Monday, January 11, 2010

Technology Providers Show Strong Support, Court Financial Advisors at T3 Conference

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 • • 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.

To register or for more information, visit Follow the T3 Conference activities at

1 comment:

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