January 11, 2019
Published by George Svagera at January 11, 2019
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What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
August 18, 2017
Published by T3NewsADM at August 18, 2017
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Envestnet | Tamarac Enhances Integration with TD Ameritrade Institutional’s Veo One® Platform with Contextual Single Sign-On Capability

Envestnet | Tamarac has added single sign-on capability to its existing integration with TD Ameritrade Institutional’s Veo One® custody platform. Independent advisors can now gain immediate access […]
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August 14, 2017
Published by T3NewsADM at August 14, 2017
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Trust Builders, Inc. becomes Retire Ready Solutions, Launches New Website, Reveals New Brand Identity

Trust Builders, Inc.™, a company that produces professional retirement planning software, announced its new name, Retire Ready Solutions. After over thirty years in the business, Trust Builders, Inc.’s leadership […]
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August 10, 2017
Published by T3NewsADM at August 10, 2017
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eMoney’s New Website Improves User Experience through Enhanced Navigation and Multimedia Content

eMoney Advisor (eMoney) recently launched a completely redesigned corporate website featuring a new user experience that brings to life eMoney’s mission of transforming how financial professionals […]
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August 7, 2017
Published by Joel Bruckenstein at August 7, 2017
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Redtail’s Improved Mobile App Aims to Impress

At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
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August 4, 2017
Published by T3NewsADM at August 4, 2017
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FinMason Opens Operations in Prague, Announces International Expansion

FinMason, a Boston-based FinTech and investment analytics firm, has announced the international expansion of the firm and the opening of a new operations center based in […]
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August 2, 2017
Published by T3NewsADM at August 2, 2017
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FinTech Startup Enters LA Innovation Center, will Leverage InvestCloud’s Technology, Build New Platform, Integrate as App

InvestCloud Inc., a global FinTech firm, has announced Efficient Tax as the first FinTech startup to take residence at the InvestCloud Innovation Center (based in Los […]
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August 1, 2017
Published by Joel Bruckenstein at August 1, 2017
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FinFolio Launches wealthlab.io, an API for Wealth Management and Trading

wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using […]
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July 31, 2017
Published by Brian McLaughlin at July 31, 2017
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4 Ways Advisors Can Use Technology to Attract Millennials

We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
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July 28, 2017
Published by T3NewsADM at July 28, 2017
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RightCapital and Trust Company of America Announce Full Integration

Trust Company of America (“TCA”), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), and RightCapital, a next generation financial planning […]
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July 25, 2017
Published by Joel Bruckenstein at July 25, 2017
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Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
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July 19, 2017
Published by Craig Faulkner at July 19, 2017
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Marketing Your Financial Services Firm In the Age of Robos

As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is […]
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