August 11, 2023
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
March 21, 2025
Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]
March 18, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned […]
March 13, 2025
IMTC, an industry-leading fixed income technology platform, proudly announces its new partnership with Franklin Templeton, a top-tier global asset manager. This collaboration enables Franklin Templeton to […]
March 12, 2025
Altruist, the modern custodian built for RIAs, has appointed Sumanth Sukumar as its Chief Technology Officer (CTO). Sumanth brings extensive experience in developing and scaling complex […]
March 6, 2025
Zocks, a privacy-first AI platform for financial advisors that analyzes conversations with clients to capture key information, and integrates with key business and records systems to […]
March 6, 2025
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings […]
March 6, 2025
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]
March 6, 2025
YCharts, a leading investment research and client engagement platform trusted by financial professionals across North America, announced at the 2025 T3 Technology Tools for Today Advisor […]
March 5, 2025
BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has officially rolled out BetaNXT CastX, an innovative […]
March 5, 2025
Zocks, a privacy-first AI platform for financial advisors, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas,a strategic relationship with Osaic, one […]
March 5, 2025
Zeplyn, the AI-native workflow intelligence platform for wealth management firms, today announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, the launch […]
March 5, 2025
EncorEstate Plans, a popular estate planning software for financial advisors recognized again by the 2025 T3/Inside Information Software Survey as an “All Star” Estate Planning Software […]