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