Thursday, November 10, 2011
Sunday, November 6, 2011
Monday, September 26, 2011
DALLAS, Sept. 13, 2011 (GLOBE NEWSWIRE) -- David Drucker and Joel Bruckenstein, producers of the 7th Annual "T3" Technology Tools for Today(TM)Conference to be held at the Hilton Anatole in Dallas, Texas, Feb. 16-18, 2012 today announced the preliminary conference agenda.
"We are very excited about ways technology providers are stepping up with cutting-edge solutions to real-world issues that advisors loose sleep over," said David Drucker, CFP. "This year we have the opportunity to introduce some fascinating topics that few could have dreamed of just a few years ago. One is managing macroeconomic risk and a new breed of software that helps advisors determine the probability of catastrophic external events and their likely impact on client portfolios."
Another new technology the conference is seeking to cover is the use of avatars in financial planning; this is a new science of virtual aging that shows clients what they'll look like in the future. According to Drucker, researchers are finding that when individuals are able to "see" themselves in the future they are better motivated to save.
"We'll also be looking at financial planning around the world," adds Joel Bruckenstein, CFP, "and expanding on topics we have touched on in the past, such as tablets and iPads. We'll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we'll look closely at the contractual ramifications of operating fully in the cloud. As always, we'll be including sessions that cover 'what's new' in financial planning, CRM, document management, desktop portable management systems, and rebalancing.""We're going to offer the attendees the opportunity to participate in round tables for networking purposes in lieu of attending breakout sessions in one of the time slots," adds Drucker. "We've found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.
Read entire news release on Yahoo! Finance now.
Wednesday, March 30, 2011
T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012
Read news release on Yahoo! Finance now.
Monday, February 21, 2011
Watch the 1 minute video.
Learn more about Linda at www.b-readysolutions.com.
access a list of service providers?
Now you can.
Check out www.virtualsolutionsconsortium.com.
Jen Goldman (www.myvirtualcoo.com) and Naomi Scrivener (www.backofficesolutions.net), two of the leading outsource providers in the industry who were at the T3 Conference representing the Virtual Solutions Consortium (www.virtualsolutionsconsortium.com), talk about outsourcing options for financial advisors in this 1 minute video.
Sunday, February 20, 2011
Hear her comments in this 1 minute interview.
in fiduciary client care in this 1 minute video interview
with our roving reporter Marie Swift.
Learn more about Blake at www.envestnet.com.
product manager Jon Patullo from TD Ameritrade Institutional.
Jon talks about Veo Open Access and the T3 Conference.
Risks involved when a financial advisor outsourcing services.
Learn more about Oren at www.nmmlaw.com.
Hear his observations by watching the 1 minute video interview with Marie Swift from Impact Communications.
As a freelance writer, Mike also wrote several good articles about the T3 conference, one on Marie Swift's session how advisors can better use social media and build their online presence, and another on Peter Montoya's session on how marketing has evolved for financial advisors today. You can read these articles on www.financial-planning.com.
Learn more about Mike at www.byrnesconsulting.com.
Saturday, February 19, 2011
Hear what Bob has to say in this 10 minute video clip. You'll want paper and pencil in hand.
Wednesday, January 12, 2011
Dec 21, 2010 (Fort Lauderdale, FL) – David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders and producers of the 6th Annual “T3” Technology Tools for Today™ Conference, today announced speakers and general session details for the conference to be held at the Grand Hyatt Bonaventure Hotel in Weston, FL February 16-19th, 2011.
“In addition to 25 great breakout sessions this year, we’ll have six general sessions and two ‘Super Sessions,’” said Drucker. “With Super Sessions, there are only two choices per time slot. General sessions are one per time slot, and breakout sessions are five per time slot.”
The general session “Great Expectations: Using Technology to Satisfy Increasingly Demanding Clients and Prospects … and Benefiting from It” will explore social changes that drive increased expectations and technology solutions that can help advisors answer these demands. This general session, presented by Brent Burns of Asset Dedication (http://www.assetdedication.com), will then examine the resulting business benefits of new paradigms such as the cost savings associated with going green.
Another general session, “Portfolio Construction in a UMH Environment,” will be presented by Bill Crager, president of Envestnet (http://www.envestnet.com). In this session, Crager will explore techniques for portfolio construction and the potential benefits of the UMH approach for a fiduciary practice.
