December 3, 2018
Published by Kyle Hiatt at December 3, 2018
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How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
June 27, 2017
Published by T3NewsADM at June 27, 2017
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Riskalyze Launches Autopilot and Unveils Pricing Options: Next-Generation Autopilot Platform is Live

Riskalyze recently announced that the next generation Autopilot platform, including the Autopilot Partner Store and Risk Number® Models, is now live and available for advisors. The multi-custodial […]
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June 26, 2017
Published by T3NewsADM at June 26, 2017
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RightCapital Secures $1.6 Million Seed Money, Inks Multiple Enterprise Deals

RightCapital, Inc., a financial planning software platform for Registered Investment Advisors and Independent Broker/Dealers, has secured $1.6 million in new seed capital funding. Camellia Venture Capital […]
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June 23, 2017
Published by T3NewsADM at June 23, 2017
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Trust Company of America and Millennium Trust Company Team to Expand Alternative Assets Offering

Trust Company of America (“TCA”), a provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), announced it has formed a strategic relationship […]
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June 22, 2017
Published by T3NewsADM at June 22, 2017
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Advizr Financial Planning Technology Platform Receives $7 million in Series A Funding

Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
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June 21, 2017
Published by T3NewsADM at June 21, 2017
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Orion Advisor Services Adds Moody’s Investors Service Bond Ratings

Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, announced it has integrated with Moody’s Analytics, a subsidiary of Moody’s Corporation, to provide advisors […]
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June 20, 2017
Published by Joel Bruckenstein at June 20, 2017
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Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
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June 19, 2017
Published by T3NewsADM at June 19, 2017
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FinMason Launches FinTech Accelerator Program with Free Access to Investment Analytics API

FinMason, a Boston-based FinTech and investment analytics firm, is helping industry start-ups overcome one of the biggest challenges faced during the development stage – accessing high […]
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June 16, 2017
Published by T3NewsADM at June 16, 2017
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Thomson Reuters Releases BlockOne IQ into Blockchain Developer Community

Thomson Reuters says in a recent news release that it is the first major industry player to make a smart oracle available in the blockchain ecosystem […]
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June 13, 2017
Published by T3NewsADM at June 13, 2017
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Advisor View™ Application from Envestnet | Tamarac Helps Advisors Find and Act on Client Information

Envestnet | Tamarac has improved the ways users can find and update records in its Advisor View™ portfolio management and performance reporting application. This roll-out is part […]
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June 12, 2017
Published by T3NewsADM at June 12, 2017
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Dave Welling Departs SS&C Advent; Robert Roley to Oversee Entire Advent Business

Dave Welling has resigned from SS&C Advent to pursue a new opportunity. Robert Roley, General Manager of SS&C Advent will now oversee the entire Advent business. […]
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June 9, 2017
Published by John Ndege at June 9, 2017
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Who Benefits From All The Technology Financial Advisors are Buying?

Publisher’s note: Guest columnist John Ndege makes the case for being strategic about your technology purchases, a philosophy I heartily endorse. I am less enthusiastic about […]
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June 8, 2017
Published by Joel Bruckenstein at June 8, 2017
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Quick Takes: An Update on Capitect

Quick Takes are designed to provide readers with a quick overview of a product or service of interest. They are not designed to be a comprehensive […]
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