March 13, 2018
Published by Joel Bruckenstein at March 13, 2018
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i65 Software : Medicare Enrollment Software for Financial Professionals

As subscribers to the T3 Technology Hub are no doubt aware, I believe that investment selection and portfolio construction, services that advisors were once richly rewarded […]
August 24, 2016
Published by Joel Bruckenstein at August 24, 2016
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Guided Wealth Portfolios: The LPL Approach to Digital Advice

LPL Financial, the largest organization of independent financial advisors in the United States, unveiled their digital advice platform for LPL Advisors at the recently concluded 2016 […]
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August 23, 2016
Published by Eric Clarke at August 23, 2016
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Streamlining the Client Onboarding Process

Technology in every industry has been slowly moving to the digital sphere, and the move to digital has made many tasks a lot easier. Take watching […]
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August 22, 2016
Published by T3NewsADM at August 22, 2016
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Greg Sauer On…Collaborating with Clients in the Digital World

While at the T3 Advisor conference, February 2016, Greg Sauer of Oranj talked with Marie Swift of Impact Communications about digital collaboration tools that helps prospective […]
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August 18, 2016
Published by Joel Bruckenstein at August 18, 2016
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Redtail and FMeX Simplify the Marketing Process for Financial Advisors

In March of 2016, when I reviewed FMeX (Financial Media Exchange) in “A Fresh, and Cheap(er) Approach to Digital Marketing,” my first impressions of the platform’s […]
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August 15, 2016
Published by T3NewsADM at August 15, 2016
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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 […]
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July 31, 2016
Published by T3NewsADM at July 31, 2016
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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 […]
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July 29, 2016
Published by T3NewsADM at July 29, 2016
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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 […]
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July 28, 2016
Published by T3NewsADM at July 28, 2016
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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 […]
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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 […]
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July 25, 2016
Published by Joel Bruckenstein at July 25, 2016
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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 […]
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July 22, 2016
Published by T3NewsADM at July 22, 2016
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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 […]
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July 22, 2016
Published by T3NewsADM at July 22, 2016
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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 […]
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