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 […]
October 11, 2018
Published by T3NewsADM at October 11, 2018
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Riskalyze and Snappy Kraken Roll Out New Automated Lead-Gen Campaign for Financial Advisors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
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October 10, 2018
Published by T3NewsADM at October 10, 2018
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InterGen Data to Provide “Predictive Life Event” Capabilities on Orion Advisor Platform

InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur […]
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October 9, 2018
Published by T3NewsADM at October 9, 2018
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New Custody Solution for Cash and Exempt Securities Reduces Transaction Costs and Shortens the Settlement Cycle for Private Placements

North Capital Investment Technology (“NCIT”), a market-leading provider of technology services for exempt securities offerings, announced the launch of a new custody solution for funding platforms and introducing […]
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October 2, 2018
Published by Joel Bruckenstein at October 2, 2018
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Why Attend the T3 Enterprise Conference this Year? Glad You Asked!

Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
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September 24, 2018
Published by Bob Veres at September 24, 2018
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Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
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September 14, 2018
Published by Joel Bruckenstein at September 14, 2018
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FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
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September 13, 2018
Published by T3NewsADM at September 13, 2018
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Carson Group Forms Strategic Relationship with Barron’s and Creighton University’s Heider College of Business

Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
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September 12, 2018
Published by T3NewsADM at September 12, 2018
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SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
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September 4, 2018
Published by T3NewsADM at September 4, 2018
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Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
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