April 23, 2019
Published by Joel Bruckenstein at April 23, 2019
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There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
March 30, 2018
Published by T3NewsADM at March 30, 2018
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Conga Acquires Orchestrate LLC, Adding Process Workflow Automation to Its Suite of Intelligent Document Automation Products

Conga, a leader in Intelligent Document Automation, today announced the acquisition of Orchestrate LLC, a trailblazer in the financial services space that enables best-of-breed operations with […]
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March 29, 2018
Published by T3NewsADM at March 29, 2018
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Tamarac Introduces Quick Start Offering

Envestnet | Tamarac is introducing Quick Start, a new offering that will make its award-winning portfolio management technology available to firms, such as “breakaways”, that want […]
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March 27, 2018
Published by Joel Bruckenstein at March 27, 2018
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Orion Compliance Easy…and other news

Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]
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March 23, 2018
Published by T3NewsADM at March 23, 2018
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MaxMyInterest Appoints Tom Bradley to Advisory Board

MaxMyInterest (“Max”) – an intelligent cash management and optimization platform for individual investors and financial advisors – today announced J. Thomas Bradley Jr., retired president of […]
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March 20, 2018
Published by T3NewsADM at March 20, 2018
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Orion launches Compass, a new resource to help firms scale compliance operations

Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, has launched Compass, a robust new compliance app within Orion’s comprehensive Connect […]
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March 19, 2018
Published by Rick Williamson at March 19, 2018
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Tailoring Your Marketing Strategy to Build Multi-Generational Relationships as a Financial Advisor Today

Are the current marketing strategies your practice uses positioning you as the “family” financial advisor? Do the members in your clients’ households know you by name? […]
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March 15, 2018
Published by T3NewsADM at March 15, 2018
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cleverDome Joins the Global Cyber Alliance, Ramps Up Community-Driven Platform Efforts for Financial Services Firms

cleverDome, Inc.TM, an Arizona Benefit Corporation, has joined the Global Cyber Alliance (GCA). This move is consistent with cleverDome’s mission to expand its community-based platform focused on […]
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March 13, 2018
Published by Joel Bruckenstein at March 13, 2018
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i65 Software : Medicare Enrollment Software for Financial Professionals

As subscribers to the T3 Technology Hub are no doubt aware, I believe that investment selection and portfolio construction, services that advisors were once richly rewarded […]
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March 12, 2018
Published by T3NewsADM at March 12, 2018
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FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working […]
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March 9, 2018
Published by T3NewsADM at March 9, 2018
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SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

SmartAsset, a financial technology company empowering millions of people with automated personalized financial advice, expanded its offerings to Financial Advisors in its recent launch of the SmartAdvisor […]
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February 26, 2018
Published by T3NewsADM at February 26, 2018
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Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark, a leading provider of wealth management solutions, announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps […]
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