February 19, 2020
Published by T3NewsADM at February 19, 2020
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FMG Suite Adds New AI-Powered Content and Announces Record Business Growth

FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Hitting $12B in AUM, Carson Doubles Down on Cutting Tech Costs for Partners

Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas

Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Folio Financial to Present on Digital Wealth and Direct Indexing Capabilities at T3 Advisors Conference

Folio Financial will give a presentation entitled “Personalization Matters: Digital Wealth Technology to Reshape the Client Experience” at this year’s Technology Tools for Today (T3) Advisor […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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ETFLogic Announces a new Product Release Bringing Powerful Enhancements to the Advisor Workflow with Model Marketplace and Portfolio Building Tools

ETFLogic has announced new product releases on its Insights Platform, Model Marketplace and Portfolio Builder, bringing increasingly powerful tools to the advisor workflow. These tools allow […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO

Whealthcare Planning, a technology company offering one of the only health and longevity-focused planning platforms for financial advisors, announced today that financial services industry veteran Kevin […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Fidelity Adds New Self-Service Capabilities In Its Open Architecture Digital Store, Integration Xchange

Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
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