Not only did Kartik Srinivasan kick off our main stage today, he also kicked off the #SocialCam for #T32025. Catch him MC-ing for the rest of the day and speaking on the Advyzon panel tomorrow.

We had a blast last night after day two of #T32025 at the Friends of Impact VIP/Media Party. Thank you to everyone who made it a night to remember! We couldn’t have done it without our sponsors: Myriad Advisor Solutions, Syntax Data, Advyzon, Libretto, Kwanti

#Advyzon named best all-in-one software solution for 🎉eighth consecutive year 🤯 in 2025 T3 Technology Tools / Inside Information survey announced at #T32025 businesswire.com/news/home/2025…

Impact is wrapping up here in Dallas on the final day of the #T32025 T3 Technology Tools Conference! We couldn’t have done it without our hard working team: Marie Swift, Jonny Swift, Colin Swift, Dori Thomas, Quinn Law, and Shawna Ohm 🍉 of Content 151

Three Impact clients are featured in this Financial Planning recap of news from the #T32025 T3 Technology Tools Conference: -Libretto’s personalized white-label client letters -TaxStatus's Financial Baseline Report -Syntax Data’s collaboration with TradePMR Read more: financial-planning.com/list/the-t3-an…

Join John O'Connell & Hazal Sabah of ByAllAccounts, part of Morningstar, Inc. Wealth, for thiswebinar on 3/27 discussing considerations for #wealthmanagement firms regarding owning their data- highlighting how firms can go from aspiration to execution: register.gotowebinar.com/register/40885…

In this webinar with Henry Zelikovsky Henry Zelikovsky & John O’Connell, discover how forward-thinking #wealthmanagement firms are leveraging #machinelearning today for client insights and competitive advantage. Learn more and register here: register.gotowebinar.com/register/78244…

Local WFH crew, assembled IRL!💙 Last Thursday, the Impact team met for happy hour, appetizers, & plenty of laughs. Since we work virtually, it’s always a treat to gather face-to-face, share stories, & enjoy some well-earned downtime together. We even left with some new swag!

Please join us in congratulating Jonny Swift on his 15-year anniversary with Impact Communications! Here’s to celebrating your accomplishments and continued success. Thank you, Jonny, for 15 incredible years!

Our Peaks Research for AI Note Takers is out now! A comprehensive report that evaluates the role of #AI Note Takers in the #wealthmanagement sector. Download the full report for FREE - thanks to AdvisorEngine for supporting & sponsoring! theoasisgrp.com/peaks-research…

Just submitted our #Wealthies nomination for Fiduciary Voices. We are so proud of this project. Fingers crossed we get a nod from the WealthManagement.com editorial team and Wealthies judges. Take a look at fiduciaryvoices.com and get in touch if our passion project speaks to you.

What makes Impact special? Why do many trust us with brand enhancement, communications, PR, & marketing? Impact's Marie Swift spoke with Julie Cooling of RIA Channel/RIA Database at the 2025 Advyzon conference to answer these questions & more. Watch here: riachannel.com/impact-communi…

Patric Glassell, Chief Growth Officer of Kwanti, discusses Kwanti, #WealthTech, and more with Jonny Swift, live from the 2025 FPA NorCal Conference Conference in San Francisco, CA, May 27-28, 2025, in this #SwiftCam. Watch this #FPANorCal2025 SwiftCam here: vimeo.com/showcase/95767…

In our upcoming webinar on 6/17 at 1pm ET, featuring John O'Connell of The Oasis Group, Ron Keusch of AllocateRite & Sheryl Rowling of Morningstar, Inc., learn the ins and outs of tax loss harvesting – especially during times of market volatility. Register: register.gotowebinar.com/register/43372…

Chuck Failla, CFP® of Sovereign Financial Group, Inc. & host of the goRIA Podcast powered by InvestmentNews, discusses #FPANorCal2025 & the #FinancialAdvisory industry with Jonny Swift, live from the FPA NorCal Conference Conference, May 27-28, 2025, in this #SwiftCam. Watch here: vimeo.com/1088507415

Jeff Coyle of Libretto discusses Libretto's approach to #FinancialPlanning, personalized financial narratives, & #FPANorCal2025 with Jonny Swift, live from the 2025 FPA NorCal Conference Conference in San Francisco, CA, May 27-28, 2025, in this #SwiftCam. Watch: vimeo.com/showcase/95767…

#FinancialAdvisors, #WealthManagement execs & #fintech leaders looking to harness the power of #taxlossharvesting and make the process more efficient with innovative tech & #AI should not miss our informative webinar with Morningstar, Inc. & AllocateRite: register.gotowebinar.com/register/43372…

In this #WMEdge #SwiftCam, John O’Connell of The Oasis Group speaks with Marie Swift about his panel on #AI, his CTO Think Tank, and The Oasis Group's growing Peaks Perspective Newsletter, live from Wealth Management EDGE 2025 in Boca Raton, FL. Watch here: vimeo.com/showcase/95767…

Sarah Grieco of Syntax Data, and Marc Nichols of Prometheum discuss their recent strategic partnership. Watch this #SwiftCam interview recorded live at Wealth Management EDGE with Marie Swift here: vimeo.com/showcase/95767… #WMEDGE

The latest edition of our AI WealthTech Map is out now! The #AI #WealthTech Map follows the sales cycle of a wealth manager, identifying and categorizing 83 leading #fintech firms and #AI solutions serving the #wealthmanagement industry. Access here: theoasisgrp.com/vantage-point/…