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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Anna Curry
data protection
Matt Abar
sqope
account management software
InvestmentNews
rebalancing workflows
scalable personal finance data platform
Fusion® Advisor Workstation
Community Blog
personal financial management platform
WorthFM
RESTful
Built In Token 2-Factor Authentication
normalization
eSignature Capabilities
Trizic
AssetBook
Depository Trust and Clearing Corporation
Mike Ethridge
Streetscape
advanced wealth planning solutions
Jackson
Google Play
Connections Console
Portfolio Building
Rio Hotel & Casino
Carson Wealth Management Group
Online Account Opening & Transfer
FA Insight
United Capital Financial Advisors
back-office solutions
Docupace
Model Wealth Portfolios
Advisor FinTech Hackathon
Laser App 2015 Financial Services Conference
Jim McKelvey
search engine optimization tagging
household-‐level rebalancing
CRM systems
PortfolioCenter
risk tolerance assessment tools
Chris Casdia
Orion Advisor Integration
Fidelity®'s New Wealthcentral® Technology Bundle
verification
Bill Wostoupal
TD Ameritrade Institutional Veo®
Joseph Starinsky
SIFMA/FINRA Cybersecurity Conference
Innovation Centers
customizable questionnaires
Proposal Generation Capabilities
Robo-advisor
Client Marketing Systems, Inc.
paperless enrolment
financial planning tool
wealth management technology
Edward Jones
National Financial Partners Corp.
The E‐Valuator
Advizr and Orion integration
Marie Swift
Smart Office
interactive compliance calendar
Quik! Forms
FolioDynamics
cloud-based archiving solutions
Performance Center
Wednesday July 22, 2015
registered investment advisors
BranchNet
enhanced client communication
Annuities + Insurance
Data-Driven Insights
Matt Crisp
sqopeTM Score
account opening
Investor-Advisor Collaboration
Redhawk
Scalable workflow tools
company performance analysis
Pete Hess
X-Ray Reports
Retirement Hub app
Business Analytics
Northern Lights Compliance Services
Estate Assist
Trust Company of Sterne Agee
detailed financial planning
advanced workflow tools
Kevin Cimring
Jackson app
Schwab OpenView Gateway®
Gradient Investments
content aggregation
portfolio construction capabilities
Rio Hotel & Casino in Las Vegas
cash posting
online advisor-client collaboration
Farshad Ghaffari
up-to-date account data
BakerAvenue Asset Management
Docupace ePACS®
Modern Portfolio Theory
T3 Conference Anaheim, CA
Advisor Impact
Laser App Advisor Con 2015
Jim Patrick
Securities America
householded data backbone
CRM technology
PortfolioCenter®
Risk Tolerance Questionnaire
Chris Casey
Fidelity’s Technology and Operations Consulting
Vestmark
eAdvisor
Morningstar, Inc.
TD Ameritrade Institutional's Veo®
Advisor-Client relationships
LPL Financial Holdings
Josh Brown
Signix
Inside Information
customized analysis
Proposal Tool for Chapwood Investments
Robo-Shield™
Client Meeting Support for Advisors
paperless onboarding
Financial Transmission Network Inc.
Wealthbase
Efficient Technology
Nationwide
The Future of Risk is Here: Enhance Your Value or Perish
Mario Canas
Smarter Prospecting
Interview
data aggregation functionality
Intraday Integration
data aggregation solutions
Radar
cloud-based billing software
Performance Dashboard and Client Reporting Engine
Wells Fargo Advisors
registration checker tool
brand-centric theme customization
enhanced mutual funds order management
Tom Kimberly
App expansion
DataPro
Matt Nelson
SS&C Technologies
Account opening and commissions
Investor360°
SCANaltyics
Garrett Planning Network
compete against other digital advisors
Peter Intraligi
XCelent Award
retirement income planning tool
business and technology management
Northern Lights Distributors
estate management
AssetMark Advisor iPad
Digital Advice
Mike Phillips
Sugar Ray Leonard
Kevin Crowe
Jackson National Life Insurance Company®
Great Kight
Portfolio Construction Tool
Risk Alignment Platform
CEB TowerGroup
online client engagement
Upside
Balances
Docupace Technologies
Modestpark
T3 Enterprise Conference
Advisor iPad App
Joe Duran
securities and insurance industries
HTML5 version
CRM User Adoption
position data
Risk-Balanced Portfolios
Chris Momsen
Figlo
Vestmark Manager Marketplace (VMM)
EAI
Morningstar®
