Home > Blogs > Tech Tidbit from Paul Cantrell of Redtail Technology gives preview of article in T3 August 2013 newsletter
Tech Tidbit from Paul Cantrell of Redtail Technology gives preview of article in T3 August 2013 newsletter
Submitted by Technology Tools for Today on July 29th, 2013
CRM is a crucial component to your overall tech strategy. If you are struggling with user adoption, Paul Cantrell of Redtail Technology outlines some helpful steps you can take for a successful CRM implementation.
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SugarCRM
order processing
John Mackowiak
Schwab OpenView MarketSquare®
Schwab OpenView Mobile
auditable workflow and document management technology
IBDs
risk engineering
Cory Haberkorn
Uri Pomerantz
Productivity
digital financial solutions
centralized and tailored user experience
Matt Nelson
TA Associates
paperless client onboarding process
Juney Ham
Ben Francois
inStream Solutions
Riskalyze and RetireUp Integration Demo
Advisor Rebalancing®
February 4, 2015
CSIA
Vestorly solution
Quik! Form
Dominey Stewart
Cities Digital
Mike Phillips
TD Ameritrade National LINC Conference
pensions
Kevin Crowe
Simon Sinek
Black Diamond®
Investigo
Rocaton Advisors
Fox Financial Planning
Damian Gallina
WealthCentral
rebalancing solution
EarningsQ
Client Risk Assessments
Modestpark
The Retirement Hub
Personal Financial Management (PFM) tool
Social Analytics
iReach
Sales Cloud
Amanda Steinberg
Gemini Hedge Fund Services
FinFolio’s WorkStation
Weston
regulatory compliance services and technology
2015 Veo® Integrated Awards
Eliza De Pardo
cloud-based IT
Morningstar®
Tom Schildhauer
portfolio applications
Bret Magpiong
LPL Financial LLC
SS&C Technologies Holdings, Inc.
online account opening
James Poer
application programming interface
Retirement Plan Network
Accounts and Fact Sheets for Investments
Enterprise Content Management Software
compliant ready platform
Natural Language Processing
turnkey data science solutions
Portfolio Snapshot
business processing services
Mark Balasa
Suhail Ali
John McArthur
John Ndege
Schwab Performance Technologies®
Automate Client Marketing
IEC
Risk Management
AdventConnect 2014
ETF’s
Cory Olson
NetXInvestor
user-friendly programing
Proposal Generation Capabilities
Digital Fortress
Cetera
Matt O’Brien
Tamarac Advisor® Xi
paperless enrolment
service alerts
Benjamin Birken
Insurance and Securities verticals
Riskalyze Autopilot
Fee Calculation Details
curation engines
Quik! Forms
Donald Capone
Cities Digital’s MagniMail
Mike Walsh
TD Ameritrade's VEO
Performance
Kevin Knull
single sign-on integration
Black Diamond℠
investment advice
Advisors Assistant’s CRM
Fox Financial Planning Network
FinaMetrica Plus
Damon Deru
rebalancing workflows
easily view user activity
Client Service Monitor
modify portfolio exposures
The Tarbox Group, Inc.
personal financial management platform
Laser App Enterprise
social collaboration
normalization
iRebal
Analytics Cloud
Gen X/Y
FINRA and SEC technology guidelines
Westport Resources
Rehmann
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Ellen Smith
cloud-based IT outsourcing
Morningstar® Advisor WorkstationSM
Total Portfolio Expert (TPX)
Portfolio Building
LPL Focus 2015
Online Account Opening & Transfer
Jason Roberts
Arcons Technology
Guide Financial Technologies
XTRAC App
RetireRisk
ACH origination
enterprise-grade data management platform
Composite Holdings Report
Naureen Hassan
two-factor authentication
PortfolioCenter
David Canter
business valuation knowledge
Mark Casady
Orion Advisor Integration
John Norwood
Schwab’s 2013 RIA Benchmarking Study
automated portfolio management
Impact Communications
risk management characteristics
Everplans
Cost Basis
NetXInvestor®
Proposal Tool for Chapwood Investments
Digital Fortress Suite
Cetera Financial Group
Maureen Duff
Tamarac's Advisor® Xi
paperless onboarding
Service Cloud
Best Technology for a Vertical CRM
integrated cloud based technology
Advisor Software, Inc.
