Blog Archives

Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

2/29/2020

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most software applications used by financial advisors as well as their satisfaction with these products. Veres and Bruckenstein released the 2020 report on February 18, 2020 in conjunction with the T3 Technology Conference for Advisors held at the Marriott Marquis in San Diego.

Center for Financial Planning, Inc. Announces Two Advisors on Forbes Best-in-State Wealth Advisors 2020

2/20/2020

Center for Financial Planning, Inc. announced that two of the firm’s partners were selected as Forbes Best-in-State Wealth Advisors 2020. Partners Timothy Wyman, CFP®, JD and Matt Chope, CFP® have both been named to Forbes list of Best-in-State-Wealth Advisors for multiple years. Center for Financial Planning, Inc., which is celebrating its 35th anniversary this year, has twelve CERTIFIED FINANCIAL PLANNER™ professionals on staff.

Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas

2/18/2020

Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by providing them with introductions; there is no cost to the advisor until the prospect becomes a client. By using their groundbreaking technology and proven approach, Indyfin translates leads into “live” phone introductions and in-person meetings.

Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner

2/18/2020

CircleBlack announced that it has selected Redi2 Technologies' BillFin™ solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such as Billfin allowing advisors to focus on serving clients rather than managing different technology applications,” said John Michael, CircleBlack CEO.

Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

2/17/2020

Timelineapp Tech Limited (Timeline) announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the first in a series of game-changing features that Timeline will announce this year that will completely transform the relationship between the end client and his/her financial planner.

Oranj Named to 2020 List of Best Places to Work in Financial Technology

2/12/2020

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline their businesses and create a collaborative digital experience for their clients, today announced that it has been named one of the 2020 Best Places to Work in Financial Technology by Arizent and Best Companies Group. Oranj was also named one of the Best Places to Work in Financial Technology in 2019.

RightCapital Introduces RightPay

2/7/2020

RightCapital introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay seamlessly integrates with the advisor’s branded RightCapital portal where clients can access their live financial plan, task list, and now can review, approve and pay via credit card for financial planning services received.

TradePMR Makes “The Best Places to Work in Financial Technology” List, Second Consecutive Year

2/5/2020

TradePMR announced they have been named, once again, as one of the industry’s best-ranked companies, earning a spot on the 2020 Best Places to Work in Financial Technology list assembled by SourceMedia and Best Companies Group. The 2020 list includes 50 companies that operate in and serve companies and consumers in a wide range of financial services companies including banking and mortgages, insurance, payments and financial advisory. This is the second consecutive year of inclusion for TradePMR

Artisan Financial Strategies Reveals New Research in White Paper: “Designing Your Economic Masterpiece In A Man’s World”

2/2/2020

Women have made significant progress in entering the workforce over the past half-century, boosting earning power higher than ever before, according to The Department of Labor Women’s Bureau.

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