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T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

January 26, 2024

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week

Joel Bruckenstein Proconnect Proseries Christine Simone Income Lab Charles Schwab Technology Tools For Today

Source: wealthmanagement.com

Planning With Two For Now

November 3, 2023

Vib Arya, chief operating officer at Shufro Rose & Co., assesses the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.

Envestnet Tamarac Tamarac Rebalancer Financial Planning Microsoft Dynamics From Cognicor Tamarac Client Portal

Source: wealthmanagement.com

October 2022 Riskalyze Fintech Five

October 27, 2022

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Kumar Velugla Bryan Shanks Anthony Stich Salesforce Appexchange Riskalyze Fintech Five Chief Revenue

Source: wealthmanagement.com

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Fidelity Wealthscape News Today

T3: Rapid Uptick in Tax and Estate Planning Software By Advisors

Planning With Two For Now

October 2022 Riskalyze Fintech Five

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