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Efficient Call Scheduling, Optimizing Technology in Your Practice, and Identifying Your Niche
Kristan Wojnar, RCC™
|
This week we are looking at efficiency, technology and choosing your niche.
Here is a list of all the service providers at the IMPACT 2019 conference.
| Event Booth | Name | Technology Sub-category |
| 231 | 280 CapMarkets | Trading/Rebalancing |
| 324 | Addepar | Integrated Platform, Portfolio Management, Reporting |
| 310 | Adhesion Wealth | Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 334 | Advicent | Financial Planning |
| 305-31 | AdvicePay | Billing, Financial Planning |
| 305-9 | Advisor Software, Inc. | Financial Planning |
| 306 | AdvisorEngine, Inc. | CRM, Cybersecurity, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-24 | AdvisorPeak | Trading/Rebalancing |
| 305-29 | AdvisoryWorld | Financial Planning, Portfolio Management, Risk Analysis, Other |
| 413 | Advyzon | CRM, Document Management, Integrated Platform, Portfolio Management |
| 305-1 | Agreement Express | Onboarding, Other |
| 305-14 | Argus Research Company | Research/ Analytics |
| 305-5 | Benjamin | Practice Management, Other |
| 305-16 | BillFin (Redi2 Technologies) | Billing, Other |
| 431 | Black Diamond Wealth Platform (SS&C Advent) | Document Management, Portfolio Management, Trading/Rebalancing, Other |
| 925 | Blackrock | Financial Planning |
| 305-6 | BlazePortfolio | Trading/Rebalancing |
| 332 | BNY Mellon | Albridge | Reporting |
| 305-12 | Bridge Financial Technology | Portfolio Management |
| 233 | Broadridge | CRM, Document Management, Financial Planning |
| 1535 | CAIS | Other |
| 305-10 | Chaikin Analytics | Portfolio Management, Research/ Analytics |
| 305-18 | Chetu, Inc. | Practice Management, Other |
| 409 | Chicago Clearing Corporation | Practice Management |
| 305-26 | CircleBlack | Integrated Solution, Portfolio Management, Trading/Rebalancing, Other |
| 305-27 | Clearnomics | Research/ Analytics, Other |
| 314 | Concenter Services - XLR8 | CRM Consultants, CRM |
| 234 | Discovery Data | CRM, Other |
| Not Provided | eMoney Advisor | Financial Planning |
| 305-13 | Emotomy | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 1307 | Envestnet | CRM, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 438 | Envestnet MoneyGuide | Financial Planning |
| 215 | FactSet | Portfolio Management |
| 507 | Fi360 | Document Management, Portfolio Management |
| 305-11 | FinFolio | Portfolio Management |
| 407 | Fiserv | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-15 | FIX Flyer, LLC | Trading/Rebalancing, Other |
| 218 | Foreside | Document Management, Other |
| 305-8 | GeoWealth | CRM, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-19 | Hexaview Technologies, Inc. | Document Management, Practice Management, Other |
| 305-17 | HiddenLevers | Research/ Analytics, Other |
| 305-32 | Highridge Technology | Cybersecurity, IT/Infrastructure/Hosting, Other |
| 1635 | iCapital Network | Document Management, Other |
| 425 | InvestCloud | CRM, Document Management, Financial Planning, Portfolio Management, Trading/Rebalancing |
| 1522 | J.P. Morgan Asset Management | CRM, Cybersecurity, Financial Planning, Portfolio Management |
| 305-7 | Jive Communications (Logmein) | Practice Management, Other |
| 304 | Junxure | CRM |
| 415 | Laser App/iPipeline | CRM, Document Management, Practice Management, Other |
| 427 | Laserfiche | Document Management, Practice Management |
| 305-33 | LifeYield, LLC | Financial Planning, Trading/Rebalancing |
| 419 | Morningstar, Inc. | Financial Planning, Portfolio Management, Trading/Rebalancing, Other |
