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.
Categories
- 1-to-1 client relationships (1)
- 2015 Peter L. Bernstein Award (1)
- 2015 Veo® Integrated Awards (1)
- 2016 T3 Advisor Conference, Ft. Lauderdale, FL (1)
- Aaron Guidotti (1)
- Aaron Klein (9)
- Abby Schneiderman (1)
- acceptable and unacceptable tolerance standards (1)
- account aggregation (5)
- Account Alerts (1)
- Account Details (1)
- account management software (1)
- account opening (1)
- Account opening and commissions (1)
- account rebalancing software (1)
- account servicing (1)
- accounting software (1)
- AccountQ™ (1)
- Accounts and Fact Sheets for Investments (1)
- ACH origination (1)
- ActiFi (3)
- ActiFi Client Engagement (1)
- ActiFi software suite (1)
- activity streams (1)
- Activity tracking and corporate memory (1)
- Adhesion (1)
- advanced data reporting (1)
- advanced wealth planning solutions (1)
- advanced workflow tools (1)
- Advent (5)
- Advent Black Diamond (2)
- Advent Custodial Data (1)
- Advent Direct (1)
- Advent Software (3)
- AdventConnect (2)
- AdventConnect 2014 (1)
- Advicent (5)
- Advicent Solutions (2)
- advisor and client portals (1)
- Advisor BioniX (2)
- Advisor Con (1)
- Advisor Convention October 7-8 (1)
- Advisor CRM (2)
- Advisor FinTech Hackathon (1)
- Advisor Impact (1)
- Advisor iPad App (1)
- Advisor Office (1)
- Advisor Office platform (1)
- Advisor Pro platform (1)
- advisor rebalancing (2)
- Advisor Rebalancing® (1)
- Advisor Software (2)
- Advisor Software, Inc. (1)
- Advisor Technology solutions (3)
- Advisor View (1)
- Advisor View™ (1)
- Advisor Websites (1)
- advisor workflow partnership (1)
- Advisor Xi (1)
- Advisor Xi Platform (2)
- Advisor-Client relationships (1)
- AdvisorComplete platform (1)
- AdvisorComplete℠ (1)
- AdvisorQ (1)
- Advisors Assistant (3)
- Advisors Assistant Everywhere (1)
- Advisors Assistant® (2)
- Advisors Assistant’s CRM (1)
- Advisory World (1)
- AdvisoryWorld (9)
- AdvisoryWorld Financial Technology (1)
- AdvisoryWorld HoldingScan Report for Households (1)
- Advisor® Xi (1)
- Advisor® Xi suite (1)
- Advizr (3)
- Advizr and Orion integration (1)
- Advyzon (3)
- Aggregation (1)
- AICPA (1)
- Albridge (3)
- Albridge Solutions (1)
- Allen Eickelberg (1)
- Amanda Steinberg (1)
- Analytics Cloud (1)
- Andrew Rogers (1)
- Andrew Rudd (1)
- Andrew Stevens (1)
- Andrew Tognela (1)
- Anil Arora (2)
- Ann Haas (1)
- Ann Marie Stieler (1)
- Anna Curry (1)
- Annuities + Insurance (1)
- App expansion (1)
- Appcrown (2)
- AppHub (1)
- Application of Preference Measurement: The Case of Riskalyze (1)
- application program interface (API) (1)
- application programming interface (1)
- Arcons Technology (1)
- ARKON (1)
- Artificial Intelligence (1)
- Artisan and Grendel (1)
- Ashley Globerman (1)
- ASI (1)
- asset allocation mappings service (1)
- asset gathering (1)
- AssetBook (1)
- AssetMark (2)
- AssetMark Advisor iPad (1)
- Atlanta (1)
- Attribution Analysis (1)
- Audit Management (1)
- Audit Technology (1)
- auditable workflow and document management technology (1)
- Automate Client Marketing (1)
- automated portfolio management (1)
- Automated Workflow (1)
- Automated workflows (1)
- automating portfolio management (1)
- automation software tool (1)
- Autopilot (1)
- Back Office Solutions (1)
- back-office solutions (1)
- BakerAvenue Asset Management (1)
- Balances (1)
- Barrett Ayers (1)
- basic client interaction (1)
- BD Equalizer (1)
- Behavioral Finance (1)
- Ben Francois (1)
- Benjamin Birken (1)
- Best Technology for a Vertical CRM (1)
- Bill Crager (3)
- Bill Good (1)
- Bill Laird (1)
- Bill Rourke (3)
- Bill Stone (1)
- Bill Winterberg (3)
- Bill Wostoupal (1)
- BillFin (2)
- Billy Oliverio (2)
- BioniX (2)
- BizEquity (3)
- Black Diamond (3)
- Black Diamond platform (1)
- Black Diamond® (1)
- Black Diamond℠ (1)
- Black Diamond℠ platform (1)
- Blaze Portfolio (1)
- Blu Giant (2)
- Blu Giant Advisor Studios (2)
- Blu Giant, LLC (1)
- Blueleaf (2)
- BlueSky (1)
- BNY Mellon (2)
- Bob Curtis (2)
- Bob Stiess (1)
- Bob Veres (1)
- Bobby Yazdani (1)
- Bonaventure Resort and Spa (1)
- Branch Audit Consulting (1)
- BranchNet (1)
- brand-centric theme customization (1)
- BrandYourself.com (1)
- Bret Baier (1)
- Bret Magpiong (1)
- Brett Clarke (2)
- Brett Thorne (1)
- Brian A. Davis (1)
- Brian McLaughlin (5)
- Brian Semitekol (1)
- Brian Shenson (5)
- Brian Stimpfl (1)
- Broker Dealers (1)
- brokerage and custody services (1)
- browser in the cloud (1)
- Built In Token 2-Factor Authentication (1)
- Business Analytics (1)
- business and technology management (1)
- business development metrics (1)
- business intelligence (1)
- business processing services (1)
- business valuation knowledge (1)
- business valuations (1)
- ByAllAccountsSM (1)
- CAIS (1)
- CAM (1)
- CAM System (1)
- Cameron Routh (1)
- Canterbury Consulting (1)
- CapGainsValet (1)
- Career Activity Management System (1)
- Carson Wealth Management Group (1)
- cash posting (1)
- CEB TowerGroup (1)
- Celent (1)
- Center For Wealth Planning (1)
- centralized and tailored user experience (1)
- Cetera (1)
- Cetera Financial Group (1)
- Chad Blythe (1)
- Chad Centorbi (1)
- Chapwood Investments (1)
- Charles Goldman (2)
- Charles Schwab (4)
- Charles Sizemore (1)
- check scanning (1)
- Chicago (1)
- Chris Casdia (1)
- Chris Casey (1)
- Chris Momsen (1)
- Chris Wacker (1)
- CIO Review (1)
- Cities Digital (1)
- Cities Digital’s MagniMail (1)
- CitiMortgage (1)
- client acquisition (1)
- Client communications management (1)
- Client Data Automation (1)
- client database portal (1)
- client engagement (1)
- client feedback (1)
- Client Management System (1)
- Client Marketing Systems (3)
- Client Marketing Systems, Inc. (1)
- Client Meeting Support for Advisors (1)
- client relationship management (4)
- Client Relationship Management (CRM) (1)
- client relationship solution (1)
- Client Risk Assessments (1)
- Client Service Monitor (1)
- client-facing analytical and proposal tool (1)
- Client-facing technology (1)
- Client360º (1)
- ClientFirst (2)
- Clients & Portfolios (1)
- ClientView Client Portal (1)
- ClientWorks (1)
- ClientWorks platform (1)
- Cloud applications (1)
- Cloud Desktop solution (1)
- cloud-based archiving solutions (1)
- cloud-based billing software (1)
- cloud-based billing tool (1)
- cloud-based CRM platform (1)
- cloud-based IT (1)
- cloud-based IT outsourcing (1)
- cloud-based platform (1)
- cloud-based portfolio management (1)
- cloud-based solutions (1)
- CLS Investments (1)
- CNN Money (1)
- Cohesive Client Management Process (1)
- Collaboration Cloud (Chatter) (1)
- Commonwealth Financial Network (1)
- Commonwealth’s Practice360º (1)
- Community Blog (1)
- company performance analysis (1)
- compete against other digital advisors (1)
- compliance and security (1)
- ComplianceQ (1)
- compliant ready platform (1)
- Composite Holdings Report (1)
- composite performance reporting (1)
- Composite Portfolio Review (1)
- CompositeBuilder (1)
- comprehensive portfolio management (1)
- comprehensive trading solutions (1)
- computer-based modeling system (1)
- Concenter Services (1)
- Concierge Service (1)
- conflict-free custody solution (1)
- Connections Console (1)
- content aggregation (1)
- content marketing (2)
- Copytalk+ (1)
- Copytalk+ Smartphone App (1)
- Cory Haberkorn (1)
