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