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Technology Tools for Today


Company info:

Top Executive: David J. Drucker
http://www.technologytoolsfortoday.com
505-453-5703
1915 Avenida Alturas NE
Albuquerque, NM

RIA department info:

Contact: Joel Bruckenstein
954-885-1900

Etcetera:

  • Founded in 2003

Related listings:

Technology Tools for Today
filed under: Conference, Consulting Firm


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Stuart DePina: It's not as streamlined when you're using two systems.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way

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Michael Askker: Of course, we're going to defend it.

Private-equity firm buys the Loeper-Wealthcare financial planning patent and big-time business execs are running with the ball

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Justin Wisz (r.): There is an incredible opportunity for advisors to use digital channels to generate leads for their businesses.

Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps

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Walt Bettinger: We expect that's a long-term play.

Why the whiff of another delay of Schwab's ETF-only 401(k) plan is drawing so much attention

As one snag follows another, the pressure builds on a signature Walt Bettinger effort, but some insiders call Schwab's pace and patience justified, even laudable
Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

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Davis Janowski: That's something I can get excited about -- rather than writing to the 1%.

Davis Janowski gets scooped up by Wealthfront

The longtime IN technology voice will now straddle Silicon Valley and the East Coast in a new role
Peter Wheeler: There's a one in a billion chance that something like this would happen twice.

RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space

Bad luck and the Seattle web giant's too-porous cloud technology vexed ElevateCDS, its owner says, but RIA tech experts say perhaps more care was owed to virtual belts and suspenders
John Stuart: We're replicating the wirehouse portal.

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Beverly Hills Wealth Management wants to eliminate the downside of open architecture
Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?

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Postscript: What exactly should we make of the T3 phenomenon?

True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
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T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables

Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors
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Schwab bluntly reviews PortfolioCenter to coax thin-skinned software vendors to its Zagat-like forum

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The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management
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Where RIA technology stands heading into 2013 after 2012 lost some steam

Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option
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Joel Bruckenstein and Bob Veres part ways to do their own conferences

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Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
Brian Shenson: It's getting more looks (from legacy RIAs) as we add value.

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits

NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office
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Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

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Joel Bruckenstein (with David Drucker): It is the only time during the year that all of the technology vendors to the industry are gathered in one place.

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Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

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Mark Evans: Zywave's proven track record as a highly regarded innovator and commitment to advancing next-generation financial planning technology for advisors and their clients make it the ideal partner.

EISI strikes a deal to cash out its shareholders

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The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good
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Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

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Former Microsoft executives are out to make Figlo compete with EISI

The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs
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Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow

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Bob Veres: In my mind, this is the place you come to find out where the future is.

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Social endurance needed as much as technical savvy at this technological event
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Ed O'Brien and Page Clark show off the iPhone version of WealthCentral at T3 in Weston, Fla.

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Android app to come in Q1
Weston's a sleepy suburb but Miami bustles nearby

Eavesdropping on the T3 Pre-Conference Miami Vice-style

South Beach strolling and hustling for integration deals mix in balmy breezes
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The T3 conference heads to the Everglades -- and so does RIABiz

Live-blogging from the industry's in-depth technology event comes on Friday
Jon Patullo says that advisors will be able to test TD Ameritrade's iPad app next month at the national conference.

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Pershing appears to have a lead in this area
Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

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The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says
Neesha Hathi: We know there are going to be disappointed clients and vendors.

Schwab chooses some giant software partners, apparently with big RIAs in mind

Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration
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Eavesdropping on a Cetera company's elite conference

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Mike Williams: We’ve been completely rewriting our reporting capability to get it up to this day and age.

Schwab PortfolioCenter may be poised to shed its utilitarian image

Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future
Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.

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Neesha Hathi: No one in the industry is doing anything like this.

Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs

Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral
Joel Bruckenstein: Now this may come as a shock to readers, but I think it was rather reckless of Mr. Gluck to make such an outrageous statement.

A war of words flares up between Andy Gluck and Joel Bruckenstein

On Financial Planning magazine's website, Bruckenstein questions Gluck's impartiality
Julie Littlechild: There is so much in this industry about talking. This is about doing.

The FPA's practice management event boasts two hot speakers in its first day

California entrepreneur and NSA star are among the top draws
George Tamer let it be known that technology without a dedicated effort by the financial advisor won't yield great results

The T3 conference hit its stride Friday with key speeches and a hum of activity

An IBM big wig cleared up some issues surrounding 'cloud' computing
Elaine Lennox of IBM was the main event

Faces of the T3 conference in San Diego

Top IBM-er lets crowd know that cloud computing is a nebulous subject
Matt Abar is talking up his vision of the future at the T3 conference

T3 conference sizzles under the hot San Diego sun

RIA event is all about making expensive business decisions
Joel Bruckenstein says it was the final straw when his speech at a big industry conference got bumped into nighttime.

The T3 conference has a rebellious air and the makings of success

Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs

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