Joel Bruckenstein

December 27, 2024

Financial Advisors and Staff Members Can Save with a Special End-of-the-Year BOGO Offer

Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
December 6, 2024

The 2025 T3 / Inside Information Software survey is now live.

Once again, Bob Veres and Joel Bruckenstein are conducting the annual technology survey, asking what programs and services you’re using in the fintech universe, and what […]
November 30, 2024

Don’t miss out on this incredible Cyber Monday BOGO conference deal 

Financial Advisors and Staff – purchase one pass at the regular price and receive a second pass free for the T3 Conference, happening March 3-6 in […]
November 28, 2024

T3 Offers Black Friday Buy-One-Get-One Conference Special

Financial Advisors and Staff Members: Don’t Miss This Black Friday Offer! Buy One Pass at Regular Price. Get One Pass Free to the T3 Conference to […]
October 23, 2024

Advyzon Embraces Tampa: 2025 Advyzon Annual Conference Registration is Live

Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida.  Registration […]
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 […]