January 28, 2020
Published by T3NewsADM at January 28, 2020
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Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
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September 26, 2019
Published by T3NewsADM at September 26, 2019
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Oranj Launches Real-Time Notifications on its Wealth Management Platform for Financial Advisors

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
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May 13, 2019
Published by T3NewsADM at May 13, 2019
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Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak

Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
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January 31, 2019
Published by T3NewsADM at January 31, 2019
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Timeline Unveils Comprehensive Withdrawal Rate Planning Software

London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
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October 18, 2016
Published by Joel Bruckenstein at October 18, 2016
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The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]
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March 16, 2016
Published by T3NewsADM at March 16, 2016
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FINRA Issues a Report on Digital Advice

As digital investment advice platforms gain traction in the marketplace, it should come as no surprise that FINRA is taking a closer look at how these […]
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