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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Security
position data
Positions
iRebal
Depository Trust and Clearing Corporation
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
CompositeBuilder
Vestorly solution
Morningstar® Advisor WorkstationSM
CAIS
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
FA Insight
Simon Sinek
ProTracker Advantage
Jason Roberts
Docupace
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
Council Capital
WealthCentral
Bobby Yazdani
Naureen Hassan
Chad Centorbi
The Retirement Hub
Mark Casady
Fidelity®'s New Wealthcentral® Technology Bundle
Social Analytics
Raj Udeshi
John Ndege
Sales Cloud
performance expectations
IEC
Weston
regulatory compliance services and technology
NetXInvestor
Client communications management
Tom Schildhauer
AppHub
Matt O’Brien
financial planning tool
SS&C Technologies Holdings, Inc.
account servicing
Edward Jones
Insurance and Securities verticals
Dan Hunt
Retirement Plan Network
NorthStar
Client360º
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
Advent Custodial Data
Kevin Knull
Enhanced Capital Partners
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
data protection
risk engineering
online practice management platform
Fox Financial Planning Network
cloud-based solutions
Uri Pomerantz
basic client interaction
modify portfolio exposures
TA Associates
Advisor Office platform
Laser App Enterprise
eSignature Capabilities
service alerts
POWER
iRebal®
detailed financial planning
Riskalyze Autopilot
Gentech
comprehensive portfolio management
Morningstar® Portfolio X-Ray®
CAM
TD Ameritrade's VEO
LPL Focus Conference
Farshad Ghaffari
single sign-on integration
ProTracker Cloud
Jason Wenk
Docupace ePACS®
Gustav Karner
couple’s report
Bonaventure Resort and Spa
NaviPlan
Chapwood Investments
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
Fidelity’s Technology and Operations Consulting
social collaboration
1-to-1 client relationships
John Norwood
eAdvisor
Performance Measurement
Impact Communications
Custodian
Westport Resources
Rehmann
NetXInvestor®
Client Data Automation
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Maureen Duff
Financial Transmission Network Inc.
accounting software
Efficient Technology
Phil Sorgen
integrated cloud based technology
Dan Santner
XTRAC App
RetireRisk
two-factor authentication
Audit Management
mitigate risk
Advent Direct
Kevin Kraus
enhanced client communication
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Data-Driven Insights
Risk Management
Online Reporting Dashboard
Fred Tomczyk
CLS Investments
user-friendly programing
BD Equalizer
Brian Semitekol
Tamarac Advisor® Xi
Advisor Pro platform
Estate Assist
estate management
Service Cloud
Power of Together
iShares
Digital Advice
Orion Discover
comprehensive trading solutions
Video conferencing
Black Diamond platform
Multi-Asset Class Portfolio Analysis
CAM System
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
single-sign on capability
ProTracker Software
Jay Jay French
Docupace Technologies
Ron Huddleston
Patrick Ambron
Hemant Moore
Craig Smith
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
Figlo
2015 Peter L. Bernstein Award
RCS Capital
EAI
Impact Technologies Group
Custom Cloud (Force.com)
Whitepaper
relationship solutions
new client electronic on-boarding
client database portal
application program interface (API)
FinFolio
AccountQ™
Electronic Signing
integrated CRM
Norwood Consulting
Clients & Portfolios
Audit Technology
Mitt Romney
Kevin Miller
enhanced mutual funds order management
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
DataPro
risk management characteristics
Open View Gateway
Ft. Lauderdale
CNN Money
Behavioral Finance
Tamarac's Advisor® Xi
Laser App’s Software as a Service (SaaS) platform
ETF OneSource participants
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
computer-based modeling system
Vincent Guyaux
Black Diamond®
multi-block trading
Cameron Routh
TDA
Luis Gomez
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
create and manage portfolios
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
Mark Wilson
filter and cross reference data
social media integrations
2015 Veo® Integrated Awards
real time balances
John Schobel
Earnings Potential
Salesforce CRM
Performance Reporting Capabilities
import tool
customer acquisition
