November 15, 2018
Published by Joel Bruckenstein at November 15, 2018
Categories
Do you like it?0
Read more

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
May 30, 2017
Published by T3NewsADM at May 30, 2017
Categories

eMoney Wins “Best Wealth Management Platform” Award

eMoney (eMoney) is excited and honored to announce that the company was selected as the winner of the “Best Wealth Management Platform” award from FinTech Breakthrough. “The […]
Do you like it?0
0 Read more
May 25, 2017
Published by Hayley Mandrup at May 25, 2017
Categories

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
Do you like it?0
0 Read more
May 25, 2017
Published by T3NewsADM at May 25, 2017
Categories

Junxure to Honor Users at Inaugural Awards Ceremony

Junxure, an industry-leading CRM solution and technology provider for financial advisors, announced this week the launch of its inaugural Junxure Customer Excellence Awards program. The awards […]
Do you like it?0
0 Read more
May 24, 2017
Published by Joel Bruckenstein at May 24, 2017
Categories

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
Do you like it?0
0 Read more
May 23, 2017
Published by T3NewsADM at May 23, 2017
Categories

Artiffex and Ndex Systems will integrate with Intuit’s QuickBooks Online

Artiffex, a universal data conversion service and financial data integration platform powered by Ndex Systems, has announced a partnership with QuickBooks Online. The integration means that […]
Do you like it?0
0 Read more
May 17, 2017
Published by T3NewsADM at May 17, 2017
Categories

Emotomy Integrates with TD Ameritrade’s Veo® Platform

Emotomy is now fully integrated with Veo so RIAs who custody with TD Ameritrade Institutional can enjoy a seamless experience through a single interface. Within Emotomy, […]
Do you like it?0
0 Read more
May 15, 2017
Published by T3NewsADM at May 15, 2017
Categories

Orion Advisor Services Announces Inaugural Ascent Conference, Will Provide Three Full Days of Training and Industry Insights

Orion Advisor Services, LLC (“Orion”), a premier portfolio accounting service provider for advisors, announced it is hosting the first ever Ascent conference. The goal of the conference is to provide […]
Do you like it?0
0 Read more
May 10, 2017
Published by T3NewsADM at May 10, 2017
Categories

FolioDynamix and Redi2 Integrate to Better Serve Financial Advisors: DOL Rule, Ability to Scale Drive Decision

Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, recently announced its integration with FolioDynamix, a leading wealth […]
Do you like it?0
0 Read more
May 9, 2017
Published by T3NewsADM at May 9, 2017
Categories

Private Client Resources and InvestCloud Partner to Deliver Total Wealth Aggregation Services

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), a leading provider of total wealth aggregation services for UHNW families and their advisors, recently […]
Do you like it?0
0 Read more
May 8, 2017
Published by T3NewsADM at May 8, 2017
Categories

TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

TradePMR announced at its 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs) which this year was held May 3-5 at the Eden […]
Do you like it?0
0 Read more
May 3, 2017
Published by Joel Bruckenstein at May 3, 2017
Categories

Quick Takes: Truelytics, A Business Intelligence Application for RIAs

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 […]
Do you like it?0
0 Read more
May 2, 2017
Published by T3NewsADM at May 2, 2017
Categories

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
Do you like it?0
0 Read more
Load more