August 11, 2023
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
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 […]
January 22, 2024
ARQA officially announced at the 2024 T3 Technology Conference in Las Vegas the launch of its ARQA AI Platform including two AI-enabled software solutions ARQA AI […]
January 22, 2024
Idea Decanter, a video marketing agency that helps financial advisors write, record, produce, and market unique, custom-created videos, today announced the launch of Instant Video Impact, […]
January 22, 2024
Could performance-based billing boost a financial advisor’s business? This is one of the questions that Advyzon, a comprehensive service and technology platform and portfolio management solution […]
January 22, 2024
SumGrowth, Inc., a developer of innovative portfolio management tools for financial advisors, at the T3 Conference being held in Las Vegas today, announced the availability of […]
January 22, 2024
Testimonial IQ, an online reputation management platform built for financial advisers, will debut three new capabilities at the upcoming Technology Tools for Today (T3) Conference January […]
January 22, 2024
Brooklyn Investment Group, LLC will be showcasing at T3’s 20th anniversary and fintech conference in Las Vegas its tech-powered, personalized, tax-managed solution that combines equities and […]
January 22, 2024
Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect […]
January 17, 2024
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]
January 17, 2024
AdvisorEngine, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency. […]