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