March 4, 2025
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 […]
May 21, 2025
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
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, 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 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, 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
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
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, 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, 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, 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, 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, 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 […]