t3 Technology Hub

March 27, 2018

Published by Joel Bruckenstein at March 27, 2018

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Orion Compliance Easy…and other news

Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]

August 15, 2016

Published by T3NewsADM at August 15, 2016

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Tech News

Vanare, Redtail Streamline Account Opening For Financial Advisors and their Clients

Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]

July 31, 2016

Published by T3NewsADM at July 31, 2016

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Tech News

RightCapital Secures $1 Million Seed Money, Plans to Expand / Enhance Platform

RightCapital, Inc., a leading financial planning platform for registered investment advisors and independent broker-dealers, has secured $1 million in a seed capital fund raise. Camellia Venture […]

July 29, 2016

Published by T3NewsADM at July 29, 2016

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Tech News

Envestnet | Tamarac to Roll Out Client Portal 2.0

Firm Also Introduces New Interactive Reporting & Chart Tools, plus Enhancements for Management & Reporting of Alternatives, in Latest Technology Release Envestnet | Tamarac has completely […]

July 28, 2016

Published by T3NewsADM at July 28, 2016

Categories

Practice Management

Ed Saxon On … Storytelling Skills for Financial Advisors

While at the T3 Advisor conference, February 2016, Academy Award winning producer Ed Saxon talked with Joel Bruckenstein about the best way for financial advisors to […]

July 28, 2016

Published by Chad Porche at July 28, 2016

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4 Technology Predictions That Will Affect Your Clients’ User Experience

The fear of having to make common financial decisions should be the last thing on your clients’ minds. In an industry where calculating, budgeting, and investing […]

July 25, 2016

Published by Joel Bruckenstein at July 25, 2016

Categories

Practice Management

Salesforce Launches Shield for Financial Services Cloud

Salesforce the cloud based CRM platform company, today introduced Shield for Financial Services Cloud. The new solution can be used to assist financial advisors, retirement plan […]

July 22, 2016

Published by T3NewsADM at July 22, 2016

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Tech News

Advisor Software, Quovo Partner to Strengthen Goals-Based Planning Capabilities for Wealth Managers

Integration Provides Easy Access to High-Quality, Independently Aggregated Data that Pieces Together a Holistic Planning Picture for Each Client Advisor Software, Inc. has teamed up with Quovo to […]

July 22, 2016

Published by T3NewsADM at July 22, 2016

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Tech News

Wells Fargo and Amazon Team Together for New Student Offering

New agreement extends private student loan discounts to Amazon Prime Student customers Wells Fargo Education Financial Services, the nation’s largest private student lender amongst U.S. commercial […]

July 20, 2016

Published by Jeremy Nakano at July 20, 2016

Categories

Trend Alert

Rise of the Machines

Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]

July 18, 2016

Published by Joel Bruckenstein at July 18, 2016

Categories

Practice Management

The FUSE Notification Platform

Another Cutting Edge Innovation from Orion Orion Advisor Services has long had a well-deserved reputation for innovation in the financial advisory technology industry. They were among […]

July 18, 2016

Published by T3NewsADM at July 18, 2016

Categories

Tech News

MaxMyInterest Integrates Laser App Software to Streamline Client Onboarding Process for Financial Advisors

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, and MaxMyInterest, which offers a cloud-based service that […]

July 11, 2016

Published by T3NewsADM at July 11, 2016

Categories

Tech News

Schwab Openview Gateway® Adds New Participants, Increasing Choice and Flexibility for Independent Advisor Offices

Continued growth and integration as platform marks five years in market Schwab Intelligent Technologies today announced that portfolio rebalancing provider Morningstar Total Rebalance Expert (TRX) and […]