t3 Technology Hub

August 17, 2018

Published by Joel Bruckenstein at August 17, 2018

Categories

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]

December 19, 2016

Published by Joel Bruckenstein at December 19, 2016

Categories

Quick Takes

Quick Takes: AskTRAK by Trust Builders, Inc

This article is the first in what I hope will be a frequent column that supplies readers with a quick overview of a product or service […]

December 15, 2016

Published by Joel Bruckenstein at December 15, 2016

Categories

Trend Alert

Big PIEtech Coup: MoneyGuidePro and MyMoneyGuide Lab to Power Schwab Intelligent Advisory Service

When Schwab recently announced the launch of Schwab Intelligent Advisory, the firm stated that “Clients will complete a self-guided online planning tool focused on their specific […]

December 15, 2016

Published by Joel Bruckenstein at December 15, 2016

Categories

Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]

December 8, 2016

Published by T3NewsADM at December 8, 2016

Categories

Tech News

Larkspur Data and RiXtrema Partner to Provide Quantitative Ratings

Larkspur Data, a leading provider of targeted data and market intelligence for financial advisors in the 401k/qualified plan industry, and RiXtrema, a leading provider of risk management tools […]

December 8, 2016

Published by T3NewsADM at December 8, 2016

Categories

Tech News

Mobile Communication Archiving Company Acquired by Smarsh

Smarsh®, the well-known provider of cloud-based information archiving solutions for compliance, e-discovery and risk management, has completed the acquisition of MobileGuard, a company that provides mobile communication monitoring […]

December 6, 2016

Published by T3NewsADM at December 6, 2016

Categories

Tech News

Trust Builders Introduces Online Plan Participant Tools, Batch Processing to Create Retirement Readiness Reports

Trust Builders, Inc, a company specializing in retirement modeling, analysis and illustration software for 401(k), 403(b) and government retirement plan advisors, announced the release of its […]

December 2, 2016

Published by Tom Embrogno at December 2, 2016

Categories

Is Paper Jamming Up Your DOL Preparations?

If there’s one thing that the has become apparent as firms prepare for the implementation of the Department of Labor Fiduciary Rule in April it is […]

December 2, 2016

Published by T3NewsADM at December 2, 2016

Categories

Tech News

eMoney Advisor Launches New Automated Onboarding Workflow

eMoney Advisor recently announced the launch of its new Onboarding workflow, which aligns with the company’s integrated technology vision aimed at providing a more automated and […]

November 29, 2016

Published by T3NewsADM at November 29, 2016

Categories

Tech News

Xtiva Announces New Strategic Compensation Services, Partnership with Matt Lynch / Strategy & Resources, LLC

Financial services firms can now quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation thanks to a partnership between Xtiva Financial Systems […]

November 23, 2016

Published by T3NewsADM at November 23, 2016

Categories

Tech News

Quovo Creates a Comprehensive API Suite for FinTech Coupling Account Authentication with Aggregation

Quovo, a leading provider of account aggregation and data analytics for finance, announced the launch of its Account Authentication API. This RESTful API allows developers to […]

November 19, 2016

Published by T3NewsADM at November 19, 2016

Categories

Tech News

Advisor Benchmarking FeeComp Database from RiXtrema Announced: Will Power DOL Fiduciary Rule Solutions

Financial advisors can now easily assess, document and defend the fees they charge in order to prove they are working in the client’s best interests. Financial […]

November 18, 2016

Published by Joel Bruckenstein at November 18, 2016

Categories

Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]