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