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Syntax Data Collaborates with MSCI to Bring Global ADR Indexes to Syntax Direct Platform

3/31/2026

Syntax Data, a financial data and technology provider offering data-optimized index solutions, announced a partnership with MSCI Inc. (NYSE: MSCI) to offer a range of MSCI indexes on the Syntax Direct platform: a forward-looking index development tool that revolutionizes the rapidly growing direct-to-index investment process.

As part of this strategic collaboration, MSCI will help Syntax expand into the independent RIA channel by helping financial advisers gain access to an expanded set of ADR index universes while also providing distribution support for the wealth management community. American Depositary Receipts (ADRs) allow advisers to gain exposure to a broad range of international equities using indexes designed to deliver diversification benefits using U.S.-listed securities – without leaving U.S. exchanges.

Advyzon Named Best All-In-One Software Solution for 9th Consecutive Year in 2026 Advisor Software Survey from T3 and Inside Information

3/26/2026

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 T3 / Inside Information Software Survey – one of the most respected studies in the wealthtech industry.

Advyzon was recognized as a ‘Software All-Star’ – achieving top satisfaction ratings and meaningful market share across five categories: All-In-One Programs, CRM, Portfolio Management Tools, Trading/Rebalancing, and Account Aggregation. The survey also identified Advyzon as one of the platforms advisors are most likely to switch to across every category in which it appeared.

Gertsema Wealth Advisors Celebrates Team Promotions and New Hire

3/24/2026

Gertsema Wealth Advisors (GWA), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced promotions for wealth advisors within the firm, in addition to recently hiring a new Associate Wealth Advisor. Cristina Wiebelt-Smith, CPA, RICP® and Jaymon Meikle, CFP®, ChFC®, RICP® were promoted to Senior Wealth Advisor, and Andrew Spitzer-Fox has been promoted to Associate Wealth Advisor. Dalton Preston, ChFC®, has been added to the team as an Associate Wealth Advisor.

Joel Bruckenstein & Bob Veres Present Key Findings from 2026 T3 / Inside Information Software Survey at 2026 T3 Conference

3/10/2026

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software Survey in front of a live audience during their late afternoon conference session on Tuesday, March 10, 2026. Financial services professionals from across the country are at the Hyatt Regency in New Orleans, Louisiana, attending T3’s 22nd annual fintech conference happening March 9-12, 2026.

To download a PDF of the complete survey report, visit www.T3TechnologyHub.com.

With 2,906 responses explicitly from members of the financial planning and investment advisory community, the 2026 survey yet again shines as one of the most comprehensive data sets in the wealthtech marketplace. Participants provided input across 70 different categories, revealing market share trends, advisor preferences, and average user satisfaction ratings.
In all, more than 800 different programs, services, and solutions are covered in the report. The data is provided through 153 charts and graphs, each organized to deliver what they believe to be helpful information in every relevant category.

Annual Awards Announced at 2026 T3 Technology Conference for Financial Professionals

3/10/2026

The 22nd annual T3 Technology Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for technology and innovation for the financial planning, investment and wealth management professions, today announced the winners of its 2026 awards in a mid-day presentation at the T3 event happening in New Orleans, recognizing excellence in leadership, technology, and emerging innovation.

With a premier lineup of workshops, presentations, and sessions, including T3’s all-new AI University, advisors will confidently leave this year’s conference not only equipped with new skills, but also having the direction and clarity to implement them. These awards distinguish those who are already flourishing in this always-evolving technological landscape.

Kwanti Announces New Cash Flow and Watchlist Tools, Teases AI-Powered Features for 2026

3/10/2026

Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios.

Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time.

Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools.

EncorEstate Plans Launches Standalone Special Needs Trust Offering for Financial Advisors

3/9/2026

EncorEstate Plans (Encore), a comprehensive and customizable estate planning and trust funding solution for advisors, today announced the launch of its standalone special needs trust (SNT) offering. The new SNT offering — available as a standalone purchase later this year — enables financial advisors to facilitate the creation of fully customizable special needs trusts for their clients as part of Encore’s pay-as-you-go offerings.

With approximately 57 million Americans (nearly one in five) living with a disability, the need for proper special needs planning is significant and growing. Yet, research indicates that roughly 80% of families with special needs dependents have not established a SNT to preserve eligibility for critical government benefits such as Supplemental Security Income (SSI) and Medicaid.

Syntax Data Announces Saidee™ - An Exclusive AI Agent and PortfolioDevelopment Application

3/5/2026

Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower financial advisors, Saidee enables the seamless creation, ongoing management, and marketing support of customized, rules-based portfolios and indices. The application is now fully available to the RIA community via Syntax Direct™, Syntax’s custom index creation platform.

“Saidee is adept at designing indices for all kinds of scenarios and uses,” said Patrick Shaddow, CEO of Syntax. “Saidee is destined to become an essential support tool for RIAs, financial advisors, and investment managers intent on providing better investment solutions for their clients.”

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

3/4/2026

The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices. The AI Readiness Index utilizes a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.

Most wealth firms don’t lack AI ambition – they lack a way to measure whether their adoption is safe, compliant, and sustainable. Generic enterprise AI frameworks ignore the unique regulatory and fiduciary requirements that RIAs, broker-dealers, trust companies, and family offices face every day.

The result? A dangerous blind spot. Firms with advanced AI tools but weak governance are one incident away from a compliance crisis. Firms with strong policies but no technical capability are falling behind competitors who move faster. Neither type knows where it stands – because until now, there was no way to measure both dimensions.

Libretto Launches AI-Automated Client Onboarding and AI Assistant to Streamline Financial Planning and Asset Allocation

3/3/2026

Libretto, a “total wealth” advice platform for financial advisors and family offices, announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.

The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.

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