- Cory Olson (1)
- Cost Basis (1)
- cost-efficient beta exposure (1)
- Council Capital (1)
- couple’s report (1)
- Craig Smith (1)
- create and manage portfolios (1)
- credit card processing (1)
- CRM (20)
- CRM Solutions (6)
- CRM systems (1)
- CRM technology (1)
- CRM User Adoption (1)
- Croesus (2)
- Cross-business Tracking Routing & Control (1)
- CSIA (1)
- curation engines (1)
- custodial data file import process (1)
- Custodial Data Integrations (1)
- custodial platform (2)
- Custodian (1)
- Custom Cloud (Force.com) (1)
- customer acquisition (1)
- customer relationship management (2)
- Customer Success Platform (1)
- Customizable Quarterly Investment Review Presentations (1)
- customizable questionnaires (1)
- customized analysis (1)
- Cutting Edge Auditing (1)
- Cybersecurity (1)
- Cybersecurity and Compliance (1)
- Damian Gallina (1)
- Damon Deru (1)
- Dan Arnold (1)
- Dan Brownell (1)
- Dan Hunt (1)
- Dan Santner (1)
- Dan Skiles (2)
- Daniel Inveen (1)
- Daniel Satchkov (6)
- Darren Tedesco (1)
- Darrin Courtney (1)
- Data Aggregation (3)
- data aggregation functionality (1)
- data aggregation solutions (1)
- data analysis (1)
- data analysis solutions (1)
- data automation (1)
- Data Cloud (Jigsaw) (1)
- data management solutions (1)
- data protection (1)
- Data-Driven Insights (1)
- DataPro (1)
- Dave Welling (3)
- David Benskin (4)
- David Canter (1)
- David Fetter (1)
- David Lyon (1)
- David, Stalnaker (1)
- Daxs Stadjuhar (1)
- Dean Cook (1)
- Deborah Fox (2)
- DecisionCenter (1)
- Deena Katz (1)
- Dennis Fox (1)
- Denny Bottorff (1)
- Depository Trust and Clearing Corporation (1)
- detailed financial planning (1)
- Digital Advice (1)
- Digital Content Marketing (2)
- digital financial solutions (1)
- Digital Fortress (1)
- Digital Fortress Suite (1)
- digital marketing hub (1)
- Digital Marketing Platform (1)
- Digital Practice Management (1)
- direct online insurance offerings (1)
- disparate and divergent solutions (1)
- Document Imaging (1)
- document management (3)
- Document Processing (1)
- document storage software-as-a-service (1)
- Docupace (1)
- Docupace ePACS® (1)
- Docupace Technologies (1)
- DocuSign (5)
- Dominey Stewart (1)
- Donald Capone (1)
- Doug Harbrecht (1)
- Doug McPhail (1)
- Downloadable Portfolio Review Reports (1)
- downside volatility (1)
- Dr. David Lawrence (1)
- Dr. Noah Smith (1)
- Drew DiMarino (2)
- Dropbox (1)
- Duane D’Orazio (1)
- Dynamic Rebalancing (1)
- E-Valuator (2)
- eAdvisor (1)
- EAI (1)
- Earnings Potential (1)
- EarningsQ (1)
- easily view user activity (1)
- EBITDA growth rate (1)
- Ebix (1)
- Ebix Smart Office (1)
- Echosign (1)
- Ed Beggs (3)
- Ed Butowsky (1)
- Ed O’ Brien (1)
- Ed O’Brien (1)
- EDGAR filing agent (1)
- Edmond Walters (2)
- Edward Jones (1)
- Efficient Technology (1)
- Electronic Signing (1)
- eliminating selected fees (1)
- Eliza De Pardo (1)
- Ellen Smith (1)
- eMoney (6)
- eMoney Advisor (5)
- eMoney Select system (1)
- eMoney’s emX Select platform (1)
- eMoney’s wealth management platform (1)
- emX (1)
- EMX Platform (1)
- emX’s Vault (1)
- end-of-life plan (1)
- end-‐to-‐end portfolio management (1)
- Enhanced Capital Partners (1)
- enhanced client communication (1)
- enhanced mutual funds order management (1)
- enrollment platform (1)
- Enterprise Content Management Software (1)
- enterprise-grade data management platform (1)
- Entreda (3)
- Envestnet (13)
- Envestnet Advisor Summit (1)
- Envestnet | Tamarac (2)
- Envestnet | Tamarac's Advisor Xi (1)
- Envestnet’s Advisor Suite® (1)
- Envestnet’s Digital Advisor platform (1)
- Eric Clarke (21)
- Eric Jardine (1)
- error checking (1)
- eSignature Capabilities (1)
- Estate Assist (1)
- estate management (1)
- ETF OneSource participants (1)
- ETFs (2)
- ETF’s (1)
- Everplans (1)
- eVestment (1)
- eVestment Quantum Analytics (1)
- eVestment Spectrum Analytics (1)
- eVestment Spotlight Analytics (1)
- eWealthManager (1)
- Expanded Performance Details for Sample Portfolios (1)
- External IT (4)
- External IT Cloud Desktop (1)
- External IT's Cloud Desktop (1)
- FA Insight (1)
- Farshad Ghaffari (1)
- FAStech (3)
- February 10-12, 2016 (2)
- February 4, 2015 (1)
- Fee Calculation Details (1)
- fee elimination (1)
- Fermin Garcia (2)
- Fetter Logic (1)
- Fetterlogic (1)
- Fidelity (7)
- Fidelity Center for Applied Technology (1)
- Fidelity Institutional (2)
- Fidelity Institutional Wealth Services (1)
- Fidelity Investments (2)
- Fidelity Investments® (1)
- Fidelity®'s New Wealthcentral® Technology Bundle (1)
- Fidelity’s Technology and Operations Consulting (1)
- Figlo (1)
- filter and cross reference data (1)
- FinaMetrica (5)
- FinaMetrica Plus (1)
- Finance Logix (3)
- Financelogix (1)
- Financial Account Data Technology Platform (1)
- financial advisors (2)
- Financial Feed (1)
- Financial Personalities (1)
- financial planning (2)
- financial planning and client engagement solutions (1)
- financial planning software (2)
- financial planning technology (1)
- financial planning tool (1)
- Financial Transmission Network Inc. (1)
- FinFolio (1)
- FinFolio’s Portfolio Management Software (1)
- FinFolio’s WorkStation (1)
- FINRA and SEC technology guidelines (1)
- FinTech 100 (1)
- Firm Alerts and Announcements (1)
- First Rate (1)
- Fisher Investments (1)
- fixed index annuities (1)
- flexibility to scale (1)
- Flexible Optimizer (1)
- Florida (1)
- FMG Suite (1)
- Folio Institutional (1)
- FolioDynamics (1)
- FolioDynamix (2)
- Forbes (1)
- forms automation (4)
- forms library (1)
- Fox Financial Planning (1)
- Fox Financial Planning Network (1)
- Fred Tomczyk (1)
- Ft. Lauderdale (1)
- FTJ FundChoice (1)
- FTNI (1)
- full lifecycle portfolio management (1)
- Fuse 2014 (1)
- Fuse 2014 award (1)
- Fusion Advisor Workstation (1)
- Fusion® Advisor Workstation (1)
- Gail Graham (2)
- Garrett Planning Network (1)
- Gemcom (1)
- Gemini Alternative Funds (1)
- Gemini Fund Services (1)
- Gemini Hedge Fund Services (1)
- Gen X/Y (1)
- Gentech (1)
- Geoff Davey (3)
- George Will (1)
- Global Financial Private Capital (1)
- Global Investment Performance Standards (1)
- goalgamiPro (1)
- goalgamiPro® (1)
- Google Analytics integration (1)
- Google Play (1)
- Gradient Investments (1)
- Great Kight (1)
- Greg Friedman (13)
- Greg Vigrass (1)
- Gregg Klein (1)
- Grendel (2)
- Guide Financial Technologies (1)
- Gustav Karner (1)
- Hemant Moore (1)
- HiddenLevers (3)
- High-Performing Firms (1)
- Holdings (1)
- Homrich Berg (1)
- hosted archiving solutions (1)
- Household Balance Sheet (1)
- household-‐level rebalancing (1)
- householded data backbone (1)
- HTML5 version (1)
- Human Finance Project (1)
- Hussain Zaidi (3)
- IBackup® (1)
- IBDs (1)
- IEC (1)
- Impact Communications (1)
- Impact Technologies Group (1)
- import tool (1)
- Income Generator (1)
- independent portfolio rebalancing software platform (1)
- industry related forms (1)
- Informatica (1)
- InformationWeek 500 (1)
- Innovation Centers (1)
- Inside Information (1)
- Insights on Advice (1)
- INSITE™ 2015 conference (1)
- instantaneous stress testing (1)
- Institutional Intelligent Portfolios™ (1)
- inStream Solutions (1)
- Insurance and Securities verticals (1)
- integrated cloud based technology (1)
- integrated CRM (1)
- Integrated CRM Performance Dashboard (1)
- integrated receivables management (1)
- integrated technology (1)
