May 3, 2022

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 […]
March 28, 2023

GeoWealth Acquires First Ascent, Combining Platforms to Provide a Tech-Forward, Full-Service TAMP

It’s no secret that the independent RIA channel has been growing at a feverish pace in recent years. In fact, McKinsey reports that more than 700 […]
March 22, 2023

Absolute Engagement Launches Engagement Technology

Powered by decades of insights from financial advisors, Julie Littlechild launches the Absolute Engagement Engine, a fintech solution that drives personalized engagement at scale
March 15, 2023

Mark Hurley Speaks at T3 Conference in Tampa

While at the T3 Conference in Tampa today, Mark Hurley, CEO of Digital Privacy & Protection, LLC, spoke on cyber threats and client wealth and wellbeing.
March 15, 2023

New Report Highlights How Next Best Action Technology Enables Wealth Managers to Deliver Personalized Advice at Scale and Reduce Time Spent on Meeting Prep by 40%

ForwardLane details how such technologies help to supercharge advisor productivity by leveraging existing data more effectively to create customized reports and insights for each client
March 15, 2023

Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning

New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most
March 15, 2023

FP Alpha Announces P&C Snapshot, Plus Estate Lab 2.0

FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments while at the T3 Technology Tools for Today Conference being held in […]
March 15, 2023

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

The relationship is intended to provide RIAs with easier access to CircleBlack's CRM integrations, white-labeled client portal and mobile app, performance reporting, and more
March 15, 2023

Altruist Acquires Shareholders Service Group

The acquisition will help Altruist double the footprint of its RIA-exclusive services and product offerings which already include digital account opening, trading, reporting, and billing.
March 14, 2023

The 2023 T3/Inside Information Software Survey is Now Available

Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
March 14, 2023

Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

Announced at the T3 Advisor Conference, Advyzon’s TAMP now offers both advisor-traded and Advyzon-traded options