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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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High-Performing Firms
CRM systems
WealthStation CompAct
Redhawk Wealth Advisors
Chris Casdia
Tim Welsh
Analytics Cloud
Daxs Stadjuhar
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
John Vaccaro
Salesforce data migrator
performance reporting software
Income Generator
customizable questionnaires
William Faulkner
Report Builder
eVestment Spectrum Analytics
Client Marketing Systems, Inc.
Newgate Capital Management
Total Technology Platform
Arcons Technology
Digital Practice Management
State Income Tax Calculator
ACH origination
Junxure Cloud® CRM
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
Fetterlogic
Cloud Desktop solution
unified cloud computing solutions
Automate Client Marketing
downside volatility
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
Community Blog
Benjamin Birken
Echosign
Built In Token 2-Factor Authentication
MoneyGuidePro®
Tax Efficient Drawdown
LaserApp Anywhere
Shane Bingham
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Fisher Investments
Connections Console
Vladimir Baranov
Black Diamond℠
eMoney’s emX Select platform
Carson Wealth Management Group
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
SixThirty
Q-Suite
Run Smarter®
Rushmore Advisor Services
Patrick Yip
Holdings
CRM technology
WealthStation Financial Planning
Envestnet | Tamarac's Advisor Xi
Chris Casey
time-effective onboarding experience
Andrew Rogers
Dean Cook
Marketing Center platform
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
customized analysis
Windows™ PowerShell
reporting
eVestment Spotlight Analytics
Client Meeting Support for Advisors
Next Generation Investor Portal
Touch functionality
ARKON
direct online insurance offerings
Michael Spellacy
state‐of‐the‐art forms-filling technology
Junxure CRM
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
data aggregation functionality
RIA Benchmarking Study
November 2-4, 2015
cloud-based archiving solutions
unified managed account
automated portfolio management
Dr. David Lawrence
BranchNet
Mobile Application
Sustainable Retirement Income
Scott Parry
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
Financial Feed
company performance analysis
variable annuities
Best Technology for a Vertical CRM
Business Analytics
MoneyTree
Tax Lot information
Advisor Software, Inc.
Shannon Dempsey
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
fixed index annuities
content aggregation
Wall Street Journal
Black Diamond℠ platform
eMoney’s wealth management platform
cash posting
mutual fund capital gains distributions
Technology adoption
Advisory World
Maggie Crowley
SixThirty FinTech Accelerator
Quadron Data Solutions
Russ Thornton
Paul Cantrell
Homrich Berg
CRM User Adoption
WealthTechs
Redkite
Envestnet’s Advisor Suite®
Chris Momsen
timeframes
Andrew Rudd
Marketing Cloud
Social Security Optimizer
Realized and Unrealized Gains/Losses
Jonathan Jaranson
Salesforce Financial Services Cloud
industry related forms
Cutting Edge Auditing
WinOps
reporting capabilities
eWealthManager
Next Generation of Integration
Trade Strategy Visualization
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disparate and divergent solutions
Michael Stier
Steve Dunlap
ActiFi Client Engagement
Junxure® CRM
Schwab IMPACT 2013
data aggregation solutions
Zywave
RIA in a Box
Oauth2 user authentication security
Fidelity Center for Applied Technology
cloud-based billing software
unified wealth management technology
Automated Workflow
Dr. Noah Smith
brand-centric theme customization
Mobile channel
Symantec VIP integration
Kirk Hulett
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
Financial Personalities
compete against other digital advisors
VAs
Ed Butowsky
business and technology management
monitoring
tax planning
Laserfiche Connector
practice management
J. Richard Coe
Robert Arnott
Outlook email archiving
goalgamiPro
flexibility to scale
Walt Bettinger
Blaze Portfolio
emX
CEB TowerGroup
My Wall
Technology Integrations
data analysis
MagniPost
Quadron Data Solutions™
Jenny Richards
Russell Leto
Paul Polese
hosted archiving solutions
Web App Single Sign On
Envestnet’s Digital Advisor platform
Chris Wacker
Nerd’s Eye View
TJ Jones
Andrew Stevens
DecisionCenter
Marketing Gorilla System
Sonia Rosenbaum
Abby Schneiderman
rebalance
Joseph Miola
Salesforce.com
Informatica
Cybersecurity
Women Investors
Reporting Console for Each Office
Expanded Performance Details for Sample Portfolios
Client Relationship Management (CRM)
Next-Generation Advisor CRM®
Artisan and Grendel
Document Imaging
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
cloud-based billing tool
Unify
Automated workflows
BrandYourself.com
mobile connectivity
Synapse API
advisor and client portals
Krilogy Financial
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
compliance and security
Vendor Affinity Program
Bill Good
Ed O’ Brien
business development metrics
monthly compliance checklists
tax-aware trading program
