August 28, 2019
Published by Joel Bruckenstein at August 28, 2019
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Technology Was Center Stage at Recent LPL Focus Conference

From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
December 4, 2018
Published by T3NewsADM at December 4, 2018
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AdvisoryWorld Acquired by LPL Financial

AdvisoryWorld, a software provider for financial advisors, announced that it will be acquired by LPL Financial Holdings Inc., the corporate parent of LPL Financial LLC. LPL […]
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December 3, 2018
Published by Kyle Hiatt at December 3, 2018
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How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
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November 15, 2018
Published by Joel Bruckenstein at November 15, 2018
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FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
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November 8, 2018
Published by T3NewsADM at November 8, 2018
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MARS offers Sales and Marketing Visual Analytics Solution for Asset Managers

SalesFocus Solutions, developer of the MARS product suite for the asset management industry, announced that its new MARS v9 platform is available for general release. “We […]
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November 7, 2018
Published by T3NewsADM at November 7, 2018
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MyRepChat to Provide Compliant Text Messaging Capabilities for Lincoln Investment

Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
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October 31, 2018
Published by T3NewsADM at October 31, 2018
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Carrasco International Airport is First Fully Digital Airport in Latin America, with Curb-to-Gate Biometric Journey Already in Operation

Carrasco International Airport has kicked off self-service biometric boarding today. For the first time in Latin America, LATAM Airline passengers have boarded the plane without having […]
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October 30, 2018
Published by T3NewsADM at October 30, 2018
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AdvisoryWorld Adds Monte Carlo Simulation and Fee Transparency to Advisor Proposal Generator

AdvisoryWorld, a leading software provider for financial advisors, announced that Advisor Proposal Generator, the Company’s interactive proposal tool, now features Monte Carlo simulation as comprehensive fee […]
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October 29, 2018
Published by Bob Veres at October 29, 2018
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Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
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October 24, 2018
Published by T3NewsADM at October 24, 2018
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AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason’s Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
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October 23, 2018
Published by T3NewsADM at October 23, 2018
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Advicent debuts NaviPlan® Client Report Editor enhancement for enterprise users at T3 Enterprise Conference

Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]
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