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