Dr. Martin Carmichael, the Chief Security Officer for TD Ameritrade Institutional (http://www.tdainstitutional.com), will also be leading a general session (see Joel Bruckenstein’s comments about Carmichael’s February 2010 speech at the TD Conference here: http://www.morningstaradvisor.com/articles/fcarticle.asp?docId=18604&sPage=1). This highly knowledgeable security executive with more than 20 years experience, is an expert in company threat and risk assessment methods, the design of secure environments, security problem solving and blending a business return on investment with corporate information protection needs.
In addition to sponsoring one of the general sessions, TD Ameritrade Institutional will also be showcasing their unique Veo Open Access solution in the exhibit hall (read summary by Investment News Technology Reporter Davis Janowski here: http://www.investmentnews.com/article/20100808/reg/308089977). “The exhibit hall has always been a popular aspect of the conference. This year there will be nearly 70 technology booths for conference goers to explore,” adds Drucker.
Another general session, sponsored by Laserfiche (www.laserfiche.com), “Inside Job: The Streamlining of a Wealth Management Enterprise through ECM (Enterprise Content Management)” presented by Rehman Financial will follow a growing wealth management firm’s journey as it addresses information management challenges by adopting ECM through the eyes of an individual advisor.
Quantuvis, a national consulting firm that specializes in business consulting to financial advisors and institutions (www.quantuvis.com), will be presenting another general session. And, new this year, the conference will include two super sessions—one presented by Fidelity Institutional (http://institutional.fidelity.com) and the other by Neesha Hathi, Vice President of Advisor Technology Solutions at Charles Schwab Institutional (http://www.schwabadvisorcenter.com).
The closing session will be lead by Bob Veres (www.bobveres.com), one of the most influential people in the financial planning profession. Often humorous and always entertaining, Veres will look toward the future of the financial planning profession through his real-world observations and experiences. “Bob is an insightful commentator,” says Joel Bruckenstein. “Sharing his vision for the future of our industry at the close of the event will provide a contextual framework for conference participants to integrate the knowledge and information they gain.”
In addition to the industry influentials named above, many other high profile industry experts will be contributing to the conference, including Deena Katz, a Texas Tech University faculty member (http://www.depts.ttu.edu/pfp), who will lead a session on advisor technology platforms, and Marie Swift, President of Impact Communications, Inc. (www.marieswift.com), who will be providing insights on managing and leveraging social media.
For conference registration, sponsorship application and additional details, visit T3’s newly revamped website, www.TechnologyToolsForToday.com. Standard price of $ 375.00 ends on 2/15/2011 at 11:59 p.m. Late/Onsite price of $ 400.00 starts on 2/16/2011 at 12:00 a.m.
Follow the T3 Community at www.Twitter.com/t3fan. Watch a series of short videos from past T3 Conferences and read other important information at www.T3Conference.blogspot.com.
Tuesday, November 30, 2010
Early bird discount expires 12/31/10. Act now and capture your 2010 tax deduction and the conference pass savings!
If you are going to T3 2011 pls "RSVP" on LinkedIn Events so we can see who's coming.
Let's use #T32011 for the Twitter tag this year.
Register now to capture your Early Bird discount.
Watch this short video to get your wheels turning ...
See you at the T3 Show!
Tuesday, November 9, 2010
T3 Technology Conference to Provide Practical Wisdom, Expert Advice: Session Topics will Address Real-Life Productivity Issues
Thursday, September 16, 2010
T3 Technology Conference Slated for February 2011: David Drucker and Joel Bruckenstein Open Registration, Announce Preliminary Agenda
Friday, March 12, 2010
CEO Image Systems is a pioneering developer of scanning and electronic document management systems. Since 1993 the company has delivered software that provides organizations with powerful tools to re-engineer their record keeping processes, reduce time spent shuffling paper, and automate the storage and delivery of documents, and data.
The company incorporates a unique and comprehensive planning methodology for each project, with training and support that assure successful implementation. Have them organize your office today!
Thanks Conrad Foster and CEO Image for being a long-time friend to the T3 Community!
Learn more at www.ceoimage.com.
Wow, wow, wow! Our PR and marketing firm is raving about this service. Print and ship with a click. America's #1 digital printer online. On average, Mimeo will cost up to 50% less than most local options including Office Superstores and digital print centers with the price of shipping included.
