Blogs

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