| Conferences |
2013 T3 Conference
The 2013 T3 Conference will be held at the Hilton Miami Downtown - February 11-13, 2013 REGISTER TODAY at http://2013t3.eventbrite.com 2013 SponsorsMedia Partner: Financial Planning magazine Interested in becoming a sponsor? Download sponsor packet here.
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Gold and Silver Sponsors
| Advisors Assistant BOSS - Back Office Support Service Concenter Services – XLR8 Finance Logix Fox Financial Planning Junxure MagniCorp NetDocuments |
Panoramix Financial Redtail Technology SunGARD Tamarac, Inc. Total Rebalance Expert Trumpet, Inc. Your Silver Bullet |
- 2012 T3 Conference
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2012 Presentations
Trent Witthoeft – Pershing Advisor Solutions LLC, a BNY Mellon company
Bruce Mollton – Tolleson Wealth Management
Making CRM the Most Productive and Respected, Member of Your TeamJim Koch and David O’Brien – Koch Capital Management, LLC
Tablets & How Advisors Are Using ThemLinda Bready – Envestnet Asset Management
What’s New in Rebalancing SoftwareBjorn Widerstadt – Black Diamond Performance Reporting
What’s New in Portfolio Management Systems
John Patullo – TD Ameritrade Institutional
With More Technology Choices Than Ever – How Do You Select the Right Solution?David Kramer – External IT
Enabling the Mobile EnterpriseNathan Brower – Figlo
The Power of Financial Insight: Financial Planning Around the WorldJenze Bosma - Figlo
The Power of Financial Insight: Financial PlanningBart Wisniowski – Advisor Websites
Maximize Your Online PresencePeter Velardi, CFP® - FiPath, Inc.
Getting Social with Online Marketing: Leveraging the Internet to Attract New Clients!Aaron Guidotti – GrendelOnline; Shannon Dempsey – Advisor Assistant; Mary Ferguson – Concenter Services; Hemant More – Arcons Technology; Jennifer Goldman – My Virtual COO
What’s New in CRMsJD Bruce – Abacus Wealth Partners, LLC
Cloud Computing2012 Sponsors
Media Partner: Financial Planning magazine
Interested in becoming a sponsor? Download sponsor packet here.
Platinum PLUS Sponsors
Platinum Sponsors
Gold and Silver SponsorsAdvisors Assistant
Advisor Software, Inc.
Advisor Websites
AdvisoryWorld
AppCrown LLC
Archway
Arcons Technology Inc.
AssetBook
BOSS - Back Office Support Service
CashEdge
CEO Image Systems
Concenter Services (XLR8)
Cornerstone Revolutions
Docupace
Envestnet
External IT
fi360
Figlo
Finance Logix
Financial Planning
FiPath
FirstSouthwest
FolioDynamix
Global Relay
GrendelOnline.com
HiddenLevers
Income Discovery
inStreamSolutions
Interactive Advisory Software (IAS)
iRebal
John Norwood Consulting, LLCJunxure
Laser App Software, Inc.
MacroRisk Analytics
Mobile Assistant
MoneyGuidePro
NetDocuments
NetX360
NRS
Orchestrate, LLC
Orion Advisor Services
Pershing Advisor Solutions
Portfolio Pathway
Redtail Technology, Inc.
ReferralPod
Rockit Solutions, LLC
Schwab Intelligent Technologies
ShareFile
SMARSH, Inc.
Soulsby Accounting Group
Spectrem's Millionaire Corner
SQN Capital Management
SunGARD
The Connors Group
Total Rebalance Expert
Trade-PMR
TradeWarrior
True North Networks, LLC
Trumpet, Inc.
Trust Company of America
XTRAC Solutions
Your Silver Bullet
Zywave (formerly EISI)
Breakfast Sponsor: ActiFi
Lunch Sponsor: Dow Jones and Company - 2011 T3 Conference
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The 2011 T3 Conference was held at the Grand Hyatt Bonaventure Hotel in Weston, FL Feb 16-19, 2011.
