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 […]
September 6, 2017
Published by T3NewsADM at September 6, 2017
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T3’s Joel Bruckenstein Receives 2017 Leadership Award at Bob Veres’ Insider’s Forum

Joel Bruckenstein, publisher of the T3 information service on applied technology for financial service firms, today received the 2017 Insider’s Forum Leadership Award.  He was presented […]
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August 31, 2017
Published by T3NewsADM at August 31, 2017
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Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017

Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for […]
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August 29, 2017
Published by T3NewsADM at August 29, 2017
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RobustWealth to Power XY Investment Solutions, a Turnkey Digital Asset Management Platform for NextGen Advisors

RobustWealth, a leading digital wealth management platform for financial advisors, and XY Planning Network (XYPN), a turnkey financial planning platform for fee-only financial advisors that serve Gen […]
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August 25, 2017
Published by T3NewsADM at August 25, 2017
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Envestnet | Tamarac is Now on the Salesforce AppExchange

Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
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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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