Will Bressman
Relius Adminstration
New Microsoft Dynamics®
client engagement
Total Rebalance Expert (TRX)
application programming interface
Michael M. Carter
FinFolio’s Portfolio Management Software
Stark & Stark
Accounts and Fact Sheets for Investments
Junxure Cloud®
eliminating selected fees
Schwab Advisor Services’
Integrated CRM Performance Dashboard
Daniel Inveen
yHLsoft
Note Taking
ClientView Client Portal
Ultra High Net Worth
auditable workflow and document management technology
Mobile app
SunGard’s WealthStation
Kevin Paulsen
enrollment platform
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
Cohesive Client Management Process
Vanare | NestEgg
Ben Francois
MoneyGuideProTM
Brian Stimpfl
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
LaserApp Anywhere
Shane Bingham
PowerShares
iTunes App Stores
digital financial solutions
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Concenter Services
Vladimir Baranov
Black Diamond℠
multi-user support
Canterbury Consulting
Advisors Assistant’s CRM
MacroRisk Analytics
February 4, 2015
SixThirty
Q-Suite
Dominey Stewart
Run Smarter®
Patrick Flaherty
High-Performing Firms
credit card processing
WealthStation CompAct
Redhawk Wealth Advisors
Charles Sizemore
Tim Welsh
Analytics Cloud
Market Movement Strategies (MMS)
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
John Vaccaro
EarningsQ
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
Newgate Capital Management
client feedback
Total Technology Platform
Arcons Technology
FinFolio’s WorkStation
State Income Tax Calculator
ACH origination
Junxure Cloud® CRM
Eliza De Pardo
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
ClientWorks
unified cloud computing solutions
Automate Client Marketing
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Kevin Sweet
Enterprise Content Management Software
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
Collaboration Cloud (Chatter)
Benjamin Birken
MoneyGuidePro®
Broker Dealers
Tax Efficient Drawdown
Tax Lot information
Advisor Software, Inc.
ETF’s
Shannon Dempsey
J. Kelley Williams, Jr.
Digital Fortress
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
Concierge Service
Wall Street Journal
Black Diamond℠ platform
mutual fund capital gains distributions
CapGainsValet
Technology adoption
Advisory World
Maggie Crowley
Fee Calculation Details
SixThirty FinTech Accelerator
Quadron Data Solutions
Donald Capone
Rushmore Advisor Services
Patrick Yip
Holdings
WealthStation Financial Planning
check scanning
time-effective onboarding experience
Andrew Rogers
Marketing Center platform
FinaMetrica Plus
Social Security Analyzer
Aaron Guidotti
Real-time Profile Tracking
easily view user activity
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Customer Success Platform
Windows™ PowerShell
reporting
Next Generation Investor Portal
Client Management System
Touch functionality
ARKON
Michael Spellacy
FINRA and SEC technology guidelines
state‐of‐the‐art forms-filling technology
Junxure CRM
Ellen Smith
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
Darren Tedesco
RIA Benchmarking Study
November 2-4, 2015
ClientWorks platform
unified managed account
automated portfolio management
Mobile Application
Sustainable Retirement Income
enterprise-grade data management platform
Scott Parry
portfolio management process
investment policy statement
David Canter
OpportunityView™
full lifecycle portfolio management
Commonwealth Financial Network
variable annuities
Best Technology for a Vertical CRM
MoneyTree
brokerage and custody services
tax planning
Laserfiche Connector
Everplans
practice management
J. Richard Coe
Digital Fortress Suite
Robert Arnott
Outlook email archiving
goalgamiPro
conflict-free custody solution
Walt Bettinger
Blaze Portfolio
My Wall
Career Activity Management System
Technology Integrations
MagniPost
fee elimination
Quadron Data Solutions™
Jenny Richards
Doug Harbrecht
Russ Thornton
Paul Cantrell
Homrich Berg
WealthTechs
Redkite
Chicago
timeframes
Andrew Rudd
Marketing Cloud
Social Security Optimizer
Realized and Unrealized Gains/Losses
Jonathan Jaranson
EBITDA growth rate
Salesforce Financial Services Cloud
industry related forms
Customizable Quarterly Investment Review Presentations
WinOps
reporting capabilities
Next Generation of Integration
Trade Strategy Visualization
Artificial Intelligence
Michael Stier
FinTech 100
Steve Dunlap
