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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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Luis Gomez
FinFolio’s Portfolio Management Software
Wordpress platform
eliminating selected fees
AssetMark Advisor iPad
James Carney
user-friendly programing
Salesforce CRM
Rebalancer
Tamarac's Advisor® Xi
Relius Adminstration
Client communications management
Pershing LLC
Market Movement Strategies (MMS)
Enterprise Content Management Software
Barrett Ayers
John McArthur
Advisor Office
Video conferencing
Schwab Advisor Services’
IBDs
Dan Hunt
Newgate Capital Management
TD Ameritrade’s Veo platform
Client360º
portfolio accounting service provider
Office 365
Juney Ham
digital financial solutions
AdvisorComplete℠
SciQ Insights
inStream Solutions
Third-Party Technology Integrations
risk management platform
cloud-based solutions
portfolio management tools
Mobile App 2.0
OptionsPlay Score
Kevin Sweet
February 4, 2015
Wealth Access Estate Platform 3.0
Bob Veres
Dominey Stewart
AICPA
services and support for RIAs
Investigo
RiXtrema's Portfolio Crash Test
Fox Financial Planning
CompositeBuilder
PreciseFP
MoneyGuidePro®
CAIS
packaged web design
LaserApp Anywhere
web-based CRM
EarningsQ
single-sign on functionality
iReach
account rebalancing software
Roy Burns
Gemini Hedge Fund Services
Council Capital
quantitative risk technology
multi-user support
Chad Centorbi
MacroRisk Analytics
FinFolio’s WorkStation
workflow solutions
Eliza De Pardo
Atlanta
James Poer
Advent Custodial Data
Vanare | NestEgg
Salesforce data migrator
Guide Financial Technologies
Custodian
rebalancing
tax efficiency in a cloud-‐based model
Report Builder
Client Data Automation
Pershing’s Net 360 Technology Channel
Marketing Center platform
enterprise-grade data management platform
basic client interaction
John Ndege
David Canter
Advisor Office platform
Vincent Guyaux
Schwab Advisor Services’ SOLUTIONS®
IEC
Dan Santner
Next Generation Investor Portal
TDA
RIA advisor platform
Portfolio Accounting Solutions
Michael Spellacy
Office of the Future
ETF’s
Digital Fortress
AdvisorQ
Scivantage
Insurance and Securities verticals
Tim Ramza
risk modeling
CLS Investments
portfolio mappings services
Mobile Application
social media integrations
Brian Semitekol
Optionsplay®
Fee Calculation Details
Bobby Yazdani
Donald Capone
Shane Bingham
investment advice
Total Rebalance Expert (TRX)
Rob Cirrotti
Fox Financial Planning Network
comprehensive portfolio management
predictive analytical tools
MoneyTree
Stark & Stark
CAM
Panoramix
FinaMetrica Plus
web-based portfolio management software
easily view user activity
AppHub
SixThirty
iRebal
account servicing
Ultra High Net Worth
Run Smarter®
Gen X/Y
couple’s report
Quantitative Risk Tolerance
mutual fund capital gains distributions
SunGard’s WealthStation
Redhawk Wealth Advisors
Chapwood Investments
Paul West
Maggie Crowley
FINRA and SEC technology guidelines
Worldox
Ellen Smith
Attribution Analysis
Jason Roberts
Jason Wenk
Advent Direct
Salesforce Financial Service Cloud Integration
Gustav Karner
Custom Cloud (Force.com)
rebalancing capability
Tax Efficient Drawdown
reporting
client database portal
Personal Finance Management Application
Marketing Cloud
BD Equalizer
John Norwood
David Fetter
Advisor Pro platform
Vladimir Baranov
Schwab Advisory Services
Impact Communications
Next Generation of Integration
RIA Benchmarking Study
Clients & Portfolios
Michael Stier
Everplans
Digital Fortress Suite
Scott Parry
integrated cloud based technology
Tim Welsh
CNN Money
Portfolio Pathway
Mobile channel
Social Security
Kirk Hulett
fee elimination
wealth management technology
Bonaventure Resort and Spa
Doug Harbrecht
Albridge Solutions
Shannon Dempsey
Investment Advisors Workflow
1-to-1 client relationships
Total Technology Platform
Robb Baldwin
Fred Tomczyk
comprehensive trading solutions
PRNewswire
monitoring
State Income Tax Calculator
CAM System
Panoramix™
Laserfiche Connector
web-based software portal
EBITDA growth rate
Application of Preference Measurement: The Case of Riskalyze
SixThirty FinTech Accelerator
iRebal®
accounting software
unified cloud computing solutions
Rushmore Advisor Services
Gentech
Craig Smith
Quantum
My Wall
SunGard’s WealthStation Financial Planning solution
PCI-compliant platform
MagniPost
FinTech 100
WorthFM
Audit Management
Jay Jay French
variable annuities
Salesforce Financial Services Cloud
Hemant Moore
customer acquisition
Nerd’s Eye View
Tax Lot information
reporting capabilities
client engagement
personal financial management
Marketing Gorilla System