TD Ameritrade Institutional’s Veo Open Access platform
AdvisorComplete platform
LPL Financial LLC
Juan Williams
Silanis
Insights on Advice
Cutting Edge Auditing
ProTracker
robust backup features
paperless processing systems
FinFolio
Wealthbox CRM
Bob Stiess
Electronic Signing
Natural Language Processing
The Markets
Aggregation
Mark Balasa
SmartOffice
intraday quotes
Raj Udeshi
Salentica’s Data Broker
Forbes
cloud-based billing tool
performance expectations
Wes Stillman
regulatory compliance
BrandYourself.com
enrollment platform
NetXInvestor
Matt O’Brien
SS&C Technologies Holdings
account rebalancing software
iPad app
SCANalytics
Gemcom
compliance and security
XLR8
business development metrics
NorthStar
ETF OneSource participants
TRX Edge
Atlanta
Mike Walsh
SugarCRM
Kevin Knull
Jackson.com
Schwab OpenView MarketSquare®
Copytalk+
Portfolio Crash Test solution
Risk Analysis
Celent
online practice management platform
Upside Advisor
Barrett Ayers
modify portfolio exposures
Advisor Office
Laser App Enterprise
Joe Ruzycki
Security
Human Finance Project
Positions
Chris Wacker
Orion Business Intelligence
filter and cross reference data
Earnings Potential
Morningstar® Advisor WorkstationSM
TD Ameritrade Institutional’s VEO®
AdvisorComplete℠
LPL Focus 2015
INSITE™ 2015 conference
Cybersecurity
ProTracker Advantage
robust technology capabilities
Client Relationship Management (CRM)
Park City, Utah
FinFolio’s Portfolio Management Software
Wealthcare Capital Management
Bob Veres
eliminating selected fees
Naureen Hassan
the Practice
AICPA
Mark Casady
SMAs
intuitive user-experience
Sales Cloud
cloud-based CRM platform
Performance Measurement
Weston
regulatory compliance services and technology
Bret Baier
Enterprise Content Management Software
NetXInvestor®
Tom Schildhauer
AppHub
Maureen Duff
SS&C Technologies Holdings, Inc.
account servicing
IPS AdvisorPro
Gemini Alternative Funds
ComplianceQ
Phil Sorgen
Retirement Plan Network
business intelligence
turnkey data science solutions
Attribution Analysis
digital financial solutions
mitigate risk
Suhail Ali
Advent Custodial Data
Kevin Kraus
Jackson®
Schwab OpenView Mobile
Greg Vigrass
Copytalk+ Smartphone App
Portfolio Crash Testing
risk engineering
Center For Wealth Planning
Online Reporting Dashboard
February 4, 2015
Uri Pomerantz
basic client interaction
Dominey Stewart
TA Associates
Advisor Office platform
John Hancock
Cross-business Tracking Routing & Control
POWER
Riskalyze and RetireUp Integration Demo
CIO Review
Vestorly solution
EarningsQ
Morningstar® Portfolio X-Ray®
TD Ameritrade National LINC Conference
AdvisorQ
LPL Focus Conference
Jud Mackrill
Simon Sinek
instantaneous stress testing
Cybersecurity and Compliance
ProTracker Cloud
Rocaton Advisors
client relationship solution
FinFolio’s WorkStation
WealthCentral
Bobby Yazdani
Eliza De Pardo
NaviPlan
The Retirement Hub
Mark Engelhardt
Social Analytics
social collaboration
1-to-1 client relationships
Invesco
RCS Capital
forms library
cloud-based IT
Westport Resources
Rehmann
Bret Magpiong
enterprise-grade data management platform
new client electronic on-boarding
Total Portfolio Expert (TPX)
Application of Preference Measurement: The Case of Riskalyze
David Canter
accounting software
IPSAdvisorPro
Gemini Fund Services
compliant ready platform
XTRAC App
RetireRisk
business processing services
Norwood Consulting
ETF’s
two-factor authentication
Audit Management
Digital Fortress
Mitt Romney
Advent Direct
Kevin Miller
James Carney
Schwab Performance Technologies®
Gregg Klein
Cory Haberkorn
Risk Management
centralized and tailored user experience
Open View Gateway
Fee Calculation Details
user-friendly programing
BD Equalizer
Donald Capone
Tamarac Advisor® Xi
Advisor Pro platform
Laser App’s Software as a Service (SaaS) platform
John Mackowiak
service alerts
IBackup®
CSIA
Power of Together
Riskalyze Autopilot
Cities Digital
Orion Discover
FinaMetrica Plus
easily view user activity
Multi-Asset Class Portfolio Analysis
TD Ameritrade's VEO
LPL’s Resource Center
Julie Littlechild
single sign-on integration
Institutional Intelligent Portfolios™
Damian Gallina
ProTracker Software
Client Risk Assessments
Patrick Ambron
FINRA and SEC technology guidelines
Bonaventure Resort and Spa
Ellen Smith
NaviPlan LEADS
The Tarbox Group, Inc.
