December 3, 2018
Published by Kyle Hiatt at December 3, 2018
Categories
Do you like it?0
Read more

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 […]
July 13, 2017
Published by T3NewsADM at July 13, 2017
Categories

Mineral Interactive, AdvisoryWorld and Orion Advisor Services Unveil New Technology and Marketing Program Designed Specifically for TAMPs

Three of the financial services industry’s leading software and marketing partners have joined forces to fulfill TAMPs’ need for white-labeled technology with dynamic UI/UX and heightened administrative […]
Do you like it?0
0 Read more
July 12, 2017
Published by T3NewsADM at July 12, 2017
Categories

FinMason to Provide Investment Analytics to FinTech Sandbox, Demonstrates Continued Focus on Driving FinTech Innovation

FinMason, a Boston-based FinTech and investment analytics firm, is partnering with FinTech Sandbox, a non-profit accelerator that makes financial data and infrastructure provided by its partners available for […]
Do you like it?0
0 Read more
July 3, 2017
Published by T3NewsADM at July 3, 2017
Categories

Advisor Software Launches “Behavioral IQ” – New Risk Assessment Solution

Advisor Software, Inc., a leader in wealth management cloud solutions, has announced the immediate availability of Behavioral IQ a comprehensive behavioral finance profiling solution that calculates […]
Do you like it?0
0 Read more
June 30, 2017
Published by T3NewsADM at June 30, 2017
Categories

Redi2 Technologies’ BillFin Solution Enhances Features, Attracts New Users

Since its introduction in 2015, Redi2 Technologies’ BillFinTM solution has been adopted by more than 265 financial advisors to help them streamline their client billing process, with usage rapidly […]
Do you like it?0
0 Read more
June 29, 2017
Published by T3NewsADM at June 29, 2017
Categories

AdvisorEngine and Right Capital Receive Veo Integrated Awards from TD Ameritrade at Eighth Annual TD Tech Summit

This week, dozens of leading technology executives and developers gathered in San Diego for the 8th annual TD Ameritrade Institutional1 Tech Summit to collaborate on ways to make […]
Do you like it?0
0 Read more
June 28, 2017
Published by Rick Williamson at June 28, 2017
Categories

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
Do you like it?0
0 Read more
June 27, 2017
Published by T3NewsADM at June 27, 2017
Categories

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 […]
Do you like it?0
0 Read more
June 26, 2017
Published by T3NewsADM at June 26, 2017
Categories

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 […]
Do you like it?0
0 Read more
June 23, 2017
Published by T3NewsADM at June 23, 2017
Categories

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 […]
Do you like it?0
0 Read more
June 22, 2017
Published by T3NewsADM at June 22, 2017
Categories

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 […]
Do you like it?0
0 Read more
June 21, 2017
Published by T3NewsADM at June 21, 2017
Categories

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 […]
Do you like it?0
0 Read more
June 20, 2017
Published by Joel Bruckenstein at June 20, 2017
Categories

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 […]
Do you like it?0
0 Read more
Load more