June 28, 2022
The Version of MoneyGuide Blocks We have All Been Waiting For By Joel Bruckenstein, CFP When MoneyGuide Blocks first launched a few years ago, the folks […]
January 17, 2024
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]
January 17, 2024
AdvisorEngine, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency. […]
January 8, 2024
In this fun video interview Marie Swift, President and CEO of Impact Communications, Inc. talks with T3 mastermind Joel Bruckenstein about what to expect at this […]
January 4, 2024
Advyzon also taps Impact to speak at, promote their inaugural conference for financial advisors Impact Communications (Impact) has signed on to do PR for and promote […]
December 6, 2023
Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023
A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
November 9, 2023
CAIS announced the launch of its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter […]
November 1, 2023
RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product […]
November 1, 2023
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
October 19, 2023
Advyzon announced updated integration capabilities with RightCapital. Advyzon’s integration with RightCapital sends data directly from Advyzon through API access and offers multiple capabilities, including connecting important […]
October 5, 2023
Advyzon announced details on the inaugural Advyzon Conference, which will take place February 20-22, 2024 at the Sheraton Phoenix Downtown Hotel. Advyzon’s conference mission is to […]
October 4, 2023
Kwanti announced a new integration with Altruist. Accounts held at Altruist can now be linked into Kwanti, with portfolio data refreshed every night from Altruist to […]