Denton Texas

January 31, 2019

The Five-Minute Financial Plan™ Now Available on the Orion Client Portal

FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
January 31, 2019

Advicent debuts new NaviPlan interface and retirement planning tool at T3 Advisor Conference

Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
January 31, 2019

Timeline Unveils Comprehensive Withdrawal Rate Planning Software

London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
January 31, 2019

BNY Mellon’s Pershing Increases Investment in the Advisory Experience

Presenting at the T3 Advisor Conference in Denton, Texas BNY Mellon’s Pershing (“Pershing”) called on advisory firms to re-think their business models and technology platform strategy […]
January 30, 2019

RIA in a Box Launches Vendor Due Diligence Tool at T3 Advisor Conference

RIA in a Box, LLC, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today launched the Vendor […]
January 30, 2019

Orion Bolts Out of the Gate in 2019 With Product Innovations Built to Address Advisors’ Top Challenges

Orion Advisor Services, a premier portfolio management solution provider for registered investment advisors, today at T3 Advisor Conference revealed a series of new product updates and […]
January 29, 2019

Chalice CIO Christopher Giles Hosts T3 Conference Session on ‘Five Things You Can Do To Increase the Productivity of Your Business’

Chalice Financial Network™, a Software-as-a-Service (SaaS)-based member benefit organization for independent financial advisors, announced today that its Chief Information Officer, Christopher Giles, is hosting an in-depth […]
January 29, 2019

NVISO Launches A Facial Recognition Fintech Solution at T3 Advisor Conference That Reveals How People Really Feel About Money

NVISO, a Swiss based fintech company providing software that detects human emotions from facial micro-expressions and interprets thinking styles, has released a behavioral assessment solution that […]
January 29, 2019

Ladder Launches New Solution to Further Streamline Consumer Access to Life Insurance

Ladder, the company that has built life insurance to be instant, simple and smart, today introduced Ladder for Advisors at the T3 Advisor Conference, the leading […]
January 29, 2019

Financial Advisors Learn About Client Engagement Surveys at T3 Conference as NEXA Insights Launches Nationwide

NEXA Insights, creator of a total advisor solution for gathering client feedback, analyzing responses and providing visual, focused insights, today announced at the T3 Technology conference […]