February 28, 2019
Published by Vasyl Soloshchuk at February 28, 2019
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Technology has Failed to Increase Advisors’ Efficiency – Here’s Why (and How to Fix the Problem)

While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
November 21, 2017
Published by Joel Bruckenstein at November 21, 2017
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Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
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November 15, 2017
Published by T3NewsADM at November 15, 2017
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Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
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November 9, 2017
Published by Joel Bruckenstein at November 9, 2017
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Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
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November 6, 2017
Published by T3NewsADM at November 6, 2017
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MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement

PIEtech℠, creator of MoneyGuidePro®, announced the latest software release that focuses on helping consumers engage in financial planning in new ways. Proprietary research conducted by PIEtech℠ […]
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November 3, 2017
Published by T3NewsADM at November 3, 2017
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SS&C Acquires Modestspark, Absorbs Employees, Adds 400 Clients

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced its acquisition of Modestspark, a leading digital service provider to financial […]
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November 2, 2017
Published by Joel Bruckenstein at November 2, 2017
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Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
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October 31, 2017
Published by T3NewsADM at October 31, 2017
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FinMason to Power WisdomTree’s New Digital Portfolio Developer: WisdomTree is First Global Investment Manager to Adopt FinRiver™

FinMason, a Boston-based FinTech and investment analytics firm, announced today a multi-year agreement with WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) […]
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October 31, 2017
Published by T3NewsADM at October 31, 2017
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WisdomTree Launches Platform to Help Advisors Grow and Scale, New Digital Portfolio Construction Tool Powered by FinMason

WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, has launched the WisdomTree […]
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October 30, 2017
Published by T3NewsADM at October 30, 2017
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cleverDome’s Cyber Solution Turns Heads at the 2017 T3 Enterprise Conference

cleverDome, inc.TM , an Arizona Benefit Corporation, announced the commercial launch of an innovative cybersecurity  solution to protect confidential consumer information in the cloud by providing a […]
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October 30, 2017
Published by T3NewsADM at October 30, 2017
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Raising Prospects From the Grave: Snappy Kraken Introduces Marketing Campaigns to Help Financial Advisors Do This and More

Snappy Kraken, a MarTech company that helps financial professionals personalize, automate, and track marketing campaigns and business processes, is at the T3 Enterprise Conference today announcing […]
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October 30, 2017
Published by T3NewsADM at October 30, 2017
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AdvisorClarity Does “Big Reveal” at T3 Conference: First Provider to Bring Big Data to Independent Financial Advisors

After months of rigorous development and beta testing, AdvisorClarity, LLC announced the launch of its comprehensive business intelligence software and service designed specifically for independent financial […]
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