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