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 […]
May 2, 2022

#T32022 is happening LIVE and in Full Swing as of May 2, 2022: Get the Latest News & Info Here

On Friday, April 29, 2022, we began posting a variety of news releases that came out last week as they pertain to the T3 Technology Conference […]
April 26, 2022
T3 Tech News Banner

AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s […]
April 22, 2022
T3 Tech News Banner

TradePMR Issues Warning to RIAs in New White Paper: Its Time to Understand Ownership of Client Data

Written by Joel Bruckenstein, Technology Tools for Today, and John O’Connell, Oasis Group, the duo asks financial advisors one question – do you own your client […]
April 22, 2022
T3 Tech News Banner

Schwab Advisor Services Announces Platform Integration with Salesforce Financial Services Cloud

Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is developing a new app integration with Salesforce Financial […]
April 19, 2022
T3 Tech News Banner

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]
April 5, 2022
T3 Tech News Banner

Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
March 31, 2022

Summit Raises $20M Series A and Launches Wealth Operating System

Black Diamond founder Reed Colley and veteran Advent Software executive Anthony Sperling launch a new platform to enable RIAs to create their own private tech stack […]
March 22, 2022
T3 Tech News Banner

Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has announced the launch of a new turnkey asset management program […]
March 15, 2022

T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]