March 10, 2026
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software […]
April 14, 2026
FINNY AI Inc. (“FINNY”), an AI-powered growth and marketing platform built specifically for financial advisors, announced the launch of Hunter, a first-of-its-kind artificial intelligence (AI) growth engine […]
April 9, 2026
Citi Wealth unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi […]
April 7, 2026
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced the next wave of its ongoing investment […]
April 1, 2026
Blue Vault, a leading aggregator of alternative investment performance data and analysis, announced the launch of its new research portal, delivering a streamlined, data-rich way for […]
March 31, 2026
Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a partnership with MSCI Inc. (NYSE: MSCI) to offer a range of MSCI […]
March 26, 2026
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 […]
March 11, 2026
Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announced Panoramix FacetAI, a new artificial intelligence initiative designed […]
March 11, 2026
JIFFYAI, a leading provider of AI-powered wealth management technology, announced the launch of its AI Advisor Companion today at the T3 Technology Conference. The solution helps […]
March 11, 2026
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the launch of eMoney CoPlanner, a new feature […]
March 10, 2026
Morningstar, Inc. a leading provider of independent investment insights, introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform at the 2026 T3 Technology […]
March 10, 2026
AdvisorEngine Portfolio Solutions launched its turnkey asset management program (TAMP) at the 2026 Technology Tools for Today conference in New Orleans, announcing it will be unified […]
March 10, 2026
WealthStream, an AI-native advice intelligence platform for wealth management, launched today at T3 to help advisory firms accelerate every advisor’s path to becoming an experienced practitioner. […]