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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integrated cloud based technology
position data
tenth annual T3 Technology Conference
Brian Semitekol
Advisor® Xi suite
NestEgg Wealth
Smarsh Sites
Martin L. Flanagan
Deena Katz
SaaS-based payment processing platform
web-based CRM
Redtail Technology CRM
comprehensive portfolio management
Investment Advisors Workflow
ProTracker
Todd R. Crockett
CAM
Ann Haas
Fred Tomczyk
paperless processing systems
NFP
Spark
Account Alerts
Microsoft
San Diego
workflow solutions
ReportQ
couple’s report
iRebal®
Radar
Trading Strategy Checklist
Chapwood Investments
asset allocation mappings service
Gentech
Performance Dashboard and Client Reporting Engine
Strategic Advisor
Adhesion
Fidelity Institutional Wealth Services
mobile forms-filling
Dropbox
Schwab Intelligent Portfolios™
Ladenburg Thalmann Financial Services Inc.
Custodian
Jason Wenk
Unify’s Cloud VPN
Client Data Automation
Autopilot
Gustav Karner
Peter Intraligi
Advisor Convention October 7-8
financial planning and client engagement solutions
Northern Lights Distributors
Morningstar Advisor
Ed O’Brien
seamless forms-filling capabilities
LiquidHub
Dan Santner
John Norwood
Veo Open AccessSM platform
Bill Stone
Impact Communications
Portfolio Construction Tool
TD Ameritrade Holding Corporation
advisor workflow partnership
online practice management platform
Narrator Clients™
end-of-life plan
Data Cloud (Jigsaw)
Robo-Advisers
CNN Money
BlueSky
integrated CRM
Positions
The Efficient Practice
Orion Business Intelligence
NetExchange Client
Smart Form Tool
Eric Jardine
Mary Ellen Whiteman
Dennis Fox
Safe by Estate Assist
web-based portfolio management software
Reduce computer sprawl
comprehensive trading solutions
Investment Income Summary Report
ProTracker Advantage
Tom Doherty
CAM System
Ann Marie Stieler
Ft. Lauderdale
Park City, Utah
NFP Advisor Services Group
Account Details
External IT Cloud Desktop
Microsoft Corp
Document Processing
San Diego, CA
Kanchana Chalia
Worldox
required trading and rebalancing
Craig Smith
iShares
Raj Udeshi
asset gathering
performance expectations
Strategic Integrated Online Account Processing
advanced data reporting
Mobile Optimization
Duane D’Orazio
Schwab Intelligent Technologies
lagging performance duration and timeframe priorities
RightSize Solutions
Custom Cloud (Force.com)
Jay Jay French
United Capital
client database portal
Back Office Solutions
Hemant Moore
T3 Advisor Tech Conference
NorthStar
Morningstar Analyst Rating™
EDGAR filing agent
Search Engine Optimization
Lori Hardwick
Veo®
Clients & Portfolios
Impact Technologies Group
Portfolio Crash Test solution
Advisor Xi
Online Reporting Dashboard
Narrator™ application builder
end-‐to-‐end portfolio management
SIFMA/FINRA Cybersecurity Conference
Mara Laisson
data management solutions
Robo-advisor
Junxure Cloud®
wealth management technology
Cohesive Client Management Process
Integrated CRM Performance Dashboard
POWER
The E‐Valuator
Brian Stimpfl
Advizr and Orion integration
NetExchange Select
Smart Office
error checking
Mary Ferguson
Denny Bottorff
Sagacious, Inc.