| 305-3 | Net Worth Strategies, Inc. | Financial Planning, Portfolio Management, Research/ Analytics, Other |
| 133 | O'Shaughnessy Asset Management | Financial Planning, Portfolio Management |
| 526 | Oranj | Portfolio Management, Other |
| 219 | Orion Advisor Tech | Document Management, Financial Planning, Integrated Platform |
| 305-30 | Panoramix | Portfolio Management |
| 605-8 | PCS Retirement | Other |
| 305-2 | Portfolio Pathway | Portfolio Management, Trading/Rebalancing |
| 305-21 | Private Client Resources, LLC (PCR) | Reporting, Other |
| 312 | RedBlack Software | Trading/Rebalancing |
| 330 | Redtail Technology | CRM |
| 213 | Refinitiv | Other |
| 305-4 | RIA in a Box, LLC | Compliance, Cybersecurity, Other |
| 305-20 | Right Size Solutions, Inc. | Cybersecurity, IT/Infrastructure/Hosting |
| 305-25 | RightCapital | Financial Planning |
| 405 | Riskalyze | Risk Analysis, Other |
| 305-23 | Rixtrema | Financial Planning, Portfolio Management, Practice Management |
| 339 | Salient | Practice Management |
| 341 | SMArtX Advisory Solutions | Portfolio Management, Trading/Rebalancing |
| 431 | SS&C Advent | Portfolio Management, Trading/Rebalancing, Other |
| 431 | SS&C Salentica | CRM |
| 305-22 | Totum Risk | Portfolio Management, Risk Analysis, Other |
| 907 | United Capital | Other |
| 305-28 | Wealthbox CRM | CRM |
| 305-34 | YCharts | Research/ Analytics, Other |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we are looking at efficiency, technology and choosing your niche.
Aaron Levitt
|
Using an active strategy via an ETF could prove to be the best...
Justin Kuepper
|
Let's look at how investors can hedge against interest rate risk with active...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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Justin Kuepper
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Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Here is a list of all the service providers at the IMPACT 2019 conference.
| Event Booth | Name | Technology Sub-category |
| 231 | 280 CapMarkets | Trading/Rebalancing |
| 324 | Addepar | Integrated Platform, Portfolio Management, Reporting |
| 310 | Adhesion Wealth | Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 334 | Advicent | Financial Planning |
| 305-31 | AdvicePay | Billing, Financial Planning |
| 305-9 | Advisor Software, Inc. | Financial Planning |
| 306 | AdvisorEngine, Inc. | CRM, Cybersecurity, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-24 | AdvisorPeak | Trading/Rebalancing |
| 305-29 | AdvisoryWorld | Financial Planning, Portfolio Management, Risk Analysis, Other |
| 413 | Advyzon | CRM, Document Management, Integrated Platform, Portfolio Management |
| 305-1 | Agreement Express | Onboarding, Other |
| 305-14 | Argus Research Company | Research/ Analytics |
| 305-5 | Benjamin | Practice Management, Other |
| 305-16 | BillFin (Redi2 Technologies) | Billing, Other |
| 431 | Black Diamond Wealth Platform (SS&C Advent) | Document Management, Portfolio Management, Trading/Rebalancing, Other |
| 925 | Blackrock | Financial Planning |
| 305-6 | BlazePortfolio | Trading/Rebalancing |
| 332 | BNY Mellon | Albridge | Reporting |
| 305-12 | Bridge Financial Technology | Portfolio Management |
| 233 | Broadridge | CRM, Document Management, Financial Planning |
| 1535 | CAIS | Other |
| 305-10 | Chaikin Analytics | Portfolio Management, Research/ Analytics |
| 305-18 | Chetu, Inc. | Practice Management, Other |
| 409 | Chicago Clearing Corporation | Practice Management |
| 305-26 | CircleBlack | Integrated Solution, Portfolio Management, Trading/Rebalancing, Other |
