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 […]
December 15, 2017
Published by Joel Bruckenstein at December 15, 2017
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Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
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December 11, 2017
Published by T3NewsADM at December 11, 2017
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Regal Assets Adds Crypto Currency to Growing Product Line for U.S. Individual Retirement Accounts

Regal Assets LLC, a leader in the Gold IRA space, has now added Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ethereum Classic, Ripple and Dash to its growing […]
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December 4, 2017
Published by T3NewsADM at December 4, 2017
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RightCapital and Envestnet | Tamarac Announce Integration

RightCapital and Envestnet | Tamarac announced a new integration. RIAs who use RightCapital to help their investor clients with financial and tax planning now will be […]
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November 28, 2017
Published by T3NewsADM at November 28, 2017
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App-only Stockbroker, Freetrade, takes Residence in InvestCloud’s UK Innovation Center, will Use Sandboxed Technology for Market Launch

InvestCloud Inc., a global FinTech firm, has announced UK startup Freetrade as the first firm to enter its UK Innovation Center. Freetrade is using the space […]
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November 21, 2017
Published by Joel Bruckenstein at November 21, 2017
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Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
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November 15, 2017
Published by T3NewsADM at November 15, 2017
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Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform

Envestnet | Tamarac has launched the Tamarac platform, a completely redesigned version of its comprehensive portfolio and client management software solution for independent Registered Investment Advisors […]
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November 9, 2017
Published by Joel Bruckenstein at November 9, 2017
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Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
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November 6, 2017
Published by T3NewsADM at November 6, 2017
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MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement

PIEtech℠, creator of MoneyGuidePro®, announced the latest software release that focuses on helping consumers engage in financial planning in new ways. Proprietary research conducted by PIEtech℠ […]
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November 3, 2017
Published by T3NewsADM at November 3, 2017
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SS&C Acquires Modestspark, Absorbs Employees, Adds 400 Clients

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced its acquisition of Modestspark, a leading digital service provider to financial […]
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November 2, 2017
Published by Joel Bruckenstein at November 2, 2017
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Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
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October 31, 2017
Published by T3NewsADM at October 31, 2017
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FinMason to Power WisdomTree’s New Digital Portfolio Developer: WisdomTree is First Global Investment Manager to Adopt FinRiver™

FinMason, a Boston-based FinTech and investment analytics firm, announced today a multi-year agreement with WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) […]
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