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