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