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