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