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Tech Tidbit from Hemant More of Arcons Technology previews feature in May 2013 T3 issue
Submitted by Technology Tools for Today on May 1st, 2013
Hemant More of Arcons Technology gives T3 newsletter subscribers a preview of what he'll share in his billPort article in the T3 Newsletter (May 2013 issue). Pssst … If you are not a T3 Newsletter subscriber, you ought to be!
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eWealthManager
Tax Lot information
predictive analytical tools
Advisor View™
Mara Laisson
disparate and divergent solutions
J. Kelley Williams, Jr.
Panoramix
Global Investment Performance Standards
Damian Gallina
Securities America
Client Risk Assessments
Risk Tolerance Questionnaire
Wall Street Journal
Risk-Balanced Portfolios
Walt Bettinger
Blu Giant, LLC
NetExchange View
Technology Integrations
Quantum
Advisor® Xi
Matched Portfolio
Jenny Richards
PCI-compliant platform
Homrich Berg
Silanis
cloud-based IT outsourcing
WealthTechs
robust backup features
timeframes
rebalancing capability
Mike Capelle
Ed O’ Brien
Jonathan Jaranson
Social Security Optimizer
Personal Finance Management Application
Kelly Caffrey
industry related forms
Composite Holdings Report
WinOps
business valuation knowledge
Flexible Optimizer
registration checker tool
Trade Strategy Visualization
ASI
Mobile Scribe Service
EMX Platform
Junxure® CRM
Steve Dunlap
Activity tracking and corporate memory
data analysis solutions
Cory Olson
Zywave
SCANaltyics
Cetera
retirement income planning tool
unified wealth management technology
automation software tool
Envestnet’s Digital Advisor platform
Symantec VIP integration
Portfolio Pathway
Advisor Con
DecisionCenter
investment research platforms
Fuse 2014
curation engines
Cities Digital’s MagniMail
Risk Alignment Platform
VAs
Nathan Lucius
Expanded Performance Details for Sample Portfolios
tax planning
PRNewswire
Advisor Websites
Maree Moscati
Document Imaging
J. Richard Coe
Panoramix™
goalgamiPro
Damon Deru
securities and insurance industries
Client Service Monitor
Warren Mackensen
Fidelity Institutional Wealth Services
technology solutions
Questar Capital℠
Advisor® Xi suite
Matt Abar
Dropbox
Jenze Bosma
Small Businesses
hosted archiving solutions
cloud-based platform
Web App Single Sign On
robust technology capabilities
Brett Thorne
financial planning and client engagement solutions
TJ Jones
Ann Haas
Mike Ethridge
Ed O’Brien
Joseph Miola
Sonia Rosenbaum
personal financial management
Account Alerts
Informatica
composite performance reporting
Women Investors
Salentica’s Data Broker
business valuations
regulatory compliance
asset allocation mappings service
Model Wealth Portfolios
emX’s Vault
Junxure’s cloud-based CRM/office management solution
Steve Sanduski
Adhesion
Laser App 2015 Financial Services Conference
data automation
integration of independent recordkeepers
Online Account Management
Florida
Cost Basis
“Robo” Challenge
SCANalytics
Cetera Financial Group
Unify
Autopilot
Synapse API
portfolio risk
Advisor Convention October 7-8
Deena Katz
investment screening functionality
order processing
Fuse 2014 award
custodial data file import process
Schwab OpenView MarketSquare®
CitiMortgage
Risk Analysis
Vendor Affinity Program
Bill Stone
National Financial Partners Corp.
