The AdvisorEngine platform has many strengths. It’s CRM module, which derived from Junxure CRM is one of the most robust, industry specific CRM applications available today, […]
By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
By Joel Bruckenstein About two weeks ago it was widely reported that two major financial services firms, Genworth and Jackson National, suffered data breaches due to […]
A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
Ghostwriter Can Speed Up Your Content Creation By Joel Bruckenstein, CFP If you are a financial advisor who struggles writing content for your blog, or if […]