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