Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue

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