Behavioral Finance
David Lyon
Wall Street Journal
Schwab IMPACT 2013
Impact Technologies Group
Daniel Inveen
Next-Generation Advisor CRM®
Technology adoption
RIA in a Box
ClientView Client Portal
Online Account Management
eVestment
Black Diamond platform
digital marketing hub
Advisors Assistant Everywhere
integrated CRM
time-effective onboarding experience
Risk Number®
Cohesive Client Management Process
portfolio risk
mobile connectivity
Social Security Analyzer
Brian Stimpfl
order processing
Krilogy Financial
Wealthbase
Branch Audit Consulting
Doug McPhail
Allen Eickelberg
Investment Income Summary Report
2015 Peter L. Bernstein Award
Touch functionality
Robert Arnott
Ft. Lauderdale
computer-based modeling system
ProcessEZ
monthly compliance checklists
state‐of‐the‐art forms-filling technology
Cameron Routh
Paperclip
Laserfiche Document Management
Financelogix
Wednesday July 22, 2015
Ebix
application program interface (API)
iShares
AccountQ™
unified managed account
Russ Thornton
create and manage portfolios
Questar Capital℠
myeDocumentsuite.com
Sustainable Retirement Income
Redkite
maintenance of composites
Firm Alerts and Announcements
X-Ray Reports
Audit Technology
auditable workflow and document management technology
Jeff Norris
VAs
Salesforce.com
rebalancing solution
tax planning
Reporting Console for Each Office
client feedback
Personal Financial Management (PFM) tool
Marketware International
Envestnet Advisor Summit
Ben Francois
John Schobel
David, Stalnaker
Advisor Rebalancing®
Walt Bettinger
Schwab Independent Advisor Outlook Study
import tool
next-generation wealth management platform
Technology Integrations
RIA/Client reletionships
ClientWorks
portfolio applications
Michelle Smith
online account opening
eVestment Quantum Analytics
Black Diamond®
Junxure Cloud®
Digital Marketing Platform
Integrated CRM Performance Dashboard
timeframes
Collaboration Cloud (Chatter)
Portfolio Snapshot
mobile devices
Social Security Optimizer
Broker Dealers
Kyle Hiatt
Fetter Logic
Wealthbox CRM
Downloadable Portfolio Review Reports
Amanda Steinberg
Sharing
investment management experience
2015 Veo® Integrated Awards
Trade Strategy Visualization
Robert Eggebrecht
FTJ FundChoice
Concenter Services
Productivity
Steve Dunlap
Canterbury Consulting
paperless client onboarding process
Lex Sokolin
Financial Account Data Technology Platform
Wells Fargo Advisors
Ebix Smart Office
application programming interface
ISO
Accounts and Fact Sheets for Investments
unified wealth management technology
Russell Leto
George Will
credit card processing
Quik! Form
Symantec VIP integration
Charles Sizemore
pensions
manage cash flows
First Rate
XCelent Award
eMoney Select system
Automate Client Marketing
AdventConnect 2014
Vendor Affinity Program
Salesforce1 Customer Platform
High-Performing Firms
Customer Success Platform
rebalancing workflows
NestEgg Wealth
tax-aware trading program
Client Management System
personal financial management platform
Martin L. Flanagan
normalization
Benjamin Birken
John Vaccaro
Daxs Stadjuhar
Warren Mackensen
Schwab Intelligent Integration®
Income Generator
Darren Tedesco
NFP
technology solutions
ClientWorks platform
Portfolio Building
Microsoft
Small Businesses
Online Account Opening & Transfer
eVestment Spectrum Analytics
Black Diamond℠
Junxure Cloud® CRM
Digital Practice Management
Advisors Assistant’s CRM
Scottrade® Advisor Services Platform
integrated receivables management
TJ Jones
Commonwealth Financial Network
PortfolioCenter
mobile forms-filling
Sonia Rosenbaum
brokerage and custody services
Orion Advisor Integration
Ladenburg Thalmann Financial Services Inc.
Fetterlogic
Wealthcare Capital Management
downside volatility
Analytics Cloud
Sherri DuMond
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Robert Moore
FTNI
Concierge Service
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Morningstar Advisor
Steve Sanduski
CapGainsValet
paperless enrolment
LiquidHub
Wes Stillman
Echosign
Arcons Technology
iTunes App Stores
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Unify
Global Financial Private Capital
Quik! Forms
Synapse API
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Performance
management fee
Fisher Investments
XLR8
eMoney’s emX Select platform
eMoney’s wealth management platform
automated portfolio management
VEO
Holdings
Customizable Quarterly Investment Review Presentations
Redhawk
NetExchange Client
tax-losses
reporting solutions
Pete Hess
Mary Ellen Whiteman
Northern Lights Compliance Services
Envestnet | Tamarac's Advisor Xi
Best Technology for a Vertical CRM
Dean Cook
Advisor Software, Inc.
