Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of CFP and programming students together to work with well-known technology firms. In two separate sessions, January 29 and January 31, 2019 at the T3 Technology Conference for Financial Advisors, these teams show off what they have built. Celebrity judges will be in the sessions to determine who comes out on top.

The pairing of university student teams with fintech mentor teams is as follows:

  • Orion + Utah Valley (team one)
  • Riskalyze + BYU-Idaho (team two)
  • Robust Wealth + Utah Valley (team three)
  • TradePMR + U of South Florida (team four)


Each team is comprised of a mix of information technology and financial planning students that have been paired with one of the mentoring tech firms. Each student team will build their project specific to the mentor’s platform. The project must be completed by and presented by the students.

Part One: The teams will on January 29, 2019 from 9:00 – 11:00 am in the Pioneer Ballroom, present what they have done to develop a new technology (or expand on existing) that provides a solution to a financial planning problem or issue advisors are facing today.

Part Two: The judges will on January 31, 2019 from 4:45 – 5:50 pm in the Pioneer Ballroom, comment on the presentations and reveal the winning results.


Whichever student team wins, this competition will be a “four win” opportunity:

  1. The students win because the project is providing a unique opportunity for the Financial Planning and Management Information Systems (MIS) students to interact – something that is limited in most Colleges of Business to just the core business courses. It is exposing the Financial Planning students to the technology needs of firms while it is exposing the MIS students to a fast-growing industry that needs people to fill the technical support roles. They are learning about topics that they will be able to use in the future that may have a positive impact on their careers (and within the financial services industry).
  2. The universities win because they get to form a new collaboration between departments and disciplines that didn’t exist before. It allows the universities to grow through new combinations of degree majors and minors. And it helps to build a relationship with the mentor/sponsor that didn’t exist before.
  3. The mentors/sponsors win because the competition gives the mentor/sponsor firm an opportunity to help the next generation entering the industry while also creating a relationship between the mentor/sponsor firm and the two education disciplines and their departments.
  4. The industry wins because there is more exposure of the great professions and opportunities in the industry.

Don’t miss the opportunity to see history unfold right before your very eyes!

Register now and BE THERE IN PERSON to join the conversation:

Questions about the 2019 T3 Mash Up?

Brooke Mease
Abacus Wealth Partners, LLC
429 Santa Monica Blvd, Suite 500
Santa Monica, CA 90401
Direct: (424) 229-6762

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