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 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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August 10, 2017
Published by T3NewsADM at August 10, 2017
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eMoney’s New Website Improves User Experience through Enhanced Navigation and Multimedia Content

eMoney Advisor (eMoney) recently launched a completely redesigned corporate website featuring a new user experience that brings to life eMoney’s mission of transforming how financial professionals […]
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August 7, 2017
Published by Joel Bruckenstein at August 7, 2017
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Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
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