Blog Archives

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

5/31/2022

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

5/13/2022

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 Announces CFP® Marks for Team Member, Recognition on Two Top Advisor Lists, and Expansion of Team

5/13/2022

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.

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. 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.

Available as a PDF download here

Incedo Lighthouse™ AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas

5/3/2022

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.

Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey

5/3/2022

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.

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

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

Stone Wealth Management Announces CFP® Marks for Team Member, Recognition on Two Top Advisor Lists, and Expansion of Team

Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

Incedo Lighthouse™ AI-driven Digital Enablement platform and New Digital Center of Excellence Announced at T3 Advisor Conference in Denton, Texas

Holistiplan Recognized as Top-Ranked Tax Planning Solution in Financial Advisor Survey

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