fee elimination
custodial data file import process
Video conferencing
Doug Harbrecht
CitiMortgage
mitigate risk
TD Ameritrade’s Veo platform
Performance Center
Kevin Kraus
single-sign on capability
Black Diamond℠ platform
Investment Advisors Workflow
Ron Huddleston
Advisory World
Fred Tomczyk
Dan Arnold
Wealthminder Seed Capital
Redhawk
EBITDA growth rate
client-facing analytical and proposal tool
Third-Party Technology Integrations
Pete Hess
Northern Lights Compliance Services
iRebal®
Andrew Rogers
Gentech
FinTech 100
Whitepaper
relationship solutions
Aaron Guidotti
cloud-based platform
Morningstar® Portfolio X-Ray®
portfolio construction capabilities
Brett Thorne
LPL Focus Conference
online advisor-client collaboration
Jason Wenk
ARKON
Gustav Karner
composite performance reporting
NaviPlan
PortfolioCenter®
David Fetter
business valuations
Mark Engelhardt
SciQ Insights
Automated Workflow
Impact Technologies Group
risk management platform
eVestment
cost-efficient beta exposure
new client electronic on-boarding
Vanare | NestEgg
ProTracker
digital marketing hub
Chad Blythe
tax efficiency in a cloud-‐based model
paperless processing systems
services and support for RIAs
integrated CRM
RiXtrema's Portfolio Crash Test
Custodial Data Integrations
Vincent Guyaux
Radar
Doug McPhail
client acquisition
Mitt Romney
TDA
Performance Dashboard and Client Reporting Engine
Kevin Miller
single-sign on functionality
Blaze Portfolio
Investment Income Summary Report
Roy Burns
Ft. Lauderdale
Financelogix
Dan Brownell
Ebix
Client-facing technology
Tim Ramza
Peter Intraligi
Laser App’s Software as a Service (SaaS) platform
social media integrations
Northern Lights Distributors
iShares
Salesforce CRM
Andrew Rudd
Firm Alerts and Announcements
Will Bressman
Relius Adminstration
cloud-based portfolio management
Multi-Asset Class Portfolio Analysis
Total Rebalance Expert (TRX)
Portfolio Construction Tool
Brian A. Davis
LPL’s Resource Center
Stark & Stark
online client engagement
Jay Jay French
Schwab Advisor Services’
Artificial Intelligence
Hemant Moore
yHLsoft
ActiFi Client Engagement
Composite Portfolio Review
NaviPlan LEADS
Ultra High Net Worth
position data
David Lyon
ByAllAccountsSM
SunGard’s WealthStation
SunGard’s WealthStation Financial Planning solution
Orion Business Intelligence
John Schobel
Scivantage
Automated workflows
import tool
risk modeling
advisor and client portals
eVestment Quantum Analytics
Council Capital
New Microsoft Dynamics®
ProTracker Advantage
Digital Marketing Platform
Chad Centorbi
Michael M. Carter
Tax Efficient Drawdown
Park City, Utah
Junxure Cloud®
Shane Bingham
Bill Good
Integrated CRM Performance Dashboard
Rob Cirrotti
Advisor View
Fetter Logic
Vladimir Baranov
Raj Udeshi
Downloadable Portfolio Review Reports
Client communications management
Mobile app
