October 19, 2020

Envestnet MoneyGuide to Launch Premium Version of Plan Analytics

By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]
January 21, 2021
T3 Tech News Banner

Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

‘Boot camp’ events, expertise networks and pricing deals create new advantages for advisors considering independence. Orion Advisor Solutions, a premier provider of the tech-enabled fiduciary framework […]
January 14, 2021
T3 Tech News Banner

Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time Panoramix, an advisor technology platform focused on performance reporting and […]
December 16, 2020
T3 Tech News Banner

First Rate Selects FinMason to Deliver Third-Party ESG Data

FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, has announced […]
December 16, 2020
T3 Tech News Banner

Vise, AI Powered Investment Platform for Advisors Raises $45 Million Ravi Sequoia’s Gupta Joins Vise’s Board

Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B […]
December 14, 2020
T3 Tech News Banner

MassMutual to Buy Flourish

Massachusetts Mutual Life Insurance Company (MassMutual) and Stone Ridge Asset Management (Stone Ridge), an asset manager with more than $10 billion in assets under management (AUM) that […]
December 7, 2020
T3 Tech News Banner

FIDELITY INSTITUTIONAL℠ HELPS ADVISORS WORK SMARTER THROUGH UPDATES TO WEALTHSCAPE℠, ITS ADVISOR TECHNOLOGY PLATFORM

Fidelity Adds Multi-Account Opening, Multi-TOA (Transfer-of-Assets) Capabilities and More to its Fully Digital Onboarding Experience  Fidelity Expands Digital Service Tools, Leveraging the Power of its Deep […]
December 7, 2020
T3 Tech News Banner

benjamin Launches End-to-End “Business Support System” to Transform RIA Businesses

~ Innovative, AI-driven technology synchronizes the RIA and Custodian technology stack to automate over 100 common workflows and tasks; Brings efficiencies, scale and cost savings across […]
December 2, 2020
T3 Tech News Banner

StockOpter Redesigned to Simplify Equity Compensation Planning

StockOpter.com, an industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available […]
November 16, 2020
T3 Tech News Banner

Lifeworks Advisors Receives Strategic Investment from Mariner Wealth Advisors’ CEO Marty Bicknell, Valuing the Company at $15 Million

Bicknell invests $1.8 million, joins Lifeworks Advisors’ Board  Lifeworks Advisors, a growth oriented independent RIA firm, announced today that the company has received a strategic investment […]
October 29, 2020
T3 Tech News Banner

LPL Acquires Fintech Firm Blaze Portfolio

Deal Could Really Move the Needle for LPL LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer […]
October 20, 2020
T3 Tech News Banner

BodesWell.io Graduates from FinMason Accelerator to Become Official Partner

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that BodesWell.io, a self-service financial planning company, has selected FinMason […]
September 29, 2020
T3 Tech News Banner

FinMason Reaches “20 Million Portfolios Analyzed” Milestone

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios […]