Dave Drucker and Joel Bruckenstein Announce Preliminary Agenda for T3 Technology Conference in 201

Sessions will Address Pressing Concerns and Provide Innovative Solutions for Financial Advisors

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.

Conrad Foster of CEO Image talks about paperless solutions at #T32011

Conrad Foster of CEO Image tells us why he's sponsored every T3 Conference since inception. He also talks about paperless solutions in this 1 minute video.

Hear what Conrad has to say.

Learn more about CEO Image and how you can improve your
productivity at www.ceoimage.com

Trusted Advisors Consulting's Janet Davis: T3 conference well worth the trip

Janet Davis from Trusted Advisors Consulting shares her impressions as first-time attendee at the T3 Conference. Janet is a tax expert who provides outsource solutions to financial advisors. She came to network at the industry's premier "applied technology event."

Hear her comments in this 1 minute interview.

Mike Byrnes on attending the T3 Conference for the first time

Mike Byrnes is a practice management consultant to the industry. He attended the T3 conference for the first time in February 2011.

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.

Into the Clouds ... and feet on the ground in Florida at T3 2011!

How will Cloud Computing change the way we do business in the coming years? Join us at the T3 Technology Tools for Today conference in Weston, Florida in February 2011 and learn more and Cloud Computing, Tablet Devices, Touch Screen Technology and much more.

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!

CEO Image and Fujitsu Build Buzz at T3 Tech Conference 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.

Mimeo Digital Printing Gets Rave Reviews from Our Marketing and PR Firm

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 Shines at T3 Technology Tools for Today 2010 Conference

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.

Learn more at www.arconstech.com.

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 Makes Financial Planning Easy!

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 Offers Great Outsourcing Solution for Financial Advisors

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.

Advisor Impact Brings Fresh Solutions for Client Feedback to Advisors at T3 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.

For information on the Client Audit, click here. Visit www.AdvisorImpact.com and download a free white paper - The Economics of Loyalty.

A Special Message from IPS AdvisorPro to T3 Attendees 2010

Hi everyone,

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!

Kind regards,

Linda Groden

Manager of Client and Marketing Relationships

IPS AdvisorPro®

www.ipsadvisorpro.com

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®

TD Ameritrade says focus on People, Process, Technology at T3 Show 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 now available in the Clouds, also offers Info Security Program at T3 2010

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.

Quantuvis Brings Sweet Treats and Benchmarking Tools to T3 Show 2010

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.

Grendel helps advisors control their monsters at T3 Show 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.

Marketing Library Brings New Deals, Fresh Solutions to T3 Conference 2010

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

Bridge Portfolio Returns to T3 Show 2010

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 Gives Progress Report at T3 Show 2010

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