Posts

November 1, 2023

T3 Named by Kitces “Best Advisor Tech Conference” for 2024

Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
February 5, 2025

FTSE Russell Indices Added to Syntax Direct Platform

Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform Syntax Data, a leading provider of direct indexing […]
February 4, 2025

FTSE Russell Indices Added to Syntax Direct Platform

Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax […]
January 24, 2025

SSS from VenturEd Solutions Revolutionizes Financial Aid Application Processing with Industry-Leading IRS Integration powered by TaxStatus

New partnership with TaxStatus powers simplified and rapid verification of family tax information within a unified admissions solution VenturEd Solutions, a leading provider of cloud-based admissions, […]
January 22, 2025

Envestnet Announces Chris Todd as Chief Executive Officer Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Chris Todd as Chief Executive Officer, effective January 21, […]
January 22, 2025

FinServ Foundation Welcomes Three Distinguished Financial Services Executives and Academics to its Advisory Board

Ashley Hardaway, Dr. Efthymia Antonoudi, and Dr. Terrance K. Martin bring strong backgrounds in mentorship, professional development and wealth management to the FinServ Foundation FinServ Foundation, […]
January 22, 2025

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Morningstar, Inc., a leading provider of independent investment insights, has introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application […]
January 17, 2025

Advisor360° Acquires Generative Artificial Intelligence Provider Parrot AI

Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors WESTON, Mass. – January 14, 2025 – Advisor360°, a leading provider of integrated technology for enterprise wealth […]
December 27, 2024

Financial Advisors and Staff Members Can Save with a Special End-of-the-Year BOGO Offer

Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
December 19, 2024

Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology

Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of […]
December 10, 2024

Advyzon Announces Partnership with iCapital®to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]