Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings […]
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during […]
Once again, Bob Veres and Joel Bruckenstein will reveal the results of the annual technology survey at 5:20 p.m. CT on Tuesday, March 4, 2025 during […]
Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]
Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion […]
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2024 T3 / Inside Information Software […]
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]