Joel Bruckenstein

October 18, 2022

Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

An alternative to both the traditional TAMP and in-house Chief Investment Officer, Helios is redefining the OCIO role.
June 28, 2022

MoneyGuide Prospecting Center

The Version of MoneyGuide Blocks We have All Been Waiting For By Joel Bruckenstein, CFP When MoneyGuide Blocks first launched a few years ago, the folks […]
May 2, 2022

#T32022 is happening LIVE and in Full Swing as of May 2, 2022: Get the Latest News & Info Here

On Friday, April 29, 2022, we began posting a variety of news releases that came out last week as they pertain to the T3 Technology Conference […]
March 15, 2022

T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]
January 25, 2022

First Look-AdvisorEngine CRM

A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
January 11, 2022

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
December 21, 2021

Half Off Holiday Special from T3 Expires January 3 11:59 PM ET

T3 is currently offering a special promotion.Act now to lock it in!​ Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
November 24, 2021

Advisor Technology in a Post-Covid World

While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
November 12, 2021

iRebal Gets a Major Overhaul

Available Today for TD Ameritrade Advisors, Coming Soon to the Schwab Platform By Joel Bruckenstein, CFP Tax sensitive, location sensitive rebalancing software has become a “must […]
November 5, 2021

New BOGO offer for 2022 T3 events ends Nov. 26, 2021

T3 is now offering a BOGO registration on both the T3 Advisor Conference and/or the T3 Enterprise Day. The T3 Advisor Conference is being held on […]