June 4, 2020
T3 Tech News Banner

Redi2’s BillFin™ Now Available on the SSG Platform

Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage […]
May 27, 2020
T3 Tech News Banner

Fidelity ® Launches Digital Service Tools For Advisors, Adding To Its Award-Winning Client Service Offering 1 [I]

Fidelity Leverages Its Proven Strength in Client Experience and Technology to Help Advisors Work Smarter in These Challenging Times and Beyond Fidelity Has Seen Increased Adoption […]
May 26, 2020
T3 Tech News Banner

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
May 21, 2020
T3 Tech News Banner

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Smarsh®, has announced the acquisition of Entreda, a developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will […]
May 21, 2020
T3 Tech News Banner

K1 Enters Agreement to Sell FMG Suite to Aurora

 K1 Investment Management, LLC (“K1) has announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), a provider of cloud-based marketing automation software for […]
May 19, 2020
T3 Tech News Banner

LPL Advisors Now Have Access to AdvicePay

LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]
May 18, 2020
T3 Tech News Banner

Oranj Adds Income-Focused Mutual Funds to its Platform for Financial Advisors

Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client […]
May 18, 2020
T3 Tech News Banner

FinMason Launches Accessible Fixed Income Analytics

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of […]
May 14, 2020
T3 Tech News Banner

Smartleaf Launches New Direct Indexes with IDX Insights Partnership

Smartleaf announced today it is partnering with IDX Insights to provide Smartleaf clients access to additional direct index models in the major equity asset classes, beginning with US […]
May 13, 2020
T3 Tech News Banner

TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability. TradingFront, working […]