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- $20 Million Acquisition
- $7 million in Series A Funding
- 2016
- 2016 Albridge Forum
- 2016 Scottrade® Advisor Services RIA Study
- 2016 Veo Integrated Award
- 2017
- 2017 Annual Software Survey
- 2017 Junxure Advisor Conference
- 2017 SSG Conference
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- 401kFiduciaryOptimizer
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- Aaron Klein
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- account aggregation
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- Advicent
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- Advisor Software
- Advisor Software Inc.
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- AdvisorEngine
- AdvisorEngine Inc.
- Advisory Firm Evolution
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- Advyzon
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- Age of Robos
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- Aite
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- Alpine Trust & Investment Group
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- Amazon
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- Andrew Rudd
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- April 26-28
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- billing
- Black Diamond wealth platform
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- Bob Conchiglia
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- Celent
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- Communicate and collaborate
- Company Value Proposition
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- compliance
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- comprehensive behavioral finance profiling solution
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- conference
- configurable timeout lock
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- Cosmopolitan of Las Vegas
- Cosmopolitan of Las Vegas hotel
- Covr Financial Technologies
- Craig Faulkner
- CRM
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- custodian for alternative assets
- custodians
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- Damon Deru
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- data aggregation
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- Dave Welling
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- Dean Cook
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- Diana Awed
- Digital Adoption Platform (DAP)
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- Digital Advice Solution
- Digital Advisor
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- Digital convenience
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- document management
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- Drew DiMarino
- Drew Sievers
- Driving FinTech Innovation
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- Eclipse
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- Eighth Annual TD Tech Summit
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- end-of-life planning
- Enhance Advisor/Client Conversations
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- Enhance Risk and Performance Analytics
- enhanced functionality and transparency
- enhanced trading and rebalancing capabilities
- Enterprise Division
- enterprise solution
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- Entreda
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- Fall 2016 Finovate conference
- Faulkner Media Group
- Feb 14-17
- Feb. 15 – 17
- February 14-17
- February 21st through 22nd
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- FeeComp
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- Financial Advisors
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- Financial Computer
- Financial Computer Inc.
- financial data integration platform
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- financial planners
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- Financial Services
- Financial Wellness
- FinCEN
- Find Data For Edit button
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- FinMason
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- FinMason Inc.
- FinMason’s FinScore
- Finovate Fall 2016 conference
- FINRA
- FinRiver Investment Analytics API
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- FinTech Accelerator Program
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- Five Leading Fintech Providers
- FMeX
- FMeX (Financial Media Exchange)
- FMG Suite
- Folio Institutional
- FolioDynamix
- Franklin Templeton
- Free Access to Investment Analytics API
- FSC Securities Corporation
- fully automated and diversified portfolio
- fully integrated wealth management platform
- FUSE 2016
- FUSE event hosted by Orion
- FUSE Notification Platform
- Fusion Advisor Workstation
- G4
- Garden Grove
- Generation III white-labeled Robo advisor
- George Fischer
- Gibson Capital Management
- Gina Kovatch
- GIPS composite reporting solution
- Gladstone
- glidepaths for portfolios
- Google Home
- Greg Friedman
- Greg Yee
- growth
- Growth Strategies
- Guided Wealth Portfolios
- hackathon
- Hailin Li
- Harris Scher
- heightened administrative oversight privileges
- heirs
- Helpful Office
- Higher AUM
- highly responsive and intuitive user experience
- Hilaree O’Neill
- Hishaam Caramanli
- holidays
- Hussain Zaidi
- Hyatt Regency Garden Grove CA
- Hyatt Regency in Orange County California
- Hyatt Regency Orange County
- IA Capital
- icMAC (Modeling & Accounting & Custody)
- Imaging
- Impact Communications
- Inc.
- independent analytics platform
- independent RIAs
- industry-leading CRM solution
- Innovation Award
- innovative technology solutions
- InR Advisory Services
- Inside Information
- Insiders Forum
- institutional grade analytics
- InStrategy
- integration
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- Intrusion Testing
- Intuit’s QuickBooks Online
- Investcloud
- InvestCloud Inc.
