July 20, 2018

diskAshur Pro2: An Ultra Secure Hard Drive for Advisors

As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
July 20, 2018

diskAshur Pro2: An Ultra Secure Hard Drive for Advisors

As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
July 19, 2018

New Practice Management Program from RBC Wealth Management Unveiled

RBC Wealth Management – U.S. unveiled a new, customizable practice management program designed to help individual advisors and advisor teams grow their business, improve their quality […]
July 12, 2018

Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™

FI360, a provider of fiduciary-related education and technology, has enhanced its Fiduciary Focus Toolkit™ (Toolkit) with two new reports: The Model Portfolio Report and the Cost & Services Report. […]
June 29, 2018

5 Ways to Shore Up and Protect Data Privacy– A Primer for Financial Services Firms

Data privacy and protection has become a daily headline with everything from the latest data breaches at major institutions such as Equifax, to intentional exploitation of […]
June 28, 2018

Yourefolio™ and InterActive Legal Reveal Virtual Planning Experience to Reduce Workload for All Involved

InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]
June 25, 2018

Orion and Lincoln Financial Group Partner to Offer a Robust Data Platform for Fee-Only Advisors

Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
June 20, 2018

T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
June 15, 2018

AdvisorEngine Technology Re-Architecture Provides Immediate Benefits for Financial Firms, Advisors and Their Clients

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
June 13, 2018

TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
June 7, 2018

AdvisorEngine Unveils New Visual Identity and Website for Junxure CRM Product, Continues Company Evolution

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
June 5, 2018

Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360®

Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
June 4, 2018

cleverDome Members to Receive Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
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