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December 4, 2017
Published by T3NewsADM at December 4, 2017
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RightCapital and Envestnet | Tamarac Announce Integration

RightCapital and Envestnet | Tamarac announced a new integration. RIAs who use RightCapital to help their investor clients with financial and tax planning now will be […]
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November 28, 2017
Published by T3NewsADM at November 28, 2017
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App-only Stockbroker, Freetrade, takes Residence in InvestCloud’s UK Innovation Center, will Use Sandboxed Technology for Market Launch

InvestCloud Inc., a global FinTech firm, has announced UK startup Freetrade as the first firm to enter its UK Innovation Center. Freetrade is using the space […]
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November 21, 2017
Published by Joel Bruckenstein at November 21, 2017
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Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
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November 15, 2017
Published by T3NewsADM at November 15, 2017
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Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
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November 9, 2017
Published by Joel Bruckenstein at November 9, 2017
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Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
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November 6, 2017
Published by T3NewsADM at November 6, 2017
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MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement

PIEtech℠, creator of MoneyGuidePro®, announced the latest software release that focuses on helping consumers engage in financial planning in new ways. Proprietary research conducted by PIEtech℠ […]
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November 3, 2017
Published by T3NewsADM at November 3, 2017
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SS&C Acquires Modestspark, Absorbs Employees, Adds 400 Clients

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced its acquisition of Modestspark, a leading digital service provider to financial […]
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November 2, 2017
Published by Joel Bruckenstein at November 2, 2017
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Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
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October 31, 2017
Published by T3NewsADM at October 31, 2017
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FinMason to Power WisdomTree’s New Digital Portfolio Developer: WisdomTree is First Global Investment Manager to Adopt FinRiver™

FinMason, a Boston-based FinTech and investment analytics firm, announced today a multi-year agreement with WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) […]
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