Performance Reporting
Michael Kitces
Vanare
Jemstep
client relationship management
Risk Number™
Wealth Access
External IT
Sam Attias
management software
Oleg Tishkevich
T3 Advisor Conference
Oranj
Sid Yenamandra
Advizr
Portfolio Analytics
Bill Winterberg
Lowell Putnam
Jud Bergman
Advyzon
Hussain Zaidi
FAStech
Quovo
Salentica CRM
Dave Welling
tRx
Tom Nally
Orion Advisor Services, LLC
BizEquity
Albridge
Phil Cunningham
Black Diamond
Advisors Assistant
Ron Carson
Pat Dempsey
Entreda
Junxure Advisor Conference
Finance Logix
Orion Connect
Total Rebalance Expert
Schwab Advisor Services
RetireUp
SunGard Financial Systems
Advent Software
Client Marketing Systems
Geoff Davey
HiddenLevers
Data Aggregation
Yodlee
OpenView Gateway
Vanguard
Jennifer Valdez
Redi2 Technologies
Jon Patullo
ActiFi
Kiplinger
Ed Beggs
Scottrade
Bill Crager
Advisor Technology solutions
Michael Wilson
Ryan Beach
document management
RIAs
Rich Cancro
Bill Rourke
Edmond Walters
Blueleaf
portfolio analysis
Rich Ellinger
Risk Tolerance
Gail Graham
wealth management solutions
Peak Advisor Alliance
Spenser Segal
rebalancing platform
FolioDynamix
Advisor CRM
E-Valuator
risk tolerance assessment
BNY Mellon
custodial platform
Schwab OpenView Gateway
Morningstar Office
Advisor Xi Platform
Bob Curtis
Salentica
NetX360
Tom Giachetti
AssetMark
ClientFirst
BillFin
Charles Goldman
Digital Content Marketing
Mike McDaniel
February 10-12, 2016
Schwab OpenView Gateway™
Dan Skiles
Billy Oliverio
Simon Mulcahy
Grendel
NetX360® platform
Appcrown
ETFs
Retirement Income Story©
Advent Black Diamond
BioniX
XTRAC
customer relationship management
SEI
Wealthminder
SSG
Schwab advisor center
Money Guide Pro
Mark Tibergien
Social Media
John Prendergast
Salesforce AppExchange
SSG Conference
Philip Wilson
XTRAC Solutions
Tyler Nunnally
Fermin Garcia
advisor rebalancing
Advisors Assistant®
WealthStation
RIA
AdventConnect
NaviPro
Envestnet | Tamarac
Michael Pinsker
Investment Planning
Advisor Software
financial advisors
Neal Ringquist
content marketing
Zohar Swaine
Risk Number
practice and portfolio management system
Deborah Fox
Croesus
Pocket Risk
Integration
Advicent Solutions
Shareholders Service Group
J.D. Bruce
Blu Giant
Pershing Advisor Solutions
TradePMR
Fidelity Institutional
Scottrade® Advisor Services
Drew DiMarino
financial planning
Blu Giant Advisor Studios
MyRetirement
Jim Dario
Paul Resnik
NestEgg
reporting platform
Advisor BioniX
investment solutions
Risk Profiling
Brett Clarke
MyRIACompliance
Todd Clarke
Anil Arora
Fidelity Investments
financial planning software
financial planning technology
cloud-based platform
PRNewswire
Jackson app
robo advisors
Brett Thorne
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
Smarsh Sites
composite performance reporting
Quantum
Jim Patrick
end-‐to-‐end portfolio management
SaaS-based payment processing platform
business valuations
PCI-compliant platform
householded data backbone
data management solutions
web-based CRM
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
Spark
Account Alerts
Cost Basis
rebalancing capability
Josh Brown
error checking
San Diego
Cetera Financial Group
Personal Finance Management Application
Inside Information
Denny Bottorff
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Strategic Advisor
Adhesion
Kanchana Chalia
custodial data file import process
External IT's Cloud Desktop
Schwab Intelligent Portfolios™
CitiMortgage
Interview
document storage software-as-a-service
FolioDynamics
Unify’s Cloud VPN
Autopilot
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
Dan Arnold
Fidelity Investments®
seamless forms-filling capabilities
client-facing analytical and proposal tool
Portfolio Pathway
Investor-Advisor Collaboration
Dynamic Rebalancing
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
financial planning tool
cloud-based portfolio management
ProcessEZ
Jackson National Life Insurance Company®
Edward Jones
Robo-Advisers
Brian A. Davis
Paperclip
Great Kight
BlueSky
Narrator™ application builder
The Efficient Practice
Mara Laisson
Smart Form Tool
Composite Portfolio Review
Questar Capital℠
Joe Duran
Enhanced Capital Partners
Safe by Estate Assist
ByAllAccountsSM
HTML5 version
data protection
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Account Details
cost-efficient beta exposure
Juan Williams
eSignature Capabilities
San Diego, CA
Chad Blythe
personal financial management
Insights on Advice
Depository Trust and Clearing Corporation
Worldox
required trading and rebalancing
Nobel Foundation
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Custodial Data Integrations
FA Insight
Schwab Intelligent Technologies
client acquisition
Intraday Integration
Docupace
RightSize Solutions
Online Account Management
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
Dan Brownell
Fidelity®'s New Wealthcentral® Technology Bundle
Search Engine Optimization
Client-facing technology
portfolio risk
Investor360°
order processing
Garrett Planning Network
Veo®
Morningstar for Advisors App
Advisor Xi
Loring Ward
Financial Transmission Network Inc.