performance expectations
Kevin Paulsen
SixThirty
investment management experience
Run Smarter®
AdvisoryWorld Financial Technology
FTJ FundChoice
Financial Account Data Technology Platform
Dan Hunt
WealthStation CompAct
Redhawk Wealth Advisors
Ebix Smart Office
Client360º
MoneyGuideProTM
Tim Welsh
LaserApp
Social Security
NorthStar
ISO
Salesforce data migrator
Andrew Stevens
George Will
First Rate
William Faulkner
Report Builder
Abby Schneiderman
eMoney Select system
cloud-based solutions
multi-block trading
Total Technology Platform
Portfolio Crash Test solution
Luis Gomez
State Income Tax Calculator
online practice management platform
Jeff Norris
Schwab Advisor Services’ SOLUTIONS®
Artisan and Grendel
RIA advisor platform
ActiFi software suite
Envestnet Advisor Summit
CompositeBuilder
NaviPlan® financial planning tool
unified cloud computing solutions
Positions
David, Stalnaker
CAIS
Mark Wilson
CAM
Market Movement Strategies (MMS)
Sustainable Retirement Income
John Vaccaro
Scott Parry
automating portfolio management
Income Generator
eVestment Spectrum Analytics
couple’s report
Newgate Capital Management
variable annuities
ProTracker Cloud
Digital Practice Management
Chapwood Investments
Tax Lot information
Junxure Cloud® CRM
Shannon Dempsey
Bill Laird
integrated receivables management
Robb Baldwin
Advisor View™
Fetterlogic
Custodian
Wall Street Journal
downside volatility
Client Data Automation
Mobile App 2.0
Technology adoption
Performance Measurement
Kevin Sweet
SixThirty FinTech Accelerator
Rushmore Advisor Services
AdvisoryWorld HoldingScan Report for Households
FTNI
Dan Santner
WealthStation Financial Planning
Echosign
MoneyGuidePro®
time-effective onboarding experience
Phil Sorgen
LaserApp Anywhere
Social Security Analyzer
iTunes App Stores
Salesforce Financial Service Cloud Integration
Andrew Tognela
Global Financial Private Capital
Fisher Investments
Windows™ PowerShell
reporting
acceptable and unacceptable tolerance standards
eMoney’s emX Select platform
CLS Investments
multi-user support
Touch functionality
Portfolio Crash Testing
Brian Semitekol
MacroRisk Analytics
state‐of‐the‐art forms-filling technology
Online Reporting Dashboard
Schwab Advisory Services
Ashley Globerman
High-Performing Firms
RIA Benchmarking Study
activity streams
comprehensive portfolio management
unified managed account
POWER
Daxs Stadjuhar
Dean Cook
CAM System
Marketing Center platform
Symantec VIP integration
Orion Discover
automation software tool
independent portfolio rebalancing software platform
Risk Number®
Advisor Con
eVestment Spotlight Analytics
Craig Smith
Next Generation Investor Portal
VAs
ProTracker Software
direct online insurance offerings
Michael Spellacy
tax planning
Patrick Ambron
Junxure CRM
integrated technology
Robert Arnott
Advisor Websites
Custom Cloud (Force.com)