- InvestCloud’s CRM system
- investment analytics
- investment analytics APIs
- Investment Strategy and Research Platform
- InvestmentPOD for Advisors
- Investments Illustrated Inc.
- InvestorView
- IRA Fiduciary Optimizer
- IRAFiduciaryOptimizer
- iRebal
- J.D. Bruce
- Jac Herschler
- Jacqueline Ko Matthews
- Jamie Price
- Janney
- Janney Montgomery Scott
- Jay Jay French
- Jean Donnelly
- Jemstep
- Jennifer Feinerman
- Jessica Liberi
- Jim Lumberg
- Job Fair
- Job Satisfaction
- Joel Bruckenstein
- John Dwyer
- John Hancock Financial
- John Mackowiak
- John Michel
- John Ndege
- John Rasmussen
- John Wise
- Jon Patullo
- Jonathan Miller
- Jonathan Steinberg
- Joshua Pace
- Jud Bergman
- Jud Mackrill
- Julie O'Rourke
- June Ou
- Junxure
- Junxure Community Award
- Junxure Customer Excellence Awards program
- Junxure Legacy Award
- Junxure Power User Award
- Justin Kapahi
- Justin Wheatley
- Kelly Waltrich
- Kelsey Cartmill
- Ken Chace
- Ken Golding
- Ken Mungan
- Kendrick Wakeman
- Kevin Knull
- Kevin Kraus
- Kovack Advisors Inc
- Kredible Technologies Inc.
- Larkspur Data
- Las Vegas
- Las Vegas 2016
- Laser App Software
- Laser App’s library
- LaserApp
- Laserfiche
- Leah Simoglou
- legacy stock
- leverage integrated technology
- Life and Legacy planning platform
- LLC
- London-based Babel Systems
- Lowell Putnam
- Lower Costs for RIAs
- LPL Financial
- Marc Butler
- Marco De Freitas
- Margaret Hartigan
- Marie Swift
- Mark Hollingsworth
- Mark Klein
- Mark Tibergien
- marketing
- Marketing Your Financial Services Firm
- MarketScene®
- Marstone
- Martin Schamis
- Matt Lynch
- Matt Monroe
- Matthew Schulte
- Max Advisor Dashboard
- MaxMyInterest
- May 3-5 2017
- meetings
- Mercer Bullard
- Miami
- Michael B. Glackin
- Michael Kitces
- Michael Shamburger
- Michael St. Vincent
- Michael Wilson
- Microsoft Authenticator
- Mike Durbin
- Mike Kelly
- Mike Rayburn
- military grade XTS-AES 256-bit hardware encryption
- millennials
- Millennium Alternative Investment Network®
- Millennium Trust Company®
- Milliman Financial Risk Management LLC
- Mineral Interactive
- miPlan+
- mobile app
- Mobile Communication Archiving
- MobileGuard
- Modern Technology
- Money Minds
- MoneyGuide Pro
- MoneyGuidePro
- Moody’s Analytics
- Moody’s Corporation
- Moody’s Investors Service bond ratings
- Morningstar
- Morningstar Office
- Morningstar Total Rebalance Expert (TRX)
- MS Office 365 Business Edition
- Multi-Custodial Portfolio Measurement
- Multiple Enterprise Deals
- My Activities Feed
- MyMoneyGuide Lab
- myMoneyGuide®
- MyPortfolio
- Narrator Connect APIs
- NaviPlan 17.0
- NaviPlan® financial planning software
- Ndex Systems
- Neesha Hathi
- NestEgg
- Network Amplifier
- NetXInvestor
- new accounts
- New Onboarding Workflow
- new version of Black Diamond
- newsletter
- next generation trading and rebalancing platform
- Next-Generation Autopilot Platform
- niche
- Nick Dimatteo
- November 2-4
- OfficeSM
- onboarding
- One-Click Fiduciary™ technology
- OneView Integrated Office
- Ongoing guidance
- online advice platform
- online client onboarding
- Online Plan Participant Tools
- online wealth management platform
- Open ENV
- Oranj
- Orion
- Orion Advisor Services
- Orion Advisor Services LLC
- Orion fixed income reports
- Orion platform
- Orion Social
- Orion Subject Matter Experts
- Orion’s open API
- Outside IQ
- outsourcing
- Oversee Entire Advent Business
- Pamplin College of Business
- Panoramic
- paperless office
- Parsonex Advisory Services
- Participant Benchmark reports
- Paul Resnik
- Paul Tinnirello
- PCR’s digital enrollment system
- PCS
- performance reporting
- Pershing
- Pershing LLC
- Personal Financial Management
- personal financial management portal
- personal insurance platform
- personally identifiable information (PII)
- Phil Cunningham
- Philip Irby
- phone-based app
- PIEtech
- PIETech Inc.
