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