Walt Bettinger
RCS Capital
Dr. David Lawrence
client database portal
Mobile Application
Technology Integrations
Blu Giant, LLC
investment policy statement
Russ Thornton
Advisor® Xi
full lifecycle portfolio management
Financial Feed
WealthTechs
Redkite
Clients & Portfolios
MoneyTree
timeframes
Social Security Optimizer
Norwood Consulting
J. Kelley Williams, Jr.
Salesforce Financial Services Cloud
Global Investment Performance Standards
fixed index annuities
WinOps
reporting capabilities
eMoney’s wealth management platform
CNN Money
mutual fund capital gains distributions
Trade Strategy Visualization
Maggie Crowley
Steve Dunlap
Open View Gateway
Schwab IMPACT 2013
ASI
Holdings
Zywave
RIA in a Box
Activity tracking and corporate memory
Envestnet | Tamarac's Advisor Xi
comprehensive trading solutions
unified wealth management technology
Power of Together
Cameron Routh
Marketing Cloud
Synapse API
Orion Portfolio Reports
Jonathan Jaranson
Autopilot
industry related forms
Advisor Convention October 7-8
eWealthManager
create and manage portfolios
Next Generation of Integration
Vendor Affinity Program
psychometric risk tolerance test
disparate and divergent solutions
Michael Stier
tax-aware trading program
Patrick Dempsey
Junxure® CRM
Sharing
Bill Stone
Robert Eggebrecht
advisor workflow partnership
Fidelity Center for Applied Technology
customer acquisition
Warren Mackensen
real time balances
Dr. Noah Smith
client engagement
Mobile channel
technology solutions
Performance Reporting Capabilities
Kirk Hulett
Small Businesses
investment research platforms
Russell Leto
Advisor® Xi suite
Fuse 2014
Financial Personalities
Daniel Inveen
Web App Single Sign On
Ed Butowsky
ClientView Client Portal
monitoring
TJ Jones
Laserfiche Connector
Sonia Rosenbaum
Note Taking
J. Richard Coe
Salesforce.com
Ann Haas
goalgamiPro
flexibility to scale
Women Investors
Reporting Console for Each Office
Account Alerts
emX
Cohesive Client Management Process
My Wall
Portfolio Management and Insurance Management modules
data analysis
Brian Stimpfl
MagniPost
Steve Sanduski
open-architecture platform
Jenny Richards
Schwab Independent Advisor Outlook Study
asset allocation mappings service
Homrich Berg
“Robo” Challenge
RIA/Client reletionships
Adhesion
Envestnet’s Advisor Suite®
computer-based modeling system
Unify
PowerAdvisor
Unify Cloud Disaster Recovery
PowerShares
DecisionCenter
Canterbury Consulting
Marketing Gorilla System
T. Rowe Price
Orion’s Client Portal
Joseph Miola
Scottrade® Advisor Services Platform
Back Office Solutions
Informatica
Expanded Performance Details for Sample Portfolios
credit card processing
Next-Generation Advisor CRM®
VEO
Q-Suite
Document Imaging
Charles Sizemore
tax-losses
Patrick Flaherty
Junxure’s cloud-based CRM/office management solution
Sherri DuMond
integration of independent recordkeepers
Robert Moore
Advisor Xi
Florida
Real-Time Data
client feedback
mobile connectivity
Technology Tools For Today
performance reporting software
Krilogy Financial
Smarsh
BlueSky
investment screening functionality
Fuse 2014 award
web-based applications
Ed O’ Brien
ClientWorks
monthly compliance checklists
To-Do Lists
PIEtech, Inc.,
Laserfiche Document Management
Sophie Schmitt
Nova
Salesforce1 Customer Platform
Ann Marie Stieler
goalgamiPro®
Flexible Optimizer
Woodrow Levin
Account Details
EMX Platform
Collaboration Cloud (Chatter)
myeDocumentsuite.com
TradeWarrior
Portfolio Management Consultants
data analysis solutions
Broker Dealers
maintenance of composites
Steven D. Kelly
Jenze Bosma
Schwab Intelligent Integration®
asset gathering
hosted archiving solutions
advanced data reporting
Envestnet’s Digital Advisor platform
Concenter Services
Nerd’s Eye View
Concierge Service
Unify Software
Deena Katz
CapGainsValet
Marketware International
OS33 Cloud Desktop platform
Joseph Mrak
seamless advisor integration
back-office solutions
InformationWeek 500
risk profiling questionnaire provider
Advisor FinTech Hackathon
next-generation wealth management platform
Veo Open Access
Quadron Data Solutions
