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