- Integration (2)
- integration of independent recordkeepers (1)
- Intelligent Aggregation (1)
- interactive compliance calendar (1)
- Interview (1)
- Intraday Integration (1)
- intraday quotes (1)
- intuitive user-experience (1)
- Invesco (1)
- Investigo (1)
- investment advice (1)
- Investment Advisors Workflow (1)
- Investment Income Summary Report (1)
- investment management experience (1)
- Investment Planning (2)
- investment policy statement (1)
- investment research platforms (1)
- investment screening functionality (1)
- investment solutions (2)
- InvestmentNews (1)
- Investor-Advisor Collaboration (1)
- Investor360° (1)
- iPad app (1)
- IPS AdvisorPro (1)
- IPSAdvisorPro (1)
- iReach (1)
- iRebal (1)
- iRebal® (1)
- iShares (1)
- ISO (1)
- iTunes App Stores (1)
- J. Kelley Williams, Jr. (1)
- J. Richard Coe (1)
- J.D. Bruce (2)
- J.P. Morgan (1)
- Jackson (1)
- Jackson app (1)
- Jackson National Life Insurance Company® (1)
- Jackson.com (1)
- Jackson® (1)
- James Carney (1)
- James Poer (1)
- Jason Roberts (1)
- Jason Wenk (1)
- Jay Jay French (1)
- Jeff Norris (1)
- Jemstep (4)
- Jennifer Valdez (3)
- Jenny Richards (1)
- Jenze Bosma (1)
- Jim Dario (2)
- Jim McKelvey (1)
- Jim Patrick (1)
- Joe Duran (1)
- Joe Ruzycki (1)
- John Hancock (1)
- John Mackowiak (1)
- John McArthur (1)
- John Ndege (1)
- John Norwood (1)
- John Prendergast (2)
- John Schobel (1)
- John Vaccaro (1)
- Jon Patullo (3)
- Jonathan Jaranson (1)
- Joseph Miola (1)
- Joseph Mrak (1)
- Joseph Starinsky (1)
- Josh Brown (1)
- Juan Williams (1)
- Jud Bergman (3)
- Jud Mackrill (1)
- Julie Littlechild (1)
- Juney Ham (1)
- Junxure (15)
- Junxure Advisor Conference (3)
- Junxure Cloud (8)
- Junxure Cloud® (1)
- Junxure Cloud® CRM (1)
- Junxure CRM (1)
- Junxure® CRM (1)
- Junxure’s cloud-based CRM/office management solution (1)
- Justin Wisz (9)
- Kanchana Chalia (1)
- Karl Chan (1)
- Kelly Caffrey (1)
- Ken Golding (6)
- Kevin Cimring (1)
- Kevin Crowe (1)
- Kevin Knull (1)
- Kevin Kraus (1)
- Kevin Miller (1)
- Kevin Paulsen (1)
- Kevin Sweet (1)
- Kiplinger (3)
- Kirk Hulett (1)
- Krilogy Financial (1)
- Kyle Hiatt (1)
- Ladenburg Thalmann Financial Services Inc. (1)
- lagging performance duration and timeframe priorities (1)
- Las Vegas (1)
- Laser App (4)
- Laser App 2015 Financial Services Conference (1)
- Laser App Advisor Con 2015 (1)
- Laser App Anywhere (6)
- Laser App Enterprise (1)
- Laser App Software (9)
- Laser App’s Software as a Service (SaaS) platform (1)
- LaserApp (1)
- LaserApp Anywhere (1)
- Laserfiche (7)
- Laserfiche Connector (1)
- Laserfiche Document Management (1)
- Lex Sokolin (1)
- LiquidHub (1)
- Lori Hardwick (1)
- Loring Ward (1)
- Lowell Putnam (3)
- LPL Financial (5)
- LPL Financial Holdings (1)
- LPL Financial LLC (1)
- LPL Focus 2015 (1)
- LPL Focus Conference (1)
- LPL’s Resource Center (1)
- Luis Gomez (1)
- MacroRisk Analytics (1)
- Maggie Crowley (1)
- MagniPost (1)
- maintenance of composites (1)
- manage cash flows (1)
- management fee (1)
- management software (3)
- Mara Laisson (1)
- Maree Moscati (1)
- Marie Swift (1)
- Mario Canas (1)
- Mark Balasa (1)
- Mark Casady (1)
- Mark Engelhardt (1)
- Mark Tibergien (2)
- Mark Wilson (1)
- Market Movement Strategies (MMS) (1)
- Marketing Center platform (1)
- Marketing Cloud (1)
- Marketing Gorilla System (1)
- Marketware International (1)
- Martin L. Flanagan (1)
- Mary Ellen Whiteman (1)
- Mary Ferguson (1)
- Matched Portfolio (1)
- Matt Abar (1)
- Matt Crisp (1)
- Matt Nelson (1)
- Matt O’Brien (1)
- Maureen Duff (1)
- Michael Kitces (4)
- Michael M. Carter (1)
- Michael Pinsker (2)
- Michael Spellacy (1)
- Michael Stier (1)
- Michael Wilson (3)
- Michelle Smith (1)
- Microsoft (1)
- Microsoft Corp (1)
- Microsoft Dynamics CRM (1)
- Mike Capelle (1)
- Mike Ethridge (1)
- Mike McDaniel (2)
- Mike Phillips (1)
- Mike Walsh (1)
- mitigate risk (1)
- Mitt Romney (1)
- Mobile app (1)
- Mobile App 2.0 (1)
- Mobile Application (1)
- Mobile channel (1)
- mobile connectivity (1)
- mobile devices (1)
- mobile forms-filling (1)
- Mobile Optimization (1)
- Mobile Productivity (1)
- Mobile Scribe Service (1)
- Model Wealth Portfolios (1)
- Modern Portfolio Theory (1)
- Modestpark (1)
- modify portfolio exposures (1)
- Money Guide Pro (2)
- MoneyGuidePro (13)
- MoneyGuideProTM (1)
- MoneyGuidePro® (1)
- MoneyTree (1)
- monitoring (1)
- monthly compliance checklists (1)
- Morningstar (10)
- Morningstar Advisor (1)
- Morningstar Analyst Rating™ (1)
- Morningstar for Advisors App (1)
- Morningstar Office (2)
- Morningstar OfficeSM (5)
- Morningstar, Inc. (1)
- Morningstar® (1)
- Morningstar® Advisor WorkstationSM (1)
- Morningstar® Portfolio X-Ray® (1)
- Multi-Asset Class Portfolio Analysis (1)
- multi-block trading (1)
- multi-user support (1)
- mutual fund capital gains distributions (1)
- My Wall (1)
- myeDocumentsuite.com (1)
- MyRetirement (2)
- MyRIACompliance (2)
- Narrator Clients™ (1)
- Narrator™ application builder (1)
- Nathan Lucius (1)
- National Financial Partners Corp. (1)
- Nationwide (1)
- Natural Language Processing (1)
- Naureen Hassan (1)
- NaviPlan (1)
- NaviPlan LEADS (1)
- NaviPlan® financial planning tool (1)
- NaviPro (2)
- Neal Ringquist (2)
- Neesha Hathi (5)
- Nerd’s Eye View (1)
- NestEgg (2)
- NestEgg Wealth (1)
- NetExchange Client (1)
- NetExchange Select (1)
- NetExchange View (1)
- NetX360 (2)
- NetX360® (4)
- NetX360® platform (2)
- NetXInvestor (1)
- NetXInvestor® (1)
- new client electronic on-boarding (1)
- New Microsoft Dynamics® (1)
- Newgate Capital Management (1)
- Next Generation Investor Portal (1)
- Next Generation of Integration (1)
- Next-Generation Advisor CRM® (1)
- next-generation wealth management platform (1)
- NFP (1)
- NFP Advisor Services Group (1)
- Nobel Foundation (1)
- normalization (1)
- Northern Lights Compliance Services (1)
- Northern Lights Distributors (1)
- NorthStar (1)
- NorthStar Financial Services Group (4)
- Norwood Consulting (1)
- Note Taking (1)
- Nova (1)
- November 2-4, 2015 (1)
- Oauth2 user authentication security (1)
- October 13 (1)
- Office 365 (1)
- Office of the Future (1)
- Oleg Tishkevich (3)
- Online Account Management (1)
- online account opening (1)
- Online Account Opening & Transfer (1)
- online advisor-client collaboration (1)
- online client engagement (1)
- online practice management platform (1)
- Online Reporting Dashboard (1)
- Open View Gateway (1)
- open-architecture platform (1)
- OpenView Gateway (3)
- OpportunityView™ (1)
- Optimum Market Portfolios (1)
- Optional Tax Management (1)
- OptionsPlay Score (1)
- Optionsplay® (1)
- Oranj (3)
- order processing (1)
- Orion (18)
- Orion Advisor Integration (1)
- Orion Advisor Services (19)
- Orion Advisor Services, LLC (3)
- Orion Business Intelligence (1)
- Orion Connect (3)
- Orion Discover (1)
- Orion Portfolio Reports (1)
- Orion’s Client Portal (1)
- OS33 Cloud Desktop platform (1)
- Outlook email archiving (1)
- Outsourcing Services (1)
- packaged web design (1)
- Panoramix (1)
- Panoramix™ (1)
- Paperclip (1)
- paperless client onboarding process (1)
- paperless enrolment (1)
- paperless onboarding (1)
- paperless processing systems (1)
- Park City, Utah (1)
- Pat Dempsey (3)
- Patrick Ambron (1)
- Patrick Dempsey (1)
- Patrick Flaherty (1)
- Patrick Yip (1)
- Paul Cantrell (1)
- Paul Polese (1)
