December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
November 9, 2017

Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
November 2, 2017

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
October 23, 2017

Royal Bank of Canada Leveraging Artificial Intelligence for Personal Finance

The Royal Bank of Canada is launching new AI-powered services that provide personalized financial guidance and an automated savings program through the bank’s existing mobile application. […]
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 […]
July 25, 2017

Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
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