- PIEtech℠
- PIEtech℠ Inc.
- Pietro La Greca
- PlanPlus
- Pocket Risk
- Portal
- portfolio accounting
- portfolio accounting service provider
- Portfolio Crash Testing
- portfolio management
- portfolio management systems
- portfolio modeling
- portfolio-rebalancing software
- post-DOL environment
- Power Newly Independent RIA
- Powered by Marstone™
- practice management
- practice management support for registered investment advisors
- Pre-engagement
- PreciseFP
- Presentation Module from Advicent
- Press Release
- Private Client Resources (PCR)
- private cloud hosting provider
- process management
- process workflows
- Proposal Generation
- proprietary database of advisory fees
- Providence
- PSIGEN
- PSIGEN Software Inc.
- psychometric risk assessment
- Quantitative Ratings
- Questar Capital
- Quovo
- Quovo Advisor Dashboard
- Quovo Authentication API
- RBC BLACK
- RBC Correspondent Services
- read only (write protected)
- rebalancing
- rebalancing engine
- recordkeeping platform
- redesigned platform
- Redesigned User Interface
- Redi2 Technologies
- Redtail
- Redtail CRM
- Redtail Technology
- regulation
- Reinvent Your Business – Success in the New Wealth Management Era
- relationships
- reporting
- represent real market conditions
- Research Study
- retention solutions
- retirement analysis kit
- Retirement Income Evaluator (RIE) tool
- retirement income planning
- retirement income tool
- retirement platform
- Retirement Readiness Reports
- retirement software
- RetireUp
- revolutionizing how clients engage
- RIA
- RIAs
- Rich Cancro
- Rich Ellinger
- Richard Petersen
- Rick McCallister
- Right Capital
- RightCapital
- RightCapital Inc.
- risk
- risk assessments
- risk modeling
- Risk Number®
- Risk Number® Models
- risk survey
- risk tolerance
- Risk Tolerance Process
- Riskalyze
- Riskalyze / Asset-Map integration
- Riskalyze Premier
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- Ritz-Carlton Laguna Niguel
- RiXtrema
- Rob Klapprod
- Rob Klapprodt
- Robb Baldwin
- Robert Moore
- Robert Roley
- Robert Sumichrast
- Robo Technology
- robo-advisor
- robo-advisors
- robo-advisory services
- Roboadvisor
- Ron Carson
- Rowling & Associates
- Royal Alliance
- Ryan Caldwell
- Ryan McLean
- Ryan Neal
- Ryan Russell
- SAFE
- Safe Withdawal Rates
- SagePoint Financial
- Salentica
- Sales Practice Monitoring
- Salesforce
- Sam Attias
- Sam Chadwick
- San Diego 2016
- Schwab
- Schwab Advisor Services
- Schwab IMPACT Conference
- Schwab Intelligent Advisory
- Schwab Intelligent Advisory Service
- Schwab Intelligent Portfolios
- Schwab Intelligent Technologies
- Schwab OpenView Gateway
- Schwab/Intelligent Portfolios
- Scott David
- Scottrade Advisor Services
- Scottrade Survey
- ScreenMeet
- SEC
- SEC and FINRA regulations
- Secure Digital Hub
- Secure USB Drive
- security
- SEI
- SenaHill Securities LLC
- Sept. 21-23
- September 28-29
- Sequence of Returns calculator
- Shareholders Service Group (SSG)
- Shareholders Service Group (SSG) conference
- Shawn Brayman
- Sheryl Garrett
- Sheryl Rowling
- Shield for Financial Services Cloud
- Shuang Chen
- Sid Yenamandra
- SigFig
- Simon Sinek
- sleeve accounting
- Smarsh®
- Smart RIA
- SmartDollar
- Social Security optimization
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- Song Chen
- Sophisticated Investing Strategies
- Specifically for TAMPs
- SS&C Advent
- SS&C Advent Webinar
- SS&C Technologies Holdings
- StartupGrind
- StatPro Group
- StatPro Revolution
