April 22, 2022
Published by T3NewsADM at 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 […]
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April 22, 2022
Published by T3NewsADM at 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 […]
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April 19, 2022
Published by T3NewsADM at 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 […]
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April 5, 2022
Published by T3NewsADM at 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 […]
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March 31, 2022
Published by T3NewsADM at March 31, 2022
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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 […]
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March 22, 2022
Published by T3NewsADM at 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 […]
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January 20, 2022
Published by T3NewsADM at 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 […]
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January 18, 2022
Published by T3NewsADM at 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. […]
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January 12, 2022
Published by T3NewsADM at January 12, 2022
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Riskalyze Appoints Tricia Rothschild to Board of Directors

Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, has announced the appointment of 26-year veteran of Morningstar Tricia Rothschild to its board of directors.    […]
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December 9, 2021
Published by T3NewsADM at December 9, 2021
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Dynasty Financial Partners & MarketCounsel Announce Strategic Partnership with SmartRIA

SmartRIA’s End-to-End Solution Helps Financial Advisory Practices Simplify & Optimize Compliance Workflows Dynasty Financial Partners (Dynasty) and MarketCounsel, together, announced a strategic partnership with SmartRIA at […]
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