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Year after year, Joel and David put on the industry's best technology focused conference. Joel and David have a knack for building an agenda that deals with issues that advisors face now, as well as the ones that they will face in the future. Integration is always a big topic of discussion at T3 conferences. It's clear that many advisors are still struggling with how to integrate the disparate software upon which their firms run. It's a hot topic among the software vendors, custodians and advisors because it's clear that many advisors are struggling with antiquated and inefficient software. What's great about T3 is that it gives us the opportunity to talk about how our 2500+ Morningstar Office users are working smarter and more efficiently using our all-in-one platform for their Portfolio Management, Research, Planning, CRM, Billing, and Client Web Portal needs. It's a great conference and we are pleased to be one of its main sponsors. Michael Wilson – Director of Marketing / Morningstar Advisors Fidelity's focus has and will always be providing our clients with the best possible experience through the right combination of people, process and technology. Talking with advisors at industry gatherings is critical to our efforts and to ensuring we offer our clients access to the resources they need to effectively and efficiently manage their practices. Jeff Cathie – VP Communications / Fidelity What we know after attending that last couple of T3 events is that the conference is really one of the financial industry's leading technology conferences. As the providers of the industry's first online practice manager, Quantuvis sees T3 is a unique opportunity to promote our product not only to our potential clients but also to ensure that our peers and potential partners are aware of the possibilities we bring in the practice management technology arena This year the conference provided great thought leadership and ultimately appeared to be well attended by not only the big players, movers and shakers but also several new comers with innovative, creative and helpful solutions for our industry. We were pleased to see familiar faces and meet new friends as well and ultimately feel that this year was one of the best in terms of willingness of attendees to explore and examine the multitude of resources, brought to them under one roof via Joel and David. Our ability to demonstrate the Quantuvis Online Practice Manager in a meaningful way to the attendees was very well received and as a result registration is up quite a bit. This conference is a must attend for any provider looking to establish a presence in our industry, firm members responsible for technology and operational leverage, and advisors seeking to stay at the forefront of the ever changing technology platforms and resources. Dana Marino - Consulting Manager / Quantuvis Consulting Inc. For independent advisors looking to make a technology investment, T3 continues to grow as the largest conference that focuses solely on technology. The reoccurring themes we heard from advisors this year were integration, web-based, CRM and portability in terms of an advisors ability to easily change vendors down the line. Tamarac's Advisor X delivers a fully integrated software suite solution that's modular, custodian agnostic and build on best-in-class technologies, such as Microsoft Dynamics CRM, Schwab PortfolioCenter and Tamarac's own rebalancing and performance reporting applications. We're looking forward to next year's T3, as a Platinum Plus sponsor and delivering a keynote address. Matt Stroh - VP Marketing / Tamarac Inc. CashEdge is experiencing very strong growth in the number of broker dealers and advisors looking to generate income from the advice they provide on held-away assets. Our AllData Advisor aggregation service provides a way for advisors to achieve that objective by providing a comprehensive, detailed and timely view of held-away account data. This holistic view can serve as the foundation of a formalized approach to charging fees for held-away asset advice. T3 is a great place to connect with leading advisors as it provides an opportunity for advisors to get their hands on the service and see it in action, while hearing first-hand from other advisors who are successfully generating revenue using AllData Advisor account aggregation. Tom Roberts - GM Wealth Management – CashEdge CEO Imaging Systems and Fujitsu have been proud Platinum sponsors of T3 from the very first conference. Both the T3 newsletter and the T3 conference are the leading technology resources for the financial advisor industry and the conference attracts a wide spectrum of both small and large firms including large broker-dealer networks, independent RIAs, and technology consultants involved with the industry. The conference also brings together the leading technology developers and providers including our company, many of whom we collaborate and integrate our technology with. Very importantly it also attracts many of our current as well as prospective new clients so presents a great business opportunity for our company. T3 is a valuable forum for both education and transacting business and in our view is one of the most important events for the industry we attend every year. Conrad Foster - President and CEO / CEO Imaging Systems, Inc. The T3 Conference is not only a great conference for us to reach our existing customers and potential new customers, but it provides an excellent venue for us to create new partnerships with technology vendors who can help our advisors streamline their technology and operational processes. Many of our current partnerships were the result of our attendance and sponsorship of the T3 Conference. Brain Davis - Director of Advisor Services - Scottrade Advisor Services |