Posts

November 1, 2023

T3 Named by Kitces “Best Advisor Tech Conference” for 2024

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 […]
September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

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 […]
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants, Elevates Wealth Management Services Offering by Blending Technology and Marketing

Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a  wealth management technology services company, has announced the […]
March 5, 2024

AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
March 5, 2024

Idea Decanter Announces Strategic Partnership with FMG

Partnership will provide a seamless way for advisors to add video to their FMG websites Idea Decanter, a video marketing agency that helps financial advisors write, […]
March 5, 2024

Advyzon Adds to Executive Team to Embark on Next Chapter of Growth

Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
March 5, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part II

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 27, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part I

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 22, 2024

Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]
February 15, 2024

Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

In this special episode of “Hot and Happening at T3 2024”, recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful […]
February 15, 2024

Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that […]
February 13, 2024

Kwanti Named Wealthtech Firm of the Year in Wealth Solutions Report and Earns High Ratings in Advisor Software Survey

Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]