September 16, 2016
Published by T3NewsADM at September 16, 2016
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PCS Provides White-Labeled 401(k) Platform, Sophisticated Tools/Resources to Trust & Investment Group

PCS, LLC, a leading fiduciary retirement plan recordkeeper, today announced that it will be providing a white-label version of its 401(k) platform to Alpine Trust & Investment […]
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September 14, 2016
Published by T3NewsADM at September 14, 2016
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Black Diamond Enhances Reporting, Announces New Partnerships with Riskalyze and Advizr

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
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September 8, 2016
Published by T3NewsADM at September 8, 2016
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RightCapital Reveals DOL-Focused Enhancements at Finovate Fall 2016

While at the Finovate Fall 2016 conference, RightCapital announced the release of its enhanced financial planning platform with capabilities to help advisors comply with the new […]
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August 15, 2016
Published by T3NewsADM at August 15, 2016
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Vanare, Redtail Streamline Account Opening For Financial Advisors and their Clients

Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]
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July 31, 2016
Published by T3NewsADM at July 31, 2016
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RightCapital Secures $1 Million Seed Money, Plans to Expand / Enhance Platform

RightCapital, Inc., a leading financial planning platform for registered investment advisors and independent broker-dealers, has secured $1 million in a seed capital fund raise. Camellia Venture […]
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July 29, 2016
Published by T3NewsADM at July 29, 2016
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Envestnet | Tamarac to Roll Out Client Portal 2.0

Firm Also Introduces New Interactive Reporting & Chart Tools, plus Enhancements for Management & Reporting of Alternatives, in Latest Technology Release Envestnet | Tamarac has completely […]
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July 22, 2016
Published by T3NewsADM at July 22, 2016
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Advisor Software, Quovo Partner to Strengthen Goals-Based Planning Capabilities for Wealth Managers

Integration Provides Easy Access to High-Quality, Independently Aggregated Data that Pieces Together a Holistic Planning Picture for Each Client Advisor Software, Inc. has teamed up with Quovo to […]
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July 22, 2016
Published by T3NewsADM at July 22, 2016
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Wells Fargo and Amazon Team Together for New Student Offering

New agreement extends private student loan discounts to Amazon Prime Student customers Wells Fargo Education Financial Services, the nation’s largest private student lender amongst U.S. commercial […]
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July 18, 2016
Published by T3NewsADM at July 18, 2016
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MaxMyInterest Integrates Laser App Software to Streamline Client Onboarding Process for Financial Advisors

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, and MaxMyInterest, which offers a cloud-based service that […]
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July 11, 2016
Published by T3NewsADM at July 11, 2016
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Schwab Openview Gateway® Adds New Participants, Increasing Choice and Flexibility for Independent Advisor Offices

Continued growth and integration as platform marks five years in market Schwab Intelligent Technologies today announced that portfolio rebalancing provider Morningstar Total Rebalance Expert (TRX) and […]
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