December 6, 2024

The 2025 T3 / Inside Information Software survey is now live.

Once again, Bob Veres and Joel Bruckenstein are conducting the annual technology survey, asking what programs and services you’re using in the fintech universe, and what […]
February 12, 2025

Advyzon Partners with StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX […]
February 4, 2025

FTSE Russell Indices Added to Syntax Direct Platform

Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax […]
January 24, 2025

SSS from VenturEd Solutions Revolutionizes Financial Aid Application Processing with Industry-Leading IRS Integration powered by TaxStatus

New partnership with TaxStatus powers simplified and rapid verification of family tax information within a unified admissions solution VenturEd Solutions, a leading provider of cloud-based admissions, […]
January 22, 2025

Envestnet Announces Chris Todd as Chief Executive Officer Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Chris Todd as Chief Executive Officer, effective January 21, […]
January 22, 2025

FinServ Foundation Welcomes Three Distinguished Financial Services Executives and Academics to its Advisory Board

Ashley Hardaway, Dr. Efthymia Antonoudi, and Dr. Terrance K. Martin bring strong backgrounds in mentorship, professional development and wealth management to the FinServ Foundation FinServ Foundation, […]
January 22, 2025

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Morningstar, Inc., a leading provider of independent investment insights, has introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application […]
January 17, 2025

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors WESTON, Mass. – January 14, 2025 – Advisor360°, a leading provider of integrated technology for enterprise wealth […]
December 27, 2024

Financial Advisors and Staff Members Can Save with a Special End-of-the-Year BOGO Offer

Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
December 19, 2024

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of […]
December 10, 2024

Advyzon Announces Partnership with iCapital®to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]
December 6, 2024

The 2025 T3 / Inside Information Software survey is now live.

Once again, Bob Veres and Joel Bruckenstein are conducting the annual technology survey, asking what programs and services you’re using in the fintech universe, and what […]
December 5, 2024

Apex Fintech Solutions and Advyzon Expand Strategic Partnership with Advyzon Investment Management (AIM)

Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an […]