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