Joel Bruckenstein

October 24, 2018

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason’s Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
October 23, 2018

Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience

Vestmark, a leading provider of portfolio management and trading solutions for financial institutions and advisors, announced a partnership with Chicago-based financial technology firm Oranj. Vestmark Advisory […]
October 22, 2018

ATA RiskStation™ Launches Enterprise Compliance Risk Dashboard at T3 Enterprise Conference

On day #1 at the T3 Enterprise Conference on October 22, 2018, ATA RiskStation CEO Aladin Abughazaleh kicked off the conference from the main stage by […]
October 22, 2018

FCI and Workplace By OS33 Announce “Cybersecurity Policy Enforcement” System

FCI , a Managed Security Service Provider (MSSP) dedicated to the financial services industry, and Workplace by OS33 (a suite of turnkey SaaS solutions that enables […]
October 12, 2018

T3’s Joel Bruckenstein partners with Brian Hamburger and MarketCounsel to produce the second annual T3 Elite Advisor Symposium

Once again, Joel Bruckenstein, CEO of Technology Tools for Today (T3), will host the T3 Elite Advisor Symposium being held immediately before the MarketCounsel Summit. Bruckenstein will […]
October 2, 2018

Why Attend the T3 Enterprise Conference this Year? Glad You Asked!

Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
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 […]
February 14, 2018

Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
February 5, 2018

TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
January 12, 2018

Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
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