January 26, 2021
Published by T3NewsADM at January 26, 2021
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Holistiplan Expands Product to Help Advisors Maximize Year-Round Tax Planning Opportunities

Award-winning software created by financial planners  announces new “Tax Prep Letter” feature Holistiplan, a tax planning software that helps advisors scale the process of reviewing a […]
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January 26, 2021
Published by T3NewsADM at January 26, 2021
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MaxMyInterest Integrates with Redtail Technology

Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management […]
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January 25, 2021
Published by T3NewsADM at January 25, 2021
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NGL Acquires Everplans, Laying a Foundation for Expansion to Become a Digital Leader in the Insurance and Employee Benefit Landscape

National Guardian Life Insurance Company (NGL) has announced the acquisition of Everplans, a New York City-based digital life-planning and organization company. Everplans will remain a separate […]
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January 21, 2021
Published by T3NewsADM at January 21, 2021
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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 […]
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January 14, 2021
Published by T3NewsADM at January 14, 2021
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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 […]
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