ActiFi Client Engagement
Junxure® CRM
Schwab IMPACT 2013
Darrin Courtney
Zywave
RIA in a Box
Oauth2 user authentication security
Cloud applications
unified wealth management technology
Automated Workflow
Mobile channel
Symantec VIP integration
Kirk Hulett
Portfolio Management Processes
investment research platforms
David Fetter
Risk Number®
Optimum Market Portfolios
Fuse 2014
Commonwealth’s Practice360º
VAs
monitoring
browser in the cloud
Built In Token 2-Factor Authentication
tax-aware trading program
Advisor View
Laserfiche Document Management
eVestment
Sharing
practice management solutions
digital marketing hub
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
Connections Console
Warren Mackensen
myeDocumentsuite.com
Carson Wealth Management Group
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Small Businesses
qualified fiduciary advisors
Jenze Bosma
Doug McPhail
Russell Leto
Paul Polese
hosted archiving solutions
CRM systems
Web App Single Sign On
Nerd’s Eye View
Chris Casdia
TJ Jones
Andrew Stevens
Marketing Gorilla System
Financelogix
Sonia Rosenbaum
Abby Schneiderman
rebalance
Joseph Miola
Ebix
Salesforce.com
Informatica
customizable questionnaires
Women Investors
Reporting Console for Each Office
Next-Generation Advisor CRM®
Client Marketing Systems, Inc.
Artisan and Grendel
Firm Alerts and Announcements
Steve Sanduski
ActiFi software suite
Junxure’s cloud-based CRM/office management solution
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Cloud Desktop solution
Unify
Automated workflows
mobile connectivity
Synapse API
advisor and client portals
Krilogy Financial
portfolio management system
investment screening functionality
David Lyon
Optional Tax Management
Fuse 2014 award
Community Blog
Vendor Affinity Program
Bill Good
monthly compliance checklists
Business Analytics
tax-losses
Advisor View™
Lex Sokolin
eVestment Quantum Analytics
Sherri DuMond
PreciseFP
J.P. Morgan
Digital Marketing Platform
Robert Moore
packaged web design
Google Analytics integration
content aggregation
cash posting
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
manage cash flows
Fetter Logic
Smarsh
quantitative risk technology
Downloadable Portfolio Review Reports
Household Balance Sheet
CRM technology
web-based applications
Chris Casey
To-Do Lists
Andrew Tognela
Marketware International
Financial Account Data Technology Platform
Sophie Schmitt
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
Ebix Smart Office
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
customized analysis
Woodrow Levin
next-generation wealth management platform
Client Meeting Support for Advisors
TradeWarrior
Ashley Globerman
Michelle Smith
First Rate
Steven D. Kelly
activity streams
eMoney Select system
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
data aggregation functionality
Office 365
FMG Suite
cloud-based archiving solutions
Unify Cloud Disaster Recovery
automating portfolio management
mobile devices
BranchNet
T. Rowe Price
Kyle Hiatt
Envestnet Advisor Summit
Scottrade® Advisor Services Platform
portfolio management tools
David, Stalnaker
OptionsPlay Score
Fusion Advisor Workstation
company performance analysis
VEO
Bill Laird
Veo Open Access
Morningstar Advisor
business and technology management
Advisor Websites
LiquidHub
eVestment Spectrum Analytics
Sheryl Garrett
predictive analytical tools
Jackson
Digital Practice Management
Panoramix
Google Play
Blu Giant, LLC
CEB TowerGroup
Technology Tools for Today 2014 Conference
Advisor® Xi
management fee
Fetterlogic
Smarsh My Site
Quantitative Risk Tolerance
Jim McKelvey
downside volatility
SaaS
Paul West
household-‐level rebalancing
CRM User Adoption
web-based client management software
NestEgg Wealth
Chris Momsen
Martin L. Flanagan
sophisticated computer algorithms
rebalancing
Joseph Starinsky
Echosign
Pershing’s Net 360 Technology Channel
Innovation Centers
Cutting Edge Auditing
Wordpress platform
reporting solutions
NFP
Trading Processes
ASI
Microsoft
Fisher Investments
Stifel
Activity tracking and corporate memory
eMoney’s emX Select platform
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
data aggregation solutions
Office of the Future
Folio Institutional
cloud-based billing software
Unify Software
automation software tool
mobile forms-filling
brand-centric theme customization
Advisor Con
Ladenburg Thalmann Financial Services Inc.
