September 25, 2017

State Investment Adviser Examinations Uncover Cybersecurity Deficiencies: Free Cybersecurity Checklist Available

A series of more than 1,200 coordinated examinations of state-registered investment advisers by state securities examiners uncovered nearly 700 deficiencies involving cybersecurity, the North American Securities […]
September 22, 2017

AdvisorEngine: An Integrated Wealth Management Platform

Although we’ve been following developments at AdvisorEngine for a while now, this is the first time T3 has devoted an article exclusively to the firm. That’s […]
September 18, 2017

Fidelity® Announces General Availability of AMP, A Planning-Led Digital Advice Solution Co-Developed with eMoney

Fidelity Clearing & Custody Solutions® has announced general availability of Fidelity AMP (Automated Managed Platform), its financial planning-led digital advice solution co-developed with eMoney Advisor. AMP allows financial advisors to manage […]
September 15, 2017

RIA in a Box® Releases New RIA Employee Trade Monitoring Software

RIA in a Box®, a leading provider of compliance, registration and operations support services to registered investment adviser (RIA) firms, released new employee trade monitoring software. […]
September 14, 2017

SS&C Launches Advent Genesis, a New Solution Aimed at Helping Investment Managers Construct and Rebalance Portfolios

While at the SS&C Deliver Conference in Chicago earlier this week, SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, […]
September 13, 2017

SS&C Announces Exception Management and Workflow Tool for Geneva, Bolsters Data Quality Assurance for Clients Worldwide

While at the SS&C Deliver Conference September 12-13, 2017 in Chicago, SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled […]
September 12, 2017

SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, has launched Salentica Elements for financial advisors on the Salesforce […]
September 6, 2017

T3’s Joel Bruckenstein Receives 2017 Leadership Award at Bob Veres’ Insider’s Forum

Joel Bruckenstein, publisher of the T3 information service on applied technology for financial service firms, today received the 2017 Insider’s Forum Leadership Award.  He was presented […]
August 31, 2017

Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017

Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for […]
August 29, 2017

RobustWealth to Power XY Investment Solutions, a Turnkey Digital Asset Management Platform for NextGen Advisors

RobustWealth, a leading digital wealth management platform for financial advisors, and XY Planning Network (XYPN), a turnkey financial planning platform for fee-only financial advisors that serve Gen […]
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