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 […]
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 […]
March 6, 2025

Zocks Secures $13.8M Series A Investment to drive AI advancements and workflow automation

Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to […]
March 6, 2025

Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings […]
March 6, 2025

Advyzon Named Best All-In-One Software Solution for 8th Consecutive Year in 2025 Advisor Software Survey from T3 and Inside Information

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]
March 6, 2025

YCharts Launches AI Chat to Accelerate Investment Research & Enhance Client Engagement

YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, announced at the 2025 T3 Technology Tools for Today Advisor […]
March 5, 2025

BetaNXT Launches BetaNXT CastX – Empowering Investors and Advisors with Data-Driven Insights on Corporate Actions

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has officially rolled out BetaNXT CastX, an innovative […]
March 5, 2025

Osaic Forms Strategic Relationship with Zocks to Provide Their Financial Professionals Access to an AI-Driven Edge in Productivity

Zocks, a privacy-first AI platform for financial advisors, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas,a strategic relationship with Osaic, one […]
March 5, 2025

Zeplyn Unveils Expanded AI Platform with New Suite of Practice Management Capabilities for Wealth Management Firms

Zeplyn, the AI-native workflow intelligence platform for wealth management firms, today announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, the launch […]