- Paul Resnik (2)
- Paul West (1)
- PCI-compliant platform (1)
- Peak Advisor Alliance (2)
- pensions (1)
- Performance (1)
- Performance Center (1)
- Performance Dashboard and Client Reporting Engine (1)
- performance expectations (1)
- Performance Measurement (1)
- Performance Reporting (4)
- Performance Reporting Capabilities (1)
- performance reporting software (1)
- Perry Moore (1)
- Pershing (8)
- Pershing Advisor Solutions (2)
- Pershing LLC (1)
- Pershing’s Net 360 Technology Channel (1)
- Personal Finance Management Application (1)
- personal financial management (1)
- Personal Financial Management (PFM) tool (1)
- personal financial management platform (1)
- Pete Hess (1)
- Peter Intraligi (1)
- Phil Cunningham (3)
- Phil Sorgen (1)
- Philip Wilson (2)
- PIEtech (5)
- PIEtech, Inc., (1)
- PMC's Quantitative Portfolios (1)
- Pocket Risk (2)
- portfolio accounting (1)
- portfolio accounting service provider (1)
- Portfolio Accounting Solutions (1)
- portfolio analysis (2)
- Portfolio Analytics (3)
- portfolio applications (1)
- Portfolio Building (1)
- portfolio construction capabilities (1)
- Portfolio Construction Tool (1)
- Portfolio Crash Test solution (1)
- Portfolio Crash Testing (1)
- portfolio management (8)
- Portfolio Management and Insurance Management modules (1)
- Portfolio Management Consultants (1)
- portfolio management process (1)
- Portfolio Management Processes (1)
- portfolio management system (1)
- portfolio management tools (1)
- portfolio mappings services (1)
- Portfolio Pathway (1)
- portfolio risk (1)
- Portfolio Snapshot (1)
- PortfolioCenter (1)
- PortfolioCenter® (1)
- position data (1)
- Positions (1)
- POWER (1)
- Power of Together (1)
- PowerAdvisor (1)
- PowerShares (1)
- practice and portfolio management system (2)
- practice management (1)
- practice management solutions (1)
- PreciseFP (1)
- predictive analytical tools (1)
- PRNewswire (1)
- ProcessEZ (1)
- Productivity (1)
- Proposal Generation Capabilities (1)
- Proposal Tool for Chapwood Investments (1)
- ProTracker (1)
- ProTracker Advantage (1)
- ProTracker Cloud (1)
- ProTracker Software (1)
- psychometric risk tolerance test (1)
- Q-Suite (1)
- Quadron Data Solutions (1)
- Quadron Data Solutions™ (1)
- qualified fiduciary advisors (1)
- quantitative risk technology (1)
- Quantitative Risk Tolerance (1)
- Quantum (1)
- Questar Capital℠ (1)
- Quik! Form (1)
- Quik! Forms (1)
- Quovo (3)
- Radar (1)
- Raj Udeshi (1)
- Ram Nagappan (4)
- RCS Capital (1)
- real time balances (1)
- Real-Time Data (1)
- Real-time Profile Tracking (1)
- Realized and Unrealized Gains/Losses (1)
- rebalance (1)
- Rebalancer (1)
- rebalancing (1)
- rebalancing capability (1)
- rebalancing platform (2)
- rebalancing solution (1)
- rebalancing workflows (1)
- Redhawk (1)
- Redhawk Wealth Advisors (1)
- Redi2 Technologies (3)
- Redkite (1)
- Redtail (6)
- Redtail CRM (6)
- Redtail Technology (7)
- Redtail Technology CRM (1)
- Reduce computer sprawl (1)
- RegEd (1)
- registered investment advisors (1)
- registration checker tool (1)
- regulatory compliance (1)
- regulatory compliance services and technology (1)
- Rehmann (1)
- relationship solutions (1)
- Relius Adminstration (1)
- Report Builder (1)
- reporting (1)
- reporting capabilities (1)
- Reporting Console for Each Office (1)
- reporting platform (2)
- reporting solutions (1)
- ReportQ (1)
- required trading and rebalancing (1)
- RESTful (1)
- Retirement Hub app (1)
- retirement income planning tool (1)
- Retirement Income Story© (2)
- Retirement Plan Network (1)
- RetireRisk (1)
- RetireUp (3)
- RIA (2)
- RIA advisor platform (1)
- RIA Benchmarking Study (1)
- RIA in a Box (1)
- RIA/Client reletionships (1)
- RIAs (3)
- Rich Cancro (3)
- Rich Ellinger (2)
- RightSize Solutions (1)
- Rio Hotel & Casino (1)
- Rio Hotel & Casino in Las Vegas (1)
- Risk Alignment Platform (1)
- Risk Analysis (1)
- risk engineering (1)
- Risk Management (1)
- risk management characteristics (1)
- risk management platform (1)
- risk modeling (1)
- Risk Number (2)
- Risk Number® (1)
- Risk Number™ (4)
- Risk Profiling (2)
- risk profiling questionnaire provider (1)
- Risk Tolerance (2)
- risk tolerance assessment (2)
- risk tolerance assessment tools (1)
- Risk Tolerance Questionnaire (1)
- Risk-Balanced Portfolios (1)
- Riskalyze (15)
- Riskalyze and RetireUp Integration Demo (1)
- Riskalyze Autopilot (1)
- RiXtrema (8)
- RiXtrema's Portfolio Crash Test (1)
- Rob Cirrotti (1)
- Robb Baldwin (1)
- Robert Arnott (1)
- Robert Eggebrecht (1)
- Robert Moore (1)
- Robert Powell (8)
- robo advisors (1)
- Robo-Advisers (1)
- Robo-advisor (1)
- Robo-Shield™ (1)
- robust backup features (1)
- robust technology capabilities (1)
- Rocaton Advisors (1)
- Ron Carson (3)
- Ron Huddleston (1)
- Roy Burns (1)
- Run Smarter® (1)
- Rushmore Advisor Services (1)
- Russ Thornton (1)
- Russell Leto (1)
- Ryan Beach (3)
- SaaS (1)
- SaaS-based payment processing platform (1)
- Safe by Estate Assist (1)
- Sagacious, Inc. (1)
- Salentica (2)
- Salentica CRM (3)
- Salentica’s Data Broker (1)
- Sales Cloud (1)
- Salesforce (8)
- Salesforce AppExchange (2)
- Salesforce CRM (1)
- Salesforce data migrator (1)
- Salesforce Financial Service Cloud Integration (1)
- Salesforce Financial Services Cloud (1)
- Salesforce.com (1)
- Salesforce1 Customer Platform (1)
- Sam Attias (4)
- San Diego (1)
- San Diego, CA (1)
- scalable personal finance data platform (1)
- Scalable workflow tools (1)
- SCANaltyics (1)
- SCANalytics (1)
- Schwab (9)
- Schwab advisor center (2)
- Schwab Advisor Services (3)
- Schwab Advisor Services’ (1)
- Schwab Advisor Services’ SOLUTIONS® (1)
- Schwab Advisory Services (1)
- Schwab IMPACT 2013 (1)
- Schwab Independent Advisor Outlook Study (1)
- Schwab Intelligent Integration® (1)
- Schwab Intelligent Portfolios (1)
- Schwab Intelligent Portfolios™ (1)
- Schwab Intelligent Technologies (1)
- Schwab OpenView Gateway (2)
- Schwab OpenView Gateway® (1)
- Schwab OpenView Gateway™ (2)
- Schwab OpenView MarketSquare® (1)
- Schwab OpenView Mobile (1)
- Schwab Performance Technologies® (1)
- Schwab’s 2013 RIA Benchmarking Study (1)
- SciQ Insights (1)
- Scivantage (1)
- Scott Parry (1)
- Scottrade (3)
- Scottrade® Advisor Services (2)
- Scottrade® Advisor Services Platform (1)
- seamless advisor integration (1)
- seamless forms-filling capabilities (1)
- Search Engine Optimization (1)
- search engine optimization tagging (1)
- Securities America (1)
- securities and insurance industries (1)
- Security (1)
- SEI (2)
- service alerts (1)
- Service Cloud (1)
- services and support for RIAs (1)
- Shane Bingham (1)
- Shannon Dempsey (1)
- Shareholders Service Group (2)
- Sharing (1)
- Sherri DuMond (1)
- Sheryl Garrett (1)
- Sheryl Rowling (4)
- Sid Yenamandra (3)
- SIFMA/FINRA Cybersecurity Conference (1)
- Signix (1)
- Silanis (1)
- Simon Mulcahy (2)
- Simon Sinek (1)
- single sign-on integration (1)
- single-sign on capability (1)
- single-sign on functionality (1)
- SixThirty (1)
- SixThirty FinTech Accelerator (1)
- Small Businesses (1)
- Smarsh (1)
- Smarsh My Site (1)
- Smarsh Sites (1)
- Smart Form Tool (1)
- Smart Office (1)
- Smarter Prospecting (1)
- SmartOffice (1)
- SMAs (1)
- Social Analytics (1)
- social collaboration (1)
- Social Media (2)
- social media integrations (1)
- Social Security (1)
