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