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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Marketing Cloud
Risk Analysis
client database portal
PowerShares
Farshad Ghaffari
Upside Advisor
Barrett Ayers
Orion’s Client Portal
Docupace ePACS®
integrated CRM
Advisor Office
Next Generation of Integration
Security
Michael Stier
Clients & Portfolios
Q-Suite
Fidelity’s Technology and Operations Consulting
Patrick Flaherty
eAdvisor
Investment Income Summary Report
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Ft. Lauderdale
Mobile channel
robust technology capabilities
CNN Money
Real-Time Data
Financial Transmission Network Inc.
Wealthcare Capital Management
Kirk Hulett
Bob Veres
performance reporting software
Efficient Technology
iShares
the Practice
AICPA
SMAs
monitoring
Salentica’s Data Broker
comprehensive trading solutions
Wes Stillman
Laserfiche Connector
regulatory compliance
CAM System
PIEtech, Inc.,
enhanced client communication
Jay Jay French
Nova
Data-Driven Insights
Hemant Moore
SS&C Technologies Holdings
account rebalancing software
My Wall
SCANalytics
Craig Smith
XLR8
MagniPost
Portfolio Management Consultants
Estate Assist
TRX Edge
Atlanta
detailed financial planning
Impact Technologies Group
SugarCRM
Schwab OpenView MarketSquare®
Nerd’s Eye View
Schwab OpenView Mobile
customer acquisition
Marketing Gorilla System
risk engineering
client engagement
Junxure Cloud®
Uri Pomerantz
basic client interaction
OS33 Cloud Desktop platform
Docupace Technologies
Integrated CRM Performance Dashboard
TA Associates
Advisor Office platform
Next-Generation Advisor CRM®
Daniel Inveen
Riskalyze and RetireUp Integration Demo
ClientView Client Portal
Quadron Data Solutions
Figlo
Vestorly solution
Patrick Yip
EAI
investment management experience
TD Ameritrade National LINC Conference
AdvisorQ
FTJ FundChoice
Simon Sinek
mobile connectivity
Rocaton Advisors
Cohesive Client Management Process
Real-time Profile Tracking
FinFolio
WealthCentral
Krilogy Financial
Brian Stimpfl
Bobby Yazdani
Perry Moore
Electronic Signing
ISO
The Retirement Hub
George Will
Social Analytics
monthly compliance checklists
Sales Cloud
computer-based modeling system
Weston
Laserfiche Document Management
regulatory compliance services and technology
Cameron Routh
PMC's Quantitative Portfolios
enhanced mutual funds order management
Jeff Norris
Tom Schildhauer
AppHub
November 2-4, 2015
DataPro
SS&C Technologies Holdings, Inc.
account servicing
myeDocumentsuite.com
create and manage portfolios
maintenance of composites
Retirement Plan Network
portfolio management process
estate management
John Schobel
turnkey data science solutions
Attribution Analysis
OpportunityView™
Digital Advice
import tool
Suhail Ali
Advent Custodial Data
Schwab Performance Technologies®
Marketware International
Risk Management
client feedback
practice management
Junxure Cloud® CRM
user-friendly programing
BD Equalizer
Outlook email archiving
integrated receivables management
Tamarac Advisor® Xi
Advisor Pro platform
next-generation wealth management platform
service alerts
Michelle Smith
Riskalyze Autopilot
ClientWorks
Quadron Data Solutions™
filter and cross reference data
Paul Cantrell
Earnings Potential
TD Ameritrade's VEO
FTNI
single sign-on integration
mobile devices
Collaboration Cloud (Chatter)
Realized and Unrealized Gains/Losses
FinFolio’s Portfolio Management Software
Kyle Hiatt
Broker Dealers
Bonaventure Resort and Spa
eliminating selected fees
iTunes App Stores
The Tarbox Group, Inc.
Albridge Solutions
Global Financial Private Capital
social collaboration
1-to-1 client relationships
Concenter Services
Westport Resources
Lex Sokolin
Rehmann
Canterbury Consulting
enrollment platform
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
Oauth2 user authentication security
High-Performing Firms
accounting software
credit card processing
XTRAC App
manage cash flows
RetireRisk
Charles Sizemore
Portfolio Management Processes
ETF OneSource participants
John Vaccaro
two-factor authentication
Audit Management
Optimum Market Portfolios
Income Generator
Advent Direct
NestEgg Wealth
Schwab’s 2013 RIA Benchmarking Study
Customer Success Platform
Martin L. Flanagan
risk management characteristics
Client Management System
practice management solutions
February 4, 2015
Junxure CRM
Behavioral Finance
Outsourcing Services
Dominey Stewart
integrated technology
Tamarac's Advisor® Xi
NFP
Service Cloud
Darren Tedesco
Microsoft
ClientWorks platform
qualified fiduciary advisors
Video conferencing
Black Diamond platform
Paul Polese
EarningsQ
investment policy statement
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
full lifecycle portfolio management
single-sign on capability
mobile forms-filling
Ron Huddleston
Commonwealth Financial Network
rebalance
FinFolio’s WorkStation
Wealthminder Seed Capital
Ladenburg Thalmann Financial Services Inc.