tax-aware trading program
ProcessEZ
advisor workflow partnership
Marie Swift
Paperclip
goalgamiPro®
Dan Arnold
Security
client-facing analytical and proposal tool
Client-facing technology
Riskalyze and RetireUp Integration Demo
BlueSky
Technology Tools For Today
Quik! Form
Matt Crisp
Duane D’Orazio
Smarsh
pensions
Household Balance Sheet
Simon Sinek
cloud-based portfolio management
web-based applications
Rocaton Advisors
Brian A. Davis
To-Do Lists
rebalancing solution
Ann Marie Stieler
EDGAR filing agent
Joseph Mrak
Sophie Schmitt
Personal Financial Management (PFM) tool
Account Details
Kevin Cimring
InformationWeek 500
Composite Portfolio Review
Woodrow Levin
Sales Cloud
ByAllAccountsSM
regulatory compliance services and technology
TradeWarrior
asset gathering
Modern Portfolio Theory
end-of-life plan
Steven D. Kelly
portfolio applications
advanced data reporting
Laser App Advisor Con 2015
Data Cloud (Jigsaw)
Intelligent Aggregation
online account opening
FMG Suite
cost-efficient beta exposure
Chad Blythe
Retirement Plan Network
Unify Cloud Disaster Recovery
Back Office Solutions
Morningstar, Inc.
Eric Jardine
T. Rowe Price
Portfolio Snapshot
LPL Financial Holdings
Dennis Fox
Fusion Advisor Workstation
Custodial Data Integrations
Schwab OpenView Mobile
client acquisition
risk engineering
VEO
Nationwide
External IT Cloud Desktop
tax-losses
Productivity
Advisor Xi
Mario Canas
Document Processing
J.P. Morgan
paperless client onboarding process
Google Analytics integration
Dan Brownell
service alerts
Client360º
Riskalyze Autopilot
Fidelity Investments®
Technology Tools for Today 2014 Conference
Quik! Forms
Advizr and Orion integration
Matt Nelson
Dynamic Rebalancing
Jim McKelvey
Smarsh My Site
Performance
household-‐level rebalancing
single sign-on integration
cloud-based solutions
web-based client management software
financial planning technology
rebalancing workflows
Anna Curry
Mike Phillips
Joseph Starinsky
sophisticated computer algorithms
personal financial management platform
account management software
Kevin Crowe
Innovation Centers
normalization
CompositeBuilder
Wordpress platform
CAIS
Rehmann
Trading Processes
AssetBook
Modestpark
end-‐to-‐end portfolio management
Stifel
Portfolio Building
advanced wealth planning solutions
data management solutions
interactive compliance calendar
Online Account Opening & Transfer
Folio Institutional
Council Capital
Chad Centorbi
RetireRisk
Unify Software
back-office solutions
Morningstar®
error checking
PortfolioCenter
Advisor FinTech Hackathon
LPL Financial LLC
Denny Bottorff
InvestmentNews
Orion Advisor Integration
Fusion® Advisor Workstation
Schwab Performance Technologies®
Client communications management
Risk Management
Veo Open Access
Bill Wostoupal
Natural Language Processing
External IT's Cloud Desktop
Proposal Generation Capabilities
Mark Balasa
document storage software-as-a-service
Jackson
paperless enrolment
Google Play
Dan Hunt
Service Cloud
Wealth Access Estate Platform 3.0
NetXInvestor
Fidelity®'s New Wealthcentral® Technology Bundle
tenth annual T3 Technology Conference
Matt O’Brien
Jim Patrick
Smarsh Sites
Performance Center
householded data backbone
single-sign on capability
CLS Investments
web-based CRM
Ron Huddleston
Brian Semitekol
financial planning tool
Todd R. Crockett
Redhawk
Annuities + Insurance
Mike Walsh
Edward Jones
Josh Brown
Spark
Pete Hess
account opening
Kevin Knull
Inside Information
Northern Lights Compliance Services
comprehensive portfolio management
workflow solutions
CAM
relationship solutions
Trading Strategy Checklist
modify portfolio exposures
Enhanced Capital Partners
Strategic Advisor
portfolio construction capabilities
advanced workflow tools
Laser App Enterprise
data protection
Interview
online advisor-client collaboration
FolioDynamics
couple’s report
Chapwood Investments
Unify’s Cloud VPN
BakerAvenue Asset Management
Morningstar® Advisor WorkstationSM
eSignature Capabilities
PortfolioCenter®
Advisor Impact
LPL Focus 2015
Depository Trust and Clearing Corporation
Investor-Advisor Collaboration
Custodian
Schwab’s 2013 RIA Benchmarking Study
Client Data Automation
risk management characteristics
Veo Open AccessSM platform
Naureen Hassan
FA Insight
TD Ameritrade Holding Corporation
Proposal Tool for Chapwood Investments
Advisor-Client relationships
Mark Casady
Docupace
Jackson app
paperless onboarding
Gradient Investments
Dan Santner
services and support for RIAs
Clients & Portfolios
RiXtrema's Portfolio Crash Test
Bob Stiess
NetXInvestor®
Fidelity’s Technology and Operations Consulting
The Efficient Practice
Radar
Aggregation
Maureen Duff
eAdvisor
Joe Duran
Smart Form Tool
Performance Dashboard and Client Reporting Engine
HTML5 version
single-sign on functionality
CNN Money
web-based portfolio management software
Roy Burns
Financial Transmission Network Inc.
