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