2011 Conference Presentations
If you don't find what you are looking for please check back. We upload presentations as we receive them.
Aiken, Blaine, AIFA®, CFA, CFP® – Fiduciary 360
Using Technology to Navigate the New Fiduciary Landscape
Chaplin, Orin – Norris, McLaughlin & Marcus, P.A.
Practical and Legal Issues with Using Technology Service Providers
Day, Joanne – Trumpet, Inc.
Winterberg, Bill, CFP® - FP Pad
Transformative Technology You Can Implement Now
Hathi, Neesha – Schwab Advisor Services
Reshaping the Advisor Workflow with CRMFlourry, Amy – Rehmann Financial
Inside Job: The Streamlining of a Wealth Management Enterprise Through ECM
Kelly, Mike – BOSS/Back Office Support Service
Mordecai, Julien – All Back Office Consulting
Outsourcing Desktop Portfolio Management Systems Online
Rowling, Sheryl, CPA/PFS – Total Rebalance Expert
Why TRX?
Swift, Marie – Impact Communications, Inc.
Maximizing Your Online Presence
Click here to view Conference Photos
Click here to read Testimonials
2011 Sponsors
Media Partner: Financial Planning magazine
Platinum PLUS Sponsors
Platinum Sponsors
Gold and Silver SponsorsActiFi, Inc.
Advent Software
Advisor Websites
Advisors Assistant
Albridge
AllBackoffice Consulting LLC
Arcons Technology, Inc.
Arkovi
AssetBook, Inc.
Black Diamond Performance Reporting
BOSS - Back Office Support Service Inc.
B-Ready Outsourcing Solutions
ByAllAccounts
Cambridge Investment Research, Inc.
Commonwealth Financial Network
Concenter Services
Docupace Technologies
eAllocator
EISI
Fi360
Figlo
Finance Logix
Financial Planning
FinFolio
FirstSouthwest
Fiserv
Grendel Online
iNautix (USA) LLC / Pershing Advisor Solutions
Interactive Advisory SoftwareIPS AdvisorPro®
iRebal
Junxure
Light[Port]
MacroRisk Analytics
MarketingLibrary.net, Inc.
McGraw-Hill Financial Communications
Mobile Assistant
MoneyGuidePro
NetDocuments
Nine Mile Software/TradeWarrior
Northfield Information Services, Inc.
NRS
Office Tools Professional
Orion Advisor Services
ProTracker Software, Inc.
Redtail Technology.com
Rockit Solutions, LLC
Shareholders Service Group
Smarsh, Inc.
Spectrum Input (PreciseFP)
Total Rebalance Expert
TradePMR, Inc.
True North Networks, LLC
Trumpet, Inc.
Trust Company of America
Virtual Solutions Consortium
Your Silver Bullet - 2010 T3 Conference
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The 2010 T3 Technology Tools for Today conference took place at the Hilton La Jolla Torrey Pines (San Diego) from February 17-20, 2010.
2010 Conference Presentations
If you don't find what you are looking for please check back. We upload presentations as we receive them.
- Blogging and Webinars - Rick Kahler
- Client Portals and Vaults - Leonard Johnson
- Client Portals and Vaults - Matt Peterson
- Client Portals and Vaults - Matt Schulte
- Client Surveys - Advisor Impact
- Cloud Computing - Elaine Lennox (IBM)
- Compliance - AppCrown
- Encryption - Smarsh
- Encryption - Warren Mackensen
- Integration - David Lawrence
- Integration - Fidelity
- Moving to a Mac - Anthony Ferreira
- Roth Conversions - Eric Harrell
- What's New in CRM Software - Smarsh
- What's New in Financial Planning - EISI
- What's New in Portfolio Management Systems - All Slides
2010 Sponsors
Platinum PLUS Sponsors
Platinum Sponsors
Gold and Silver SponsorsActiFi, Inc
Advice America
Advisor Impact / Client Audit
Advisors Assistant
Albridge Solutions
AllBackOffice Consulting
AppCrown, LLC
Arcons Technology, Inc.