Tom Doherty
App expansion
mitigate risk
Efficient Technology
Juan Williams
Peter Intraligi
Account opening and commissions
Kevin Kraus
Insights on Advice
Northern Lights Distributors
comprehensive trading solutions
Worldox
Salesforce CRM
CAM System
Relius Adminstration
AssetMark Advisor iPad
enhanced client communication
Strategic Integrated Online Account Processing
Portfolio Construction Tool
Data-Driven Insights
Intraday Integration
online client engagement
Craig Smith
Schwab Advisor Services’
United Capital
Balances
Morningstar® Portfolio X-Ray®
Estate Assist
T3 Advisor Tech Conference
position data
Advisor iPad App
LPL Focus Conference
detailed financial planning
Investor360°
Garrett Planning Network
Custom Cloud (Force.com)
SciQ Insights
client database portal
risk management platform
Veo®
NaviPlan
Farshad Ghaffari
ProTracker
AdvisorComplete platform
Mark Engelhardt
Docupace ePACS®
Jackson National Life Insurance Company®
paperless processing systems
Great Kight
Daniel Inveen
Shane Bingham
ClientView Client Portal
wealth management technology
Rob Cirrotti
Bob Veres
new client electronic on-boarding
Figlo
The E‐Valuator
Raj Udeshi
AICPA
EAI
Joe Ruzycki
Smart Office
performance expectations
Human Finance Project
SixThirty
Cohesive Client Management Process
web-based software portal
Run Smarter®
Brian Stimpfl
FinFolio
Redhawk Wealth Advisors
Tom Embrogno
Mitt Romney
Electronic Signing
sqope
account rebalancing software
Kevin Miller
INSITE™ 2015 conference
NorthStar
computer-based modeling system
WorthFM
Salesforce data migrator
Cameron Routh
Report Builder
Trizic
Atlanta
enhanced mutual funds order management
Streetscape
Portfolio Crash Test solution
Laser App’s Software as a Service (SaaS) platform
DataPro
intraday quotes
online practice management platform
Forbes
create and manage portfolios
Schwab Advisor Services’ SOLUTIONS®
RIA advisor platform
United Capital Financial Advisors
Barrett Ayers
Multi-Asset Class Portfolio Analysis
estate management
Positions
Advisor Office
LPL’s Resource Center
Digital Advice
iPad app
Orion Business Intelligence
Gemcom
customer acquisition
Scivantage
client engagement
risk modeling
verification
NaviPlan LEADS
TD Ameritrade Institutional Veo®
ProTracker Advantage
AdvisorComplete℠
Docupace Technologies
Jackson.com
Park City, Utah
Greg Vigrass
Shannon Dempsey
ClientWorks
Wealthbase
Robb Baldwin
Bobby Yazdani
New Microsoft Dynamics®
filter and cross reference data
The Future of Risk is Here: Enhance Your Value or Perish
Michael M. Carter
Earnings Potential
John Hancock
Smarter Prospecting
Performance Measurement
SixThirty FinTech Accelerator
Collaboration Cloud (Chatter)
Wednesday July 22, 2015
Rushmore Advisor Services
Broker Dealers
FinFolio’s Portfolio Management Software
AppHub
Mobile app
eliminating selected fees
Jud Mackrill
sqopeTM Score
Phil Sorgen
account servicing
Kevin Paulsen
instantaneous stress testing
Concenter Services
X-Ray Reports
Salesforce Financial Service Cloud Integration
Canterbury Consulting
reporting
Trust Company of Sterne Agee
Attribution Analysis
MoneyGuideProTM
enrollment platform
