November 1, 2023
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
December 6, 2023
Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023
A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
November 9, 2023
CAIS announced the launch of its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter […]
November 1, 2023
RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product […]
November 1, 2023
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
October 19, 2023
Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
October 5, 2023
Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]
October 4, 2023
Kwanti announced a new integration with Altruist. Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to […]
September 11, 2023
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
September 11, 2023
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience
September 7, 2023
The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development.
September 7, 2023
FP Alpha, an AI-driven advanced planning platform for financial advisors, has announced the release of their new P&C Snapshot, a first of its kind tool that […]