Joel Bruckenstein

January 25, 2022

First Look-AdvisorEngine CRM

A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
January 11, 2022

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
December 21, 2021

Half Off Holiday Special from T3 Expires January 3 11:59 PM ET

T3 is currently offering a special promotion.Act now to lock it in!​ Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
November 24, 2021

Advisor Technology in a Post-Covid World

While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
November 12, 2021

iRebal Gets a Major Overhaul

Available Today for TD Ameritrade Advisors, Coming Soon to the Schwab Platform By Joel Bruckenstein, CFP Tax sensitive, location sensitive rebalancing software has become a “must […]
November 5, 2021

New BOGO offer for 2022 T3 events ends Nov. 26, 2021

T3 is now offering a BOGO registration on both the T3 Advisor Conference and/or the T3 Enterprise Day. The T3 Advisor Conference is being held on […]
October 22, 2021

Good news! T3 Events are back on track for 2022

We are happy to announce the new T3 dates for 2022. T3 Advisor Conference: May 2-4, 2022. DevCon Workshop (running concurrently): May 2-3, 2022. T3 Enterprise Day: May 5, 2022.
August 20, 2021

Important Update: The T3 Conference is being pushed to 2022

Dear friends and members of the T3 community, Unfortunately, the Delta Variant and continuing concerns about coronavirus transmission have forced us to make a difficult decision. […]
April 15, 2021

FP Alpha Celebrates “Tax Day” With Release of Roth Conversion Simulator

A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
October 19, 2020

Envestnet MoneyGuide to Launch Premium Version of Plan Analytics

By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]