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