September 11, 2023
Published by Joel Bruckenstein at September 11, 2023
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
January 23, 2024
Income Laboratory, Inc. (Income Lab), maker of award-winning retirement income planning software, today at the T3 Technology Conference happening January 22-25, 2024 in Las Vegas announced […]
January 23, 2024
Syntax LLC, a New York based data provider, introduced today at the T3 Technology Conference 2024 in Las Vegas its new wealthtech platform, Syntax DirectTM. Syntax […]
January 23, 2024
Envestnet has changed the game in wealth management. Since launching in 1999, it has evolved into a leading provider of integrated technology, intelligent data, and wealth […]
January 23, 2024
Calendly’s services that helps individuals and teams schedule more productive external meetings and achieve faster business growth, today while at the T3 Technology Conference announced strong […]
January 23, 2024
Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), has secured a $4-million investment […]
January 23, 2024
Nebo, an award-winning asset allocation and portfolio design platform from the global asset manager Grantham, Mayo, Van Otterloo & Co, LLC (GMO), announced today while at […]
January 22, 2024
By Craig Iskowitz and Henry Zelikovsky The wealth management sector is witnessing a technological renaissance, and at the heart of this transformation is data. With the […]
January 22, 2024
Objectway, a global top 100 fintech provider of as-a-service software and services to banks, wealth and asset managers, announced today during the first day of the […]
January 22, 2024
FCI Cyber (FCI) today at the T3 Conference announced its alignment with the latest CISA guidance on Phishing-Resistant MFA and the CISA Zero Trust Maturity Model. […]
January 22, 2024
An industry leader in enterprise forms processing, Quik! announced today while at the T3 Technology Conference happening January 22-25, 2024 in Las Vegas its OCR-as-a-Service solution, […]
January 22, 2024
Apex Advisor Solutions (“Apex”), a branch of Apex Fintech Solutions Inc., the fintech for fintechs powering innovation and the future of digital wealth management, unveiled today […]
January 22, 2024
Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a […]