SIFMA/FINRA Cybersecurity Conference
cloud-based solutions
Productivity
Jackson.com
Efficient Technology
Robo-advisor
paperless client onboarding process
wealth management technology
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Smart Office
CompositeBuilder
Quik! Form
Joe Ruzycki
enhanced client communication
Sagacious, Inc.
CAIS
pensions
Human Finance Project
Data-Driven Insights
web-based software portal
RegEd
NetExchange View
Tom Embrogno
Anna Curry
Matched Portfolio
sqope
account management software
Council Capital
rebalancing solution
Estate Assist
scalable personal finance data platform
Chad Centorbi
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
detailed financial planning
WorthFM
RESTful
Trizic
AssetBook
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
Farshad Ghaffari
Client communications management
portfolio applications
intraday quotes
Docupace ePACS®
Rio Hotel & Casino
online account opening
Forbes
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Advisor FinTech Hackathon
Dan Hunt
Fidelity’s Technology and Operations Consulting
search engine optimization tagging
Client360º
Portfolio Snapshot
iPad app
eAdvisor
risk tolerance assessment tools
Gemcom
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
FinFolio
Signix
CLS Investments
Proposal Generation Capabilities
Jackson®
Electronic Signing
Robo-Shield™
Brian Semitekol
paperless enrolment
Greg Vigrass
Wealthbase
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Smarter Prospecting
comprehensive portfolio management
Quik! Forms
John Hancock
enhanced mutual funds order management
CAM
Performance
DataPro
Wednesday July 22, 2015
registered investment advisors
Annuities + Insurance
Matt Abar
sqopeTM Score
account opening
couple’s report
rebalancing workflows
Jud Mackrill
estate management
Scalable workflow tools
Chapwood Investments
personal financial management platform
instantaneous stress testing
Digital Advice
X-Ray Reports
Retirement Hub app
normalization
Trust Company of Sterne Agee
Mike Ethridge
advanced workflow tools
Custodian
Schwab OpenView Gateway®
Client Data Automation
Portfolio Building
intuitive user-experience
Docupace Technologies
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Dan Santner
Figlo
Securities America
PortfolioCenter
IPS AdvisorPro
EAI
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Vestmark
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
FinFolio’s Portfolio Management Software
Silanis
CNN Money
Proposal Tool for Chapwood Investments
James Carney
eliminating selected fees
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
Nationwide
The Markets
Aggregation
Mario Canas
SmartOffice
comprehensive trading solutions
John Mackowiak
enrollment platform
CAM System
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Tom Kimberly
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Craig Smith
Redhawk
Julie Littlechild
ETF OneSource participants
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
AssetMark Advisor iPad
Sugar Ray Leonard
Kevin Cimring
Custom Cloud (Force.com)
client database portal
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
filter and cross reference data
securities and insurance industries
Clients & Portfolios
PortfolioCenter®
IPSAdvisorPro
Earnings Potential
Risk-Balanced Portfolios
Gemini Fund Services
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
FinFolio’s WorkStation
Cohesive Client Management Process
ProTracker
James Poer
Eliza De Pardo
robust technology capabilities
Brian Stimpfl
paperless processing systems
Wealthcare Capital Management
Bob Veres
Natural Language Processing
the Practice
AICPA
Mark Balasa
SMAs
computer-based modeling system
Radar
John McArthur
Enterprise Content Management Software
Salentica’s Data Broker
Cameron Routh
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
create and manage portfolios
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
digital financial solutions
XLR8
Northern Lights Distributors
TRX Edge
Atlanta
Mike Phillips
SugarCRM
Kevin Crowe
customer acquisition
February 4, 2015
Schwab OpenView MarketSquare®
client engagement
Portfolio Construction Tool
Investigo
Dominey Stewart
Risk Analysis
online client engagement
Fox Financial Planning
Upside Advisor
Barrett Ayers
Modestpark
Advisor Office
Daniel Inveen
Security
ClientView Client Portal
position data
