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