- Stephen Marsh
- Steve Dunlap
- Steve Wise
- Steven Dorval
- Steven Ryder
- Storytelling
- Strategy & Resources
- Streamlined Goal Tracking
- Streetscape®
- strong online presence
- Stuart DePina
- Student Loans
- Synergy Conference
- T. Rowe Price
- T. Rowe Price mutual funds
- T. Rowe Price Retirement Plan Services
- T. Rowe Price®ActivePlus Portfolios
- T3
- T3 Advisor Conference
- T3 Advisor event
- T3 Enterprise Conference
- T3 Enterprise Conference 2016
- T3 Launch
- T3 Technology Conference
- T3 Technology Hub
- T3TechnologyHub.com
- Tamarac
- Tamarac Advisor Xi® platform
- tax-efficient drawdown strategies
- TCA
- TD Ameritrade
- TD Ameritrade Institutional
- TD Ameritrade Institutional’s Veo® custody platform
- TD Ameritrade Institutional’s Veo® One
- TD Ameritrade LINC Conference
- tech decisions
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- Tech World Display
- technology
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- technology solutions
- technology-outsourcing platform
- TED Talks
- Terrance Odean
- Terry Mullen
- The Big Picture® App
- The Compliance Blueprint
- The Essential Advisor
- The Garrett Planning Network
- The Retirement Analysis Kit
- The Retirement Analysis Kit (TRAK)
- Thomas Moysak
- Thomas Phelps IV
- Thomson Reuters
- Tim Sands
- Tim Welsh
- Todd Cohan
- Todd Douds
- Tom Embrogno
- trade and rebalance portfolios
- trade order management
- Trade Warrior
- TradePMR
- TradeWarrior Software
- TradeWarrior Software Inc.
- trading
- trading and rebalancing platform
- TRAK-Online
- transfer of wealth
- Transparency
- transport data securely
- trend insights
- Trevor Davies
- Tricia Haskins
- Tricia Rothschild
- Trizic
- Trizic’s Digital Advice Platform
- Trizic’s Firm Portal
- Trizic’s Investor Portal
- True North Networks
- Truelytics
- trust
- Trust Builders
- Trust Builders Inc.
- Trust Company of America
- Twenty Over Ten
- Twisted Sister
- Two Factor Authentication
- UBS Delta
- UI
- Unified Wealth Management® solutions
- Unify
- United Capital
- United States Treasury Department
- universal data conversion service
- Unveil New Technology and Marketing Program
- User Experience
- UX
- Valerie Brown
- value proposition
- Vanare
- Vanare's NestEgg
- Veo
- Veo Integrated Awards
- Veo One Platform
- Veo One®
- Veo Open Access®
- Veo® Platform
- Vestmark
- VestmarkONE
- VestmarkONE Robo Solution
- Vestwell
- Victor Fetter
- video
- video conference services
- Virginia Tech
- virtual accounts
- Voice Enabled Assistant
- WalkMe
- Warren Buffett
- Wealth Access
- Wealth Advisors
- wealth aggregation services
- Wealth Management Platform
- Wealth Management Technology Platform
- Wealth managers
- WealthCentral®
- Wealthfront
- Wealthminder
- Wealthscape
- Wealthscape Portfolio Tools
- WealthscapeSM Advanced Modeling & Rebalancing
- web meetings
- Wells Fargo
- Westin Kierland Resort and Spa
- white-label digital prospecting tool
- Will Bailey
- Will Trout
- Wilshire
- WisdomTree
- Woodbury Financial
- Workflows
- workplace wealth_
- Xtiva Financial Systems
- XY Planning Network
- yHLsoft
- Yodlee
February 14, 2017
Published by Joel Bruckenstein at February 14, 2017
The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
June 29, 2016
Published by T3NewsADM at June 29, 2016
Categories
While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
April 21, 2016
Published by Bob Veres at April 21, 2016
Categories
It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]