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