Schwab Intelligent Portfolios
independent portfolio rebalancing software platform
Darrin Courtney
NFP Advisor Services Group
Technology Tools For Today
Cloud applications
portfolio construction capabilities
Microsoft Corp
Smarsh
online advisor-client collaboration
Kanchana Chalia
eVestment Spotlight Analytics
Black Diamond℠ platform
Junxure CRM
direct online insurance offerings
Advisory World
seamless advisor integration
integrated technology
To-Do Lists
risk profiling questionnaire provider
Commonwealth’s Practice360º
PortfolioCenter®
Mobile Optimization
Sophie Schmitt
browser in the cloud
lagging performance duration and timeframe priorities
WealthCentral
Dr. David Lawrence
Andrew Rogers
Sheryl Garrett
investment policy statement
Aaron Guidotti
TradeWarrior
full lifecycle portfolio management
conflict-free custody solution
Proposal Tool for Chapwood Investments
Morningstar Analyst Rating™
Steven D. Kelly
Career Activity Management System
paperless onboarding
Lori Hardwick
Financial Feed
Weston
ARKON
J. Kelley Williams, Jr.
Unify Cloud Disaster Recovery
SaaS
Global Investment Performance Standards
Narrator Clients™
T. Rowe Price
Chicago
Performance Center
fixed index annuities
emX
Automated Workflow
Jenny Richards
data analysis
Veo Open Access
San Diego
Homrich Berg
customizable questionnaires
NetExchange Select
ReportQ
Client Marketing Systems, Inc.
Peter Intraligi
Mary Ferguson
Northern Lights Distributors
Envestnet’s Advisor Suite®
Jonathan Jaranson
Schwab Intelligent Portfolios™
industry related forms
Nobel Foundation
Technology Tools for Today 2014 Conference
Cloud Desktop solution
Portfolio Construction Tool
Microsoft Dynamics CRM
Smarsh My Site
online client engagement
Karl Chan
eWealthManager
Blaze Portfolio
Junxure® CRM
disparate and divergent solutions
seamless forms-filling capabilities
Community Blog
position data
Mobile Productivity
sophisticated computer algorithms
Built In Token 2-Factor Authentication
Las Vegas
Fidelity Center for Applied Technology
Dr. Noah Smith
Andrew Rudd
investment research platforms
Trading Processes
robo advisors
Fuse 2014
Connections Console
ProTracker
Morningstar for Advisors App
Stifel
Carson Wealth Management Group
paperless processing systems
Loring Ward
Financial Personalities
Westport Resources
Ed Butowsky
Artificial Intelligence
J. Richard Coe
ActiFi Client Engagement
Unify Software
SaaS-based payment processing platform
goalgamiPro
CRM systems
Radar
Narrator™ application builder
Redtail Technology CRM
Chris Casdia
Performance Dashboard and Client Reporting Engine
Mara Laisson
flexibility to scale
XTRAC App
EMX Platform
Automated workflows
Jenze Bosma
data analysis solutions
advisor and client portals
Veo Open AccessSM platform
San Diego, CA
hosted archiving solutions
customized analysis
NetExchange View
TD Ameritrade Holding Corporation
required trading and rebalancing
Client Meeting Support for Advisors
Matched Portfolio
NorthStar
Envestnet’s Digital Advisor platform
Bill Good
Joseph Miola
DecisionCenter
Advisor View
Schwab Intelligent Technologies
Informatica
data aggregation functionality
tenth annual T3 Technology Conference
RightSize Solutions
cloud-based archiving solutions
Portfolio Crash Test solution
Mike Capelle
Smarsh Sites
BranchNet
online practice management platform
Kelly Caffrey
Expanded Performance Details for Sample Portfolios
Junxure’s cloud-based CRM/office management solution
Document Imaging
AdvisoryWorld Financial Technology
Search Engine Optimization
integration of independent recordkeepers
Todd R. Crockett
Florida
company performance analysis
Positions
Mobile Scribe Service
Spark
Business Analytics
Orion Business Intelligence
Wealthminder Seed Capital
Andrew Stevens
investment screening functionality
Abby Schneiderman
Trading Strategy Checklist
Robo-Advisers
Fuse 2014 award
content aggregation
ProTracker Advantage
Strategic Advisor
cash posting
Park City, Utah
Whitepaper
Ed O’ Brien
Artisan and Grendel
ActiFi software suite
Unify’s Cloud VPN
Safe by Estate Assist
goalgamiPro®
CRM technology
Raj Udeshi
Nathan Lucius
Reduce computer sprawl
Chris Casey
performance expectations
Maree Moscati
Flexible Optimizer
Performance Measurement
Marie Swift
yHLsoft
emX’s Vault
automating portfolio management
data automation
Veo®
