October 23, 2017
Published by Joel Bruckenstein at October 23, 2017
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Royal Bank of Canada Leveraging Artificial Intelligence for Personal Finance

The Royal Bank of Canada is launching new AI-powered services that provide personalized financial guidance and an automated savings program through the bank’s existing mobile application. […]
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September 22, 2017
Published by Joel Bruckenstein at September 22, 2017
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AdvisorEngine: An Integrated Wealth Management Platform

Although we’ve been following developments at AdvisorEngine for a while now, this is the first time T3 has devoted an article exclusively to the firm. That’s […]
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July 25, 2017
Published by Joel Bruckenstein at July 25, 2017
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Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
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June 20, 2017
Published by Joel Bruckenstein at June 20, 2017
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Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
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May 24, 2017
Published by Joel Bruckenstein at May 24, 2017
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Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
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April 25, 2017
Published by Joel Bruckenstein at April 25, 2017
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How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
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April 18, 2017
Published by Joel Bruckenstein at April 18, 2017
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Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
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April 10, 2017
Published by Joel Bruckenstein at April 10, 2017
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Orion Releases Orion Social, a Comprehensive Help and Training Resource

Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
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