October 22, 2019
Published by T3NewsADM at October 22, 2019
Categories

Timeline Retirement Income Software Integrates with SS&C’s Black Diamond® Wealth Platform to Power Robust Retirement Plans

Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
Do you like it?0
Read more
October 15, 2019
Published by T3NewsADM at October 15, 2019
Categories

Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
Do you like it?0
Read more
October 9, 2019
Published by T3NewsADM at October 9, 2019
Categories

Say and InteliClear Partner to Offer Fully-Integrated Post Trade Broker/Dealer Technology Stack

Technology platform Say and post trade processing company InteliClear announced that they will integrate Say’s shareholder communications platform with InteliClear’s back-office brokerage operations technology. As part […]
Do you like it?0
Read more
September 27, 2019
Published by T3NewsADM at September 27, 2019
Categories

MaxMyInterest Partners with Radius Bank to Launch Premium High-Yield Checking Account

MaxMyInterest (“Max”), an intelligent cash management platform for individual investors and financial advisors, has expanded its relationship with Radius Bank, an industry-leading digital bank, to launch […]
Do you like it?0
Read more
September 26, 2019
Published by T3NewsADM at September 26, 2019
Categories

Oranj Launches Real-Time Notifications on its Wealth Management Platform for Financial Advisors

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
Do you like it?0
Read more
September 10, 2019
Published by T3NewsADM at September 10, 2019
Categories

Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
Do you like it?0
Read more
August 29, 2019
Published by T3NewsADM at August 29, 2019
Categories

RightCapital Provides Right Tools for Financial Planning Students

Twenty Universities Using Award-Winning Software to Educate Students, Train for Professional Positions, Give PFP Students a “Leg Up” RightCapital, a next-generation financial planning solution that provides […]
Do you like it?0
Read more
August 27, 2019
Published by T3NewsADM at August 27, 2019
Categories

Black Diamond Wealth Platform Integrates MyRIACompliance Software to Provide Real-Time Updates

RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]
Do you like it?0
Read more
August 13, 2019
Published by T3NewsADM at August 13, 2019
Categories

Original ScratchWorks 2018 Investors Add $3.5 Million to Snappy Kraken Seed Round

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]
Do you like it?0
Read more
Load more