iReach
EarningsQ
Gemini Hedge Fund Services
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
FINRA and SEC technology guidelines
Simon Sinek
Collaboration Cloud (Chatter)
ProTracker Advantage
Jason Roberts
Ellen Smith
Rocaton Advisors
Broker Dealers
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
Naureen Hassan
The Retirement Hub
Mark Casady
Social Analytics
Concenter Services
Raj Udeshi
John Ndege
enterprise-grade data management platform
Sales Cloud
Canterbury Consulting
performance expectations
IEC
David Canter
Weston
regulatory compliance services and technology
NetXInvestor
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
account servicing
credit card processing
ETF’s
Charles Sizemore
Insurance and Securities verticals
Digital Fortress
Retirement Plan Network
NorthStar
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
Advent Custodial Data
Kevin Knull
Fee Calculation Details
Schwab OpenView Mobile
client feedback
Portfolio Crash Test solution
investment advice
Donald Capone
risk engineering
online practice management platform
Fox Financial Planning Network
Uri Pomerantz
basic client interaction
modify portfolio exposures
TA Associates
Advisor Office platform
Laser App Enterprise
FinaMetrica Plus
ClientWorks
Positions
iRebal
easily view user activity
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
Vestorly solution
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
LPL Focus Conference
FinTech 100
single sign-on integration
Commonwealth Financial Network
ProTracker Cloud
Jason Wenk
brokerage and custody services
Gustav Karner
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
Concierge Service
John Norwood
CapGainsValet
Performance Measurement
Impact Communications
David Fetter
Westport Resources
Rehmann
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
accounting software
Everplans
check scanning
Phil Sorgen
integrated cloud based technology
Digital Fortress Suite
XTRAC App
RetireRisk
two-factor authentication
Audit Management
mitigate risk
Advent Direct
Kevin Kraus
Customer Success Platform
fee elimination
Schwab Performance Technologies®
Client Management System
Portfolio Crash Testing
Investment Advisors Workflow
Doug Harbrecht
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
Tamarac Advisor® Xi
Advisor Pro platform
Darren Tedesco
service alerts
ClientWorks platform
POWER
iRebal®
EBITDA growth rate
Riskalyze Autopilot
Gentech
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
Firm Alerts and Announcements
single-sign on capability
Commonwealth’s Practice360º
ProTracker Software
Jay Jay French
Ron Huddleston
browser in the cloud
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
2015 Peter L. Bernstein Award
conflict-free custody solution
RCS Capital
Career Activity Management System
Impact Technologies Group
David Lyon
Whitepaper
relationship solutions
new client electronic on-boarding
application program interface (API)
AccountQ™
eVestment
Chicago
integrated CRM
digital marketing hub
Norwood Consulting
Audit Technology
Mitt Romney
Kevin Miller
Customizable Quarterly Investment Review Presentations
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
Doug McPhail
risk management characteristics
Open View Gateway
Ft. Lauderdale
Behavioral Finance
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
Darrin Courtney
Financelogix
Service Cloud
Cloud applications
Power of Together
iShares
Ebix
Orion Discover
Vincent Guyaux
Black Diamond®
multi-block trading
TDA
Luis Gomez
First Rate
single-sign on functionality
Community Blog
psychometric risk tolerance test
Jeff Norris
eMoney Select system
Roy Burns
Built In Token 2-Factor Authentication
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
social media integrations
2015 Veo® Integrated Awards
Connections Console
real time balances
John Schobel
Envestnet Advisor Summit
Salesforce CRM
Carson Wealth Management Group
Performance Reporting Capabilities
import tool
David, Stalnaker
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
CRM systems
Junxure Cloud®
eVestment Quantum Analytics
Schwab Advisor Services’
Chris Casdia
Integrated CRM Performance Dashboard
Digital Marketing Platform
yHLsoft
Note Taking
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Kevin Paulsen
customizable questionnaires
Fetter Logic
SciQ Insights
Client Marketing Systems, Inc.