web-based software portal
RegEd
computer-based modeling system
investment management experience
ProTracker Cloud
Tom Embrogno
Cameron Routh
Anna Curry
FTJ FundChoice
Nobel Foundation
sqope
account management software
External IT's Cloud Desktop
Microsoft Dynamics CRM
document storage software-as-a-service
scalable personal finance data platform
Karl Chan
WorthFM
RESTful
create and manage portfolios
ISO
Trizic
AssetBook
George Will
Performance Measurement
Streetscape
advanced wealth planning solutions
Fidelity Investments®
Mobile Productivity
Dynamic Rebalancing
Las Vegas
Rio Hotel & Casino
customer acquisition
Jeff Norris
United Capital Financial Advisors
client engagement
back-office solutions
Phil Sorgen
Advisor FinTech Hackathon
financial planning technology
Morningstar for Advisors App
search engine optimization tagging
Loring Ward
risk tolerance assessment tools
Daniel Inveen
John Schobel
verification
ClientView Client Portal
Bill Wostoupal
import tool
Portfolio Crash Testing
TD Ameritrade Institutional Veo®
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
Open View Gateway
Nathan Lucius
Enhanced Capital Partners
Signix
Maree Moscati
data protection
Robo-Shield™
Junxure Cloud® CRM
Wealthbase
Collaboration Cloud (Chatter)
integrated receivables management
Power of Together
The Future of Risk is Here: Enhance Your Value or Perish
Broker Dealers
Orion Discover
NetExchange View
Smarter Prospecting
eSignature Capabilities
Matched Portfolio
Depository Trust and Clearing Corporation
Wednesday July 22, 2015
registered investment advisors
Concenter Services
ProTracker Software
Canterbury Consulting
Annuities + Insurance
FTNI
Patrick Ambron
sqopeTM Score
account opening
FA Insight
Mike Capelle
Docupace
Scalable workflow tools
Kelly Caffrey
X-Ray Reports
Retirement Hub app
credit card processing
iTunes App Stores
RCS Capital
Trust Company of Sterne Agee
Charles Sizemore
Global Financial Private Capital
advanced workflow tools
Fidelity®'s New Wealthcentral® Technology Bundle
Mobile Scribe Service
Schwab OpenView Gateway®
Rio Hotel & Casino in Las Vegas
up-to-date account data
client feedback
BakerAvenue Asset Management
High-Performing Firms
T3 Conference Anaheim, CA
Advisor Impact
financial planning tool
Norwood Consulting
Edward Jones
Securities America
Risk Tolerance Questionnaire
John Vaccaro
Vestmark
ClientWorks
Income Generator
Portfolio Management and Insurance Management modules
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
open-architecture platform
National Financial Partners Corp.
enhanced client communication
Silanis
Marie Swift
Data-Driven Insights
robust backup features
Junxure CRM
Wealthbox CRM
Commonwealth Financial Network
Bob Stiess
integrated technology
PowerAdvisor
The Markets
brokerage and custody services
Aggregation
Orion Portfolio Reports
SmartOffice
Estate Assist
Matt Abar
detailed financial planning
Wells Fargo Advisors
registration checker tool
Concierge Service
investment policy statement
psychometric risk tolerance test
Tom Kimberly
CapGainsValet
App expansion
full lifecycle portfolio management
Patrick Dempsey
SS&C Technologies
Account opening and commissions
Farshad Ghaffari
Mike Ethridge
Docupace ePACS®
SCANaltyics
XCelent Award
retirement income planning tool
J. Kelley Williams, Jr.
real time balances
check scanning
AssetMark Advisor iPad
Global Investment Performance Standards
Performance Reporting Capabilities
Sugar Ray Leonard
Fidelity’s Technology and Operations Consulting
Model Wealth Portfolios
eAdvisor
Laser App 2015 Financial Services Conference
Risk Alignment Platform
Customer Success Platform
Upside
Client Management System
Balances
Holdings
T3 Enterprise Conference
Advisor iPad App
Financial Transmission Network Inc.
Note Taking
Efficient Technology
securities and insurance industries
Risk-Balanced Portfolios
Darren Tedesco
Vestmark Manager Marketplace (VMM)
ClientWorks platform
independent portfolio rebalancing software platform
Portfolio Management Consultants
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
Nationwide
enhanced mutual funds order management
Mario Canas
DataPro
robust technology capabilities
Junxure® CRM
Wealthcare Capital Management
Commonwealth’s Practice360º
Bob Veres
PowerShares
the Practice
browser in the cloud
AICPA
Orion’s Client Portal
SMAs
estate management
Matt Crisp
Digital Advice
Salentica’s Data Broker
Wes Stillman
regulatory compliance
conflict-free custody solution
investment research platforms
Q-Suite
Career Activity Management System
Fuse 2014
Patrick Flaherty
SS&C Technologies Holdings
account rebalancing software
Docupace Technologies
SCANalytics
Kevin Cimring
XLR8
J. Richard Coe
Real-Time Data
TRX Edge
Chicago
Atlanta
goalgamiPro
performance reporting software
SugarCRM
Figlo
Modern Portfolio Theory
EAI
Schwab OpenView MarketSquare®
Laser App Advisor Con 2015
Risk Analysis
Customizable Quarterly Investment Review Presentations
Jenny Richards
Upside Advisor
Barrett Ayers
Homrich Berg
PIEtech, Inc.,
Advisor Office
FinFolio
Nova
Morningstar, Inc.
