July 25, 2018
Published by T3NewsADM at July 25, 2018
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North Capital to Accelerate Custodial Platform for Secondary Trading of Securities Tokens

In 2017, North Capital rolled out its transaction platform, TransactCloud, which enables the offering of exempt securities, including tokenized securities. North Capital Private Securities is a custodial […]
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July 24, 2018
Published by T3NewsADM at July 24, 2018
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Digital Financial Planning Advice Powered by Advizr will Strengthen Fiduciary Trust Company’s Offerings

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]
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July 23, 2018
Published by T3NewsADM at July 23, 2018
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LifeYield Advantage Suite® Gets Big Update, Taxficient Score® Unearths Tax Savings for Advisor’s Clients

LifeYield LLC, a cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, unveiled a fully-updated edition of the LifeYield Advantage Suite® software. The […]
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July 20, 2018
Published by Joel Bruckenstein at July 20, 2018
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diskAshur Pro2: An Ultra Secure Hard Drive for Advisors

As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
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July 19, 2018
Published by T3NewsADM at July 19, 2018
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New Practice Management Program from RBC Wealth Management Unveiled

RBC Wealth Management – U.S. unveiled a new, customizable practice management program designed to help individual advisors and advisor teams grow their business, improve their quality […]
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July 12, 2018
Published by T3NewsADM at July 12, 2018
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Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™

FI360, a provider of fiduciary-related education and technology, has enhanced its Fiduciary Focus Toolkit™ (Toolkit) with two new reports: The Model Portfolio Report and the Cost & Services Report. […]
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June 29, 2018
Published by Bridget Gaughan at June 29, 2018
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5 Ways to Shore Up and Protect Data Privacy– A Primer for Financial Services Firms

Data privacy and protection has become a daily headline with everything from the latest data breaches at major institutions such as Equifax, to intentional exploitation of […]
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June 28, 2018
Published by T3NewsADM at June 28, 2018
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Yourefolio™ and InterActive Legal Reveal Virtual Planning Experience to Reduce Workload for All Involved

InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]
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June 25, 2018
Published by T3NewsADM at June 25, 2018
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Orion and Lincoln Financial Group Partner to Offer a Robust Data Platform for Fee-Only Advisors

Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
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June 20, 2018
Published by Joel Bruckenstein at June 20, 2018
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T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
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June 15, 2018
Published by T3NewsADM at June 15, 2018
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AdvisorEngine Technology Re-Architecture Provides Immediate Benefits for Financial Firms, Advisors and Their Clients

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
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June 13, 2018
Published by T3NewsADM at June 13, 2018
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TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
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