Blogs

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