Electronic Signing
Security
LPL Financial Holdings
Darrin Courtney
Jonathan Jaranson
Cloud applications
industry related forms
Informatica
portfolio management process
TD Ameritrade National LINC Conference
AdvisorQ
OpportunityView™
Natural Language Processing
enrollment platform
Simon Sinek
Mark Balasa
Rocaton Advisors
Junxure’s cloud-based CRM/office management solution
WealthCentral
Community Blog
Bobby Yazdani
integration of independent recordkeepers
The Retirement Hub
Built In Token 2-Factor Authentication
Florida
OS33 Cloud Desktop platform
Social Analytics
ETF OneSource participants
Matt Nelson
Sales Cloud
Weston
regulatory compliance services and technology
Connections Console
investment screening functionality
Quadron Data Solutions
Tom Schildhauer
Carson Wealth Management Group
AppHub
Fuse 2014 award
Patrick Yip
SS&C Technologies Holdings, Inc.
account servicing
Mike Phillips
Kevin Crowe
Retirement Plan Network
CRM systems
Real-time Profile Tracking
turnkey data science solutions
Chris Casdia
Attribution Analysis
goalgamiPro®
Perry Moore
Suhail Ali
Advent Custodial Data
filter and cross reference data
Modestpark
Earnings Potential
Schwab OpenView Mobile
risk engineering
customizable questionnaires
Jenze Bosma
Uri Pomerantz
Client Marketing Systems, Inc.
basic client interaction
hosted archiving solutions
PMC's Quantitative Portfolios
TA Associates
Advisor Office platform
FinFolio’s Portfolio Management Software
November 2-4, 2015
Morningstar®
eliminating selected fees
LPL Financial LLC
Riskalyze and RetireUp Integration Demo
Joseph Miola
Vestorly solution
Cloud Desktop solution
cloud-based archiving solutions
InformationWeek 500
Portfolio Management Processes
TD Ameritrade's VEO
BranchNet
Optimum Market Portfolios
Naureen Hassan
Enterprise Content Management Software
single sign-on integration
Mark Casady
company performance analysis
Bonaventure Resort and Spa
Intelligent Aggregation
practice management
The Tarbox Group, Inc.
Business Analytics
Albridge Solutions
FMG Suite
Outlook email archiving
NetXInvestor
social collaboration
1-to-1 client relationships
Matt O’Brien
digital financial solutions
Westport Resources
Rehmann
content aggregation
Quadron Data Solutions™
Total Portfolio Expert (TPX)
cash posting
Application of Preference Measurement: The Case of Riskalyze
Fusion Advisor Workstation
Paul Cantrell
accounting software
February 4, 2015
Mike Walsh
Dominey Stewart
Kevin Knull
XTRAC App
RetireRisk
CRM technology
J.P. Morgan
Realized and Unrealized Gains/Losses
two-factor authentication
Chris Casey
Audit Management
Google Analytics integration
Advent Direct
modify portfolio exposures
EarningsQ
Schwab Performance Technologies®
Laser App Enterprise
Risk Management
customized analysis
user-friendly programing
Client Meeting Support for Advisors
BD Equalizer
Household Balance Sheet
Tamarac Advisor® Xi
Advisor Pro platform
FinFolio’s WorkStation
Oauth2 user authentication security
Morningstar® Advisor WorkstationSM
Eliza De Pardo
service alerts
LPL Focus 2015
Riskalyze Autopilot
data aggregation functionality
Joseph Mrak
Video conferencing
cloud-based billing software
Black Diamond platform
Innovation Centers
portfolio management system
TD Ameritrade’s Veo platform
brand-centric theme customization
Advisors Assistant Everywhere
Optional Tax Management
NaviPlan
enterprise-grade data management platform
single-sign on capability
Mark Engelhardt
David Canter
Ron Huddleston
Wealthminder Seed Capital
compete against other digital advisors
Branch Audit Consulting
interactive compliance calendar
practice management solutions
Third-Party Technology Integrations
business and technology management
Allen Eickelberg
Folio Institutional
Outsourcing Services
NetXInvestor®
2015 Peter L. Bernstein Award
ETF’s
Maureen Duff
Digital Fortress
Whitepaper
relationship solutions
InvestmentNews
qualified fiduciary advisors
CEB TowerGroup
application program interface (API)
Fusion® Advisor Workstation
Paul Polese
AccountQ™
Fee Calculation Details
mitigate risk
Donald Capone
Kevin Kraus
CRM User Adoption
Jackson
rebalance
Chris Momsen
Audit Technology
Google Play
FinaMetrica Plus
easily view user activity
Schwab’s 2013 RIA Benchmarking Study
risk management characteristics
Cutting Edge Auditing
Jim McKelvey
Behavioral Finance
household-‐level rebalancing
portfolio accounting
Tamarac's Advisor® Xi
FINRA and SEC technology guidelines
October 13
Morningstar® Portfolio X-Ray®
Ellen Smith
Service Cloud
LPL Focus Conference
