May 1, 2020
Published by T3NewsADM at May 1, 2020
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Timelineapp Launches Digital Academy Training Platform and Announces New Resources For Financial Advisors

Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a […]
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April 30, 2020
Published by T3NewsADM at April 30, 2020
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Oranj Adds to its Model Marketplace for Financial Advisors Mutual Funds with the Long-Standing Value Line Funds Family

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]
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April 29, 2020
Published by T3NewsADM at April 29, 2020
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Docupace Secures Growth Equity Investment from FTV Capital

Docupace, a leader in cloud-based digital operations software for wealth management firms, today announced it has secured a significant growth equity investment from FTV Capital, a […]
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April 23, 2020
Published by T3NewsADM at April 23, 2020
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Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts

Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager™ billing […]
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April 17, 2020
Published by T3NewsADM at April 17, 2020
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ATA RiskStation Selects FinMason to Deliver Lipper Data via API

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with ATA RiskStation, […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Holistiplan Brings “Solve for Max” to Market

Holistiplan has announced the formal roll-out of a new feature called “Solve for Max” – an enhancement to their award-winning program that can now with “Solve […]
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April 9, 2020
Published by T3NewsADM at April 9, 2020
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ATA RiskStation™ Rolling out Cloud-Based Risk Analytics for Financial Institutions Running on Oracle

ATA RiskStation, LLC, a cloud-based risk analytics and enterprise compliance solution provider, is a participant in the Oracle for Startups program, an initiative to support global […]
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April 6, 2020
Published by T3NewsADM at April 6, 2020
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Orion Offers Free Planning Platform to All Advisors Along with Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software

With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
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April 3, 2020
Published by T3NewsADM at April 3, 2020
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Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide Ranging Investment Options

There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
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