scalable personal finance data platform
Household Balance Sheet
Cutting Edge Auditing
RESTful
Phil Sorgen
Matt Abar
Bill Laird
Joseph Mrak
Deena Katz
Advisor View™
InformationWeek 500
data aggregation solutions
The Efficient Practice
Rio Hotel & Casino
cloud-based billing software
Portfolio Crash Testing
Mike Ethridge
Smart Form Tool
brand-centric theme customization
Online Reporting Dashboard
AdvisoryWorld HoldingScan Report for Households
search engine optimization tagging
Intelligent Aggregation
Tom Doherty
risk tolerance assessment tools
FMG Suite
compete against other digital advisors
POWER
Model Wealth Portfolios
business and technology management
Laser App 2015 Financial Services Conference
Fidelity Institutional Wealth Services
Dropbox
Andrew Tognela
SIFMA/FINRA Cybersecurity Conference
acceptable and unacceptable tolerance standards
Robo-advisor
Fusion Advisor Workstation
ProTracker Cloud
Strategic Integrated Online Account Processing
CEB TowerGroup
financial planning and client engagement solutions
Will Bressman
Ed O’Brien
Ashley Globerman
J.P. Morgan
activity streams
United Capital
Sagacious, Inc.
Google Analytics integration
CRM User Adoption
National Financial Partners Corp.
T3 Advisor Tech Conference
RegEd
Chris Momsen
Mario Canas
end-of-life plan
automation software tool
Jim McKelvey
Data Cloud (Jigsaw)
Advisor Con
verification
Scalable workflow tools
household-‐level rebalancing
Cybersecurity
TD Ameritrade Institutional Veo®
Retirement Hub app
Client Relationship Management (CRM)
Matt Crisp
Norwood Consulting
Eric Jardine
Joseph Starinsky
Dennis Fox
Advisor Websites
Schwab OpenView Gateway®
Innovation Centers
The E‐Valuator
Rio Hotel & Casino in Las Vegas
cloud-based billing tool
Smart Office
BrandYourself.com
Open View Gateway
Kevin Cimring
External IT Cloud Desktop
Blu Giant, LLC
Document Processing
Advisor® Xi
Securities America
interactive compliance calendar
Tom Embrogno
Risk Tolerance Questionnaire
Folio Institutional
compliance and security
Power of Together
Modern Portfolio Theory
sqope
business development metrics
Orion Discover
Laser App Advisor Con 2015
WealthStation CompAct
Duane D’Orazio
Signix
InvestmentNews
Trizic
Robo-Shield™
Fusion® Advisor Workstation
Copytalk+
ProTracker Software
Morningstar, Inc.
Streetscape
Celent
Patrick Ambron
LPL Financial Holdings
William Faulkner
EDGAR filing agent
ASI
Jackson
Activity tracking and corporate memory
United Capital Financial Advisors
Google Play
RCS Capital
Nationwide
registered investment advisors
Chris Wacker
CIO Review
Performance Reporting Capabilities
Mark Balasa
end-‐to-‐end portfolio management
Autopilot
Jim Patrick
data management solutions
Advisor Convention October 7-8
Vestmark
SCANaltyics
householded data backbone
Cybersecurity and Compliance
TD Ameritrade Institutional's Veo®
retirement income planning tool
client relationship solution
Matt Nelson
Note Taking
error checking
Bill Stone
Josh Brown
Denny Bottorff
advisor workflow partnership
Inside Information
The Future of Risk is Here: Enhance Your Value or Perish
Risk Alignment Platform
cloud-based CRM platform
Portfolio Management and Insurance Management modules
Mike Phillips
Smarter Prospecting
Bret Baier
open-architecture platform
Kevin Crowe
External IT's Cloud Desktop
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Advisor® Xi suite
securities and insurance industries
Interview
Risk-Balanced Portfolios
FolioDynamics
ComplianceQ
PowerAdvisor
Modestpark
sqopeTM Score
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Orion Portfolio Reports
Fidelity Investments®
WealthStation Financial Planning
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Ann Haas
Silanis
Investor-Advisor Collaboration
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Trust Company of Sterne Agee
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Copytalk+ Smartphone App
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Morningstar®
Center For Wealth Planning
Patrick Dempsey
LPL Financial LLC
financial planning technology
Windows™ PowerShell
asset allocation mappings service
Jackson app
Adhesion
up-to-date account data
Gradient Investments
Cross-business Tracking Routing & Control
real time balances
Natural Language Processing
T3 Conference Anaheim, CA
registration checker tool
