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