What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good
Pershing
|TD Ameritrade
|Orion
|Morningstar
|Giachetti
|Junxure
|T3
|MoneyGuidePro
|Capital Analysts
|Laserfiche
|Quantuvis Consulting
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Top Executive: Tom Nally
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Junxure
CRM Software
Top Executive: Greg Friedman
MoneyGuidePro
Financial Planning Software
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TAMP
Top Executive: Joe Mansueto
Technology Tools for Today
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Laserfiche
Document Management
Top Executive: Nien-Ling Wacker
