May 3, 2022

Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey, which is available as a PDF download now. The survey report ranks, by […]
April 26, 2022
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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 […]
April 22, 2022
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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 […]
April 22, 2022
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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 […]
April 19, 2022
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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 […]
April 5, 2022
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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 […]
March 31, 2022

Summit Raises $20M Series A and Launches Wealth Operating System

Black Diamond founder Reed Colley and veteran Advent Software executive Anthony Sperling launch a new platform to enable RIAs to create their own private tech stack […]
March 22, 2022
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Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has announced the launch of a new turnkey asset management program […]
January 20, 2022
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Envestnet | MoneyGuide, FP Alpha Announce Integration

Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
January 18, 2022
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Introducing AdvisorEngine CRM

The Successor to Junxure Looks Promising AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM. […]