April 17, 2020
Published by T3NewsADM at April 17, 2020
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ATA RiskStation Selects FinMason to Deliver Lipper Data via API

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with ATA RiskStation, […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Holistiplan Brings “Solve for Max” to Market

Holistiplan has announced the formal roll-out of a new feature called “Solve for Max” – an enhancement to their award-winning program that can now with “Solve […]
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April 9, 2020
Published by T3NewsADM at April 9, 2020
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ATA RiskStation™ Rolling out Cloud-Based Risk Analytics for Financial Institutions Running on Oracle

ATA RiskStation, LLC, a cloud-based risk analytics and enterprise compliance solution provider, is a participant in the Oracle for Startups program, an initiative to support global […]
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April 6, 2020
Published by T3NewsADM at April 6, 2020
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Orion Offers Free Planning Platform to All Advisors Along with Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software

With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
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April 3, 2020
Published by T3NewsADM at April 3, 2020
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Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide Ranging Investment Options

There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
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April 2, 2020
Published by T3NewsADM at April 2, 2020
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NaviPlan® Client Portal Free to All Advisors Through December 2021

Advicent announces that the client portal in its NaviPlan® financial planning platform will be available at no charge to all financial advisors, including current client portal users, […]
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April 1, 2020
Published by T3NewsADM at April 1, 2020
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AdvisorPeak Announces Operation Rebalance Platform Open to Financial Advisors Free of Charge Through Second Quarter 2020

AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the 2nd Quarter […]
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March 31, 2020
Published by T3NewsADM at March 31, 2020
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Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
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March 20, 2020
Published by T3NewsADM at March 20, 2020
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Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with Covisum®, a financial technology company […]
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