Advisor View
Laserfiche Document Management
Sharing
practice management solutions
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
Flexible Optimizer
Copytalk+
Warren Mackensen
EMX Platform
Celent
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
data analysis solutions
maintenance of composites
Small Businesses
qualified fiduciary advisors
Jenze Bosma
quantitative risk technology
Household Balance Sheet
Cross-business Tracking Routing & Control
web-based applications
CIO Review
To-Do Lists
Andrew Tognela
Deena Katz
Marketware International
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Cybersecurity and Compliance
Woodrow Levin
client relationship solution
next-generation wealth management platform
TradeWarrior
Ashley Globerman
Michelle Smith
Steven D. Kelly
activity streams
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
Fidelity Institutional Wealth Services
cloud-based CRM platform
Unify Cloud Disaster Recovery
automating portfolio management
Dropbox
Bret Baier
mobile devices
T. Rowe Price
Kyle Hiatt
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
financial planning and client engagement solutions
ComplianceQ
VEO
Bill Laird
Ed O’Brien
business intelligence
tax-losses
Advisor View™
Lex Sokolin
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
Copytalk+ Smartphone App
emX’s Vault
Center For Wealth Planning
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
data automation
manage cash flows
Smarsh
Quantitative Risk Tolerance
Jim McKelvey
SaaS
Paul West
household-‐level rebalancing
CSIA
web-based client management software
Eric Jardine
Cities Digital
NestEgg Wealth
Dennis Fox
Martin L. Flanagan
sophisticated computer algorithms
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Damian Gallina
Wordpress platform
reporting solutions
External IT Cloud Desktop
Client Risk Assessments
NFP
Trading Processes
ASI
Document Processing
Microsoft
Stifel
Activity tracking and corporate memory
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
cloud-based IT
Unify Software
automation software tool
Duane D’Orazio
Bret Magpiong
mobile forms-filling
Advisor Con
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
compliant ready platform
Veo Open Access
EDGAR filing agent
business processing services
Morningstar Advisor
Advisor Websites
LiquidHub
Sheryl Garrett
predictive analytical tools
Jackson
Panoramix
Google Play
Cory Haberkorn
Blu Giant, LLC
end-of-life plan
centralized and tailored user experience
Technology Tools for Today 2014 Conference
Advisor® Xi
Data Cloud (Jigsaw)
management fee
Smarsh My Site
Smarsh Sites
Quantum
Jim Patrick
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
curation engines
web-based CRM
Redtail Technology CRM
error checking
Cities Digital’s MagniMail
NetExchange Client
Todd R. Crockett
Ann Haas
Denny Bottorff
Mary Ellen Whiteman
Spark
Account Alerts
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
Damon Deru
workflow solutions
ReportQ
External IT's Cloud Desktop
Client Service Monitor
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
document storage software-as-a-service
Microsoft Corp
Strategic Advisor
Adhesion
Kanchana Chalia
Schwab Intelligent Portfolios™
Interview
FolioDynamics
Fidelity Investments®
cloud-based IT outsourcing
Unify’s Cloud VPN
Autopilot
Dynamic Rebalancing
Mobile Optimization
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
financial planning technology
Composite Holdings Report
Veo Open AccessSM platform
Bill Stone
business valuation knowledge
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
PRNewswire
Jackson app
robo advisors
Panoramix™
Gradient Investments
Cory Olson
Wealth Access Estate Platform 3.0
end-‐to-‐end portfolio management
Cetera
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
data management solutions
Smart Form Tool
Questar Capital℠
Joe Duran
Safe by Estate Assist
HTML5 version
custodial data file import process
web-based portfolio management software
Reduce computer sprawl
eSignature Capabilities
CitiMortgage
NetExchange Select
Tom Doherty
Ann Marie Stieler
Depository Trust and Clearing Corporation
Mary Ferguson
Account Details
Juan Williams
San Diego, CA
personal financial management
Insights on Advice
Dan Arnold
Worldox
required trading and rebalancing
FA Insight
client-facing analytical and proposal tool
Nobel Foundation
asset gathering
Docupace
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
Fidelity®'s New Wealthcentral® Technology Bundle
cloud-based platform
United Capital
Back Office Solutions
Brett Thorne
Mobile Productivity
T3 Advisor Tech Conference
Las Vegas
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
financial planning tool
composite performance reporting
Veo®
Edward Jones
business valuations
Morningstar for Advisors App
Advisor Xi
Loring Ward
ProcessEZ
Jackson National Life Insurance Company®
Robo-Advisers
Paperclip
Great Kight
Cost Basis
BlueSky
Enhanced Capital Partners
Cetera Financial Group
Narrator™ application builder
The Efficient Practice
data protection
Mara Laisson
Maree Moscati
Smart Office
Quik! Form
Joe Ruzycki
Sagacious, Inc.
