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