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