August 1, 2018
Published by Joel Hurst at August 1, 2018
Categories
Do you like it?0
Read more

Going Mobile: How Every RIA Can Offer Clients a Customized Mobile App

Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
December 2, 2016
Published by T3NewsADM at December 2, 2016
Categories

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 […]
Do you like it?0
0 Read more
November 29, 2016
Published by T3NewsADM at November 29, 2016
Categories

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 […]
Do you like it?0
0 Read more
November 23, 2016
Published by T3NewsADM at November 23, 2016
Categories

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 […]
Do you like it?0
0 Read more
November 19, 2016
Published by T3NewsADM at November 19, 2016
Categories

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 […]
Do you like it?0
0 Read more
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 […]
Do you like it?0
0 Read more
November 18, 2016
Published by T3NewsADM at November 18, 2016
Categories

Vanare Raises $20 Million in Series A Financing, Changes Name to AdvisorEngine

Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]
Do you like it?0
0 Read more
November 16, 2016
Published by Joel Bruckenstein at November 16, 2016
Categories

Digital Assistant Faceoff: The Amazon Echo vs. Google Home

I’ve been playing around with the Amazon Echo for some time now, and I’ve been quite impressed with what it can do, so when Google announced […]
Do you like it?0
0 Read more
November 16, 2016
Published by Paul Cantrell at November 16, 2016
Categories

Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
Do you like it?0
0 Read more
November 15, 2016
Published by T3NewsADM at November 15, 2016
Categories

Vestwell Announces White-Label Partnership with Kovack Advisors, Inc.

Vestwell, a firm that offers a fiduciary, white-labeled retirement platform for the RIA community and beyond, announced that it has secured an advisory firm partnership with Kovack […]
Do you like it?0
0 Read more
November 11, 2016
Published by T3NewsADM at November 11, 2016
Categories

Covr and PIEtech℠ Streamline Implementation of Insurance Advice in MoneyGuidePro®

While at the T3 Enterprise Conference in Las Vegas last week, Covr Financial Technologies and PIEtech℠, Inc. announced a partnership that brings together the power of […]
Do you like it?0
0 Read more
November 10, 2016
Published by T3NewsADM at November 10, 2016
Categories

PIEtech℠ and Riskalyze to Complete Deep Integration, help advisors comply with DOL and Better Serve Clients

PIEtech℠, Inc., creator of financial planning software MoneyGuidePro®, announced recently that it is building a multi-faceted, deep integration with Riskalyze, the risk alignment platform founded upon […]
Do you like it?0
0 Read more
November 9, 2016
Published by T3NewsADM at November 9, 2016
Categories

PIEtech℠ and Milliman Join Forces to Help Financial Services Firms Prepare for Best Interest Standard

PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, recently announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, […]
Do you like it?0
0 Read more
Load more