March 14, 2023

The 2023 T3/Inside Information Software Survey is Now Available

Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
March 15, 2023

FP Alpha Announces P&C Snapshot, Plus Estate Lab 2.0

FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments while at the T3 Technology Tools for Today Conference being held in […]
March 15, 2023

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

The relationship is intended to provide RIAs with easier access to CircleBlack's CRM integrations, white-labeled client portal and mobile app, performance reporting, and more
March 15, 2023

Altruist Acquires Shareholders Service Group

The acquisition will help Altruist double the footprint of its RIA-exclusive services and product offerings which already include digital account opening, trading, reporting, and billing.
March 14, 2023

The 2023 T3/Inside Information Software Survey is Now Available

Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The […]
March 14, 2023

Advyzon Investment Management (AIM) Launches Model Marketplace, ‘Nucleus’

Announced at the T3 Advisor Conference, Advyzon’s TAMP now offers both advisor-traded and Advyzon-traded options
March 14, 2023

AdvisorEngine® Delivers Enhanced Portfolio Management Technology, Further Strengthening its End-to-End Wealth Management Platform

Standout features include industry-leading custodian integrations, purpose-built workflows and data visualizations tailored for key practice roles
March 14, 2023

Panoramix Ranked Number 1 in Customer Satisfaction Five Years In a Row

Innovative Financial Management Platform consistently ranked the highest in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey
March 14, 2023

T3 and ActiFi Announce Groundbreaking Partnership

Best-in-class technology evaluation and utilization platform to be offered by two leading names in the financial services industry
March 13, 2023

INDATA Showcases Advanced Functionality for Advisors at the T3 Conference

Practical AI Tools Automate Front Office Functions including Tax-Optimized Rebalancing, Overlay Management, Compliance & OMS via INDATA SaaS
March 13, 2023

InterGen Data Selects CentSai to Improve Financial Wellness of Americans

InterGen Data partners with CentSai to provide financial education that empowers individuals and advisors to make better and more informed decisions during one’s most important life events.
March 13, 2023

InterGen Data Launches “LISA” Life Stage Advisor to Empower Advisors with Advanced Insights

The AI-powered engine provides custom insights into client life events and will transform how advice is delivered.
March 13, 2023

TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran Bill Coppel

Coppel joins the TradePMR team as Vice President of Practice Management.