data aggregation solutions
Joseph Starinsky
Vincent Guyaux
cloud-based billing tool
Black Diamond®
Inside Information
portfolio management tools
TDA
BrandYourself.com
OptionsPlay Score
NaviPlan LEADS
single-sign on functionality
David Fetter
Roy Burns
compliance and security
Interview
PreciseFP
Tim Ramza
business development metrics
Amanda Steinberg
FolioDynamics
packaged web design
new client electronic on-boarding
social media integrations
2015 Veo® Integrated Awards
Everplans
Digital Fortress Suite
Salesforce CRM
Will Bressman
Relius Adminstration
Copytalk+
Investor-Advisor Collaboration
quantitative risk technology
Total Rebalance Expert (TRX)
Celent
application programming interface
Stark & Stark
Accounts and Fact Sheets for Investments
fee elimination
Mitt Romney
Doug Harbrecht
Schwab Advisor Services’
Kevin Miller
yHLsoft
Jackson app
Rebalancer
Ultra High Net Worth
Chris Wacker
auditable workflow and document management technology
Gradient Investments
Pershing LLC
SunGard’s WealthStation
EBITDA growth rate
SciQ Insights
Laser App’s Software as a Service (SaaS) platform
risk management platform
Cybersecurity
Jim Patrick
Vanare | NestEgg
Client Relationship Management (CRM)
Ben Francois
householded data backbone
portfolio accounting service provider
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
FinTech 100
Office 365
Multi-Asset Class Portfolio Analysis
services and support for RIAs
LPL’s Resource Center
RiXtrema's Portfolio Crash Test
Josh Brown
Juan Williams
Vladimir Baranov
cloud-based CRM platform
Black Diamond℠
Insights on Advice
portfolio mappings services
Bret Baier
Advisors Assistant’s CRM
Optionsplay®
NaviPlan® financial planning tool
SixThirty
Mark Wilson
David Lyon
Run Smarter®
WealthStation CompAct
Redhawk Wealth Advisors
ComplianceQ
Intraday Integration
predictive analytical tools
Tim Welsh
business intelligence
Analytics Cloud
Panoramix
New Microsoft Dynamics®
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
eVestment
Michael M. Carter
digital marketing hub
Salesforce data migrator
William Faulkner
Report Builder
Copytalk+ Smartphone App
Investor360°
Quantitative Risk Tolerance
Total Technology Platform
Center For Wealth Planning
Arcons Technology
Garrett Planning Network
Paul West
State Income Tax Calculator
ACH origination
Mobile app
Doug McPhail
Schwab Advisor Services’ SOLUTIONS®
Kevin Paulsen
RIA advisor platform
Cross-business Tracking Routing & Control
Jackson National Life Insurance Company®
rebalancing
unified cloud computing solutions
CIO Review
Automate Client Marketing
Great Kight
Pershing’s Net 360 Technology Channel
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Financelogix
MoneyGuideProTM
Ebix
Scivantage
LaserApp
risk modeling
Cybersecurity and Compliance
Joe Duran
client relationship solution
Benjamin Birken
HTML5 version
Portfolio Accounting Solutions
Tax Efficient Drawdown
Firm Alerts and Announcements
Office of the Future
multi-block trading
Shane Bingham
Luis Gomez
Rob Cirrotti
Robb Baldwin
Wall Street Journal
cloud-based IT
Black Diamond℠ platform
INSITE™ 2015 conference
Portfolio Pathway
Technology adoption
Bret Magpiong
Advisory World
Envestnet Advisor Summit
SixThirty FinTech Accelerator
Market Movement Strategies (MMS)
David, Stalnaker
Rushmore Advisor Services
WealthStation Financial Planning
compliant ready platform
intraday quotes
PRNewswire
time-effective onboarding experience
business processing services
Andrew Rogers
Forbes
Panoramix™
Newgate Capital Management
Social Security Analyzer
Aaron Guidotti
eVestment Quantum Analytics
Digital Marketing Platform
Salesforce Financial Service Cloud Integration
Windows™ PowerShell
reporting
Cory Haberkorn
iPad app
Quantum
Touch functionality
centralized and tailored user experience
ARKON
Gemcom
PCI-compliant platform
state‐of‐the‐art forms-filling technology
Fetter Logic
Mobile App 2.0
Downloadable Portfolio Review Reports
Schwab Advisory Services
Kevin Sweet
RIA Benchmarking Study
CSIA
Jackson.com
rebalancing capability
unified managed account
Cities Digital
automated portfolio management
Personal Finance Management Application
Sustainable Retirement Income
Financial Account Data Technology Platform
MoneyGuidePro®
Ebix Smart Office
Scott Parry
LaserApp Anywhere
Damian Gallina
Joe Ruzycki
variable annuities
Client Risk Assessments
Best Technology for a Vertical CRM
Human Finance Project
Tax Lot information
Advisor Software, Inc.
First Rate
multi-user support
eMoney Select system
Shannon Dempsey
MacroRisk Analytics
