October 29, 2018
Published by Bob Veres at October 29, 2018
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Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
July 3, 2017
Published by T3NewsADM at July 3, 2017
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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 […]
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June 30, 2017
Published by T3NewsADM at June 30, 2017
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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 […]
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June 29, 2017
Published by T3NewsADM at June 29, 2017
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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 […]
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June 28, 2017
Published by Rick Williamson at June 28, 2017
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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 […]
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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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