T3 Technology Tools
@t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
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http://T3TechnologyHub.com 07-04-2016 18:19:05
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Why does Ian McKenna travel thousands of miles to the #T3Conference? He stopped by the #T3SocialCam to explain why Joel Bruckenstein's built one of the best networking events around. Plus, the new AI cheat sheet AdviserSoftware.com launched that highlights the big trend of #T32025
Did you miss any news from Day #2 of the T3 Conference last week? #T32025 was hoping thanks to buzz-building announcements from Syntax Data, Open VRM, Smartleaf Asset Management, FCI Cyber, & FP Alpha. Find the 03/04/2025 T3 News Daily Digest here: t3conferences.com/t3-news-daily-…
Day #3 of the hashtag#T32025 Conference in Dallas last week did not disappoint. EncorEstate Plans, Zeplyn, Osaic, Zocks | AI Assistant for Advisors, and BetaNXT all made exciting announcements. Find the news from day #3 here: t3conferences.com/t3-news-daily-…
2,128 participants, comprised exclusively of financial planning & investment advisory community members, answered questions about 45 categories of fintech solutions for the 2025 T3/Inside Information Software Survey. Learn more & download the full report: t3technologyhub.com/joel-bruckenst…
Who won the #T32025 awards, recognizing excellence in leadership, technology, & emerging innovation? AllocateRite, Robb Baldwin, & Brian Edelman took home something extra: our applause, hearty congratulations, & some cool commemorative awards. Read more: t3technologyhub.com/annual-awards-…
"T3 this year was just wow: it hit all the high notes from the speaker lineup to overall energy to conversations all around. If you haven't been before, I highly recommend attending T3 next year," Said Matt J. Morris, EncorEstate Plans in his #T3Testimonial: tinyurl.com/t3ts1
Curious about AI notetakers and GenAI tools for your practice? Jump & Zocks | AI Assistant for Advisors were rated by advisors as preferred providers in the inaugural "search or generative AI tools" category in the 2025 T3/Inside Information Software Survey. Read more: financial-planning.com/news/ai-tools-…
Attendees at #T32025 shared advice for advisors looking to unlock organic growth in this WealthManagement.com video with Shannon Rosic. Hear powerful takeaways to help you grow smarter, what’s working, and what’s next for financial advisors here: wealthmanagement.com/financial-tech…
Registration Now Open for T3 Technology Tools for Today 2026! Are you unsure which technology will give your firm the competitive edge? Then join T3 Technology Tools at T3 Technology Tools for Today 2026: From Noise to Knowledge — The FinTech Playbook for 2026! #T32026 #WealthTech
Part 3 of the T3 Technology Tools’s Hot and Happening podcast, recorded live at #T32025 in Dallas earlier this year, is now live!Listen to Part 3 here: impactcommunications.org/best-practices… #wealthtech #AI #financialadvisors #T3Conference
#Financialadvisors: it’s that time again. The T3/Inside Information Software Survey from T3 Technology Tools is live—and your input matters. Results will be revealed at the #T3Conference2026 (March 9–12, New Orleans). Take the survey here: surveymonkey.com/r/3HCN6W6
#FinancialAdvisors - make sure you weigh in on this year‘s T3 / Inside Information Advisor Software Survey! Joel Bruckenstein and Bob Veres are, once again, polling the #financialplanning and #investmentadvisory community. Take the survey here: t3technologyhub.com/the-2026-t3-in…
Join Joel Bruckenstein at the #SchwabIMPACT Conference this week alongside Patrick Shaddow of Syntax Data, Jalina Kerr of Schwab4RIAs, and Shannon Spotswood of RFG Advisory, taking place Thursday 11/6 from 1:30-2 pm. Learn more here: impact.schwab.com/agenda/#Thursd…