Portfolio Management and Insurance Management modules
investment management experience
Downloadable Portfolio Review Reports
risk management platform
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
Financial Account Data Technology Platform
services and support for RIAs
Cloud Desktop solution
PowerAdvisor
ISO
Ebix Smart Office
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
BranchNet
Orion’s Client Portal
Global Financial Private Capital
Vladimir Baranov
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
Fisher Investments
SixThirty
company performance analysis
Q-Suite
eMoney’s emX Select platform
Run Smarter®
Business Analytics
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
content aggregation
Real-Time Data
John Vaccaro
Salesforce data migrator
cash posting
performance reporting software
Income Generator
Daxs Stadjuhar
William Faulkner
Report Builder
Newgate Capital Management
Total Technology Platform
Arcons Technology
State Income Tax Calculator
ACH origination
CRM technology
Junxure Cloud® CRM
eVestment Spectrum Analytics
Schwab Advisor Services’ SOLUTIONS®
Chris Casey
PIEtech, Inc.,
integrated receivables management
Digital Practice Management
RIA advisor platform
Nova
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
customized analysis
Fetterlogic
Scivantage
Client Meeting Support for Advisors
Portfolio Management Consultants
downside volatility
risk modeling
FTNI
Benjamin Birken
MoneyGuidePro®
Tax Efficient Drawdown
LaserApp Anywhere
data aggregation functionality
Shane Bingham
cloud-based archiving solutions
PowerShares
iTunes App Stores
Echosign
Rob Cirrotti
Robb Baldwin
brand-centric theme customization
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
fixed index annuities
SixThirty FinTech Accelerator
compete against other digital advisors
Quadron Data Solutions
eMoney’s wealth management platform
Rushmore Advisor Services
business and technology management
Patrick Yip
Holdings
WealthStation Financial Planning
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
Envestnet | Tamarac's Advisor Xi
Salesforce Financial Service Cloud Integration
CEB TowerGroup
Perry Moore
independent portfolio rebalancing software platform
Dean Cook
Windows™ PowerShell
reporting
Next Generation Investor Portal
Touch functionality
ARKON
Michael Spellacy
state‐of‐the‐art forms-filling technology
CRM User Adoption
Junxure CRM
eVestment Spotlight Analytics
Schwab Advisory Services
Chris Momsen
PMC's Quantitative Portfolios
integrated technology
direct online insurance offerings
RIA Benchmarking Study
November 2-4, 2015
unified managed account
automated portfolio management
Mobile Application
Sustainable Retirement Income
Cutting Edge Auditing
Scott Parry
portfolio management process
investment policy statement
Dr. David Lawrence
OpportunityView™
full lifecycle portfolio management
variable annuities
Best Technology for a Vertical CRM
MoneyTree
Tax Lot information
Advisor Software, Inc.
