t3 Technology Hub

February 24, 2020

Published by Johnny Sandquist at February 24, 2020

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Highlights from the 2020 T3 Advisor Conference in San Diego

Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]

August 13, 2019

Published by T3NewsADM at August 13, 2019

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Tech News

Original ScratchWorks 2018 Investors Add $3.5 Million to Snappy Kraken Seed Round

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]

August 2, 2019

Published by Robert Sofia at August 2, 2019

Categories

Practice Management

Advisor Equity Is Inside: A Branding Lesson from Intel

This is a story about one of the most successful branding campaigns in history and a critical lesson financial advisors everywhere should heed. It was the […]

July 17, 2019

Published by T3NewsADM at July 17, 2019

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Tech News

Refinitiv and Appway to Streamline New Client Onboarding and Workflow Capabilities for Wealth Management Firms and Broker/Dealer Clients

Refinitiv today announced a strategic partnership agreement with Appway, a provider of leading client onboarding solutions, to fully integrate their suite of onboarding capabilities on the […]

July 16, 2019

Published by Joel Bruckenstein at July 16, 2019

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Salesforce to Offer New, Low Cost Financial Services Cloud Solution to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]

July 11, 2019

Published by Joel Bruckenstein at July 11, 2019

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Platform Wars Heat Up as Orion Acquires Advizr

Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]

July 1, 2019

Published by T3NewsADM at July 1, 2019

Categories

Tech News

Oranj Delivers Fully-Integrated Trading and Rebalancing Solution with Turbo-Charged Platform Benefits

Oranj has taken the next step in their quest to help advisors spend less time managing and more time advising clients through simple, yet elegant and […]

June 28, 2019

Published by T3NewsADM at June 28, 2019

Categories

Tech News

RightCapital is Now Integrated on CircleBlack Platform

RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, has integrated with CircleBlack, a wealth management platform […]

June 27, 2019

Published by Joel Bruckenstein at June 27, 2019

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Pershing Previews Some Promising Technologies at Their 2019 INSITE Event

Attending any RIA custodian or independent broker/dealer conference as a technology reporter is always a hit or miss affair. Every year, you can count on these […]

June 26, 2019

Published by T3NewsADM at June 26, 2019

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Tech News

Real Wealth® Now Integrates With Redtail Technology

Real Wealth® Marketing and Redtail Technology now seamlessly integrate with the click of a button. “We are excited for this integration and are proud to be […]

June 25, 2019

Published by T3NewsADM at June 25, 2019

Categories

Tech News

WealthTech Company Harness Wealth Launches Its Services to the Public Poised to Transform Access to the Best Financial, Tax, and Trust & Estate Planning

Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]

June 21, 2019

Published by T3NewsADM at June 21, 2019

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Tech News

Envestnet | Tamarac Announces Fully Digital Client Account-Opening With TD Ameritrade Institutional and Schwab Advisor Services

Envestnet | Tamarac announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, […]

June 20, 2019

Published by T3NewsADM at June 20, 2019

Categories

Tech News

Timely, Detailed Reporting Process Streamlines Advisor and Fund Manager Workflow

CAIS, a leading financial technology platform connecting financial advisors with alternative investments, announced an integration partnership with Private Client Resources (PCR) to streamline the timely and […]