November 19, 2019
Published by Joel Bruckenstein at November 19, 2019
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Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
March 29, 2019
Published by Bob Veres at March 29, 2019
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Winners and Losers at T3’s 2019 Advisor Tech Conference

By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
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March 28, 2019
Published by T3NewsADM at March 28, 2019
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OS33 Enters Into Cybersecurity Partnership with Financial Services Institute (FSI)

Workplace by OS33 has joined alongside Pershing, Fidelity and Broadridge as an Ambassador Sponsor of FSI. In addition, Workplace by OS33 has agreed to be an […]
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March 21, 2019
Published by Joel Hurst at March 21, 2019
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Think Your Data is Secure? Make Sure Your Tech Follows These 5 Rules

Did you know that statistically speaking, at least some of your online data or login credentials were probably stolen last year? The compromised passwords might no […]
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March 19, 2019
Published by T3NewsADM at March 19, 2019
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ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset […]
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March 14, 2019
Published by Joel Bruckenstein at March 14, 2019
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Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
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February 28, 2019
Published by Vasyl Soloshchuk at February 28, 2019
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Technology has Failed to Increase Advisors’ Efficiency – Here’s Why (and How to Fix the Problem)

While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
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February 27, 2019
Published by T3NewsADM at February 27, 2019
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Orion Offers Nine Months of Free Platform Access and Training to PortfolioCenter Users

Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors, announced it will offer nine months of access to their portfolio […]
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February 22, 2019
Published by T3NewsADM at February 22, 2019
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Schwab Performance Technologies® to Sell PortfolioCenter® to Envestnet | Tamarac

Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs). […]
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February 20, 2019
Published by T3NewsADM at February 20, 2019
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Shareholders Service Group and Portfolio Pathway Announce New Partnership to Deliver Cloud-Based Portfolio Reporting Suite

Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
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February 12, 2019
Published by T3NewsADM at February 12, 2019
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LPL Financial Launches New Goals-Based Tool in Ongoing Development of Fully Integrated ClientWorks Connected

LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced the launch of Client Goals, a new goals-based tool within ClientWorks that enables […]
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January 31, 2019
Published by T3NewsADM at January 31, 2019
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2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
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