- Social Security Analyzer (1)
- Social Security Optimizer (1)
- Sonia Rosenbaum (1)
- Sophie Schmitt (1)
- sophisticated computer algorithms (1)
- Spark (1)
- Spenser Segal (2)
- sqope (1)
- sqopeTM Score (1)
- SS&C Technologies (1)
- SS&C Technologies Holdings (1)
- SS&C Technologies Holdings, Inc. (1)
- SSG (2)
- SSG Conference (2)
- Stark & Stark (1)
- State Income Tax Calculator (1)
- state‐of‐the‐art forms-filling technology (1)
- Steve Dunlap (1)
- Steve Sanduski (1)
- Steven D. Kelly (1)
- Stifel (1)
- Strategic Advisor (1)
- Strategic Integrated Online Account Processing (1)
- Streetscape (1)
- Stuart DePina (7)
- Sugar Ray Leonard (1)
- SugarCRM (1)
- Suhail Ali (1)
- SunGard (4)
- SunGard Financial Systems (3)
- SunGard’s WealthStation (1)
- SunGard’s WealthStation Financial Planning solution (1)
- Sustainable Retirement Income (1)
- Symantec VIP integration (1)
- Synapse API (1)
- T. Rowe Price (1)
- T3 (10)
- T3 Advisor Conference (3)
- T3 Advisor Tech Conference (1)
- T3 Blog (9)
- T3 Conference Anaheim, CA (1)
- T3 Enterprise Conference (1)
- T3 Technology Conference (4)
- TA Associates (1)
- Tamarac Advisor® Xi (1)
- Tamarac's Advisor® Xi (1)
- tax efficiency in a cloud-‐based model (1)
- Tax Efficient Drawdown (1)
- Tax Lot information (1)
- tax planning (1)
- tax-aware trading program (1)
- tax-losses (1)
- TD Ameritrade (9)
- TD Ameritrade Holding Corporation (1)
- TD Ameritrade Institutional (8)
- TD Ameritrade Institutional Veo® (1)
- TD Ameritrade Institutional's Veo® (1)
- TD Ameritrade Institutional’s Veo Open Access platform (1)
- TD Ameritrade Institutional’s VEO® (1)
- TD Ameritrade National LINC Conference (1)
- TD Ameritrade's VEO (1)
- TD Ameritrade’s Veo platform (1)
- TDA (1)
- technology (244)
- Technology adoption (1)
- Technology Integrations (1)
- technology solutions (1)
- Technology Tools For Today (1)
- Technology Tools for Today 2014 Conference (1)
- tenth annual T3 Technology Conference (1)
- The Efficient Practice (1)
- The E‐Valuator (1)
- The Future of Risk is Here: Enhance Your Value or Perish (1)
- The Markets (1)
- the Practice (1)
- The Retirement Hub (1)
- The Tarbox Group, Inc. (1)
- Third-Party Technology Integrations (1)
- Tim Ramza (1)
- Tim Welsh (1)
- time-effective onboarding experience (1)
- timeframes (1)
- TJ Jones (1)
- To-Do Lists (1)
- Todd Clarke (2)
- Todd R. Crockett (1)
- Tom Doherty (1)
- Tom Embrogno (1)
- Tom Giachetti (2)
- Tom Kimberly (1)
- Tom Nally (3)
- Tom Schildhauer (1)
- Total Portfolio Expert (TPX) (1)
- Total Rebalance Expert (3)
- Total Rebalance Expert (TRX) (1)
- Total Technology Platform (1)
- Touch functionality (1)
- Trade Strategy Visualization (1)
- TradePMR (2)
- TradeWarrior (1)
- Trading Processes (1)
- Trading Strategy Checklist (1)
- Tricia Rothschild (7)
- Trizic (1)
- Trust Company of Sterne Agee (1)
- tRx (3)
- TRX Edge (1)
- turnkey data science solutions (1)
- two-factor authentication (1)
- Tyler Nunnally (2)
- Ultra High Net Worth (1)
- unified cloud computing solutions (1)
- unified managed account (1)
- unified wealth management technology (1)
- Unify (1)
- Unify Cloud Disaster Recovery (1)
- Unify Software (1)
- Unify’s Cloud VPN (1)
- United Capital (1)
- United Capital Financial Advisors (1)
- up-to-date account data (1)
- Upside (1)
- Upside Advisor (1)
- Uri Pomerantz (1)
- user-friendly programing (1)
- Vanare (4)
- Vanare | NestEgg (1)
- Vanguard (3)
- variable annuities (1)
- VAs (1)
- Vendor Affinity Program (1)
- VEO (1)
- Veo Open Access (1)
- Veo Open AccessSM platform (1)
- Veo® (1)
- verification (1)
- Vestmark (1)
- Vestmark Manager Marketplace (VMM) (1)
- Vestorly (9)
- Vestorly solution (1)
- Victor Fetter (4)
- Video conferencing (1)
- Vincent Guyaux (1)
- Vladimir Baranov (1)
- Wall Street Journal (1)
- Walt Bettinger (1)
- Warren Mackensen (1)
- Wealth Access (4)
- Wealth Access Estate Platform 3.0 (1)
- wealth management solutions (2)
- wealth management technology (1)
- Wealthbase (1)
- Wealthbox CRM (1)
- Wealthcare Capital Management (1)
- WealthCentral (1)
- Wealthminder (2)
- Wealthminder Seed Capital (1)
- WealthStation (2)
- WealthStation CompAct (1)
- WealthStation Financial Planning (1)
- WealthTechs (1)
- Web App Single Sign On (1)
- web-based applications (1)
- web-based client management software (1)
- web-based CRM (1)
- web-based portfolio management software (1)
- web-based software portal (1)
- Wednesday July 22, 2015 (1)
- Wells Fargo Advisors (1)
- Wes Stillman (1)
- Weston (1)
- Westport Resources (1)
- Whitepaper (1)
- Will Bressman (1)
- William Faulkner (1)
- Windows™ PowerShell (1)
- WinOps (1)
- Women Investors (1)
- Woodrow Levin (1)
- Wordpress platform (1)
- workflow solutions (1)
- Worldox (1)
- WorthFM (1)
- X-Ray Reports (1)
- XCelent Award (1)
- XLR8 (1)
- XTRAC (2)
- XTRAC App (1)
- XTRAC Solutions (2)
- yHLsoft (1)
- Yodlee (3)
- Zohar Swaine (2)
- Zywave (1)
- “Robo” Challenge (1)
Tags
technology
Eric Clarke
CRM
Orion Advisor Services
Orion
Riskalyze
Junxure
Envestnet
Greg Friedman
MoneyGuidePro
Morningstar
T3
AdvisoryWorld
Aaron Klein
Justin Wisz
TD Ameritrade
T3 Blog
Vestorly
Schwab
Laser App Software
Pershing
Robert Powell
TD Ameritrade Institutional
Salesforce
portfolio management
RiXtrema
Junxure Cloud
Laserfiche
Fidelity
Redtail Technology
Tricia Rothschild
Stuart DePina
Daniel Satchkov
Redtail
CRM Solutions
Redtail CRM
Ken Golding
Laser App Anywhere
eMoney
eMoney Advisor
Advicent
Neesha Hathi
account aggregation
Morningstar OfficeSM
LPL Financial
Advent
DocuSign
FinaMetrica
Brian McLaughlin
PIEtech
Brian Shenson
Charles Schwab
Jemstep
Risk Number™
Wealth Access
Sam Attias
client relationship management
Sheryl Rowling
External IT
Laser App
forms automation
NetX360®
T3 Technology Conference
NorthStar Financial Services Group
SunGard
Victor Fetter
David Benskin
Ram Nagappan
Vanare
Performance Reporting
Michael Kitces
Yodlee
OpenView Gateway
Vanguard
Kiplinger
Jennifer Valdez
Redi2 Technologies
Jon Patullo
ActiFi
Scottrade
Bill Crager
Advisor Technology solutions
Client Marketing Systems
Ed Beggs
Michael Wilson
RIAs
Data Aggregation
Ryan Beach
Rich Cancro
Bill Rourke
Oleg Tishkevich
T3 Advisor Conference
Oranj
management software
document management
Portfolio Analytics
Bill Winterberg
Sid Yenamandra
Advizr
Lowell Putnam
Jud Bergman
Advyzon
Hussain Zaidi
tRx
Quovo
Salentica CRM
FAStech
Orion Advisor Services, LLC
Tom Nally
BizEquity
Albridge
Dave Welling
Phil Cunningham
Orion Connect
Black Diamond
Advisors Assistant
Ron Carson
Pat Dempsey
Junxure Advisor Conference
RetireUp
SunGard Financial Systems
Advent Software
Geoff Davey
Total Rebalance Expert
Schwab Advisor Services
Finance Logix
HiddenLevers
Entreda
Fermin Garcia
Investment Planning
Advisor Software
NaviPro
Michael Pinsker
Zohar Swaine
customer relationship management
Risk Number
practice and portfolio management system
Neal Ringquist
Pocket Risk
Integration
Advicent Solutions
financial advisors
Shareholders Service Group
Envestnet | Tamarac
Scottrade® Advisor Services
J.D. Bruce
Blu Giant
Pershing Advisor Solutions
TradePMR
Advisor BioniX
investment solutions
Risk Profiling
Blu Giant Advisor Studios
MyRetirement
Jim Dario
Paul Resnik
NestEgg
Deborah Fox
reporting platform
Fidelity Institutional
Drew DiMarino
financial planning
MyRIACompliance
Todd Clarke
Anil Arora
portfolio analysis