Albridge Solutions
Mark Wilson
2015 Peter L. Bernstein Award
Investigo
real time balances
Fox Financial Planning
cloud-based IT outsourcing
Performance Reporting Capabilities
Whitepaper
relationship solutions
New Microsoft Dynamics®
application program interface (API)
David Fetter
Michael M. Carter
AccountQ™
iReach
Gemini Hedge Fund Services
Composite Holdings Report
business valuation knowledge
Note Taking
Everplans
Audit Technology
Digital Fortress Suite
Mobile app
Kevin Paulsen
James Poer
Schwab’s 2013 RIA Benchmarking Study
Cory Olson
Portfolio Management and Insurance Management modules
risk management characteristics
Cetera
open-architecture platform
fee elimination
Behavioral Finance
Doug Harbrecht
MoneyGuideProTM
Tamarac's Advisor® Xi
LaserApp
John McArthur
Service Cloud
IBDs
curation engines
PowerAdvisor
Cities Digital’s MagniMail
Orion Portfolio Reports
Video conferencing
Black Diamond platform
EBITDA growth rate
multi-block trading
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Luis Gomez
Juney Ham
single-sign on capability
inStream Solutions
Damon Deru
psychometric risk tolerance test
Ron Huddleston
Client Service Monitor
Patrick Dempsey
FinTech 100
Wealthminder Seed Capital
Branch Audit Consulting
NaviPlan® financial planning tool
Third-Party Technology Integrations
Allen Eickelberg
Market Movement Strategies (MMS)
social media integrations
2015 Veo® Integrated Awards
investment advice
Real-Time Data
Salesforce CRM
Fox Financial Planning Network
cloud-based platform
performance reporting software
Will Bressman
Relius Adminstration
Brett Thorne
Newgate Capital Management
Total Rebalance Expert (TRX)
application programming interface
David Lyon
Stark & Stark
Accounts and Fact Sheets for Investments
iRebal
Schwab Advisor Services’
Gen X/Y
composite performance reporting
PIEtech, Inc.,
yHLsoft
business valuations
Nova
eVestment
Ultra High Net Worth
auditable workflow and document management technology
digital marketing hub
Mobile App 2.0
SunGard’s WealthStation
Kevin Sweet
Jason Roberts
SciQ Insights
Guide Financial Technologies
Cost Basis
Portfolio Management Consultants
risk management platform
Cetera Financial Group
Vanare | NestEgg
Ben Francois
Doug McPhail
MoneyGuidePro®
tax efficiency in a cloud-‐based model
Advisor Rebalancing®
LaserApp Anywhere
John Ndege
services and support for RIAs
IEC
custodial data file import process
PowerShares
RiXtrema's Portfolio Crash Test
CitiMortgage
Orion’s Client Portal
Financelogix
Vincent Guyaux
Black Diamond®
Ebix
multi-user support
TDA
MacroRisk Analytics
single-sign on functionality
Insurance and Securities verticals
Dan Arnold
Q-Suite
Roy Burns
client-facing analytical and proposal tool
Patrick Flaherty
Firm Alerts and Announcements
Tim Ramza
Amanda Steinberg
Analytics Cloud
Marketing Center platform
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
Investment Advisors Workflow
Real-time Profile Tracking
Salesforce data migrator
Fred Tomczyk
cloud-based portfolio management
Perry Moore
William Faulkner
Report Builder
Brian A. Davis
Envestnet Advisor Summit
Next Generation Investor Portal
Total Technology Platform
Arcons Technology
David, Stalnaker
Michael Spellacy
State Income Tax Calculator
ACH origination
iRebal®
Schwab Advisor Services’ SOLUTIONS®
Gentech
Composite Portfolio Review
PMC's Quantitative Portfolios
RIA advisor platform
ByAllAccountsSM
November 2-4, 2015
eVestment Quantum Analytics
unified cloud computing solutions
Automate Client Marketing
Digital Marketing Platform
Mobile Application
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Jason Wenk
Scivantage
Gustav Karner
cost-efficient beta exposure
portfolio management process
risk modeling
Chad Blythe
OpportunityView™
Fetter Logic
Benjamin Birken
Downloadable Portfolio Review Reports
MoneyTree
Tax Efficient Drawdown
John Norwood
Shane Bingham
Impact Communications
Custodial Data Integrations
Rob Cirrotti
client acquisition
OS33 Cloud Desktop platform
Financial Account Data Technology Platform
Vladimir Baranov
Black Diamond℠
Ebix Smart Office
mutual fund capital gains distributions
Advisors Assistant’s CRM
Maggie Crowley
SixThirty
integrated cloud based technology
Dan Brownell
Quadron Data Solutions
Run Smarter®
Client-facing technology
Patrick Yip
First Rate
WealthStation CompAct
Redhawk Wealth Advisors
eMoney Select system
Tim Welsh
time-effective onboarding experience
Andrew Rogers
Marketing Cloud
Social Security Analyzer
Aaron Guidotti
Investment Income Summary Report
Realized and Unrealized Gains/Losses
Salesforce Financial Service Cloud Integration
Ft. Lauderdale
cloud-based solutions
Windows™ PowerShell
reporting
Next Generation of Integration
Touch functionality
ARKON
Daxs Stadjuhar
Michael Stier
state‐of‐the‐art forms-filling technology
iShares
Schwab Advisory Services
CompositeBuilder
RIA Benchmarking Study
CAIS
Oauth2 user authentication security
eVestment Spectrum Analytics
unified managed account
automated portfolio management
Digital Practice Management
Mobile channel
Sustainable Retirement Income
Kirk Hulett
Jay Jay French
Scott Parry
Hemant Moore
Council Capital
Portfolio Management Processes
Chad Centorbi
Optimum Market Portfolios
Fetterlogic
variable annuities
Best Technology for a Vertical CRM
downside volatility
monitoring
Tax Lot information
Advisor Software, Inc.
