May 27, 2020
Published by Joel Bruckenstein at May 27, 2020
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PlanTechHub: A New Financial Planning Tool

By Joel Bruckenstein, CFP PlanTechHub, a new financial planning tool that was previewed at the 2020 T3 Advisor Conference in San Diego, is now available for […]
February 14, 2020
Published by T3NewsADM at February 14, 2020
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MaxMyInterest and Orion Offer Insight into Clients’ Held-Away Cash

MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), […]
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February 14, 2020
Published by T3NewsADM at February 14, 2020
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Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange

Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
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February 13, 2020
Published by T3NewsADM at February 13, 2020
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StockOpter Adds 10b5-1 Trading Plan Tracking

StockOpter.com, one of the industry’s leading applications for equity compensation valuation and risk analysis, has been enhanced to track client 10b5-1 trading plans. These trading plans […]
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February 13, 2020
Published by T3NewsADM at February 13, 2020
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RightCapital Introduces RightPay

RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables […]
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January 31, 2020
Published by T3NewsADM at January 31, 2020
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Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
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January 29, 2020
Published by T3NewsADM at January 29, 2020
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Workplace By OS33 Announces New Cloud Security And Compliance Solution At FSI OneVoice 2020

Workplace by OS33, an Ambassador Sponsor of FSI, is proud to announce at FSI OneVoice 2020 its unveiling of Workplace Stronghold, an advanced, purpose-built cloud security […]
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January 28, 2020
Published by T3NewsADM at January 28, 2020
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Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
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January 28, 2020
Published by John Bowen at January 28, 2020
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The Hierarchy of Advisor Success

Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 […]
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January 27, 2020
Published by T3NewsADM at January 27, 2020
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FMG Suite Launches MarketingCentral for Cetera Financial Group

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has launched MarketingCentral by Cetera​®​––an enterprise solution that delivers […]
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January 24, 2020
Published by T3NewsADM at January 24, 2020
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AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
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January 23, 2020
Published by T3NewsADM at January 23, 2020
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Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]
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January 20, 2020
Published by Michael Kitces at January 20, 2020
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Find New Advisor Technology Solutions at the T3 Advisor Conference

Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
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