Rich Ellinger
Risk Tolerance
Gail Graham
Blueleaf
content marketing
Croesus
FolioDynamix
Fidelity Investments
Advisor CRM
risk tolerance assessment
financial planning software
wealth management solutions
Peak Advisor Alliance
Spenser Segal
rebalancing platform
Schwab OpenView Gateway
Edmond Walters
Morningstar Office
Advisor Xi Platform
BNY Mellon
AssetMark
E-Valuator
BillFin
Bob Curtis
Salentica
NetX360
Tom Giachetti
Mike McDaniel
Schwab OpenView Gateway™
Billy Oliverio
Brett Clarke
Advent Black Diamond
BioniX
Simon Mulcahy
Grendel
NetX360® platform
Appcrown
Retirement Income Story©
February 10-12, 2016
SEI
Digital Content Marketing
XTRAC
custodial platform
Money Guide Pro
Wealthminder
ETFs
SSG
Schwab advisor center
XTRAC Solutions
Tyler Nunnally
advisor rebalancing
ClientFirst
Mark Tibergien
Social Media
John Prendergast
Salesforce AppExchange
SSG Conference
Philip Wilson
RIA
AdventConnect
Dan Skiles
Advisors Assistant®
WealthStation
Charles Goldman
Schwab Advisor Services’ SOLUTIONS®
PIEtech, Inc.,
integrated receivables management
RIA advisor platform
Nova
unified cloud computing solutions
Automate Client Marketing
Doug McPhail
Mobile App 2.0
SunGard’s WealthStation Financial Planning solution
customer acquisition
AdventConnect 2014
Kevin Sweet
client engagement
Scivantage
Portfolio Management Consultants
risk modeling
FTNI
Financelogix
Benjamin Birken
Ebix
MoneyGuidePro®
Tax Efficient Drawdown
Daniel Inveen
LaserApp Anywhere
ClientView Client Portal
Shane Bingham
PowerShares
iTunes App Stores
Rob Cirrotti
Orion’s Client Portal
Global Financial Private Capital
Firm Alerts and Announcements
Vladimir Baranov
Black Diamond℠
multi-user support
Advisors Assistant’s CRM
MacroRisk Analytics
Cohesive Client Management Process
SixThirty
Q-Suite
Brian Stimpfl
Run Smarter®
Patrick Flaherty
High-Performing Firms
WealthStation CompAct
Redhawk Wealth Advisors
Tim Welsh
Analytics Cloud
David Lyon
Market Movement Strategies (MMS)
Social Security
computer-based modeling system
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Real-Time Data
John Vaccaro
Cameron Routh
Salesforce data migrator
performance reporting software
Income Generator
William Faulkner
Report Builder
eVestment
Newgate Capital Management
Total Technology Platform
Arcons Technology
digital marketing hub
State Income Tax Calculator
create and manage portfolios
ACH origination
Junxure Cloud® CRM
Charles Sizemore
Schwab Advisory Services
PMC's Quantitative Portfolios
integrated technology
RIA Benchmarking Study
November 2-4, 2015
Fetter Logic
unified managed account
automated portfolio management
Downloadable Portfolio Review Reports
Mobile Application
Sustainable Retirement Income
client feedback
Scott Parry
portfolio management process
investment policy statement
OpportunityView™
full lifecycle portfolio management
Financial Account Data Technology Platform
variable annuities
Best Technology for a Vertical CRM
Ebix Smart Office
MoneyTree
Tax Lot information
Advisor Software, Inc.
ClientWorks
Shannon Dempsey
J. Kelley Williams, Jr.
Robb Baldwin
OS33 Cloud Desktop platform
Global Investment Performance Standards
First Rate
Wall Street Journal
Black Diamond℠ platform
eMoney Select system
mutual fund capital gains distributions
Technology adoption
Advisory World
Maggie Crowley
Collaboration Cloud (Chatter)
SixThirty FinTech Accelerator
Quadron Data Solutions
Broker Dealers
Rushmore Advisor Services
Patrick Yip
Holdings
WealthStation Financial Planning
Envestnet Advisor Summit
time-effective onboarding experience
Andrew Rogers
David, Stalnaker
Marketing Center platform
Social Security Analyzer
Concenter Services
Aaron Guidotti
Real-time Profile Tracking
Canterbury Consulting
Salesforce Financial Service Cloud Integration
Perry Moore
independent portfolio rebalancing software platform
Windows™ PowerShell
reporting
eVestment Quantum Analytics
Next Generation Investor Portal
Touch functionality
ARKON
Digital Marketing Platform
Michael Spellacy
state‐of‐the‐art forms-filling technology
credit card processing
Junxure CRM
Junxure® CRM
check scanning
Schwab IMPACT 2013
Zywave
RIA in a Box
Oauth2 user authentication security
Fetterlogic
unified wealth management technology
Automated Workflow
downside volatility
Mobile channel
Symantec VIP integration
Customer Success Platform
Kirk Hulett
Client Management System
Portfolio Management Processes
investment research platforms
Risk Number®
Optimum Market Portfolios
Fuse 2014
VAs
Echosign
monitoring
tax planning
Darren Tedesco
Laserfiche Connector
ClientWorks platform
practice management
J. Richard Coe
Robert Arnott
Outlook email archiving
goalgamiPro
Fisher Investments
Walt Bettinger
Blaze Portfolio
eMoney’s emX Select platform
My Wall
Technology Integrations
MagniPost
Commonwealth Financial Network
Quadron Data Solutions™
Jenny Richards
brokerage and custody services
Russ Thornton
Paul Cantrell
Homrich Berg
WealthTechs
Redkite
timeframes
Andrew Rudd
Daxs Stadjuhar
Marketing Cloud
Social Security Optimizer
Concierge Service
Realized and Unrealized Gains/Losses
Jonathan Jaranson
CapGainsValet
Salesforce Financial Services Cloud
industry related forms
WinOps
reporting capabilities
eVestment Spectrum Analytics
Next Generation of Integration
Trade Strategy Visualization
Artificial Intelligence
Digital Practice Management
Michael Stier
Steve Dunlap
ActiFi Client Engagement
Junxure’s cloud-based CRM/office management solution
Chicago
Schwab Independent Advisor Outlook Study
portfolio accounting
integration of independent recordkeepers
“Robo” Challenge
RIA/Client reletionships
October 13
Florida
Unify
Automated workflows
Dr. David Lawrence
mobile connectivity
Synapse API
Customizable Quarterly Investment Review Presentations
advisor and client portals
Krilogy Financial
portfolio management system
investment screening functionality
Optional Tax Management
Fuse 2014 award
Financial Feed
Vendor Affinity Program
Bill Good
monthly compliance checklists
tax-aware trading program
Darrin Courtney
Advisor View
Laserfiche Document Management
Cloud applications
Sharing
practice management solutions
Robert Eggebrecht
Outsourcing Services
goalgamiPro®
fixed index annuities
Warren Mackensen
eMoney’s wealth management platform
myeDocumentsuite.com
technology solutions
AdvisoryWorld Financial Technology
maintenance of composites
Small Businesses
Commonwealth’s Practice360º
qualified fiduciary advisors
Jenze Bosma
browser in the cloud
Russell Leto
Paul Polese
hosted archiving solutions
Web App Single Sign On
Envestnet | Tamarac's Advisor Xi
Nerd’s Eye View
TJ Jones
Andrew Stevens
Dean Cook
Marketing Gorilla System
Sonia Rosenbaum
conflict-free custody solution
Abby Schneiderman
rebalance
Joseph Miola
Career Activity Management System
Salesforce.com
Informatica
Women Investors
Reporting Console for Each Office
eVestment Spotlight Analytics
Next-Generation Advisor CRM®
Artisan and Grendel
direct online insurance offerings
Steve Sanduski
ActiFi software suite
Steven D. Kelly
CRM systems
activity streams
Chris Casdia
Schwab Intelligent Integration®
portfolio accounting service provider
Intelligent Aggregation
Office 365
FMG Suite
Fidelity Center for Applied Technology
Unify Cloud Disaster Recovery
automating portfolio management
Dr. Noah Smith
mobile devices
T. Rowe Price
customizable questionnaires
Kyle Hiatt
Client Marketing Systems, Inc.