Try it - first order 50% off - www.mimeo.com.
Thanks for exhibiting at the T3 Technology Tools for Today conference in San Diego 2010.
Arcons Technology, Inc. provides tools and a technology platform to manage traditional and alternative investments. Their products and services are specifically designed to meet their clients’ needs in the domains of asset accounting, complex reporting, performance management, rebalancing, custodial downloads and optimization.
They provide expert resources to implement and operate mission critical investment management systems.
Their technology products provide Schwab PortfolioCenter® and Advent Axys® portfolio accounting system users an easy way to manage pricing data, manage alternative investment products and complex client account ownership structures. They also tailor unique solutions for advisors clients to integrate their Portfolio Center or Axys® data into other systems and build analytical frameworks.
Their data migration and data aggregation solutions help Advent Axys/APX, Schwab PortfolioCenter® and Scottrade Portfolio Director users. They provide an easy way to get current custodial data and to move historical transactions from one system to another.
B-Ready: the virtual, back-office outsourcing services to the professional investment advisor community
B-Ready Outsourcing Solutions, Inc. (B-Ready) provides virtual, back-office outsourcing services to the professional investment advisor community. They use PortfolioCenter®, Schwab Performance Technologies'® portfolio management and accounting system - a scalable and flexible platform to efficiently work with multiple custodians - to manage their clients' data.
B-Ready Outsourcing (B-Ready) provides a turn-key solution for the data management and performance reporting related to the advisor's investment clients. The typical advisor process involves the daily posting and reconciliation of investment data, a monthly capture of outside asset accounts not covered by electronic downloads, and a quarterly and year-end reporting process for account statements and advisor billing. B-Ready Outsourcing designs the process to fit the advisor's needs.
Visit www.b-readysolutions.com to learn more.
Finance Logix provides wealth management software solutions to financial services firms, including Broker-Dealers, Banks & Trusts, Insurance, Registered Investment Advisor (RIA), technology and services providers, and Asset Managers. Their client-facing software products are designed to be highly intuitive and promote interactive client participation in the planning, executing, and tracking cycles of wealth management.
Check out Financial Planning Made Easy!
Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory (asset allocation).
The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.
Developed 2007-08, TRX is the brainchild of Sheryl Rowling, Cheryll Lurtz, and Debra Dold. In their professional practice, Sheryl and Debra saw the need for an automated rebalancing tool that could be easily integrated with an Advisor’s existing practice. They set out to create a simple yet powerful investment allocation analysis software that could be up and running with minimal set-up, and easily operated by anyone in the Advisor’s office.
Cheryll, a seasoned programmer with a financial background, teamed with Sheryl and Debra—both CPAs and Personal Financial Specialists—who contributed their extensive financial planning and investment advisory knowledge to the functional performance of TRX. They each have three decades of experience in their respective specialties. Together, they brought their vision to fruition.Read more at www.trxpert.com.
Saturday, February 27, 2010
Advisor Impact helps financial advisors and accountants to maximize profitability and productivity in their businesses.
They provide research, training and tools to help firms and individual advisors evaluate and improve client profitability – all in the context of delivering an outstanding client experience.
The company's flagship program, the Client Audit, is an outsourced client feedback program. It helps financial advisors and accountants enhance loyalty and increase client revenue, by gathering on-going feedback from clients, turning that into a clear action plan and providing the support and tools to help leverage those results.
Thursday, February 25, 2010
We hope you had a great conference experience at T3. We enjoyed it very much.
As we continue to be recognized for our "trademark" hats and homemade cookies while exhibiting at conferences, we thought you might be interested in the hats we wore for T3.
Joel Bruckenstein (pictured here with Linda Lubitz Boone, co-founder of IPS AdvisorPro and two IPS AdvisorPro staff members) appreciated their uniqueness (relative to "tools" for technology) and wanted a picture for the T3 newsletter and blog. Here it is.
See you all in Florida for T3 2011!
Manager of Client and Marketing Relationships
CPA Wealth Provider 's Financial Planning Awards Winner, 2009
Named an Industry Innovator by Andrew Gluck, 2007
Named "Best Software of the Year" by Morningstar's Joel Bruckenstein, 2006
Over 1,300 Advisors have created more than 20,000 customized IPSs using IPS AdvisorPro®
Saturday, February 20, 2010
TD Ameritrade is committed to giving you the tools you need to build your business. They offer an integrated platform of financial products, technical services and the tools to help independent advisors adapt and grow within today's investment climate. TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.
Watch the short video above or visit: www.tdainstitutional.com.
ProTracker Advantage is a highly-acclaimed practice management solution designed specifically for financial planning professionals. ProTracker Advantage manages relationships, tasks and appointments, organizes financial, life planning and estate information for clients, stores client documents and communications, automates office work flow processes and more. There is a Cloud version and a Desktop version.
The firm also offers the Info Security Program Manual (ISP Manual). Every professional needs an Information Security Program Manual to ensure compliance with the various information security laws enacted in many states. The Financial Advisor Info Security Program
Version 5 (new) helps financial advisors quickly implement a complete Information Security Program that meets mandatory compliance requirements
Watch the short video above or visit www.protracker.com.
Founded in 1996, Quantuvis is a national consulting firm that specializes in business consulting to financial advisors and institutions. With a distinguished record of success with some of the industry’s most successful advisory firms, as well as leading custodians, broker dealers, distributors and professional organizations, Quantuvis has become a recognized leader in helping financial advisors build better, more profitable businesses.
Watch the short video above or view Best Practices Study Series Dashboards Demo and learn how to utilize Practice Dashboards to help you build a better, more profitable business at www.quantuvis.com.
Friday, February 19, 2010
Grendelonline.com is a sophisticated web-based application designed by and for Financial Advisors. It can be summed up as a CRM with a bunch of extras which are very valuable to Financial Advisors and their Clients. Watch the short video above.
What is MarketingLibrary? Both an extensive online library of marketing messages, and new technology that integrates seamlessly with compliance offices. MarketingLibrary saves you time, money, and provides the tools you need to increase client satisfaction, retention and lead generation.
It's like having your own, personal copywriter and marketing assistant on call 24 hours per day, for one low monthly fee.
Watch the short video above or visit: https://www.marketinglibrary.net/ml-marketing-library.asp
BridgePortfolio® is recognized as one of the leading service and technology firms for outsourcing back-office operations. With BridgePortfolio doing the work, advisors have the freedom from dealing with the intricacies of running their own back-office. They handle the most important and time consuming tasks such as account opening, reporting, trading & rebalancing and fee billing. Plus they offer convenient, web-based reporting tools that are accessible 24 hours a day. All designed to help “cure your back-office blues”.
Watch the video above or visit: http://www.bridgeportfolio.com/company/
TradeWarrior has released TradeWarrior Express Beta II on the FinFolio platform.
TradeWarrior Express is the demo version of TradeWarrior that will ship with the FinFolio portfolio management system to help meet the rebalancing needs of advisors today. The first beta release of TradeWarrior Express occurred on June 11, 2009.
The second beta release includes improved architectural enhancements in the rebalancing engine, increased stability, added features, and the ability to run the program through a web browser.Learn more by watching the video above or visit: http://ninemilesoftware.com/blog
Dow Jones Adviser helps financial advisers improve client communications, market awareness and business development. People are buzzing at the T3 Show in San Diego.
Watch short video above or visit:
Monday, January 11, 2010
Jan. 12, 2010 (San Diego, CA) – David Drucker and Joel Bruckenstein, two of the financial planning industry’s best known practice management and technology gurus, and hosts of the 5th Annual "T3" Technology Tools for Today™ Conference are pleased to announce that the exhibit hall booths for this year’s conference have sold out. The 2010 conference will have 61 sponsors occupying 75 booths (some of the exhibitors requested double booth space), a significant increase (17%) from last year’s 64 booths.
“The T3 Conference has grown in size every year,” says Drucker. “The booth sell-out this year is a reflection of the sponsors' ever-growing commitment to bring increasingly better technology to the financial services industry. The sponsors are also very interested in interacting with each other. The more they talk and understand the various options available to financial advisors from their peers and competitors, the more they see that they can work together to provide more integrated solutions to advisors,” explains Drucker.
The exhibit hall has always been a popular feature of the annual T3 Conference, showcasing cutting-edge products and organizations such as: CEO Image/Fujitsu, Emerging Information Systems, Inc., Morningstar, Inc., Fidelity Investments, TD Ameritrade, and Scottrade Portfolio Director. New exhibitors categories in 2010 include report automation software, client portals and vaults, as well as website development.