check scanning
Michelle Smith
Patrick Yip
Sheryl Garrett
Bill Wostoupal
Intelligent Aggregation
FMG Suite
Fidelity Institutional Wealth Services
Customer Success Platform
Real-time Profile Tracking
Dropbox
Client Management System
mobile devices
Technology Tools for Today 2014 Conference
Perry Moore
Kyle Hiatt
Smarsh My Site
SaaS
Advizr and Orion integration
Fusion Advisor Workstation
financial planning and client engagement solutions
Darren Tedesco
web-based client management software
Ed O’Brien
ClientWorks platform
PMC's Quantitative Portfolios
Lex Sokolin
sophisticated computer algorithms
November 2-4, 2015
J.P. Morgan
Anna Curry
Google Analytics integration
Wordpress platform
reporting solutions
account management software
emX’s Vault
Commonwealth Financial Network
Trading Processes
portfolio management process
data automation
brokerage and custody services
manage cash flows
Stifel
OpportunityView™
Schwab Intelligent Portfolios
AssetBook
Household Balance Sheet
advanced wealth planning solutions
Eric Jardine
conflict-free custody solution
NestEgg Wealth
Unify’s Cloud VPN
practice management
Dennis Fox
Career Activity Management System
Martin L. Flanagan
Outlook email archiving
Joseph Starinsky
seamless forms-filling capabilities
BakerAvenue Asset Management
Innovation Centers
Advisor Impact
External IT Cloud Desktop
NFP
Veo Open AccessSM platform
Quadron Data Solutions™
Document Processing
Chicago
Microsoft
TD Ameritrade Holding Corporation
Paul Cantrell
interactive compliance calendar
robo advisors
Advisor-Client relationships
Folio Institutional
Customizable Quarterly Investment Review Presentations
Wealth Access Estate Platform 3.0
Realized and Unrealized Gains/Losses
Duane D’Orazio
mobile forms-filling
tenth annual T3 Technology Conference
Ladenburg Thalmann Financial Services Inc.
Smarsh Sites
InvestmentNews
SaaS-based payment processing platform
Fusion® Advisor Workstation
Darrin Courtney
web-based CRM
Redtail Technology CRM
EDGAR filing agent
Cloud applications
Morningstar Advisor
Todd R. Crockett
LiquidHub
Spark
Oauth2 user authentication security
Jackson
San Diego
Annuities + Insurance
Google Play
workflow solutions
ReportQ
account opening
end-of-life plan
Commonwealth’s Practice360º
Trading Strategy Checklist
Portfolio Management Processes
Data Cloud (Jigsaw)
browser in the cloud
management fee
Strategic Advisor
Optimum Market Portfolios
Jim McKelvey
Schwab Intelligent Portfolios™
household-‐level rebalancing
advanced workflow tools
error checking
Connections Console
NetExchange Client
United Capital
practice management solutions
Denny Bottorff
Carson Wealth Management Group
Mary Ellen Whiteman
T3 Advisor Tech Conference
Outsourcing Services
Josh Brown
Search Engine Optimization
Balances
Inside Information
Advisor iPad App
External IT's Cloud Desktop
CRM systems
NFP Advisor Services Group
Veo®
qualified fiduciary advisors
document storage software-as-a-service
Chris Casdia
Microsoft Corp
Paul Polese
Kanchana Chalia
Interview
Robo-Advisers
AdvisorComplete platform
FolioDynamics
Fidelity Investments®
customizable questionnaires
rebalance
Dynamic Rebalancing
Client Marketing Systems, Inc.
Mobile Optimization
The Efficient Practice
lagging performance duration and timeframe priorities
Smart Form Tool
Bob Stiess
Investor-Advisor Collaboration
Safe by Estate Assist
Aggregation
financial planning technology
web-based portfolio management software
Reduce computer sprawl
Cloud Desktop solution
Morningstar Analyst Rating™
Tom Doherty
portfolio accounting
Lori Hardwick
October 13
Jackson app
San Diego, CA
App expansion
Gradient Investments
Worldox
required trading and rebalancing
Account opening and commissions
end-‐to-‐end portfolio management
Community Blog
Narrator Clients™
portfolio management system
data management solutions
Built In Token 2-Factor Authentication
Strategic Integrated Online Account Processing
Optional Tax Management
Jim Patrick
Schwab Intelligent Technologies
AssetMark Advisor iPad
householded data backbone
RightSize Solutions
