Tuesday, November 30, 2010
Into the Clouds ... and feet on the ground in Florida at T3 2011!
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 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.
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.Saturday, February 27, 2010
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.
Thursday, February 25, 2010
A Special Message from IPS AdvisorPro to T3 Attendees 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!
Linda Groden
Manager of Client and Marketing Relationships
IPS AdvisorPro®
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 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.
Friday, February 19, 2010
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/blogDow Jones Adviser - Aggregated News Service at T3 2010
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:
http://www.thestreet.com/story/10660504/dow-jones-adviser-helps-financial-advisers-improve-client-communications-market-awareness-and-business-development.html
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 • 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.
To register or for more information, visit www.TechnologyToolsForToday.com. Follow the T3 Conference activities at www.Twitter.com/t3fan.
Thursday, May 14, 2009
Next Year's T3 - 2010
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
Technophone No More - Veres Talks About T3 in Financial Planning magazine
Read what Bob Veres said about the T3 Conference in Financial Planning magazine:Chances are you can unlock a huge hidden reservoir of personal and staff productivity by making better use of your computers.
http://www.financial-planning.com/fp_issues/2009_5/technophobe-no-more-veres-industry-insight-2661661-1.html
Wednesday, April 29, 2009
Scenes from the Dallas 2009 T3 Conference
See you at the 2010 Conference in San Diego!
Learn more at www.virtualofficenews.com.
Tuesday, April 28, 2009
Photos from T3 Conference in Dallas, February 2009
View Slide Show from Dallas 2009 T3 Conferencehttp://www.flickr.com/photos/35656840@N02/show/
View sampling of this year's conference presentations athttp://virtualofficenews.com/Links_Intro.asp?SPID=90237&Title=Links+w%2F+text&OrgID=2208
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
Financial Advisory Firms Must Adapt to Survive

Check this out - interesting format, good exposure for the T3 Conference, must-read content if you are a financial advisor:
http://www.virtualofficewire.com/virtual-office/financial-advisory-firms-must-adapt-to-survive-smartbrief/
Conquer Market Woes with Technology
Marie Swift's article on Conquering Your Market Woes with Technology is now "live" on Financial Advisor magazine's website.
T3 Conference: Another Home Run

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:
http://transitions-mag.com/april_2009.html
(full layout and photos included)
Read article as html:
http://www.transitions-mag.com/wp/?cat=306
OneVoice RIA - Video Clip - T3 Conference Dallas 2009
Learn more at www.onevoiceria.com.
Portfolio Director & Scottrade - Video Clip - T3 Conference Dallas 2009
Scottrade and Portfolio Director - proud
sponsors of T3 Technology conference
Dallas 2009.
Learn more at www.portfoliodirector.com
and www.scottradeadvisor.com.
B.O.S.S. - Back Office Service Solutions - Video Clip - T3 Conference Dallas 2009
Proud sponsor of:
T3 Technology Conference
Dallas 2009
Learn more at www.thebackoffice.biz.
Money Tree - Video Clip - T3 Conference Dallas 2009
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
Learn more at www.moneytree.com.
Albridge - Video Clip - T3 Conference Dallas
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
Learn more at www.albridge.com.
Saturday, April 25, 2009
iRebal - Video Clip - T3 Conference Dallas
Gobind Daryanani, CFP, Ph.D., founder of iRebal, talks about technology and rebalancing portfolios at the T3 Conference.
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
Visit www.iRebal.com to learn more!
Advice America - Video Clip - T3 Conference Dallas 2009
provide for financial advisors:
Financial Planning software
Portfolio Management software
Client Relationship Management software
Proud Sponsor of:
T3 Technology Tools for Today conference
Dallas 2009
Learn more at www.adviceamerica.com.
Thursday, March 19, 2009
Finance Logix - Video Clip - T3 Conference Dallas
Visit www.FinanceLogix.com to learn more
Friday, February 27, 2009
Black Diamond - Video Clip - T3 Conference Dallas
Learn more at www.BlackDiamondReporting.com
Raymond James Investment Advisor Division - Video Clip
| Raymond James sent a VP to the technology conference? Find out why. |
http://www.raymondjames.com/advisorchoice/rjfsiad/
FinFolio - Video Clip - T3 Conference Dallas
Check them out at www.finfolio.com.
