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T3 Daily News Digest: 5–3-22

5/3/2022

 
​Here’s all the exciting news and announcements that came out of T3 live today! Click on a title below to view the full release.
  • Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey
  • Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey
  • FMG Suite Rebrands to FMG and Announces New Offerings for Financial Advisors
  • AI wealth-tech firm, FP Alpha, launches first of its kind, Estate Planning Tool and Deliverable, The Estate Snapshot
  • Mirador, LLC Launches “Gateway” - a New, Next-Generation Digital Portal Built to Serve Both Wealth Management Advisors and Their Clients
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  • Incedo Lighthouse™ AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas
  • SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
  • XY Planning Network and Hubly Announce a Partnership to Help Advisors Scale Their Fee-for-Service Firms
  • Smartleaf Asset Management, LLC selected to provide sub-advisory service for Principal Global Investors® "ntech-enabled" portfolios

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  • Home
  • About
    • In the News
  • Conferences
    • 2023 Registration & Info
    • 2023 Agenda
    • News & Updates
    • Featured Speakers
    • Praise for T3
    • 2023 Conference Sponsors
    • Past Sponsors
    • Past Attendees
  • T3 Video Library
  • Contact
  • Visit T3 Tech Hub