Scottrade® Advisor Services Platform
portfolio management tools
OptionsPlay Score
Fusion Advisor Workstation
Financial Personalities
VEO
Bill Laird
Ed Butowsky
tax-losses
Advisor View™
Lex Sokolin
Cloud Desktop solution
Sherri DuMond
PreciseFP
J.P. Morgan
Robert Moore
packaged web design
Google Analytics integration
flexibility to scale
emX
Technology Tools For Today
AdvisoryWorld HoldingScan Report for Households
data analysis
manage cash flows
Smarsh
Community Blog
quantitative risk technology
Built In Token 2-Factor Authentication
Household Balance Sheet
web-based applications
Envestnet’s Advisor Suite®
To-Do Lists
Andrew Tognela
Marketware International
Sophie Schmitt
Connections Console
acceptable and unacceptable tolerance standards
Rebalancer
Joseph Mrak
Carson Wealth Management Group
Salesforce1 Customer Platform
Pershing LLC
InformationWeek 500
Woodrow Levin
eWealthManager
next-generation wealth management platform
TradeWarrior
Ashley Globerman
disparate and divergent solutions
Michelle Smith
Stifel
CRM technology
Activity tracking and corporate memory
Chris Casey
Schwab Intelligent Portfolios
Portfolio Accounting Solutions
interactive compliance calendar
Office of the Future
Folio Institutional
Unify Software
automation software tool
mobile forms-filling
customized analysis
Advisor Con
Ladenburg Thalmann Financial Services Inc.
Client Meeting Support for Advisors
seamless advisor integration
portfolio mappings services
InvestmentNews
risk profiling questionnaire provider
Optionsplay®
Fusion® Advisor Workstation
Veo Open Access
Ed O’ Brien
Morningstar Advisor
data aggregation functionality
Advisor Websites
LiquidHub
cloud-based archiving solutions
Sheryl Garrett
predictive analytical tools
Jackson
BranchNet
Panoramix
Google Play
Flexible Optimizer
Blu Giant, LLC
EMX Platform
Technology Tools for Today 2014 Conference
Advisor® Xi
data analysis solutions
management fee
Smarsh My Site
company performance analysis
Quantitative Risk Tolerance
Jim McKelvey
Business Analytics
SaaS
Paul West
household-‐level rebalancing
web-based client management software
Envestnet’s Digital Advisor platform
NestEgg Wealth
DecisionCenter
Martin L. Flanagan
sophisticated computer algorithms
content aggregation
rebalancing
Joseph Starinsky
cash posting
Pershing’s Net 360 Technology Channel
Innovation Centers
Wordpress platform
reporting solutions
Expanded Performance Details for Sample Portfolios
NFP
Trading Processes
ASI
Document Imaging
Microsoft
Strategic Advisor
CRM User Adoption
Adhesion
Kanchana Chalia
Chris Momsen
Schwab Intelligent Portfolios™
Interview
FolioDynamics
Fidelity Institutional Wealth Services
Unify’s Cloud VPN
Autopilot
Dropbox
Mobile Optimization
Cutting Edge Auditing
Advisor Convention October 7-8
lagging performance duration and timeframe priorities
seamless forms-filling capabilities
Portfolio Pathway
Investor-Advisor Collaboration
financial planning and client engagement solutions
Veo Open AccessSM platform
Bill Stone
Ed O’Brien
Morningstar Analyst Rating™
TD Ameritrade Holding Corporation
data aggregation solutions
advisor workflow partnership
Lori Hardwick
cloud-based billing software
PRNewswire
Jackson app
brand-centric theme customization
robo advisors
Panoramix™
Gradient Investments
Wealth Access Estate Platform 3.0
emX’s Vault
Narrator Clients™
tenth annual T3 Technology Conference
Advisor® Xi suite
data automation
Smarsh Sites
compete against other digital advisors
Quantum
Jim Patrick
business and technology management
SaaS-based payment processing platform
PCI-compliant platform
householded data backbone
web-based CRM
Redtail Technology CRM
NetExchange Client
Todd R. Crockett
Ann Haas
Deena Katz
Mary Ellen Whiteman
Spark
Account Alerts
rebalancing capability
Josh Brown
CEB TowerGroup
San Diego
Personal Finance Management Application
Inside Information
workflow solutions
ReportQ
NFP Advisor Services Group
Trading Strategy Checklist
asset allocation mappings service
Microsoft Corp
Document Processing
Microsoft Dynamics CRM
Strategic Integrated Online Account Processing
advanced data reporting
Karl Chan
Chris Wacker
Schwab Intelligent Technologies
Intraday Integration
RightSize Solutions
Online Account Management
United Capital
Back Office Solutions
Duane D’Orazio
Mobile Productivity
T3 Advisor Tech Conference
Cybersecurity
Las Vegas
Client Relationship Management (CRM)
Search Engine Optimization
portfolio risk
Investor360°
order processing
Garrett Planning Network
Veo®
EDGAR filing agent
Morningstar for Advisors App
Advisor Xi
Loring Ward
cloud-based billing tool
ProcessEZ
Jackson National Life Insurance Company®
BrandYourself.com
Robo-Advisers
Paperclip
Great Kight
BlueSky
end-of-life plan
Narrator™ application builder
The Efficient Practice
Data Cloud (Jigsaw)
Mara Laisson
Smart Form Tool
compliance and security
Questar Capital℠
Joe Duran
business development metrics
Safe by Estate Assist
HTML5 version
web-based portfolio management software
Reduce computer sprawl
Eric Jardine
NetExchange Select
Tom Doherty
Ann Marie Stieler
Dennis Fox
Mary Ferguson
Copytalk+
Account Details
Juan Williams
Celent
San Diego, CA
personal financial management
Insights on Advice
Worldox
required trading and rebalancing
External IT Cloud Desktop
Nobel Foundation
asset gathering
Trizic
AssetBook
document storage software-as-a-service
Mike Capelle
Streetscape
Cross-business Tracking Routing & Control
advanced wealth planning solutions
Kelly Caffrey
CIO Review
portfolio applications
intraday quotes
Rio Hotel & Casino
online account opening
Forbes
Fidelity Investments®
United Capital Financial Advisors
back-office solutions
Dynamic Rebalancing
Mobile Scribe Service
Cybersecurity and Compliance
Advisor FinTech Hackathon
client relationship solution
search engine optimization tagging
Portfolio Snapshot
iPad app
risk tolerance assessment tools
Gemcom
financial planning technology
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
cloud-based CRM platform
SIFMA/FINRA Cybersecurity Conference
Productivity
Jackson.com
Bret Baier
Robo-advisor
paperless client onboarding process
wealth management technology
end-‐to-‐end portfolio management
Nathan Lucius
The E‐Valuator
Advizr and Orion integration
data management solutions
Maree Moscati
Smart Office
ComplianceQ
Quik! Form
Joe Ruzycki
business intelligence
Sagacious, Inc.
pensions
Human Finance Project
web-based software portal
RegEd
error checking
NetExchange View
Tom Embrogno
Anna Curry
Denny Bottorff
Matched Portfolio
sqope
Copytalk+ Smartphone App
account management software
rebalancing solution
Center For Wealth Planning
scalable personal finance data platform
Personal Financial Management (PFM) tool
INSITE™ 2015 conference
WorthFM
RESTful
External IT's Cloud Desktop
Trust Company of Sterne Agee
Docupace
Mike Ethridge
CSIA
advanced workflow tools
Cities Digital
Schwab OpenView Gateway®
Portfolio Building
intuitive user-experience
Rio Hotel & Casino in Las Vegas
Online Account Opening & Transfer
Fidelity®'s New Wealthcentral® Technology Bundle
up-to-date account data
BakerAvenue Asset Management
Model Wealth Portfolios
T3 Conference Anaheim, CA
Damian Gallina
Advisor Impact
Laser App 2015 Financial Services Conference
Client Risk Assessments
Securities America
PortfolioCenter
IPS AdvisorPro
Risk Tolerance Questionnaire
Orion Advisor Integration
Gemini Alternative Funds
financial planning tool
Vestmark
Edward Jones
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
cloud-based IT
Signix
Proposal Generation Capabilities
Jackson®
Bret Magpiong
Robo-Shield™
paperless enrolment
Greg Vigrass
Wealthbase
Enhanced Capital Partners
National Financial Partners Corp.
