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 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 […]
November 30, 2024

Don’t miss out on this incredible Cyber Monday BOGO conference deal 

Financial Advisors and Staff – purchase one pass at the regular price and receive a second pass free for the T3 Conference, happening March 3-6 in […]
November 28, 2024

T3 Offers Black Friday Buy-One-Get-One Conference Special

Financial Advisors and Staff Members: Don’t Miss This Black Friday Offer! Buy One Pass at Regular Price. Get One Pass Free to the T3 Conference to […]
November 27, 2024

Unlock Business Insights with SIX and Syntax

SIX, the Swiss-based global financial data expert, announces partnership with Syntax, a leader in innovative financial data and technologies. Starting today, SIX customers can access Syntax’s […]
November 19, 2024

Robinhood to Acquire TradePMR

Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
November 18, 2024

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

Advyzon announced a new product offering from Advyzon Institutional called Auria. Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients […]
November 12, 2024

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
October 29, 2024

Amplify Welcomes Kingswood Wealth Advisors to All-in-one Wealthtech Platform

Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, welcomes its newest client Kingswood Wealth Advisors (“Kingswood”), a network of independent wealth management firms that oversees […]
October 24, 2024

Unlocking Estate Planning for the Mass Affluent: Holistiplan’s Groundbreaking 2025 Launch

Holistiplan, the award-winning tax planning software for financial advisors, announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred […]
October 23, 2024

Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live

Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.  Registration […]
October 22, 2024

Smarsh Launches Industry’s First Annual Services Plan for Greater Flexibility with Cost Predictability

Smarsh, the global leader in communications data and intelligence, today announced the rollout of its new Annual Services Plan (ASP), a service delivery model that provides greater flexibility […]