| 305-27 | Clearnomics | Research/ Analytics, Other |
| 314 | Concenter Services - XLR8 | CRM Consultants, CRM |
| 234 | Discovery Data | CRM, Other |
| Not Provided | eMoney Advisor | Financial Planning |
| 305-13 | Emotomy | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 1307 | Envestnet | CRM, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
| 438 | Envestnet MoneyGuide | Financial Planning |
| 215 | FactSet | Portfolio Management |
| 507 | Fi360 | Document Management, Portfolio Management |
| 305-11 | FinFolio | Portfolio Management |
| 407 | Fiserv | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-15 | FIX Flyer, LLC | Trading/Rebalancing, Other |
| 218 | Foreside | Document Management, Other |
| 305-8 | GeoWealth | CRM, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
| 305-19 | Hexaview Technologies, Inc. | Document Management, Practice Management, Other |
| 305-17 | HiddenLevers | Research/ Analytics, Other |
| 305-32 | Highridge Technology | Cybersecurity, IT/Infrastructure/Hosting, Other |
| 1635 | iCapital Network | Document Management, Other |
| 425 | InvestCloud | CRM, Document Management, Financial Planning, Portfolio Management, Trading/Rebalancing |
| 1522 | J.P. Morgan Asset Management | CRM, Cybersecurity, Financial Planning, Portfolio Management |
| 305-7 | Jive Communications (Logmein) | Practice Management, Other |
| 304 | Junxure | CRM |
| 415 | Laser App/iPipeline | CRM, Document Management, Practice Management, Other |
| 427 | Laserfiche | Document Management, Practice Management |
| 305-33 | LifeYield, LLC | Financial Planning, Trading/Rebalancing |
| 419 | Morningstar, Inc. | Financial Planning, Portfolio Management, Trading/Rebalancing, Other |
| 305-3 | Net Worth Strategies, Inc. | Financial Planning, Portfolio Management, Research/ Analytics, Other |
| 133 | O'Shaughnessy Asset Management | Financial Planning, Portfolio Management |
| 526 | Oranj | Portfolio Management, Other |
| 219 | Orion Advisor Tech | Document Management, Financial Planning, Integrated Platform |
| 305-30 | Panoramix | Portfolio Management |
| 605-8 | PCS Retirement | Other |
| 305-2 | Portfolio Pathway | Portfolio Management, Trading/Rebalancing |
| 305-21 | Private Client Resources, LLC (PCR) | Reporting, Other |
| 312 | RedBlack Software | Trading/Rebalancing |
| 330 | Redtail Technology | CRM |
| 213 | Refinitiv | Other |
| 305-4 | RIA in a Box, LLC | Compliance, Cybersecurity, Other |
| 305-20 | Right Size Solutions, Inc. | Cybersecurity, IT/Infrastructure/Hosting |
| 305-25 | RightCapital | Financial Planning |
| 405 | Riskalyze | Risk Analysis, Other |
| 305-23 | Rixtrema | Financial Planning, Portfolio Management, Practice Management |
| 339 | Salient | Practice Management |
| 341 | SMArtX Advisory Solutions | Portfolio Management, Trading/Rebalancing |
| 431 | SS&C Advent | Portfolio Management, Trading/Rebalancing, Other |
| 431 | SS&C Salentica | CRM |
| 305-22 | Totum Risk | Portfolio Management, Risk Analysis, Other |
| 907 | United Capital | Other |
| 305-28 | Wealthbox CRM | CRM |
| 305-34 | YCharts | Research/ Analytics, Other |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we are looking at efficiency, technology and choosing your niche.
Aaron Levitt
|
Using an active strategy via an ETF could prove to be the best...
Justin Kuepper
|
Let's look at how investors can hedge against interest rate risk with active...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Receive email updates about best performers, news, CE accredited webcasts and more.
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