seamless advisor integration
portfolio mappings services
InvestmentNews
Daxs Stadjuhar
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
compete against other digital advisors
compliance and security
Veo Open AccessSM platform
Bill Stone
Morningstar Analyst Rating™
business development metrics
TD Ameritrade Holding Corporation
advisor workflow partnership
Lori Hardwick
eVestment Spotlight Analytics
PRNewswire
Jackson app
direct online insurance offerings
robo advisors
Panoramix™
Gradient Investments
Copytalk+
Wealth Access Estate Platform 3.0
Narrator Clients™
Celent
tenth annual T3 Technology Conference
Advisor® Xi suite
Smarsh Sites
Quantum
Jim Patrick
Dr. David Lawrence
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
Chris Wacker
Todd R. Crockett
Ann Haas
Mary Ellen Whiteman
Financial Feed
Spark
Account Alerts
rebalancing capability
Josh Brown
San Diego
Personal Finance Management Application
Inside Information
Cybersecurity
workflow solutions
ReportQ
NFP Advisor Services Group
Client Relationship Management (CRM)
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
fixed index annuities
Strategic Advisor
Adhesion
Kanchana Chalia
eMoney’s wealth management platform
Schwab Intelligent Portfolios™
Interview
FolioDynamics
cloud-based billing tool
Unify’s Cloud VPN
Autopilot
Mobile Optimization
BrandYourself.com
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
Envestnet | Tamarac's Advisor Xi
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
Dean Cook
ComplianceQ
Veo®
Morningstar for Advisors App
business intelligence
Advisor Xi
Loring Ward
eWealthManager
ProcessEZ
Jackson National Life Insurance Company®
disparate and divergent solutions
Robo-Advisers
Paperclip
Great Kight
Copytalk+ Smartphone App
BlueSky
Narrator™ application builder
Center For Wealth Planning
The Efficient Practice
Mara Laisson
Fidelity Center for Applied Technology
Smart Form Tool
Questar Capital℠
Joe Duran
Dr. Noah Smith
Safe by Estate Assist
HTML5 version
Cross-business Tracking Routing & Control
web-based portfolio management software
Reduce computer sprawl
NetExchange Select
CIO Review
Tom Doherty
Ann Marie Stieler
Mary Ferguson
Financial Personalities
Account Details
Juan Williams
Ed Butowsky
San Diego, CA
personal financial management
Insights on Advice
Cybersecurity and Compliance
Worldox
required trading and rebalancing
Nobel Foundation
client relationship solution
asset gathering
Microsoft Dynamics CRM
flexibility to scale
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
emX
Schwab Intelligent Technologies
Intraday Integration
data analysis
RightSize Solutions
Online Account Management
cloud-based CRM platform
United Capital
Back Office Solutions
Mobile Productivity
Bret Baier
T3 Advisor Tech Conference
Las Vegas
Envestnet’s Advisor Suite®
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
