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