May 30, 2019
Published by David Lyon at May 30, 2019
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Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we […]
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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June 7, 2018
Published by T3NewsADM at June 7, 2018
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AdvisorEngine Unveils New Visual Identity and Website for Junxure CRM Product, Continues Company Evolution

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
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June 5, 2018
Published by T3NewsADM at June 5, 2018
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Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360®

Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
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June 4, 2018
Published by T3NewsADM at June 4, 2018
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cleverDome Members to Receive Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
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May 30, 2018
Published by T3NewsADM at May 30, 2018
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Vestmark Launches Model Trading Service for IBDs, RIAs, Banks and their Clients

Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
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May 23, 2018
Published by T3NewsADM at May 23, 2018
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Morningstar Unveils New Competitive Intelligence Tool

Morningstar, Inc. a leading provider of independent investment research, has announced the release of Investor Pulse, a business intelligence tool that delivers actionable insights, predictive analytics […]
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