pensions
Human Finance Project
Custodial Data Integrations
web-based software portal
RegEd
Estate Assist
client acquisition
NetExchange View
Tom Embrogno
Anna Curry
detailed financial planning
Matched Portfolio
sqope
account management software
rebalancing solution
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
Dan Brownell
WorthFM
RESTful
Farshad Ghaffari
Client-facing technology
Trizic
AssetBook
Docupace ePACS®
Mike Capelle
Streetscape
advanced wealth planning solutions
Kelly Caffrey
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
Fidelity’s Technology and Operations Consulting
cloud-based portfolio management
United Capital Financial Advisors
back-office solutions
eAdvisor
Brian A. Davis
Mobile Scribe Service
Advisor FinTech Hackathon
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
Financial Transmission Network Inc.
Composite Portfolio Review
verification
Bill Wostoupal
Efficient Technology
ByAllAccountsSM
TD Ameritrade Institutional Veo®
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Robo-advisor
paperless client onboarding process
cost-efficient beta exposure
wealth management technology
enhanced client communication
Chad Blythe
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
Data-Driven Insights
DataPro
Marie Swift
Smarter Prospecting
Quik! Forms
John Hancock
Performance
Wednesday July 22, 2015
registered investment advisors
estate management
Client communications management
Annuities + Insurance
Digital Advice
Matt Abar
sqopeTM Score
account opening
rebalancing workflows
Jud Mackrill
Scalable workflow tools
personal financial management platform
instantaneous stress testing
Dan Hunt
X-Ray Reports
Retirement Hub app
normalization
Client360º
Trust Company of Sterne Agee
Docupace Technologies
Mike Ethridge
advanced workflow tools
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Figlo
cloud-based solutions
up-to-date account data
BakerAvenue Asset Management
EAI
Model Wealth Portfolios
T3 Conference Anaheim, CA
Advisor Impact
Laser App 2015 Financial Services Conference
Securities America
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
FinFolio
CompositeBuilder
Vestmark
Electronic Signing
CAIS
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Signix
Proposal Generation Capabilities
Jackson®
Robo-Shield™
paperless enrolment
Greg Vigrass
Council Capital
Wealthbase
enhanced mutual funds order management
Chad Centorbi
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
The Markets
Aggregation
Mario Canas
SmartOffice
John Mackowiak
Performance Center
IBackup®
Custodian
Wells Fargo Advisors
registration checker tool
ETF OneSource participants
Client Data Automation
Tom Kimberly
App expansion
Matt Crisp
SS&C Technologies
Account opening and commissions
Redhawk
Julie Littlechild
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
Dan Santner
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
AssetMark Advisor iPad
Sugar Ray Leonard
Kevin Cimring
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
filter and cross reference data
CLS Investments
Upside
Balances
Earnings Potential
Brian Semitekol
Modern Portfolio Theory
T3 Enterprise Conference
Advisor iPad App
Laser App Advisor Con 2015
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
FinFolio’s Portfolio Management Software
comprehensive portfolio management
Vestmark Manager Marketplace (VMM)
eliminating selected fees
CAM
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
couple’s report
Wealthbox CRM
Bob Stiess
enrollment platform
Chapwood Investments
Nationwide
the Practice
AICPA
Mark Balasa
SMAs
Radar
John McArthur
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Custom Cloud (Force.com)
Wes Stillman
regulatory compliance
client database portal
digital financial solutions
Matt Nelson
SS&C Technologies Holdings
account rebalancing software
Juney Ham
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Northern Lights Distributors
February 4, 2015
Clients & Portfolios
TRX Edge
Atlanta
Dominey Stewart
Mike Phillips
SugarCRM
Kevin Crowe
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
CNN Money
Upside Advisor
Barrett Ayers
EarningsQ
Modestpark
Advisor Office
Security
position data
iReach
Gemini Hedge Fund Services
FinFolio’s WorkStation
comprehensive trading solutions
Eliza De Pardo
CAM System
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
ProTracker
James Poer
robust technology capabilities
paperless processing systems
Craig Smith
Wealthcare Capital Management
Bob Veres
Enterprise Content Management Software
Natural Language Processing