brokerage and custody services
Branch Audit Consulting
Eliza De Pardo
J. Kelley Williams, Jr.
Third-Party Technology Integrations
Allen Eickelberg
Global Investment Performance Standards
2015 Peter L. Bernstein Award
Morningstar Advisor
Concierge Service
Whitepaper
LiquidHub
relationship solutions
CapGainsValet
portfolio accounting
Enterprise Content Management Software
application program interface (API)
October 13
Holdings
AccountQ™
management fee
check scanning
portfolio management system
Audit Technology
Optional Tax Management
digital financial solutions
independent portfolio rebalancing software platform
NetExchange Client
SciQ Insights
Customizable Quarterly Investment Review Presentations
Mary Ellen Whiteman
risk management platform
PreciseFP
Fee Calculation Details
Junxure® CRM
Vanare | NestEgg
Ben Francois
packaged web design
Donald Capone
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
NFP Advisor Services Group
services and support for RIAs
Darrin Courtney
Microsoft Corp
RiXtrema's Portfolio Crash Test
Cloud applications
quantitative risk technology
FinaMetrica Plus
Kanchana Chalia
Vincent Guyaux
Black Diamond®
easily view user activity
investment research platforms
TDA
Fuse 2014
single-sign on functionality
Mobile Optimization
Roy Burns
Commonwealth’s Practice360º
Rebalancer
FINRA and SEC technology guidelines
lagging performance duration and timeframe priorities
browser in the cloud
Pershing LLC
Ellen Smith
J. Richard Coe
Tim Ramza
Amanda Steinberg
goalgamiPro
social media integrations
2015 Veo® Integrated Awards
Morningstar Analyst Rating™
Salesforce CRM
conflict-free custody solution
Will Bressman
Lori Hardwick
Relius Adminstration
Career Activity Management System
portfolio accounting service provider
enterprise-grade data management platform
Jenny Richards
Total Rebalance Expert (TRX)
application programming interface
Office 365
David Canter
Homrich Berg
Stark & Stark
Accounts and Fact Sheets for Investments
Narrator Clients™
Schwab Advisor Services’
yHLsoft
Chicago
portfolio management tools
ETF’s
Jonathan Jaranson
Ultra High Net Worth
auditable workflow and document management technology
OptionsPlay Score
Digital Fortress
industry related forms
SunGard’s WealthStation
NetExchange Select
Scivantage
customizable questionnaires
Mary Ferguson
risk modeling
Client Marketing Systems, Inc.
predictive analytical tools
fee elimination
Junxure’s cloud-based CRM/office management solution
Benjamin Birken
Panoramix
Doug Harbrecht
integration of independent recordkeepers
Tax Efficient Drawdown
Florida
Nobel Foundation
Shane Bingham
Microsoft Dynamics CRM
Rob Cirrotti
Cloud Desktop solution
Quantitative Risk Tolerance
Karl Chan
Vladimir Baranov
Black Diamond℠
Paul West
EBITDA growth rate
investment screening functionality
Advisors Assistant’s CRM
Fuse 2014 award
SixThirty
Mobile Productivity
Run Smarter®
Community Blog
rebalancing
FinTech 100
WealthStation CompAct
Las Vegas
Redhawk Wealth Advisors
Built In Token 2-Factor Authentication
Pershing’s Net 360 Technology Channel
Tim Welsh
Analytics Cloud
goalgamiPro®
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Morningstar for Advisors App
Salesforce data migrator
Connections Console
William Faulkner
Loring Ward
Report Builder
Carson Wealth Management Group
Portfolio Accounting Solutions
Jenze Bosma
Total Technology Platform
Arcons Technology
Office of the Future
David Fetter
hosted archiving solutions
State Income Tax Calculator
ACH origination
Narrator™ application builder
Schwab Advisor Services’ SOLUTIONS®
CRM systems
Mara Laisson
RIA advisor platform
Chris Casdia
portfolio mappings services
Everplans
Joseph Miola
unified cloud computing solutions
Automate Client Marketing
Optionsplay®
Digital Fortress Suite
Informatica
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Sustainable Retirement Income
NetExchange View
Scott Parry
customized analysis
Matched Portfolio
Client Meeting Support for Advisors
PRNewswire
variable annuities
Best Technology for a Vertical CRM
Panoramix™
Doug McPhail
Intelligent Aggregation
Tax Lot information
Advisor Software, Inc.
