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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!
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Aaron Guidotti
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Client communications management
Windows™ PowerShell
reporting
Next Generation Investor Portal
financial planning tool
Touch functionality
ARKON
Michael Spellacy
Edward Jones
state‐of‐the‐art forms-filling technology
Steve Dunlap
ActiFi Client Engagement
Junxure® CRM
Dan Santner
Schwab IMPACT 2013
Zywave
RIA in a Box
Oauth2 user authentication security
unified wealth management technology
Automated Workflow
Mobile channel
enhanced client communication
Symantec VIP integration
Kirk Hulett
Data-Driven Insights
Portfolio Management Processes
investment research platforms
CLS Investments
Risk Number®
Optimum Market Portfolios
Fuse 2014
Brian Semitekol
VAs
monitoring
Estate Assist
tax planning
Laserfiche Connector
detailed financial planning
practice management
J. Richard Coe
comprehensive portfolio management
Robert Arnott
Outlook email archiving
goalgamiPro
CAM
Walt Bettinger
Blaze Portfolio
My Wall
Farshad Ghaffari
Technology Integrations
MagniPost
Docupace ePACS®
Quadron Data Solutions™
Jenny Richards
couple’s report
Russ Thornton
Paul Cantrell
Homrich Berg
Chapwood Investments
WealthTechs
Redkite
Fidelity’s Technology and Operations Consulting
timeframes
Andrew Rudd
Marketing Cloud
eAdvisor
Social Security Optimizer
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Custodian
Salesforce Financial Services Cloud
industry related forms
Client Data Automation
WinOps
reporting capabilities
Next Generation of Integration
Financial Transmission Network Inc.
Trade Strategy Visualization
Artificial Intelligence
Michael Stier
Efficient Technology
Electronic Signing
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
Clients & Portfolios
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Unify
Automated workflows
mobile connectivity
enhanced mutual funds order management
Synapse API
advisor and client portals
Krilogy Financial
DataPro
portfolio management system
investment screening functionality
CNN Money
Optional Tax Management
Fuse 2014 award
Vendor Affinity Program
Bill Good
monthly compliance checklists
estate management
tax-aware trading program
Advisor View
Laserfiche Document Management
Digital Advice
Sharing
practice management solutions
comprehensive trading solutions
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
CAM System
Warren Mackensen
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Docupace Technologies
Small Businesses
qualified fiduciary advisors
Jenze Bosma
Craig Smith
Russell Leto
Paul Polese
hosted archiving solutions
Web App Single Sign On
Nerd’s Eye View
Figlo
TJ Jones
Andrew Stevens
Marketing Gorilla System
EAI
Sonia Rosenbaum
Abby Schneiderman
rebalance
Joseph Miola
Custom Cloud (Force.com)
Salesforce.com
Informatica
client database portal
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
FinFolio
Artisan and Grendel
Michelle Smith
eliminating selected fees
Steven D. Kelly
activity streams
Daniel Inveen
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
ClientView Client Portal
Office 365
FMG Suite
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
enrollment platform
T. Rowe Price
Kyle Hiatt
Scottrade® Advisor Services Platform
portfolio management tools
Cohesive Client Management Process
OptionsPlay Score
Fusion Advisor Workstation
Brian Stimpfl
VEO
Bill Laird
ETF OneSource participants
tax-losses
Advisor View™
Lex Sokolin
Sherri DuMond
PreciseFP
J.P. Morgan
computer-based modeling system
Robert Moore
packaged web design
Google Analytics integration
Cameron Routh
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Smarsh
quantitative risk technology
create and manage portfolios
Household Balance Sheet
web-based applications
filter and cross reference data
To-Do Lists
Andrew Tognela
Marketware International
Earnings Potential
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
customer acquisition
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
client engagement
Woodrow Levin
next-generation wealth management platform
FinFolio’s Portfolio Management Software
TradeWarrior
Ashley Globerman
Trading Processes
ASI
Microsoft
Eliza De Pardo
Stifel
Activity tracking and corporate memory
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
ClientWorks
Office of the Future
Folio Institutional
Unify Software
automation software tool
mobile forms-filling
Enterprise Content Management Software
Advisor Con
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
Collaboration Cloud (Chatter)
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Broker Dealers
Veo Open Access
Morningstar Advisor
Advisor Websites
LiquidHub
digital financial solutions
Sheryl Garrett
predictive analytical tools
Jackson
Concenter Services
Panoramix
Google Play
Canterbury Consulting
Blu Giant, LLC
February 4, 2015
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
Dominey Stewart
Smarsh My Site
Quantitative Risk Tolerance
Jim McKelvey
credit card processing
SaaS
Paul West
household-‐level rebalancing
Charles Sizemore
web-based client management software
NestEgg Wealth
Martin L. Flanagan
EarningsQ
sophisticated computer algorithms
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
client feedback
Wordpress platform
reporting solutions
NFP
FinFolio’s WorkStation
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Ellen Smith
Strategic Advisor
Adhesion
Kanchana Chalia
Darren Tedesco
Schwab Intelligent Portfolios™
Interview
ClientWorks platform
FolioDynamics
Unify’s Cloud VPN
Autopilot