Laserfiche Connector
Shannon Dempsey
Impact Technologies Group
practice management
Robb Baldwin
Client communications management
Outlook email archiving
Wall Street Journal
Black Diamond℠ platform
Echosign
My Wall
Technology adoption
Advisory World
MagniPost
SixThirty FinTech Accelerator
integrated CRM
Dan Hunt
Quadron Data Solutions™
Rushmore Advisor Services
Client360º
Paul Cantrell
Fisher Investments
WealthStation Financial Planning
eMoney’s emX Select platform
eMoney’s wealth management platform
Nerd’s Eye View
timeframes
Andrew Rudd
Marketing Gorilla System
Social Security Optimizer
investment management experience
rebalance
Salesforce Financial Services Cloud
FTJ FundChoice
CLS Investments
WinOps
reporting capabilities
Brian Semitekol
Envestnet | Tamarac's Advisor Xi
Next-Generation Advisor CRM®
Trade Strategy Visualization
Artificial Intelligence
Dean Cook
Steve Dunlap
ActiFi Client Engagement
ISO
Schwab IMPACT 2013
George Will
comprehensive portfolio management
portfolio accounting
Zywave
RIA in a Box
CAM
October 13
eVestment Spotlight Analytics
unified wealth management technology
Automated Workflow
direct online insurance offerings
mobile connectivity
Symantec VIP integration
Krilogy Financial
Jeff Norris
couple’s report
portfolio management system
Risk Number®
Chapwood Investments
Optional Tax Management
VAs
Dr. David Lawrence
monthly compliance checklists
tax planning
Laserfiche Document Management
John Schobel
import tool
Custodian
practice management solutions
Robert Arnott
Client Data Automation
Outsourcing Services
Financial Feed
Walt Bettinger
Blaze Portfolio
myeDocumentsuite.com
Technology Integrations
maintenance of composites
Junxure Cloud®
Integrated CRM Performance Dashboard
Dan Santner
qualified fiduciary advisors
Russ Thornton
Paul Polese
fixed index annuities
WealthTechs
Redkite
emX
TJ Jones
Andrew Stevens
data analysis
Marketware International
Sonia Rosenbaum
Abby Schneiderman
Rebalancer
Salesforce.com
FTNI
CNN Money
Pershing LLC
Women Investors
Reporting Console for Each Office
Envestnet’s Advisor Suite®
next-generation wealth management platform
Artisan and Grendel
Michelle Smith
Steve Sanduski
ActiFi software suite
iTunes App Stores
Schwab Independent Advisor Outlook Study
Global Financial Private Capital
comprehensive trading solutions
portfolio accounting service provider
“Robo” Challenge
RIA/Client reletionships
CAM System
Office 365
eWealthManager
Unify
Automated workflows
disparate and divergent solutions
mobile devices
Synapse API
advisor and client portals
Kyle Hiatt
High-Performing Firms
Craig Smith
portfolio management tools
OptionsPlay Score
Fidelity Center for Applied Technology
Vendor Affinity Program
Bill Good
Dr. Noah Smith
tax-aware trading program
Advisor View
Lex Sokolin
John Vaccaro
Sharing
Income Generator
Custom Cloud (Force.com)
PreciseFP
Robert Eggebrecht
client database portal
packaged web design
Financial Personalities
Warren Mackensen
Ed Butowsky
technology solutions
AdvisoryWorld Financial Technology
manage cash flows
Junxure Cloud® CRM
Small Businesses
integrated receivables management
quantitative risk technology
Russell Leto
Clients & Portfolios
flexibility to scale
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