data aggregation solutions
Financial Feed
Shannon Dempsey
cloud-based billing software
J. Kelley Williams, Jr.
Robert Arnott
BrandYourself.com
Outlook email archiving
goalgamiPro
Walt Bettinger
Blaze Portfolio
My Wall
Technology Integrations
MagniPost
flexibility to scale
compliance and security
Quadron Data Solutions™
Jenny Richards
emX
Russ Thornton
business development metrics
Paul Cantrell
Homrich Berg
data analysis
WealthTechs
Redkite
timeframes
Andrew Rudd
Marketing Cloud
Social Security Optimizer
Copytalk+
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Envestnet’s Advisor Suite®
Salesforce Financial Services Cloud
Celent
industry related forms
WinOps
reporting capabilities
Next Generation of Integration
Trade Strategy Visualization
Artificial Intelligence
Michael Stier
Steve Dunlap
ActiFi Client Engagement
Junxure® CRM
eWealthManager
Schwab IMPACT 2013
Chris Wacker
disparate and divergent solutions
Zywave
RIA in a Box
Oauth2 user authentication security
unified wealth management technology
Automated Workflow
Mobile channel
Symantec VIP integration
Kirk Hulett
Cybersecurity
Fidelity Center for Applied Technology
Client Relationship Management (CRM)
Portfolio Management Processes
investment research platforms
Dr. Noah Smith
Risk Number®
Optimum Market Portfolios
Fuse 2014
VAs
monitoring
tax planning
Laserfiche Connector
Financial Personalities
cloud-based billing tool
practice management
J. Richard Coe
Ed Butowsky
Ed O’ Brien
Robert Eggebrecht
Bret Baier
Outsourcing Services
goalgamiPro®
Warren Mackensen
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Flexible Optimizer
Small Businesses
ComplianceQ
qualified fiduciary advisors
Jenze Bosma
EMX Platform
Russell Leto
business intelligence
Paul Polese
hosted archiving solutions
data analysis solutions
Web App Single Sign On
Nerd’s Eye View
TJ Jones
Andrew Stevens
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
Copytalk+ Smartphone App
rebalance
Joseph Miola
Envestnet’s Digital Advisor platform
Salesforce.com
Center For Wealth Planning
Informatica
DecisionCenter
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
Artisan and Grendel
Steve Sanduski
ActiFi software suite
Cross-business Tracking Routing & Control
Junxure’s cloud-based CRM/office management solution
Expanded Performance Details for Sample Portfolios
Schwab Independent Advisor Outlook Study
CIO Review
portfolio accounting
integration of independent recordkeepers
Document Imaging
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Unify
Automated workflows
mobile connectivity
Synapse API
advisor and client portals
Krilogy Financial
Cybersecurity and Compliance
client relationship solution
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Vendor Affinity Program
Bill Good
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
Sharing
cloud-based CRM platform
practice management solutions
cloud-based IT
PreciseFP
J.P. Morgan
Ed O’Brien
Robert Moore
Bret Magpiong
packaged web design
Google Analytics integration
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh
compliant ready platform
quantitative risk technology
emX’s Vault
business processing services
Household Balance Sheet
data automation
web-based applications
To-Do Lists
Andrew Tognela
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
Cory Haberkorn
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
centralized and tailored user experience
Pershing LLC
InformationWeek 500
Deena Katz
Woodrow Levin
next-generation wealth management platform
TradeWarrior
Ashley Globerman
Michelle Smith
Steven D. Kelly
activity streams
CSIA
Schwab Intelligent Integration®
Cities Digital
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
T. Rowe Price
Kyle Hiatt
Damian Gallina
Fidelity Institutional Wealth Services
Scottrade® Advisor Services Platform
Client Risk Assessments
portfolio management tools
Dropbox
OptionsPlay Score
Fusion Advisor Workstation
VEO
Bill Laird
tax-losses
Advisor View™
Lex Sokolin
financial planning and client engagement solutions
Sherri DuMond
Sheryl Garrett
cloud-based IT outsourcing
predictive analytical tools
Jackson
EDGAR filing agent
Panoramix
Google Play
Blu Giant, LLC
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
Smarsh My Site
Composite Holdings Report
Quantitative Risk Tolerance
Jim McKelvey
end-of-life plan
SaaS
business valuation knowledge
Paul West
household-‐level rebalancing
Data Cloud (Jigsaw)
web-based client management software
NestEgg Wealth
Martin L. Flanagan
sophisticated computer algorithms
Cory Olson
rebalancing
Joseph Starinsky
Eric Jardine
Cetera
Pershing’s Net 360 Technology Channel
Innovation Centers
Dennis Fox
Wordpress platform
reporting solutions
NFP
Trading Processes
ASI
Microsoft
Stifel
Activity tracking and corporate memory
curation engines
External IT Cloud Desktop
Schwab Intelligent Portfolios
Cities Digital’s MagniMail
Portfolio Accounting Solutions
interactive compliance calendar
Document Processing
Office of the Future
Folio Institutional
Unify Software
automation software tool
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
Damon Deru
seamless advisor integration
Client Service Monitor
portfolio mappings services
InvestmentNews
Duane D’Orazio
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Veo Open Access
Morningstar Advisor
Advisor Websites
LiquidHub