Portfolio Crash Testing
Advent Custodial Data
LaserApp
intuitive user-experience
Online Reporting Dashboard
credit card processing
Schwab Advisory Services
Charles Sizemore
RIA Benchmarking Study
up-to-date account data
basic client interaction
multi-block trading
ETF OneSource participants
T3 Conference Anaheim, CA
POWER
Advisor Office platform
Luis Gomez
IPS AdvisorPro
Gemini Alternative Funds
Scott Parry
client feedback
Vestmark
NaviPlan® financial planning tool
TD Ameritrade Institutional's Veo®
ProTracker Cloud
AdvisorQ
Mark Wilson
Jackson®
Patrick Ambron
Gregg Klein
Darren Tedesco
ClientWorks platform
Wealthbox CRM
Robert Arnott
Bonaventure Resort and Spa
Newgate Capital Management
The Markets
RCS Capital
Albridge Solutions
EarningsQ
John Mackowiak
SmartOffice
1-to-1 client relationships
IBackup®
Commonwealth Financial Network
Wells Fargo Advisors
Russ Thornton
brokerage and custody services
FinFolio’s WorkStation
Redkite
Tom Kimberly
Application of Preference Measurement: The Case of Riskalyze
Mobile App 2.0
Eliza De Pardo
Julie Littlechild
SS&C Technologies
accounting software
Kevin Sweet
Institutional Intelligent Portfolios™
Norwood Consulting
Concierge Service
XCelent Award
Salesforce Financial Services Cloud
CapGainsValet
reporting capabilities
Audit Management
MoneyGuidePro®
Enterprise Content Management Software
Sugar Ray Leonard
Advent Direct
LaserApp Anywhere
Invesco
Open View Gateway
forms library
Schwab IMPACT 2013
check scanning
RIA in a Box
Upside
BD Equalizer
multi-user support
T3 Enterprise Conference
Power of Together
Advisor Pro platform
MacroRisk Analytics
digital financial solutions
IPSAdvisorPro
Orion Discover
Gemini Fund Services
Customer Success Platform
Client Management System
Risk Number®
Vestmark Manager Marketplace (VMM)
February 4, 2015
TD Ameritrade Institutional’s Veo Open Access platform
ProTracker Software
Market Movement Strategies (MMS)
Dominey Stewart
James Carney
James Poer
Patrick Dempsey
Darrin Courtney
Sharing
Cloud applications
Wealthcare Capital Management
Robert Eggebrecht
Branch Audit Consulting
Next Generation Investor Portal
FinaMetrica Plus
the Practice
real time balances
Allen Eickelberg
Michael Spellacy
easily view user activity
John McArthur
SMAs
Performance Reporting Capabilities
2015 Peter L. Bernstein Award
IBDs
Commonwealth’s Practice360º
Wes Stillman
Russell Leto
browser in the cloud
FINRA and SEC technology guidelines
application program interface (API)
Mobile Application
Ellen Smith
Juney Ham
SS&C Technologies Holdings
AccountQ™
inStream Solutions
Note Taking
conflict-free custody solution
XLR8
Salesforce.com
Career Activity Management System
Reporting Console for Each Office
TRX Edge
Audit Technology
MoneyTree
enterprise-grade data management platform
SugarCRM
Portfolio Management and Insurance Management modules
David Canter
Investigo
open-architecture platform
Fox Financial Planning
Schwab Independent Advisor Outlook Study
Chicago
RIA/Client reletionships
Upside Advisor
Behavioral Finance
mutual fund capital gains distributions
ETF’s
PowerAdvisor
Maggie Crowley
Digital Fortress
