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