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