FMG Suite
Shannon Dempsey
data aggregation functionality
Mike Capelle
Robb Baldwin
cloud-based archiving solutions
Quantum
Financelogix
Kelly Caffrey
Wall Street Journal
BranchNet
Black Diamond℠ platform
PCI-compliant platform
Ebix
Technology adoption
Advisory World
Fusion Advisor Workstation
SixThirty FinTech Accelerator
Mobile Scribe Service
Rushmore Advisor Services
company performance analysis
rebalancing capability
Firm Alerts and Announcements
WealthStation Financial Planning
Business Analytics
Personal Finance Management Application
J.P. Morgan
time-effective onboarding experience
Andrew Rogers
Google Analytics integration
Social Security Analyzer
Aaron Guidotti
Salesforce Financial Service Cloud Integration
content aggregation
Windows™ PowerShell
reporting
cash posting
Touch functionality
ARKON
David Lyon
Household Balance Sheet
state‐of‐the‐art forms-filling technology
Nathan Lucius
Schwab Advisory Services
CRM technology
Maree Moscati
RIA Benchmarking Study
Chris Casey
Portfolio Pathway
eVestment
Joseph Mrak
unified managed account
automated portfolio management
digital marketing hub
InformationWeek 500
Innovation Centers
Symantec VIP integration
Cutting Edge Auditing
Matt Abar
Risk Number®
ProcessEZ
Fetter Logic
VAs
Paperclip
Downloadable Portfolio Review Reports
interactive compliance calendar
tax planning
Folio Institutional
data aggregation solutions
Mike Ethridge
Robert Arnott
cloud-based billing software
Questar Capital℠
Financial Account Data Technology Platform
Walt Bettinger
brand-centric theme customization
Blaze Portfolio
Ebix Smart Office
InvestmentNews
Technology Integrations
Fusion® Advisor Workstation
Model Wealth Portfolios
Russ Thornton
compete against other digital advisors
First Rate
WealthTechs
Laser App 2015 Financial Services Conference
Redkite
business and technology management
personal financial management
eMoney Select system
Jackson
timeframes
Andrew Rudd
Google Play
Social Security Optimizer
Salesforce Financial Services Cloud
WinOps
reporting capabilities
CEB TowerGroup
Envestnet Advisor Summit
Jim McKelvey
Trade Strategy Visualization
Artificial Intelligence
Online Account Management
David, Stalnaker
household-‐level rebalancing
Steve Dunlap
ActiFi Client Engagement
National Financial Partners Corp.
Schwab IMPACT 2013
CRM User Adoption
Zywave
Marie Swift
RIA in a Box
Chris Momsen
portfolio risk
eVestment Quantum Analytics
Joseph Starinsky
unified wealth management technology
Automated Workflow
order processing
Digital Marketing Platform
Digital Practice Management
Inside Information
Synapse API
advisor and client portals
Cybersecurity
Matt Crisp
Client Relationship Management (CRM)
Productivity
Fetterlogic
Vendor Affinity Program
Bill Good
paperless client onboarding process
downside volatility
Interview
tax-aware trading program
Advisor View
FolioDynamics
Sharing
Robert Eggebrecht
cloud-based billing tool
Quik! Form
Kevin Cimring
Warren Mackensen
BrandYourself.com
pensions
Echosign
Investor-Advisor Collaboration
technology solutions
AdvisoryWorld Financial Technology
Small Businesses
Modern Portfolio Theory
Russell Leto
compliance and security
rebalancing solution
Fisher Investments
Web App Single Sign On
Laser App Advisor Con 2015
business development metrics
Personal Financial Management (PFM) tool
eMoney’s emX Select platform
Jackson app
TJ Jones
Andrew Stevens
Gradient Investments
Sonia Rosenbaum
Abby Schneiderman
Morningstar, Inc.
