Financial Advisors

December 10, 2024
Published by T3NewsADM at December 10, 2024
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Advyzon Announces Partnership with iCapital®to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]
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October 24, 2024
Published by T3NewsADM at October 24, 2024
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Unlocking Estate Planning for the Mass Affluent: Holistiplan’s Groundbreaking 2025 Launch

Holistiplan, the award-winning tax planning software for financial advisors, announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred […]
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March 19, 2019
Published by T3NewsADM at March 19, 2019
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ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset […]
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January 29, 2019
Published by T3NewsADM at January 29, 2019
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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 […]
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November 15, 2018
Published by Joel Bruckenstein at November 15, 2018
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FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
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October 11, 2018
Published by T3NewsADM at October 11, 2018
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Riskalyze and Snappy Kraken Roll Out New Automated Lead-Gen Campaign for Financial Advisors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
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January 31, 2018
Published by T3NewsADM at January 31, 2018
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FCI and cleverDome Team Up to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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January 17, 2018
Published by Joel Bruckenstein at January 17, 2018
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TD Ameritrade Launches Institutional Market Center, an Enticing New Investment Platform for Advisors

One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
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