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