Mobile Optimization
enterprise-grade data management platform
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
David Canter
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Commonwealth Financial Network
brokerage and custody services
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
ETF’s
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
Digital Fortress
PRNewswire
Jackson app
Concierge Service
robo advisors
Panoramix™
Gradient Investments
CapGainsValet
Wealth Access Estate Platform 3.0
Narrator Clients™
Fee Calculation Details
tenth annual T3 Technology Conference
Advisor® Xi suite
Donald Capone
Smarsh Sites
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
check scanning
web-based CRM
Redtail Technology CRM
NetExchange Client
FinaMetrica Plus
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
easily view user activity
Spark
Account Alerts
rebalancing capability
Josh Brown
Customer Success Platform
San Diego
Personal Finance Management Application
Inside Information
Client Management System
workflow solutions
ReportQ
NFP Advisor Services Group
FINRA and SEC technology guidelines
FinTech 100
asset gathering
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Darrin Courtney
Schwab Intelligent Technologies
Intraday Integration
Cloud applications
RightSize Solutions
Online Account Management
United Capital
Back Office Solutions
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
David Fetter
Search Engine Optimization
portfolio risk
Investor360°
Commonwealth’s Practice360º
order processing
Garrett Planning Network
browser in the cloud
Veo®
Morningstar for Advisors App
Everplans
Advisor Xi
Loring Ward
Digital Fortress Suite
ProcessEZ
Jackson National Life Insurance Company®
conflict-free custody solution
Robo-Advisers
Paperclip
Great Kight
Career Activity Management System
BlueSky
Narrator™ application builder
fee elimination
The Efficient Practice
Mara Laisson
Doug Harbrecht
Smart Form Tool
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
Chicago
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
Tom Doherty
Ann Marie Stieler
Mary Ferguson
EBITDA growth rate
Account Details
Juan Williams
Customizable Quarterly Investment Review Presentations
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
Nobel Foundation
Firm Alerts and Announcements
Trizic
AssetBook
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
Cloud Desktop solution
Rio Hotel & Casino
online account opening
Forbes
United Capital Financial Advisors
back-office solutions
Mobile Scribe Service
Advisor FinTech Hackathon
David Lyon
search engine optimization tagging
Portfolio Snapshot
iPad app
Community Blog
risk tolerance assessment tools
Gemcom
Built In Token 2-Factor Authentication
verification
Bill Wostoupal
eVestment
TD Ameritrade Institutional Veo®
digital marketing hub
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Connections Console
Robo-advisor
paperless client onboarding process
Carson Wealth Management Group
wealth management technology
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Maree Moscati
Doug McPhail
Smart Office
Quik! Form
Joe Ruzycki
CRM systems
Sagacious, Inc.
pensions
Human Finance Project
Chris Casdia
web-based software portal
RegEd
NetExchange View
Financelogix
Tom Embrogno
Anna Curry
Matched Portfolio
Ebix
sqope
account management software
rebalancing solution
customizable questionnaires
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
Client Marketing Systems, Inc.
WorthFM
RESTful
normalization
First Rate
Trust Company of Sterne Agee
Mike Ethridge
eMoney Select system
advanced workflow tools
data aggregation functionality
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
cloud-based archiving solutions
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
BranchNet
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
Envestnet Advisor Summit
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
David, Stalnaker
Securities America
PortfolioCenter
IPS AdvisorPro
company performance analysis
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
Business Analytics
Vestmark
eVestment Quantum Analytics
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Digital Marketing Platform
Signix
Proposal Generation Capabilities
Jackson®
content aggregation
Robo-Shield™
paperless enrolment
Greg Vigrass
cash posting
Wealthbase
National Financial Partners Corp.
Fetter Logic
The Future of Risk is Here: Enhance Your Value or Perish
Marie Swift
Downloadable Portfolio Review Reports
Smarter Prospecting
Quik! Forms
John Hancock
CRM technology
Performance
Chris Casey
Wednesday July 22, 2015
registered investment advisors
Financial Account Data Technology Platform
Annuities + Insurance
Matt Abar
Ebix Smart Office
sqopeTM Score
account opening
rebalancing workflows
Jud Mackrill
customized analysis
Scalable workflow tools
personal financial management platform
instantaneous stress testing
Client Meeting Support for Advisors
X-Ray Reports
Retirement Hub app
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
Fisher Investments
AssetMark Advisor iPad
eMoney’s emX Select platform
Sugar Ray Leonard
Kevin Cimring
data aggregation solutions
portfolio construction capabilities
Invesco
cloud-based billing software
Risk Alignment Platform
online advisor-client collaboration
forms library
brand-centric theme customization
Upside
Balances
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
Daxs Stadjuhar
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
compete against other digital advisors
Risk-Balanced Portfolios
Gemini Fund Services
business and technology management
Vestmark Manager Marketplace (VMM)
Morningstar, Inc.
