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Advyzon Achieves High Ratings and Significant Increase in Market Share in 2022 T3 / Inside Information Software Survey

5/13/2022

 
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Advyzon recently achieved high client satisfaction ratings and showed significant increase in market share across multiple categories in the 2022 T3 / Inside Information Software Survey. The results of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information, were unveiled and presented live at the recent T3 Advisor Conference, which took place May 2nd – 4th in Denton, Texas and saw nearly 1,000 total attendees.
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Stone Wealth Management Announces CFP® Marks for Team Member, Recognition on Two Top Advisor Lists, and Expansion of Team

5/13/2022

 
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Stone Wealth Management, an independently-owned and operated financial planning and SEC Registered Investment Advisory firm, announced that wealth advisor Antonio Tovar has been approved to use the CFP® mark of distinction. In addition, the firm was named to a list of top financial planning firms in Austin, and a has added new Austin native to the firm.
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Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

5/3/2022

 
Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey.
Available as a PDF download here
The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the average user rating for every product and service.​They also included market share and user ranking changes from last year and how many advisors are thinking about moving or switching to each product in ranked order.
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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

5/3/2022

 
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Incedo, Inc. while at the T3 – Tools and Technology for Today conference (T3) announced the launch of their Digital Enablement platform and the opening of their new nearshore Digital Center of Excellence (COE). The T3 Conference, a long-time favorite with financial advisors, wealth managers, and financial services executives, is being held at the Denton Convention Center in Denton, Texas May 2 - 4, 2022 focused on financial advisor attendees, and May 5, 2022 focused on financial service enterprises. 
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Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey

5/3/2022

 
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Holistiplan announced their #1 top ranking in the 2022 T3/Inside Information Software Survey report. The results of this much-anticipated survey were presented live at the T3 Technology Conference in Denton, TX. In their category, Holistiplan had the biggest market share, the highest satisfaction rating, and the highest number of financial professionals considering it. This is the third time, in both the  T3/Inside Information Software Survey and the Kitces Research Technology Study, Holistiplan has been ranked #1 in as many years of being in business.
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Incedo to Showcase “Winning in the Digital Age” at T3 Advisor Conference in Denton, Texas

4/28/2022

 
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Incedo, Inc. announced the lineup of events they will be hosting at the T3 – Tools and Technology for Today conference. This perennial favorite with financial advisors, wealth managers, and financial services executives will be held at the Denton Convention Center in Denton, Texas with May 2 - 4, 2022 focused on financial advisor attendees and May 5, 2022 focused on financial service enterprises.  
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Alliance of Comprehensive Planners Announces 2022 Annual Conference Agenda

4/27/2022

 
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The Alliance of Comprehensive Planners (ACP), the nation’s leading community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held September 28-October 1, 2022 at the Hilton Minneapolis, MN
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HCR Wealth Advisors Wins Multiple Awards in the Los Angeles Business Journal and Los Angeles Times

4/26/2022

 
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​HCR Wealth Advisors recently won multiple awards within the Los Angeles community. Three senior executives – Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director – were named “Leaders of Influence” among Wealth Managers in Los Angeles in the Los Angeles Business Journal, as well as “Finance Visionaries” in the Los Angeles Times’ Banking & Finance Magazine. In addition, Katzen was listed among “Women of Influence” in Finance in the Los Angeles Business Journal.
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Holistiplan Hits 10,000 Users on Award-Winning Tax Software

4/26/2022

 
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Holistiplan announced reaching 10,000 users on their tax software platform. Holistiplan helps financial advisors systematize and automate the process of reviewing a client’s tax return to find potential planning opportunities. To celebrate this milestone, Holistiplan is launching a new two-part public service initiative: part one is to serve advisors assisting pro bono clients, and part two is to provide 10,000 meals to No Kid Hungry.
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James Bogart Named a Top Financial Advisor in Barron’s and Forbes Annual Rankings

