Siddhartha Oza

January 23, 2024

Annual Awards Announced at T3 Technology Conference for Financial Professionals

Joel P. Bruckenstein, CFP®, President of Technology Tools for Today (T3), during a special lunchtime presentation at the T3 Technology Tools for Today Conference being held […]
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 […]