cleverDome, Inc.™ (cleverDome) and United Planners Financial Services (United Planners) announced a material cybersecurity offering focused on shielding the financial advisors of the firm – and, in tandem, the financial advisory firms’ clients. The announcement was made at United Planner’s annual conference, which was held May 24 and 25, 2022 in Scottsdale, Arizona.

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.

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.

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.