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