Myriad Advisor Solutions (Myriad) announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes […]
Kwanti announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for […]
WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables financial […]
The 2023 T3/Inside Information Software Survey is still live, but not for much longer.Over 3,000 responses have come in but we still need and want more! […]
Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
Advisors Can Access to FNZ’s end-to-end platform and YieldX’s fixed income portfolio management technology in one offering FNZ, the global wealth management platform, has agreed to […]
Allows advisors to instantly optimize, visualize, and quantify Roth conversions FP Alpha, an AI-driven advanced planning platform for financial advisors has released the next iteration of […]