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