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