The 5th Annual "T3" Technology Tools for Today™ Conference will be held from Wednesday, February 17, through Saturday, February 20, 2010 at the Hilton La Jolla Torrey Pines in San Diego, California. The first day is dedicated to a golf tournament Torrey Pines, one of the nation’s foremost municipal golf facilities. The following days will offer opportunities for earning Ethics CE credits and informative general and breakout sessions on a wide spectrum of technology-related topics pertinent to financial services professionals. Keynote speakers are Elaine Lennox, IBM Vice President, Dynamic Infrastructure, who will be discussing cloud computing, and George Tamer, Director of Institutional Trade, TD Ameritrade, who will speak about the top technology lessons learned over the past 18 months and what advisors should be thinking about in the future.
2010 sponsors include: Fidelity Investments • TD Ameritrade • Emerging Information Systems, Inc. • Asset Dedication • CEO Image / Fujitsu • Quantuvis Consulting • Scottrade Advisor Services • Scottrade Portfolio Director • Laserfiche • Morningstar, Inc. • CashEdge, Inc. • ActiFi, Inc • Advice America • Advisor Impact / Client Audit • Advisors Assistant • Albridge Solutions • AllBackOffice Consulting • Arcons Technology, Inc. • Black Diamond Performance Reporting • BOSS Back Office Support Service • BridgePortfolio • Broadridge • By All Accounts • Docupace Technologies • E*Assist, LLC • eAllocator • eMoney Advisor, Inc. • Fiduciary 360 • Finance Logix • Financial Advisor Magazine • FinFolio • First Southwest • Grendel • iNautix (USA), LLC • Interactive Advisory Software (IAS) • IPS AdvisorPro • Junxure • Lightport, Inc. • independent broker/dealer LPL • Mimeo.com • Mobile Assistant • MoneyGuidePro • NetDocuments • Nine Mile Software, Inc. / TradeWarrior • Open-Finance Network • Orion Advisor Services, LLC • Peter Montoya, Inc. • ProTracker Software, Inc. • RedBlack • Redtail • Schwab Performance Technologies • Shareholder Services Group • SMARSH • Soulsby Accounting Group • Spectrum Input/Precise FP • Tamarac • Total Rebalance Expert • Trumpet • Trust Company of America • Virtual Solutions Consortium • Your Silver Bullet
“We expect attendance to also be strong this year,” says Bruckenstein. “As advisors recover from the stress factors experienced in 2008 and 2009, they are realizing that now, more than ever, it’s important to be as efficient as possible. Having the right technology in place is vital. The T3 Conference is the very best place for advisors to find out what’s out there and to determine what makes the most sense for their individual practices,” Bruckenstein concludes.
Thursday, May 14, 2009
A golf tournament will be held on the 17th of February. Pre-conference sessions on the 18th and breakout/general sessions on the 19th and 20th. Mark your calendars!
Friday, May 1, 2009
Chances are you can unlock a huge hidden reservoir of personal and staff productivity by making better use of your computers.
Wednesday, April 29, 2009
See you at the 2010 Conference in San Diego!
Learn more at www.virtualofficenews.com.
Tuesday, April 28, 2009
View sampling of this year's conference presentations at
In conjunction with the conference videos posted on this blog site (below), we hope you will see and appreciate the quality of presenters and other resources T3 brings you.
Sunday, April 26, 2009
Check this out - interesting format, good exposure for the T3 Conference, must-read content if you are a financial advisor:
Sydney LeBlanc, editor-in-chief of the new digital magazine Transitions, interviewed David Drucker about the T3 Conference held Februrary 2009 in Dallas.
In addition to reading the content of the article, you'll definitely want to check out Transitions - a new and very snazzy digital publication that uses new technology to make pdfs interactive.
SIGN UP FOR A FREE SUBSCRIPTION WHILE YOU'RE THERE!
Read article as interactive e-zine:
(full layout and photos included)
Read article as html:
Learn more at www.onevoiceria.com.
Scottrade and Portfolio Director - proud
sponsors of T3 Technology conference
Learn more at www.portfoliodirector.com
Proud sponsor of:
T3 Technology Conference
Learn more at www.thebackoffice.biz.