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