4/19/2022

 
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James Bogart, CEO and President of Bogart Wealth,  was recently named a Top Financial Advisor in annual lists released by both Barron’s and Forbes. In Barron’s, Bogart was named one of America’s 2022 Top 1,200 Financial Advisors and a Best-In-State Wealth Advisor, ranking #12 overall in the state of Virginia. In Forbes, Bogart was listed as a Forbes Top Advisor and named a 2022 Best-In-State Wealth Advisor, also ranking #12 overall in the state of Virginia.
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ACP Members List Five Tax Sins for Consumers to Avoid to Get the Most out of Their Returns in 2021

4/13/2022

 
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Members of the Alliance of Comprehensive Planners (ACP) are providing an array of tax tips to help the general public and those who are still in the midst of or finalizing their 2021 tax returns. A community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis, ACP members adhere to fiduciary standards, which means that they are legally and ethically bound to put their clients’ best interests first.
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Advyzon Launches Quantum® Rebalancer

4/12/2022

 
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Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced that the Advyzon Quantum® Rebalancer is now available to all financial advisors and Advyzon users. Quantum is a powerful, in-house trading and rebalancing tool and is the latest feature seamlessly integrated into the award-winning Advyzon platform.
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Investments & Wealth Institute Details Effectiveness of Diversity/Equity/Inclusion Focus

4/12/2022

 
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Investments & Wealth Institute released their 2021 Impact Report focused on the organization’s initiatives to support Diversity, Equity and Inclusion (DE&I) in the financial services industry. The Institute saw a 21% growth in the number of CIMA®, CPWA® and RMA® applicants in 2021 (over the previous year). Included in the growth, and supported by the Institute’s DE&I initiatives, is an 18% growth in women applicants; a 43% increase in Latinx applicants; and a 262% increase in the number of African American/Black applicants.   
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Bogart Wealth Included in the 2022 InvestmentNews Best Places to Work for Financial Advisers Rankings

4/5/2022

 
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Bogart Wealth, recently announced that they were listed in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings. Currently in its fifth year, the program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients.
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Integrated Financial Group and CEO Land Bridgers Receive Awards in The Atlanta Journal Constitution’s 2022 Top Workplaces

4/5/2022

 
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​Integrated Financial Group (IFG), was recently named a Top Workplace in Atlanta for 2022 by the Atlanta Journal Constitution (AJC), an award for which they’ve been a recipient every year since 2015. In addition, IFG’s CEO, Land Bridgers, won a special individual award in the Leadership category in the 2022 awards. Both awards were presented to IFG during the AJC’s 12th annual Top Workplaces awards ceremony, which took place on Thursday, March 10, 2022.
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Redi2 Partners with Dynatrace® to Enhance Monitoring and Performance Capabilities

3/23/2022

 
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​​Redi2 Technologies, Inc., a leading provider of revenue management and hosted fee-billing solutions in the global financial services industry, announced it has partnered with software intelligence company Dynatrace® to provide Redi2 Revenue Manager™ clients with enhanced real-time, smart monitoring and performance capabilities.
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Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

3/22/2022

 
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Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced the launch of a new turnkey asset management program (TAMP):  Advyzon Investment Management (AIM) . Executives say that this is the natural evolution of Advyzon’s offering based on sentiment gathered via a survey of Advyzon’s advisor client base, as well as listening to their expressed needs over the past several years in ongoing consultative conversations. 
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Chicagoland Trifecta Capital Advisors Launches

3/17/2022

 
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Cofounders Jeff Berman, Sue Oleari, and Paul Tromp announce the launch of Trifecta Capital Advisors (Trifecta), an SEC Registered Investment Advisory firm based in Northbrook, IL. This independently owned and operated firm is dedicated to providing an integrated approach to money management and financial well-being. Prior to founding the new firm, the three principals worked together in the Chicago Wealth Management Region of BMO Private Bank (BMO), which oversaw $6.6B in client assets. 
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