Blogs

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