November 5, 2021
Published by Joel Bruckenstein at November 5, 2021
Categories
Do you like it?0
Read more

New BOGO offer for 2022 T3 events ends Nov. 26, 2021

T3 is now offering a BOGO registration on both the T3 Advisor Conference and/or the T3 Enterprise Day. The T3 Advisor Conference is being held on […]
April 19, 2022
Published by T3NewsADM at April 19, 2022
Categories

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]
Do you like it?0
Read more
April 5, 2022
Published by T3NewsADM at April 5, 2022
Categories

Panoramix Enhances Composite Performance Engine to Include Daily Calculations for Time-Weighted Returns

New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
Do you like it?0
Read more
March 31, 2022
Published by T3NewsADM at March 31, 2022
Categories

Summit Raises $20M Series A and Launches Wealth Operating System

Black Diamond founder Reed Colley and veteran Advent Software executive Anthony Sperling launch a new platform to enable RIAs to create their own private tech stack […]
Do you like it?0
Read more
March 22, 2022
Published by T3NewsADM at March 22, 2022
Categories

Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has announced the launch of a new turnkey asset management program […]
Do you like it?0
Read more
March 15, 2022
Published by Joel Bruckenstein at March 15, 2022
Categories

T3 Announces Highly-Anticipated Return of its Annual Advisor Conference and Enterprise Day

Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]
Do you like it?0
Read more
January 20, 2022
Published by T3NewsADM at January 20, 2022
Categories

Envestnet | MoneyGuide, FP Alpha Announce Integration

Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
Do you like it?0
Read more
January 18, 2022
Published by T3NewsADM at January 18, 2022
Categories

Introducing AdvisorEngine CRM

The Successor to Junxure Looks Promising AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM. […]
Do you like it?0
Read more
January 12, 2022
Published by T3NewsADM at January 12, 2022
Categories

Riskalyze Appoints Tricia Rothschild to Board of Directors

Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, has announced the appointment of 26-year veteran of Morningstar Tricia Rothschild to its board of directors.    […]
Do you like it?0
Read more
January 11, 2022
Published by Joel Bruckenstein at January 11, 2022
Categories

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
Do you like it?0
Read more
December 21, 2021
Published by Joel Bruckenstein at December 21, 2021
Categories

Half Off Holiday Special from T3 Expires January 3 11:59 PM ET

T3 is currently offering a special promotion.Act now to lock it in!​ Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
Do you like it?0
Read more
December 9, 2021
Published by T3NewsADM at December 9, 2021
Categories

Dynasty Financial Partners & MarketCounsel Announce Strategic Partnership with SmartRIA

SmartRIA’s End-to-End Solution Helps Financial Advisory Practices Simplify & Optimize Compliance Workflows Dynasty Financial Partners (Dynasty) and MarketCounsel, together, announced a strategic partnership with SmartRIA at […]
Do you like it?0
Read more
November 24, 2021
Published by Joel Bruckenstein at November 24, 2021
Categories

Advisor Technology in a Post-Covid World

While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
Do you like it?0
Read more
Load more