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September 14, 2017
Published by T3NewsADM at September 14, 2017
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SS&C Launches Advent Genesis, a New Solution Aimed at Helping Investment Managers Construct and Rebalance Portfolios

While at the SS&C Deliver Conference in Chicago earlier this week, SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, […]
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September 13, 2017
Published by T3NewsADM at September 13, 2017
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SS&C Announces Exception Management and Workflow Tool for Geneva, Bolsters Data Quality Assurance for Clients Worldwide

While at the SS&C Deliver Conference September 12-13, 2017 in Chicago, SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled […]
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September 12, 2017
Published by T3NewsADM at September 12, 2017
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SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, has launched Salentica Elements for financial advisors on the Salesforce […]
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September 6, 2017
Published by T3NewsADM at September 6, 2017
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T3’s Joel Bruckenstein Receives 2017 Leadership Award at Bob Veres’ Insider’s Forum

Joel Bruckenstein, publisher of the T3 information service on applied technology for financial service firms, today received the 2017 Insider’s Forum Leadership Award.  He was presented […]
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August 31, 2017
Published by T3NewsADM at August 31, 2017
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Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017

Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for […]
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August 29, 2017
Published by T3NewsADM at August 29, 2017
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RobustWealth to Power XY Investment Solutions, a Turnkey Digital Asset Management Platform for NextGen Advisors

RobustWealth, a leading digital wealth management platform for financial advisors, and XY Planning Network (XYPN), a turnkey financial planning platform for fee-only financial advisors that serve Gen […]
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August 25, 2017
Published by T3NewsADM at August 25, 2017
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Envestnet | Tamarac is Now on the Salesforce AppExchange

Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
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August 18, 2017
Published by T3NewsADM at August 18, 2017
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Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional’s Veo One® Platform with Contextual Single Sign-On Capability

Envestnet | Tamarac has added single sign-on capability to its existing integration with TD Ameritrade Institutional’s Veo One® custody platform. Independent advisors can now gain immediate access […]
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August 14, 2017
Published by T3NewsADM at August 14, 2017
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Trust Builders, Inc. becomes Retire Ready Solutions, Launches New Website, Reveals New Brand Identity

Trust Builders, Inc.™, a company that produces professional retirement planning software, announced its new name, Retire Ready Solutions. After over thirty years in the business, Trust Builders, Inc.’s leadership […]
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