eVestment Spectrum Analytics
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
Digital Practice Management
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
CEB TowerGroup
Wealthbox CRM
Bob Stiess
Nationwide
Fetterlogic
The Markets
Aggregation
Mario Canas
downside volatility
SmartOffice
John Mackowiak
CRM User Adoption
Performance Center
IBackup®
Chris Momsen
Wells Fargo Advisors
registration checker tool
Tom Kimberly
App expansion
Matt Crisp
Echosign
SS&C Technologies
Account opening and commissions
Redhawk
Julie Littlechild
Cutting Edge Auditing
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
Client Relationship Management (CRM)
XLR8
Northern Lights Distributors
fixed index annuities
TRX Edge
Atlanta
Mike Phillips
eMoney’s wealth management platform
SugarCRM
Kevin Crowe
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
cloud-based billing tool
Risk Analysis
online client engagement
Fox Financial Planning
BrandYourself.com
Upside Advisor
Barrett Ayers
Modestpark
Envestnet | Tamarac's Advisor Xi
Advisor Office
Dean Cook
Security
position data
iReach
compliance and security
Gemini Hedge Fund Services
business development metrics
Morningstar®
eVestment Spotlight Analytics
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
direct online insurance offerings
ProTracker
James Poer
Copytalk+
robust technology capabilities
paperless processing systems
Celent
Wealthcare Capital Management
Bob Veres
Natural Language Processing
the Practice
AICPA
Mark Balasa
Dr. David Lawrence
SMAs
Radar
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Chris Wacker
Wes Stillman
regulatory compliance
Financial Feed
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
Juney Ham
Cybersecurity
SCANalytics
Peter Intraligi
inStream Solutions
Insurance and Securities verticals
client relationship solution
Retirement Plan Network
NorthStar
flexibility to scale
turnkey data science solutions
Attribution Analysis
Mike Walsh
emX
Suhail Ali
Advent Custodial Data
Kevin Knull
data analysis
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
cloud-based CRM platform
risk engineering
online practice management platform
Fox Financial Planning Network
Bret Baier
Uri Pomerantz
basic client interaction
modify portfolio exposures
Envestnet’s Advisor Suite®
TA Associates
Advisor Office platform
Laser App Enterprise
Positions
iRebal
ComplianceQ
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
business intelligence
Vestorly solution
Morningstar® Advisor WorkstationSM
eWealthManager
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
disparate and divergent solutions
Simon Sinek
ProTracker Advantage
Jason Roberts
Copytalk+ Smartphone App
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
Center For Wealth Planning
WealthCentral
Bobby Yazdani
Naureen Hassan
Fidelity Center for Applied Technology
The Retirement Hub
Mark Casady
Dr. Noah Smith
Social Analytics
Raj Udeshi
John Ndege
Cross-business Tracking Routing & Control
Sales Cloud
performance expectations
IEC
CIO Review
Weston
regulatory compliance services and technology
NetXInvestor
Financial Personalities
Tom Schildhauer
AppHub
Matt O’Brien
Ed Butowsky
SS&C Technologies Holdings, Inc.
account servicing
Cybersecurity and Compliance
Phil Sorgen
integrated cloud based technology
Client Risk Assessments
XTRAC App
RetireRisk
Flexible Optimizer
two-factor authentication
Audit Management
mitigate risk
EMX Platform
Advent Direct
Kevin Kraus
data analysis solutions
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
cloud-based IT
Risk Management
Online Reporting Dashboard
Fred Tomczyk
Bret Magpiong
user-friendly programing
BD Equalizer
Envestnet’s Digital Advisor platform
Tamarac Advisor® Xi
Advisor Pro platform
DecisionCenter
service alerts
POWER
iRebal®
compliant ready platform
Riskalyze Autopilot
Gentech
business processing services
Morningstar® Portfolio X-Ray®
Expanded Performance Details for Sample Portfolios
TD Ameritrade's VEO
LPL Focus Conference
Document Imaging
single sign-on integration
ProTracker Cloud
Jason Wenk
Cory Haberkorn
Gustav Karner
centralized and tailored user experience
Bonaventure Resort and Spa
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
1-to-1 client relationships
John Norwood
CSIA
Performance Measurement
Impact Communications
Cities Digital
Westport Resources
Rehmann
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
Ed O’ Brien
accounting software
Damian Gallina
