January 22, 2024

Data Lakes: Steering the New Wave in Wealth Management Technology

By Craig Iskowitz and Henry Zelikovsky The wealth management sector is witnessing a technological renaissance, and at the heart of this transformation is data. With the […]
April 2, 2024

iCapital® to Acquire Mirador, a Financial Technology Provider of Consolidated Reporting and Data Management

The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
April 2, 2024

AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning

Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants, Elevates Wealth Management Services Offering by Blending Technology and Marketing

Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a  wealth management technology services company, has announced the […]
March 5, 2024

AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
March 5, 2024

Idea Decanter Announces Strategic Partnership with FMG

Partnership will provide a seamless way for advisors to add video to their FMG websites Idea Decanter, a video marketing agency that helps financial advisors write, […]
March 5, 2024

Advyzon Adds to Executive Team to Embark on Next Chapter of Growth

Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
March 5, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part II

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 27, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part I

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 22, 2024

Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]
February 15, 2024

Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

In this special episode of “Hot and Happening at T3 2024”, recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful […]
February 15, 2024

Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that […]
February 13, 2024

Kwanti Named Wealthtech Firm of the Year in Wealth Solutions Report and Earns High Ratings in Advisor Software Survey

Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]