January 28, 2026
Published by T3NewsADM at January 28, 2026
Categories

Focal Partners With Shaping Wealth to Deliver Science-Backed Behavioral Coaching That Strengthens Advisor-Client Interactions

Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, announced an integration with Shaping Wealth, a leading provider of behavioral science-based learning and […]
Do you like it?0
Read more
November 29, 2025
Published by T3NewsADM at November 29, 2025
Categories

CogniCor elevates AI-Powered Wealth Advisor Experience on Salesforce AppExchange

CogniCor, a provider of AI-enabled productivity and workflow automation solutions for the wealth management industry, announced that its WealthMate capabilities and Advisor Copilot platform are now available on […]
Do you like it?0
Read more
November 5, 2019
Published by T3NewsADM at November 5, 2019
Categories

Benjamin Announces Integration with Orion

Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
Do you like it?0
Read more
October 22, 2019
Published by T3NewsADM at October 22, 2019
Categories

Timeline Retirement Income Software Integrates with SS&C’s Black Diamond® Wealth Platform to Power Robust Retirement Plans

Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
Do you like it?0
Read more
November 7, 2016
Published by T3NewsADM at November 7, 2016
Categories

BNY Mellon’s Albridge Develops Integrated Technology to Help its Clients Adapt to Unprecedented Change

Albridge, an affiliate of Pershing LLC, a BNY Mellon company, has unveiled its strategy to introduce enhanced solutions designed to help broker/dealers, financial advisors and RIAs […]
Do you like it?0
0 Read more
September 28, 2016
Published by Paul Cantrell at September 28, 2016
Categories

Use Your Tech Tools To Codify Consistency

Is your office consistent in terms of how it goes about handling the client onboarding process? In how it goes about managing and meeting client expectations? […]
Do you like it?0
0 Read more
August 23, 2016
Published by Eric Clarke at August 23, 2016
Categories

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 […]
Do you like it?0
0 Read more
June 17, 2016
Published by Stuart DePina at June 17, 2016
Categories

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
Do you like it?0
0 Read more
April 21, 2016
Published by Paul Cantrell at April 21, 2016
Categories

Prepare As If You’re Going to Succeed Brilliantly: A Lesson from The Martian

“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
Do you like it?0
0 Read more
Load more