Back Office Support Service (BOSS)
Bank of Internet USA
Black Diamond Performance Reporting
BridgePortfolio
ByAllAccounts
Cabinet NG
CashEdge, Inc.
Docupace Technologies
Dow Jones
eAllocator
eMoney Advisor, LLCFiduciary 360
Finance Logix
Financial Advisor Magazine
FinFolio
First Southwest
Grendel / Desola Group
iNautix (USA), LLC
Interactive Advisory Software (IAS)
Investigo - A Division of Broadridge Financial Services
IPS AdvisorPro™
Junxure
Lightport, Inc.
LPL Financial
Mimeo.com
Mobile Assistant
MoneyGuidePro
NetDocuments
Nine Mile Software, Inc.
Open Finance Network
Orion Advisor Services, LLCPeter Montoya, Inc.
ProTracker Software, Inc.
Recordsoft, LLC
RedBlack Software
Redtail Technology
Schwab Performance Technologies
Shareholders Services Group
SMARSH
Soulsby Accounting Group
Spectrum Input (Precise FP)
Tamarac, Inc.
Total Rebalance Expert
Trumpet, Inc
Trust Company of America
Virtual Solutions Consortium
Your Silver Bullet
- 2009 T3 Conference
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The 2009 Technology Tools for Today Conference took place February 26-28, 2009 at the Dallas Inter Continental Hotel in Addison, TX.
View video interviews and read T3 conference blog.
View slide show from Dallas 2009 T3 conference.
2009 Sponsors
Platinum Sponsors
Gold and Silver SponsorsActiFi, Inc
Adhesion Wealth Advisor Solutions
AdviceAmerica
Advisor-Branded Marketing Platform (Boulevard R)
Advisors Assistant
Albridge Solutions
Arcons Technology Inc.
AssetBook, Inc.
AT&T
B-Ready Outsourcing
(Open Finance Network) Back Office Support Service (BOSS)
ByAllAccounts
Black Diamond
BridgePortfolio
Cabinet NG
Charles Schwab Advisor Services
CRM Software (Junxure)
dbCAMS (Financial Computer Support)Docupace Technologies
Empirical Modeling Analytics, Inc.
eVestment Alliance
EZData
Financial Advisor Magazine
FinanceLogix
FinFolio
Interactive Advisory Software
IPS AdvisorPro
iRebal
Laserfiche
LightPort
MoneyGuidePro
Money Tree Software
NetDocuments
Nine Mile Software
Orion Advisor Services, LLCPershing Advisor Solutions & iNautix
ProTracker
Raymond James Investments Advisors Division
Orion Advisor Services, LLC
Redtail
Schwab Performance Technologies
Securities America
Shareholders Service Group
Smarsh Inc.
Sincere & Co., LLC
SmartDraw
Tamarac
Total Rebalance Expert
Trumpet Inc.
Trust Company of America
Upswing
Your Silver Bullet
- 2008 T3 Conference
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The 2008 Tech Tools Conference at the Gaylord Palms Resort & Convention Center was a huge success! Check it out.
2008 Sponsors
Platinum SponsorsGold and Silver SponsorsCRM Software (Junxure) / MoneyGuidePro / Morningstar / Trust Company of America / Lightport / AdvisorIntelligence (Litman/Gregory) / IAS / Black Diamond / BridgePortfolio / Portfolio Systems, Inc. / Laserfiche / Redtail Technology / AssetBook / Proofspace / MoneyTree / dbCAMS / Upswing / Your Silver Bullet / Charles Schwab Advisor Services / iNautix (USA) LLC, an affiliate of Pershing LLC / Tamarac / TD Ameritrade / IPS AdvisorPro / FamilyOfficeNetwork / B-Ready Outsourcing / Albridge / LaserApp / Cornerstone Revolutions / CabinetNG / eAllocator / Smarsh / Kodak / Raymond James / Shareholder Services Group / iRebal / Finance Logix /
