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