Salesforce.com
Copytalk+
Women Investors
LPL Financial Holdings
Reporting Console for Each Office
Celent
portfolio applications
Jim Patrick
Artisan and Grendel
online account opening
Daxs Stadjuhar
householded data backbone
Steve Sanduski
ActiFi software suite
Nationwide
Schwab Independent Advisor Outlook Study
“Robo” Challenge
Mario Canas
RIA/Client reletionships
Chris Wacker
Portfolio Snapshot
eVestment Spectrum Analytics
Josh Brown
Unify
Automated workflows
automating portfolio management
Orion Advisor Integration
direct online insurance offerings
Insights on Advice
T. Rowe Price
Scottrade® Advisor Services Platform
Cybersecurity and Compliance
Matt Nelson
client relationship solution
Proposal Generation Capabilities
VEO
Bill Laird
paperless enrolment
Dr. David Lawrence
Intraday Integration
tax-losses
Advisor View™
Sherri DuMond
Mike Phillips
Robert Moore
cloud-based CRM platform
Quik! Forms
Financial Feed
Kevin Crowe
Bret Baier
Performance
Investor360°
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
Garrett Planning Network
Smarsh
Modestpark
ComplianceQ
rebalancing workflows
fixed index annuities
web-based applications
business intelligence
personal financial management platform
eMoney’s wealth management platform
Jackson National Life Insurance Company®
To-Do Lists
Andrew Tognela
normalization
Great Kight
Sophie Schmitt
acceptable and unacceptable tolerance standards
Morningstar®
Salesforce1 Customer Platform
Copytalk+ Smartphone App
Woodrow Levin
LPL Financial LLC
Center For Wealth Planning
Portfolio Building
Envestnet | Tamarac's Advisor Xi
Joe Duran
TradeWarrior
Ashley Globerman
Online Account Opening & Transfer
Dean Cook
HTML5 version
Steven D. Kelly
activity streams
Natural Language Processing
Schwab Intelligent Integration®
Cross-business Tracking Routing & Control
Mark Balasa
CIO Review
PortfolioCenter
eVestment Spotlight Analytics
Juan Williams
Unify Cloud Disaster Recovery
Unify Software
automation software tool
disparate and divergent solutions
INSITE™ 2015 conference
Advisor Con
NetXInvestor
seamless advisor integration
Damian Gallina
Matt O’Brien
risk profiling questionnaire provider
Client Risk Assessments
Proposal Tool for Chapwood Investments
Fidelity Center for Applied Technology
Veo Open Access
paperless onboarding
Dr. Noah Smith
intraday quotes
Advisor Websites
Forbes
Sheryl Garrett
Mike Walsh
cloud-based IT
Financial Personalities
Kevin Knull
Bret Magpiong
Blu Giant, LLC
Performance Center
Ed Butowsky
iPad app
Technology Tools for Today 2014 Conference
Advisor® Xi
Gemcom
Smarsh My Site
modify portfolio exposures
SaaS
compliant ready platform
Redhawk
flexibility to scale
web-based client management software
Laser App Enterprise
business processing services
Pete Hess
emX
Jackson.com
Northern Lights Compliance Services
data analysis
sophisticated computer algorithms
Morningstar® Advisor WorkstationSM
Cory Haberkorn
Wordpress platform
LPL Focus 2015
reporting solutions
centralized and tailored user experience
portfolio construction capabilities
Envestnet’s Advisor Suite®
Joe Ruzycki
Trading Processes
ASI
online advisor-client collaboration
Human Finance Project
Stifel
Activity tracking and corporate memory
Naureen Hassan
Schwab Intelligent Portfolios
CSIA
Mark Casady
Cities Digital
PortfolioCenter®
eWealthManager
Jud Mackrill
Unify’s Cloud VPN
Autopilot
Document Imaging
instantaneous stress testing
Advisor Convention October 7-8
NetXInvestor®
seamless forms-filling capabilities
Damon Deru
Maureen Duff
Client Service Monitor
ProTracker
Veo Open AccessSM platform
Bill Stone
paperless processing systems
intuitive user-experience
TD Ameritrade Holding Corporation
advisor workflow partnership
mitigate risk
robo advisors
cloud-based IT outsourcing
Radar
Wealth Access Estate Platform 3.0
Kevin Kraus
Performance Dashboard and Client Reporting Engine
Ed O’ Brien
IPS AdvisorPro
tenth annual T3 Technology Conference
Advisor® Xi suite
Gemini Alternative Funds
Smarsh Sites
SaaS-based payment processing platform
Composite Holdings Report
Flexible Optimizer
web-based CRM
Redtail Technology CRM
business valuation knowledge
Peter Intraligi
EMX Platform
Jackson®
Todd R. Crockett
Ann Haas
Northern Lights Distributors
data analysis solutions
Greg Vigrass
Spark
Account Alerts
Morningstar® Portfolio X-Ray®
San Diego
Cory Olson
workflow solutions
LPL Focus Conference
ReportQ
Cetera
Portfolio Construction Tool
Envestnet’s Digital Advisor platform
John Hancock
Trading Strategy Checklist
asset allocation mappings service
online client engagement
DecisionCenter
Strategic Advisor
Adhesion
NaviPlan
Schwab Intelligent Portfolios™
curation engines
Mark Engelhardt
Cities Digital’s MagniMail
position data
Expanded Performance Details for Sample Portfolios
