July 27, 2020
Published by Joel Bruckenstein at July 27, 2020
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Envestnet MoneyGuide Launches RIA Planning Analytics

Free Enhancement to MoneyGuide Elite Put Powerful Analytics Front and Center by Joel Bruckenstein, CFP MoneyGuide Envestnet has launched RIA Planning Analytics, a free enhancement to […]
April 22, 2020
Published by Joel Bruckenstein at April 22, 2020
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A Brief Conversation with Tegra118 CEO Cheryl Nash

It has been a very interesting few months for Cheryl Nash and her team at Tegra118. As recently as the beginning of this year, she ran […]
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April 20, 2020
Published by Charles Reiling at April 20, 2020
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How Will COVID-19 Affect the Way the Financial Services Industry Does Business? CoastalOne President Charles Reiling Weighs In

While this crisis is unique – as most crises tend to be – we’ve gone through others before (9/11, 2008 recession, etc.), and we’ve come through […]
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April 17, 2020
Published by T3NewsADM at April 17, 2020
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ATA RiskStation Selects FinMason to Deliver Lipper Data via API

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with ATA RiskStation, […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Holistiplan Brings “Solve for Max” to Market

Holistiplan has announced the formal roll-out of a new feature called “Solve for Max” – an enhancement to their award-winning program that can now with “Solve […]
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April 16, 2020
Published by David Lyon at April 16, 2020
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Cutting Technology Costs Can Strengthen Your Business

The technology that supports your investment advisory and financial planning business is an important factor in your success. But for many advisory firms, the cost of […]
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April 9, 2020
Published by T3NewsADM at April 9, 2020
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ATA RiskStation™ Rolling out Cloud-Based Risk Analytics for Financial Institutions Running on Oracle

ATA RiskStation, LLC, a cloud-based risk analytics and enterprise compliance solution provider, is a participant in the Oracle for Startups program, an initiative to support global […]
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April 6, 2020
Published by T3NewsADM at April 6, 2020
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Orion Offers Free Planning Platform to All Advisors Along with Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software

With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
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April 3, 2020
Published by T3NewsADM at April 3, 2020
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Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide Ranging Investment Options

There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
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April 2, 2020
Published by T3NewsADM at April 2, 2020
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NaviPlan® Client Portal Free to All Advisors Through December 2021

Advicent announces that the client portal in its NaviPlan® financial planning platform will be available at no charge to all financial advisors, including current client portal users, […]
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April 1, 2020
Published by T3NewsADM at April 1, 2020
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AdvisorPeak Announces Operation Rebalance Platform Open to Financial Advisors Free of Charge Through Second Quarter 2020

AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the 2nd Quarter […]
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March 31, 2020
Published by T3NewsADM at March 31, 2020
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Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
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