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