October 12, 2018
Published by T3NewsADM at October 12, 2018
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T3’s Joel Bruckenstein partners with Brian Hamburger and MarketCounsel to produce the second annual T3 Elite Advisor Symposium

Once again, Joel Bruckenstein, CEO of Technology Tools for Today (T3), will host the T3 Elite Advisor Symposium being held immediately before the MarketCounsel Summit. Bruckenstein will […]
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October 11, 2018
Published by T3NewsADM at October 11, 2018
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Riskalyze and Snappy Kraken Roll Out New Automated Lead-Gen Campaign for Financial Advisors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
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October 10, 2018
Published by T3NewsADM at October 10, 2018
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InterGen Data to Provide “Predictive Life Event” Capabilities on Orion Advisor Platform

InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur […]
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October 9, 2018
Published by T3NewsADM at October 9, 2018
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New Custody Solution for Cash and Exempt Securities Reduces Transaction Costs and Shortens the Settlement Cycle for Private Placements

North Capital Investment Technology (“NCIT”), a market-leading provider of technology services for exempt securities offerings, announced the launch of a new custody solution for funding platforms and introducing […]
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September 13, 2018
Published by T3NewsADM at September 13, 2018
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Carson Group Forms Strategic Relationship with Barron’s and Creighton University’s Heider College of Business

Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
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September 12, 2018
Published by T3NewsADM at September 12, 2018
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SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
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September 4, 2018
Published by T3NewsADM at September 4, 2018
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Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
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