July 12, 2018

Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™

FI360, a provider of fiduciary-related education and technology, has enhanced its Fiduciary Focus Toolkit™ (Toolkit) with two new reports: The Model Portfolio Report and the Cost & Services Report. […]
June 28, 2018

Yourefolio™ and InterActive Legal Reveal Virtual Planning Experience to Reduce Workload for All Involved

InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]
June 25, 2018

Orion and Lincoln Financial Group Partner to Offer a Robust Data Platform for Fee-Only Advisors

Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
June 20, 2018

T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
June 15, 2018

AdvisorEngine Technology Re-Architecture Provides Immediate Benefits for Financial Firms, Advisors and Their Clients

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
June 13, 2018

TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
June 7, 2018

AdvisorEngine Unveils New Visual Identity and Website for Junxure CRM Product, Continues Company Evolution

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
June 5, 2018

Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360®

Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
June 4, 2018

cleverDome Members to Receive Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
May 30, 2018

Vestmark Launches Model Trading Service for IBDs, RIAs, Banks and their Clients

Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
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