June 7, 2022
Published by T3NewsADM at June 7, 2022
Categories

AdvisorEngine® Unveils Upgraded Portfolio Management Suite

The enhanced suite contains three core components that are all natively connected: performance reporting, rebalancing and fee billing AdvisorEngine® announced today the release of its upgraded […]
Do you like it?0
Read more
May 3, 2022
Published by T3NewsADM at May 3, 2022
Categories

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 […]
Do you like it?0
Read more
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
March 31, 2022
Published by T3NewsADM at March 31, 2022
Categories

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 […]
Do you like it?0
Read more
March 22, 2022
Published by T3NewsADM at March 22, 2022
Categories

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 […]
Do you like it?0
Read more
January 20, 2022
Published by T3NewsADM at January 20, 2022
Categories

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 […]
Do you like it?0
Read more
Load more