March 4, 2025
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during […]
August 8, 2025
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater […]
August 7, 2025
New platform allows advisors and clients to benefit from institutional-grade strategies at a low cost Advyzon Investment Management (AIM), a unified investment solutions platform within Advyzon, today announced […]
July 30, 2025
Under GTCR’s ownership, FMG will expand AI capabilities, scale enterpriserelationships and pursue front-office innovation GTCR, a private equity firm, has announced that it has signed a […]
July 30, 2025
Syntax Data, a financial data and technology provider offering data-optimized custom index solutions, is at the heart of two major ETF launches reshaping sector-focused investing and […]
July 29, 2025
Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, announced a partnership with Indivisible Partners, a modern RIA platform […]
July 28, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
July 22, 2025
Kwanti Unveils Enhanced Cover Page Customization, Elevating Advisor Branding and Enterprise Identity
Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, recently announced the […]
July 9, 2025
The Oasis Group released a new research report on Wealth Platforms serving the wealth management industry. The comprehensive study evaluates the role of wealth technology platforms […]
July 2, 2025
If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future […]
June 25, 2025
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration with PreciseFP, an award-winning client engagement and […]
June 24, 2025
Nitrogen, a leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, and Advyzon, a comprehensive technology platform and portfolio management […]
June 18, 2025
Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced a major advancement to its alternative investment capabilities— professionally managed model portfolios with […]