April 26, 2022
Published by T3NewsADM at April 26, 2022
Categories

AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s […]
Do you like it?0
Read more
April 22, 2022
Published by T3NewsADM at April 22, 2022
Categories

TradePMR Issues Warning to RIAs in New White Paper: Its Time to Understand Ownership of Client Data

Written by Joel Bruckenstein, Technology Tools for Today, and John O’Connell, Oasis Group, the duo asks financial advisors one question – do you own your client […]
Do you like it?0
Read more
April 22, 2022
Published by T3NewsADM at April 22, 2022
Categories

Schwab Advisor Services Announces Platform Integration with Salesforce Financial Services Cloud

Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is developing a new app integration with Salesforce Financial […]
Do you like it?0
Read more
April 19, 2022
Published by T3NewsADM at April 19, 2022
Categories

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]
Do you like it?0
Read more
April 5, 2022
Published by T3NewsADM at April 5, 2022
Categories

Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
Do you like it?0
Read more