Page 63 - Technology Tools News Today

A key part of EATT is the “battle of the tech” sessions, where 16 different software vendors present their propositions in eight minutes or less, with four achieving “best in show”. 

One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.

FINRA Rule 3110(c)(1) requires broker-dealers to conduct onsite inspections of their offices of supervisory jurisdiction (OSJs), branch offices and non-branch locations. In response to...

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

Income Lab's Live Hub interactive tool for financial advisors gives clients a detailed visualization.

Anthony Stich departs Entrustody after a little more than a year with the digital custodian. He's currently exploring his options for a next move.

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

/PRNewswire/ -- Testimonial IQ, an online reputation management platform built for financial advisers, will debut three new capabilities at the upcoming...

Business Facilities' September / October 2023 issue focuses on the impact of technology on corporate relocation and expansion decisions.

/PRNewswire/ -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to...