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