March 4, 2025

Joel Bruckenstein and Bob Veres Present Key Findings from 2025 T3/Inside Information Software Survey at 2025 T3 Conference

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 […]
June 16, 2025

Altruist Launches Institutional-Grade FIX Trading Integrations with Advyzon and Orion

Altruist, the modern custodian built for RIAs, announced new institutional-grade FIX trading integrations with Orion and Advyzon*. These integrations allow for orders to be submitted in […]
June 10, 2025

Syntax Data and Prometheum ATS Partner to Deliver Indexing Services into Blockchain Securities Infrastructure

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a strategic partnership with Prometheum ATS, a FINRA member and SEC-registered broker-dealer and […]
June 3, 2025

Advyzon Appoints Clark Richards, Seasoned Industry Executive, as Vice President of Client Success

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently introduced Clark Richards to the team as Vice President of […]
June 3, 2025

FP Alpha Unveils Estate Insights 2.0; Helping Financial Advisors Deliver Deeper, More Actionable Planning

FP Alpha, a premier AI-driven wealthtech platform for financial advisors, announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed […]
June 3, 2025

Syntax Data and Donoghue Forlines Introduce Tactical Momentum and Dividend Indexes Seeking Downside Risk Mitigation

Syntax Data, a financial data and technology provider offering data-optimized index solutions, and Donoghue Forlines, a Boston-based tactical investment firm that specializes in active risk-managed portfolios, […]
May 21, 2025

AdvicePay Acquires AdvisorBOB, a Leading Advisor Compensation

 AdvicePay, an industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, recently announced the acquisition of AdvisorBOB, a leading independent advisor compensation software company. […]
April 23, 2025

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors – Part 1

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 […]
April 23, 2025

The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers

The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine […]
March 21, 2025

Flourish to Acquire Sora Finance, Creating First Comprehensive Deposits and Lending Platform for RIAs

Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]
March 18, 2025

Advyzon Selected by Indivisible Partners to Power Wealth Platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned […]
March 13, 2025

Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs

IMTC, an industry-leading fixed income technology platform, proudly announces its new partnership with Franklin Templeton, a top-tier global asset manager. This collaboration enables Franklin Templeton to […]
March 12, 2025

Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

Altruist, the modern custodian built for RIAs, has appointed Sumanth Sukumar as its Chief Technology Officer (CTO). Sumanth brings extensive experience in developing and scaling complex […]