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Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

3/19/2025

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings across multiple categories in the 2025 T3 / Inside Information Software Survey – including earning the highest rating in the Investment Data/Analytics Tools category for firms with more than 5% market share, as well as the highest rating in the Economic Analysis & Stress-Testing Tools category for firms with more than 3% market share.

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 Technology Conference, which took place March 3rd – 6th in Dallas, Texas and saw over 1,000 total attendees. The survey is one of the most widely respected and referenced attempts to quantify what technology advisors are using, what they want to see more of, and which solutions they like best. Technology firms are ranked based solely on advisor input.

Advyzon Selected by Indivisible Partners to Power Wealth Platform

3/18/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned independent advisory firm, to form the nucleus of its wealth platform.

“There’s a difference between doing more for a client, and just doing more of the same,” said John Thiel, executive chairman at Indivisible Partners. “Advyzon understands that Indivisible Partners is building a place where advisors can show the full extent of their value to the people they serve, without cutting corners in the name of short-term scale.”

By integrating a hand-picked selection of advanced planning tools, open-architecture investment capabilities and comprehensive client solutions, Indivisible Partners empowers advisors to help clients make quality financial decisions by delivering comprehensive advice tailored to every client. Advisors will benefit right away from the flexibility and support offered by a servant leadership team of industry veterans with extensive operational experience.

Equita Financial Network Announces 2025 Educational Webinar Series for Financial Advisors

3/13/2025

Equita Financial Network is pleased to announce its 2025 Inspiring Insights webinar series. This four-part series is designed to provide financial advisors with cutting-edge insights and practical strategies to enhance their firms’ growth and impact. Carefully selected instructors will share actionable advice on key practice management topics such as leveraging IRS data to better serve clients, integrating philanthropy and multi- generational planning into the advisor’s service mix, and mergers and acquisitions.

The series was launched in April 2023 with a mission to further the education and knowledge of fiduciary financial advisors. Many of the webinars are approved for continuing education (CE) with the CFP® Board and for NAPFA members.

Advyzon Named Best All-In-One Software Solution for 8th Consecutive Year in 2025 Advisor Software Survey from T3 and Inside Information

3/6/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market share in multiple categories of the 2025 T3 / Inside Information Advisor Software Survey – including earning the highest rating in the All-In-One Software category (8.88) for the eighth consecutive year, and for the first time, becoming the market leader in the category by capturing a 9.96% market share.

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

3/4/2025

Syntax Data, a leading provider of direct indexing technology, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, a collaboration with TradePMR, a leading brokerage and custodian services provider for independent financial advisors, which will provide TradePMR users access to state-of-the-art index and portfolio development capabilities. As part of the integration, TradePMR is adding the Syntax Direct custom index creation platform to its tech stack, making it available to all TradePMR users.

Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

Advyzon Selected by Indivisible Partners to Power Wealth Platform

Equita Financial Network Announces 2025 Educational Webinar Series for Financial Advisors

Advyzon Named Best All-In-One Software Solution for 8th Consecutive Year in 2025 Advisor Software Survey from T3 and Inside Information

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

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