2014 TechLeaders Conference Award Winners

Recognized as industry leaders in broker-dealer technology

APRIL 11, 2014 – Irving, Texas – TechLeaders, the annual broker-dealer technology conference, is pleased to announce the 2014 TechLeaders Conference award winners. The recipients were acknowledged for their outstanding achievements in broker-dealer technology at the March 31-April 2 conference in Irving, Texas. The following companies were recognized as leaders in their respective categories:

  • The Influencer: Most Entertaining Presenter: Advisor Websites
  • The Innovator: Most Innovative Product of the Year: iPipeline
  • TechLeader: Technology of the Year: Redtail Technology

Voting was conducted by conference participants via the TechLeaders Conference mobile app which featured information on each company and presenter. The awards tied back to the key agenda of the TechLeaders Conference: presenting technology solutions that best serve the needs and problems that broker-dealers and their representatives are facing every day.

Advisor Websites and Redtail Technologies are both two-time winners in their categories—a clear sign that they are addressing the needs of the marketplace.

“Being a part of TechLeaders is an important sponsorship opportunity for us,” said Jason Lindstrom, Director and Managing Partner of Advisor Websites. “Having this open forum to talk with decision makers is outstanding—and to win twice means, to us, that our message is being well received.”

“There are a number of outstanding technology solution providers taking part in this conference; we feel we are in great company. To be recognized twice as the Technology Provider of the Year is therefore even a greater honor, considering our competition,” said Redtail CEO Brian McLoughlin.

“This was our first experience at TechLeaders—it is a unique industry event, and I believe fills a need in the marketplace very well. The opportunity to speak directly to attendees—who were well informed and knew the right questions to ask—helped to take many conversations further than they might go at a typical tradeshow. We were glad to be here and glad to be recognized as the most innovative product,” said Bill Atlee, Chief Strategy Officer of iPipeline.

“This conference continues to grow and evolve through suggestions from our attendees and sponsors,” said Peter Montoya, Executive Producer of the TechLeaders Conference. “I believe this was our best event yet—attendees and sponsors were engaged in meaningful conversations throughout. We’re looking forward to continuing discussions through a new online magazine, and eagerly anticipate the 2015 event.”


TechLeaders, the annual broker-dealer technology conference —unlike any other event—has an agenda dedicated only to presenting the technology solutions that best serve the needs of the financial services community—Broker/Dealers, in particular. The conference is designed to give attendees and sponsors exposure to the technology vendors who are solving the problems that Broker/Dealers and their Representatives are facing every day. TechLeaders is supported by discussion groups, online user forums, and direct access to the technology vendors creating new solutions in direct response to user need.

For more information, visit or follow @techleadersconf on Twitter.

Media Contact:

Meghan McCartan

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