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