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