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