iReach
Orion Portfolio Reports
Gemini Hedge Fund Services
Customizable Quarterly Investment Review Presentations
Black Diamond platform
Fee Calculation Details
TD Ameritrade Institutional’s VEO®
psychometric risk tolerance test
Advisors Assistant Everywhere
Marketing Center platform
Donald Capone
Jason Roberts
Patrick Flaherty
Guide Financial Technologies
Sherri DuMond
Cloud Desktop solution
WealthCentral
Robert Moore
Next Generation of Integration
The Retirement Hub
Real-Time Data
Amanda Steinberg
Michael Stier
EBITDA growth rate
John Ndege
Social Analytics
performance reporting software
2015 Veo® Integrated Awards
IEC
Community Blog
Weston
Built In Token 2-Factor Authentication
FinTech 100
Tom Schildhauer
application programming interface
Mobile channel
SS&C Technologies Holdings, Inc.
PIEtech, Inc.,
Accounts and Fact Sheets for Investments
Kirk Hulett
Insurance and Securities verticals
Nova
Connections Console
Salesforce1 Customer Platform
Carson Wealth Management Group
turnkey data science solutions
auditable workflow and document management technology
monitoring
Suhail Ali
Portfolio Management Consultants
Laserfiche Connector
David Fetter
investment advice
Fox Financial Planning Network
CRM systems
Schwab Intelligent Integration®
Chris Casdia
Uri Pomerantz
Ben Francois
My Wall
Everplans
TA Associates
PowerShares
Advisor Rebalancing®
MagniPost
Digital Fortress Suite
iRebal
Orion’s Client Portal
Gen X/Y
customizable questionnaires
Scottrade® Advisor Services Platform
Client Marketing Systems, Inc.
Vestorly solution
Black Diamond®
fee elimination
TD Ameritrade National LINC Conference
Q-Suite
Marketing Cloud
Doug Harbrecht
Quadron Data Solutions
Advisors Assistant’s CRM
Marketing Gorilla System
Doug McPhail
Jason Wenk
Patrick Yip
Gustav Karner
data aggregation functionality
Sheryl Garrett
cloud-based archiving solutions
BranchNet
Next-Generation Advisor CRM®
Financelogix
The Tarbox Group, Inc.
Real-time Profile Tracking
Analytics Cloud
Ebix
John Norwood
social collaboration
Perry Moore
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Impact Communications
company performance analysis
Westport Resources
SaaS
Business Analytics
Firm Alerts and Announcements
Total Portfolio Expert (TPX)
Arcons Technology
mobile connectivity
PMC's Quantitative Portfolios
ACH origination
Krilogy Financial
integrated cloud based technology
November 2-4, 2015
content aggregation
XTRAC App
cash posting
reporting solutions
two-factor authentication
Automate Client Marketing
monthly compliance checklists
portfolio management process
AdventConnect 2014
Laserfiche Document Management
David Lyon
Investment Advisors Workflow
OpportunityView™
Fred Tomczyk
CRM technology
Schwab Intelligent Portfolios
Chris Casey
user-friendly programing
Benjamin Birken
myeDocumentsuite.com
eVestment
Tamarac Advisor® Xi
maintenance of composites
digital marketing hub
iRebal®
OS33 Cloud Desktop platform
Gentech
customized analysis
seamless advisor integration
Client Meeting Support for Advisors
risk profiling questionnaire provider
Black Diamond℠
Nerd’s Eye View
TD Ameritrade's VEO
