Tech Tidbit from Paul Cantrell of Redtail Technology gives preview of article in T3 August 2013 newsletter

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