At over 600 attendees, T3 2013 packs downtown Miami with the best in adviser technology
This year’s Technology Tools for Today conference (T3) packed over 600 attendees in the Hilton Miami Downtown hotel, including roughly 300 financial advisers according to conference co-founder David Drucker.
A conference like this is covered by all the major media outlets, so you can check out coverage from InvestmentNews, Financial Planning, WealthMangement, and more.
I’m taking a short break (and giving my feet a rest!) to share some of the most intriguing vendors with which I’ve had the chance to connect with today. In addition to updates on FPPad and elsewhere, be sure to follow #T32013 on Twitter.
HiddenLevers
Raj Udeshi, head of business development for HiddenLevers
No longer T3 newbies, HiddenLevers is back again this year with a novel feature that I feel significantly improves the lead generation process for advisers.
The new feature is a portfolio stress test call to action advisers can embed in their website. When prospects land on an adviser’s page, they see a button that offers a free portfolio stress test to see what happens as a result of a specific macro event.
Prospects get a very useful illustration provided by HiddenLevers, and advisers get lead contact information (including basic portfolio details) volunteered by the prospect to use for follow up contact.
Find more information at https://www.hiddenlevers.com/.
CloudRIA
CloudRIA founder & CEO Ryan Terwedo
A company launching out of stealth mode is cloudRIA, founded roughly 5 years ago by Ryan Terwedo. Terwedo brings experience running back office operations for a variety of financial services firms in the Seattle, WA area, and is now leveraging his expertise into the RIA market.
cloudRIA’s tag line is the “RIA OS,” with the premise of being the operating system, or the glue, if you will, of major advisor software tools. Partners today include Redtail CRM, MoneyGuidePro, TD Ameritrade Institutional, and many more soon to come.
I see a lot of potential with cloudRIA, but this market is going to be tough. After spending 15 minutes with Terwedo, I think he’s fearless enough to take on the challenge.
For more information, visit http://cloudria.com/
kwanti
kwanti, a new player in portfolio analytics
kwanti is portfolio analytics software that imports client portfolio holdings and offers quick reports to a variety of benchmarks and metrics. The company recently secured a connection with TD Ameritrade Institutional Veo® Open Access, so advisers with client accounts at the third-largest (by assets) custodian can easily import holdings for analysis.
As kwanti matures and adds more portfolio connections, look for it to offer intelligent analytics at a very attractive price point. Pricing starts around $50 per user per month.
For more information, visit http://kwanti.com/
