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