Presenting Sponsors

Laserfiche Document Imaging
3545 Long Beach Blvd.
Long Beach, California  90807
Phone: 562.988.1688
Web site: http://www.laserfiche.com/
Laserfiche® creates simple and elesgant enterprise content management solutions that help organizations run smarter. Since 1987, more than 28,000 organizations-including over 4,000 financial advisors and RIA firms- have used Laserfiche solutions to streamline document, records and business process management.

TD AMERITRADE Institutional
Phone: 800.934.6124
Web site: http://www.tdainstitutional.com/
TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to nearly 5,000 fee-based, independent Registered Investment Advisors and their clients. Our 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.

Associate Sponsors

Bachrach & Associates, Inc.
8380 Miramar Mall
San Diego, California  92121
Phone: 858.558.3200
Web site: http://www.baivbfp.com/
Bachrach & Associates, Inc. (BAI) has the proven, turn-key business Model for advisors to create their Ideal Life in 4 years or less, by building the Ideal Cleint Community, by referral only, generating $500,000-$2,000,000 of annual recurring revenue, even in this economic environment. Founded by industry leader Bill Bachrach, CSP, CPAE, BAI continues to build on their 21 year legacy of the Value-Based Financial Planning turn-key business model being the most ethical and client-centered platform for building high-trust client relationships ever developed.

Charles Schwab Advisor Services
211 Main Street
San Francisco, California  94105
Phone: 877.687.4085
Web site: www.schwabadvisorcenter.com/public
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of June 30, 2009, client assets custodied with Schwab Advisor Services stood at $505 billion. These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately one-third of total cleint ssets custodied with The Charles Schwab Corporation. Schwab Advisor Services (formerly Schwab Institutional) is a business segment of the The Charles Schwab Corporation and is a leading provisder of the custodial, operational and trading support for independent investment advisors.

First Southwest
325 North St. Paul St.
Suite 800
Dallas, TX 75201
Phone:  800.678.3792
Web Site:  www.firstsw.com
Clearing is art, not science. While our competitors focus on technology and scale, we focus on you. You creat your business, defining it's color and space; we supply tools to bring it to life. In a world of technologists, find a place that helps you creat your masterpiece.
The Art of Clearing: FirstSouthwest.

Technology Expo Sponsor

InvestmentNews
711 Third AvenueA
New York, New York  10017
Phone: 212.210.0100
Web site: http://www.investmentnews.com/
Since 1998, InvestmentNews has been delivering news and analysis essential to the business of financial advisers. Our weekly coverage focuses on events vital to their business, including news affecting their clients' investments and reports on the financial advisory industry and the companies that serve it.
InvestmentNews is published by Crain Communications, Inc.

Technology Exhibitors

Advisorpod.com
12325 Port Grace Blvd.
La Vista, Nebraska 68128
Phone: 800.747.6111
Web site: http://www.advisorpod.com/
AdvisorPod.com is a best practices resource for successful financial advisors. Visit the site of this week's Master Series podcast, providing insight into the business practices of the industry's elite financial advisors, and the Practice Builders podcast, providing actionable practice management advice. Each podcast features an Advisorpod.com downloadable tool to help advisors implement the ideas, strateties and tactics presented.

AssetBook, Inc.
P.O. Box 232
McHenry, Maryland  21541
Phone: 301.387.3238
Web site: http://www.assetbook.com/
AssetBook is the complete portfolio management solution for investment advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook provides advisors with an industry-leading combination of web-based software and personalized service including portfolio accounting, reporting, trading and client-access. Request information at http://www.assetbook.com/

Black Diamond Performance Reporting, LLC
13901 Sutton Park Drive South
Suite 330
Jacksonville, Florida  32224
Phone: 904.241.2444
Web site: http://www.blackdiamondreporting.com/
Black Diamond Performance Reporting™offers a powerful tool for advisors and wealth managers by providing unbiased, outsourced investment performance reporting. The Black Diamond solution is a highly configurable, Web-based performance reporting solution that provides accurate, timely and meaningful data allowing advisors and wealth managers to tell their investment story.

Cornerstone Revolutions
18101 SW Boones Ferry Road, Suite 100
Portland, Oregon  97224
Phone: 503.968.7202
Web site: http://www.poweradvisortools.com/ and http://www.powerinvestmentstools.com/
PowerInvestmentTools is a complet suite of solutions that include PowerAdvisor for investment tracking, performance measurement, and reporting; PowerOffice for turnkey backoffice services; PowerTrade rebalancing and trade order management system; and PowerPortal with cutomized web portals for document sharing. PowerInvestmentTools' product and service offerings combine flexibility, ease of use and affordability.

Interactive Advisory Software, Inc.
1110 Northchase Parkway, Suite 250
Marietta, GA  30067
Phone: 770.951.1161
Web site: http://iassoftware.com
Our web-based platform: Solution 360°, is the industry's only unified wealth management package which responds to all your business' needs-from cash-flow based financial planning, portfolio mangement and rebalancing to client communications and compliance. No matter how quickly or how dramatically the market changes, Solution 360° provides up-to-date information and management tools you need to provide sound advice and exceptional service to your clients- all while growing your business and spending less time and money on IT.

MoneyGuidePro
1588 Oakbridge Terrace
Powhatan, Virginia  23139
Phone: 800.841.5312
Web site: http://www.moneyguidepro.com/
MoneyGuidePro provides an exciting new approach to Financial Planning. It replaces the unnecessary complexity of traditional, detailed cash flow planning software with a goal-oriented process that is faster, easier and more engaging for the client. Regsiter for a FREE TRIAL at http://www.moneyguidepro.com/

Morningstar, Inc.
22 W. Washington
Chicago, Illinois  60602
Phone: 312.696.6000
Web site: http://corporate.morningstar.com/
Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans. With operations in 20 countries, we currently provide data on more than 325,000 investment offerings worldwide.

Orion Advisor Services, LLC
4020 S. 147th Street
Omaha, NE  68137
Phone: 402.469.3513
Web site: ww.orionadvisor.com
Orion is the ULTIMATE Portfolio Accounting Service Bureau. Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and client reporting. Orion is not an out-of-the-box solutions. Instead, our software, web portal and reporting engine are fully cutomizable to fit an RIA's business model, and scalable to meet their needs. Allowing RIAs to spend more time with their clients.

Smarsh, Inc.
921 SW Washington Street
Suite 540
Portland, Oregon  97205
Phone: 866.SMARCH1 (866.762.7741)
Web site: http://www.smarsh.com/
Smarsh is the managed service leader in secure, innovative and reliable email archiving solutions for compliance and records retention, encryption and data-leak prevention, proactive litigation readiness and mail server data management.  Founded in 2001, the company offers an integrated suite of financial technology solutions for customer relationship management and compliant website design and hosting.

Trumpet, Inc.
4327 E. San Gabriel Avenue
Phoenix, Arizona  85044
Phone: 480.961.6003
Web site: http://www.trumpetinc.com/
Trumpet is a leading provider of comprehensive document management and automated report assembly for financial advisors. Designed around your unique workflow, Trumpet's solutions easily integrate with contact management, web portals and other software applications. Leverage Trumpet's expertise working with advisory firms, and experience the hand-holding process for which we are known.