The Future of Risk is Here: Enhance Your Value or Perish
data protection
Marie Swift
Smarter Prospecting
compliant ready platform
Quik! Forms
John Hancock
business processing services
Performance
Wednesday July 22, 2015
registered investment advisors
eSignature Capabilities
Annuities + Insurance
Depository Trust and Clearing Corporation
Matt Abar
sqopeTM Score
Cory Haberkorn
account opening
rebalancing workflows
Jud Mackrill
centralized and tailored user experience
Scalable workflow tools
personal financial management platform
instantaneous stress testing
X-Ray Reports
Retirement Hub app
normalization
FA Insight
AssetMark Advisor iPad
Docupace ePACS®
Sugar Ray Leonard
curation engines
Kevin Cimring
Cities Digital’s MagniMail
portfolio construction capabilities
Invesco
Risk Alignment Platform
online advisor-client collaboration
forms library
Fidelity’s Technology and Operations Consulting
Upside
Balances
eAdvisor
Modern Portfolio Theory
T3 Enterprise Conference
Damon Deru
Advisor iPad App
Laser App Advisor Con 2015
Client Service Monitor
securities and insurance industries
PortfolioCenter®
IPSAdvisorPro
Risk-Balanced Portfolios
Gemini Fund Services
Financial Transmission Network Inc.
Vestmark Manager Marketplace (VMM)
Efficient Technology
Morningstar, Inc.
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial Holdings
cloud-based IT outsourcing
Silanis
Proposal Tool for Chapwood Investments
James Carney
robust backup features
paperless onboarding
Gregg Klein
Wealthbox CRM
Bob Stiess
enhanced client communication
Nationwide
The Markets
Aggregation
Data-Driven Insights
Mario Canas
SmartOffice
Composite Holdings Report
John Mackowiak
business valuation knowledge
Performance Center
IBackup®
Wells Fargo Advisors
registration checker tool
Estate Assist
Tom Kimberly
App expansion
detailed financial planning
Matt Crisp
SS&C Technologies
Cory Olson
Account opening and commissions
Redhawk
Julie Littlechild
Cetera
SCANaltyics
Pete Hess
Institutional Intelligent Portfolios™
XCelent Award
retirement income planning tool
Northern Lights Compliance Services
Farshad Ghaffari
Northern Lights Distributors
TRX Edge
Atlanta
Docupace Technologies
Mike Phillips
SugarCRM
custodial data file import process
Kevin Crowe
CitiMortgage
Schwab OpenView MarketSquare®
Portfolio Construction Tool
Investigo
Risk Analysis
online client engagement
Fox Financial Planning
Figlo
Upside Advisor
Barrett Ayers
EAI
Modestpark
Dan Arnold
Advisor Office
client-facing analytical and proposal tool
Security
position data
iReach
Gemini Hedge Fund Services
FinFolio
Electronic Signing
Morningstar®
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Financial LLC
cloud-based platform
ProTracker
James Poer
Brett Thorne
robust technology capabilities
paperless processing systems
Wealthcare Capital Management
Bob Veres
enhanced mutual funds order management
Natural Language Processing
the Practice
AICPA
DataPro
Mark Balasa
SMAs
composite performance reporting
Radar
John McArthur
business valuations
Salentica’s Data Broker
Performance Dashboard and Client Reporting Engine
IBDs
Wes Stillman
regulatory compliance
estate management
Digital Advice
Matt Nelson
SS&C Technologies Holdings
Cost Basis
account rebalancing software
Juney Ham
Cetera Financial Group
SCANalytics
Peter Intraligi
inStream Solutions
XLR8
Retirement Plan Network
NorthStar
turnkey data science solutions
Attribution Analysis
Mike Walsh
Suhail Ali
Custodial Data Integrations
Advent Custodial Data
Kevin Knull
client acquisition
Schwab OpenView Mobile
Portfolio Crash Test solution
investment advice
risk engineering
online practice management platform
Fox Financial Planning Network
filter and cross reference data
Uri Pomerantz
basic client interaction
Earnings Potential
modify portfolio exposures
TA Associates
Dan Brownell
Advisor Office platform
Laser App Enterprise
Client-facing technology
Positions
iRebal
Riskalyze and RetireUp Integration Demo
Orion Business Intelligence
Gen X/Y
FinFolio’s Portfolio Management Software
Vestorly solution
eliminating selected fees
Morningstar® Advisor WorkstationSM
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus 2015
cloud-based portfolio management
Simon Sinek
ProTracker Advantage
Jason Roberts
Brian A. Davis
Rocaton Advisors
Park City, Utah
Guide Financial Technologies
WealthCentral
Bobby Yazdani
enrollment platform
Naureen Hassan
The Retirement Hub
Mark Casady
Social Analytics
Composite Portfolio Review
Raj Udeshi
John Ndege
ByAllAccountsSM
Sales Cloud
performance expectations
IEC
Weston
regulatory compliance services and technology
ETF OneSource participants
NetXInvestor
Tom Schildhauer
AppHub
Matt O’Brien
SS&C Technologies Holdings, Inc.
cost-efficient beta exposure
account servicing
Chad Blythe
Insurance and Securities verticals
XTRAC App
RetireRisk
February 4, 2015
two-factor authentication
Audit Management
Dominey Stewart
mitigate risk
Advent Direct
Kevin Kraus
Client communications management
Schwab Performance Technologies®
Portfolio Crash Testing
Investment Advisors Workflow
Risk Management
Online Reporting Dashboard
Fred Tomczyk
user-friendly programing
BD Equalizer
EarningsQ
Tamarac Advisor® Xi
Dan Hunt
Advisor Pro platform
Client360º
service alerts
POWER
iRebal®
Riskalyze Autopilot
Gentech
FinFolio’s WorkStation
Eliza De Pardo
Morningstar® Portfolio X-Ray®
TD Ameritrade's VEO
LPL Focus Conference
cloud-based solutions
single sign-on integration
ProTracker Cloud
Jason Wenk
Gustav Karner
Bonaventure Resort and Spa
Enterprise Content Management Software
NaviPlan
The Tarbox Group, Inc.
Albridge Solutions
Mark Engelhardt
social collaboration
CompositeBuilder
1-to-1 client relationships
John Norwood
CAIS
Performance Measurement
Impact Communications
Westport Resources
Rehmann
NetXInvestor®
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
digital financial solutions
Maureen Duff
Council Capital
accounting software
Chad Centorbi
Phil Sorgen
integrated cloud based technology
Norwood Consulting
Fee Calculation Details
Audit Technology
Donald Capone
Mitt Romney
Custodian
Kevin Miller
Client Data Automation
Schwab’s 2013 RIA Benchmarking Study
Investment Income Summary Report
risk management characteristics
Open View Gateway
Ft. Lauderdale
FinaMetrica Plus
Behavioral Finance
easily view user activity
Tamarac's Advisor® Xi
Dan Santner
Laser App’s Software as a Service (SaaS) platform
Service Cloud
Power of Together
iShares
Orion Discover
FINRA and SEC technology guidelines
Video conferencing
Black Diamond platform
Ellen Smith
Multi-Asset Class Portfolio Analysis
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
LPL’s Resource Center
CLS Investments
single-sign on capability
ProTracker Software
Jay Jay French
Brian Semitekol
Ron Huddleston
Patrick Ambron
Hemant Moore
Wealthminder Seed Capital
Branch Audit Consulting
enterprise-grade data management platform
NaviPlan LEADS
Third-Party Technology Integrations
Allen Eickelberg
David Canter
comprehensive portfolio management
2015 Peter L. Bernstein Award
RCS Capital
CAM
Impact Technologies Group
Whitepaper
relationship solutions
ETF’s
new client electronic on-boarding
application program interface (API)
Digital Fortress
couple’s report
AccountQ™
Chapwood Investments
integrated CRM
Integrated CRM Performance Dashboard
yHLsoft
Note Taking
fee elimination
Ultra High Net Worth
auditable workflow and document management technology
Doug Harbrecht
Mobile app
SunGard’s WealthStation
Custom Cloud (Force.com)
Kevin Paulsen
client database portal
SciQ Insights
Portfolio Management and Insurance Management modules
investment management experience
risk management platform
open-architecture platform
FTJ FundChoice
Vanare | NestEgg
Ben Francois
EBITDA growth rate
MoneyGuideProTM
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp
Clients & Portfolios
services and support for RIAs
PowerAdvisor
ISO
RiXtrema's Portfolio Crash Test
Orion Portfolio Reports
George Will
FinTech 100
Vincent Guyaux
Black Diamond®
multi-block trading
TDA
Luis Gomez
CNN Money
single-sign on functionality
psychometric risk tolerance test
Jeff Norris
Roy Burns
Patrick Dempsey
NaviPlan® financial planning tool
Tim Ramza
Amanda Steinberg
David Fetter
Mark Wilson
social media integrations
comprehensive trading solutions
2015 Veo® Integrated Awards
real time balances
John Schobel
CAM System
Salesforce CRM
Performance Reporting Capabilities
import tool
Will Bressman
Relius Adminstration
Everplans
New Microsoft Dynamics®
Total Rebalance Expert (TRX)
application programming interface
Digital Fortress Suite
Michael M. Carter
Stark & Stark
Craig Smith
Accounts and Fact Sheets for Investments
Junxure Cloud®
Schwab Advisor Services’