Conga, a leader in Intelligent Document Automation, today announced the acquisition of Orchestrate LLC, a trailblazer in the financial services space that enables best-of-breed operations with […]
Envestnet | Tamarac is introducing Quick Start, a new offering that will make its award-winning portfolio management technology available to firms, such as “breakaways”, that want […]
Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]
Technology is transforming the entire professional services industry, and financial services is no exception. This is good news for forward-thinking providers set on delivering the best […]
MaxMyInterest (“Max”) – an intelligent cash management and optimization platform for individual investors and financial advisors – today announced J. Thomas Bradley Jr., retired president of […]
Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, has launched Compass, a robust new compliance app within Orion’s comprehensive Connect […]
Are the current marketing strategies your practice uses positioning you as the “family” financial advisor? Do the members in your clients’ households know you by name? […]
cleverDome, Inc.TM, an Arizona Benefit Corporation, has joined the Global Cyber Alliance (GCA). This move is consistent with cleverDome’s mission to expand its community-based platform focused on […]
As subscribers to the T3 Technology Hub are no doubt aware, I believe that investment selection and portfolio construction, services that advisors were once richly rewarded […]
FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working […]