March 14, 2019
Published by Joel Bruckenstein at March 14, 2019
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Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
February 14, 2018
Published by Joel Bruckenstein at February 14, 2018
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Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
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February 13, 2018
Published by Thom K. Hall at February 13, 2018
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Technology that Proves your Value to Clients and also Helps your Employees is a Win/Win

Today’s financial advisors conduct an increasing amount of their business operations online. And as a result, they create and aggregate thousands – sometimes even millions – […]
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February 8, 2018
Published by T3NewsADM at February 8, 2018
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AdvisorEngine Unveils New Experience for Prospects and Clients at 15th Annual T3 Advisor Conference

Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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MX® and MoneyGuidePro® to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage their financial lives. […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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YCharts and Dynasty Financial Partners to Provide RIAs With a Tailored Institutional Investment Platform

Dynasty Financial Partners and YCharts today at the T3 Advisor Conference announced a multiyear extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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New Advisor Technology Solutions From Fidelity® Announced at T3 Conference

While at the T3 Technology Conference for financial advisors today, Fidelity® announced new technology tools – that will be accessible via WealthscapeSM – designed to help […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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SMArtX Offers Direct Indexing for Free, Adds Several Thomson Reuters/S-Networks ESG Best Practice Indexes

SMArtX Advisory Solutions (“SMArtX”), a Turnkey Asset Management Platform (TAMP), announced at the T3 Conference the expansion of its direct indexing with 14 new models from […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Today at T3: LifeYield Launches the Taxficient Score®; Announces Riskalyze as First Integration Partner

Consumers have long understood the impact their personal credit scores have on their financial lives. Now financial advisors will have the ability to offer their clients […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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Snappy Kraken Announces New Marketing Program for Financial Advisors

MarTech company Snappy Kraken has created an automated marketing machine called Seminar Freedom that will allow advisors to deliver a seminar once and then show it […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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CyberSecurity Remains Key Topic of Conversation at the T3 Advisor Conference in Ft. Lauderdale

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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Advisor Turned Tech Entrepreneur Rolls Out his Business Intelligence and Insights Platform at the T3 Advisor Conference

Advisor Metrix, a business intelligence platform for financial advisors, today at the T3 Technology Conference for financial advisors announced the public release of its software, including […]
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