DocuPace Technologies - Video Clip - T3 Conference Dallas
Check it out at www.docupace.com
ProTracker Advantage - Video Clip - T3 Conference Dallas
Learn more about Client Relationship Management
software and the ProTracker Academy at
www.protracker.com
Trade Warrior - Video Clip - T3 Conference Dallas
Check it out and learn more: www.tradewarrior.com
Affordable portfolio rebalancing, trades, allocation
Thursday, February 26, 2009
IPS Advisor Pro - Video Clip - Live from T3 Conference
Proud Sponsor of:
T3 Technology Conference
Dallas 2009
More information: www.ipsadvisorpro.com
Monday, February 23, 2009
Letter From the Editor from the upcoming March edition of Virtual Office News
Letter from the Editor
Well, I literally just returned from the T3 conference last night, and had been holding this page open to receive my comments.
We know from our Wrap-Up session at the conference that many of you (subscribers) were in attendance, so my comments will be old news to some readers. But, to those subscribers who couldn’t attend, you missed a really good show!
Attendees and sponsors were thrilled with this year’s venue and the quality of the program. Some of the things we “switched up” this year to keep the conference fresh included mixing advisors and sponsors on the panels, and having sponsor reps sit on panels on specific technologies different from the ones they sell — rather — technologies they use in their own day-to-day work like business networking sites (e.g., LinkedIn), or Apple hardware.
And finally, in keeping with prior years, we included panels on some bleeding edge technologies, like Smartphones and their ability to integrate and share data with computer software systems, or cloud computing and text-to-voice/voice-to-text systems.
To give you a chance to experience the conference if you weren’t there, please take a look at our blog at www.t3conference.blogspot.com where you’ll find many video clips and commentary on the conference.
We’re already planning next year’s conference. It will be held at the Hilton La Jolla Torrey Pines (San Diego) from February 17-20, 2010, and we’re looking into the possibility of extending it to four days with the first day being a golf outing (or tournament). Keep watch on the VON website for more details.
My last impression of the conference that I want to share is something I mentioned in our Wrap Up session. T3 has become an incubator of sorts. It has already incubated Your Silver Bullet, the consortium of 22 technology companies (the vast majority being T3 sponsors) that are collaborating to build software bridges, and the process is now drawing in larger and larger companies. (AT&T had a new presence at this year’s conference). So, in the future, look for more good things to come out of T3 that will ultimately benefit you in your practices.
Sincerely,
Dave Drucker, Editor
Virtual Office News
Friday, February 20, 2009
What is Twitter and Why Should I Care?
Here’s the big secret to twitter - forget the technology, forget the weird terminology, forget the iphone applications. Twitter is just another way to keep in touch and build relationships.
And twitter is one of the most convenient, easy, and FUN ways to make new friends and keep in touch with old ones.
Have you ever wanted to stay in touch with someone but weren’t sure exactly how to do so? You know what I mean, that “just wanted to say hi!” email or searching desperately for some kind of article that they would be interested in but haven’t seen already just for an excuse to touch base with them.
Twitter is THE solution for keeping in touch with thousands of people at once, and building authentic relationships at the same time.
So how does this all relate to business? First of all, people do business with those that they know, like, and trust. This will always be true and we’re lucky to be living an age where it’s easier than ever to build genuine rapport will people all over the world. Once people have gotten to know you via twitter, the transition to a business relationship is effortless. And the opportunity for collaboration with other entrepreneurs is huge.If you’ve been scared or confused by twitter I want encourage you to give it a try.
You can start by following http://www.twitter.com/t3fan then check out who we’re talking to to find more people to follow. (And I can guarantee that you will be surprised by how many people you know are already on twitter!)
Take your mind off the new technology, and instead put yourself in the mindset that you’re just at a big old party making friends!
~ Marie Swift, PR Pro
Follow the T3 Conference on Twitter!
New this year: Twitter.
We have set up a Twitter site for T3 that will allow you to stay abreast of the latest goings-on with the conference -- before, during and after.
That's right, we'll be Twittering live from the conference for those who couldn't attend or those in attendance who want more information.
To connect with T3's Twitter news, you must first join Twitter (http://www.twitter.com), which costs nothing and sign-up is straightforward. Once registered, click on "Find People" at the top of the Twitter screen and type in "t3fan". When taken to T3's Twitter page, just click on "Follow" under the T3 logo and then check in regularly for updates.
If you are already signed up with Twitter, simply click http://twitter.com/t3fan and select "Follow".
We look forward to seeing you next week!
David J. Drucker and Joel P. Bruckenstein
Co-Chairs - Technology Tools for Today Conference
Pre-Con Sessions - Limited Capacity
Get Around Town in Dallas
One way cab fares run about $45 from DFW. Super Shuttles are available for roughly $20/one way per person from DFW.
Rates from Love Field are less, since its a little closer.
T3 Mission Control.
Visit this table for information on pre-registration for next year's T3 (both attendees and sponsors) and other opportunities - such as video interviews, photo ops with industry influentials and T3 peers, guest blogging and guest Twitter invitations and more.
