Joel Bruckenstein

February 13, 2024

Kwanti Named Wealthtech Firm of the Year in Wealth Solutions Report and Earns High Ratings in Advisor Software Survey

Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]
February 1, 2024

Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year

Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
January 24, 2024

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

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 […]
January 23, 2024

Envestnet Launches RIA Growth Lab – A Consulting Capability Led by Industry Veteran Dani Fava at the T3 Conference

Envestnet, a leading provider of integrated wealth management solutions, is proud to announce at the Technology Tools for Today (T3) Conference taking place from January 22 […]
January 23, 2024

Syntax Introduces Custom Direct Indexing Platform at #T32024

Syntax LLC, a New York based data provider, introduced today at the T3 Technology Conference 2024 in Las Vegas its new wealthtech platform, Syntax DirectTM. Syntax […]
January 8, 2024

FinTechie Joel Bruckenstein Reveals All: Get Your Preview of #T3024 here!

In this fun video interview Marie Swift, President and CEO of Impact Communications, Inc. talks with T3 mastermind Joel Bruckenstein about what to expect at this […]
January 4, 2024

T3 Resigns with Impact Communications for 20th Anniversary Celebration and FinTech Conference in Las Vegas

Advyzon also taps Impact to speak at, promote their inaugural conference for financial advisors Impact Communications (Impact) has signed on to do PR for and promote […]
December 6, 2023

New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023

Comprehensive Whitepaper on Alternative Investment Technology Available Now

A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
November 1, 2023

T3 Named by Kitces “Best Advisor Tech Conference” for 2024

Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]