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