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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.

Equita Financial Network Named by InvestmentNews as One of the Fastest Growing RIAs in the Nation

2/27/2025

Equita Financial Network (Equita), a leading platform committed to empowering women-led registered investment advisory (RIA) firms, has been ranked as one of the fastest-growing RIAs in its category by InvestmentNews. This recognition is a testament to Equita's remarkable growth, industry leadership, and commitment to empowering women in financial services.

Every year, InvestmentNews reports and then ranks the top 74 fee-only RIAs based on a variety of key metrics, such as growth in assets under management (AUM), client acquisition, and revenue. Equita's ranking on this prestigious list demonstrates its ongoing success in providing robust resources and facilitating a collaborative environment for independent, women-led firms.

Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President

2/25/2025

Bogart Wealth announced that it has introduced Jeffrey Fuhrman, an experienced industry executive, to the team as President.

“We’re thrilled to announce Jeffrey Fuhrman as the new President of Bogart Wealth and introduce him to the team,” said James Bogart, CFP®, ChFC®, CEO & Founder of Bogart Wealth. “Jeff has an incredible track record of leading firms across a variety of industries through significant growth and transformation, and we’re confident that he’ll be an asset in aiding our growth efforts for years to come.”

Financial Independence Planning, LLC Celebrates 30 Years of Excellence in Financial Services

2/25/2025

Financial Independence Planning, LLC (FIP) has reached a new milestone. To mark its 30th anniversary, the firm is launching a yearlong celebration to recognize the strong foundation it’s built and the hundreds of families the firm proudly serves.

Founded in 1995 by Harry Keller, CEO and Senior Financial Advisor, FIP emerged when total financial planning was still an evolving concept. Keller envisioned a firm built on trust, education, and a holistic approach to wealth management. From humble beginnings in his townhouse basement, Keller partnered with local Chambers of Commerce, offering retirement classes to the community and complimentary financial plans. Keller’s vision quickly gained momentum, and three decades later, FIP has grown into a 15,000-square-foot headquarters, a team of 26 dedicated professionals, and a client base of over 830 households and as of January 2025.

Libretto Launches One-Click Personalized Client Letters for Financial Advisors

2/25/2025

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a new feature enabling advisors to generate personalized, graphic-rich, white-label client letters with the click of a button.

“Libretto scales sophisticated planning, asset allocation, and risk management advice – our users connect the dots for their clients across these areas,” said Trevor Coyle, Product Manager at Libretto. “With these client letters, we’re helping advisors create a narrative-driven client deliverable that not only illuminates the comprehensive client solution but also enables deep dives into specific areas, tailored to what the advisor and client want to focus on.”

TaxStatus Introduces the TaxStatus Financial Baseline, Empowering Advisors and Clients with a Complete Financial Picture Sourced Directly From IRS Data

2/25/2025

TaxStatus announced the launch of its Financial Baseline Report – a tool that empowers financial professionals with a comprehensive view of a client’s financial standing with data sourced directly from the IRS.

Designed to revolutionize financial planning, advice, and client onboarding, the Financial Baseline Report eliminates the inefficiencies of traditional data collection required to render advice. With an easy permission-based process, advisors no longer must obtain and upload tax returns.

Aspyre Wealth Partners’ Matthew Starkey and Jessi Chadd Awarded for Commitment to Exceptional Client Service

2/21/2025

Aspyre Wealth Partners is proud to announce that Matthew D. Starkey, MSFS, CFP®, CAP®, AEP® and Jessi Chadd, MSFS, CFP®, CeFT® have been named Five Star Wealth Managers by Five Star Professional in Kansas City magazine. This annual award is granted to a select group of professionals—fewer than seven percent of wealth managers in the region—who demonstrate an unwavering commitment to exceptional client service.

Unlike awards that focus primarily on metrics such as assets under management (AUM) or the size and scale of a firm, the Five Star Wealth Manager recognition stands out for its emphasis on service excellence, ethical business practices, and client satisfaction. Recipients must meet 10 rigorous criteria, including client retention rates, industry credentials, and regulatory history, ensuring that honorees provide personalized, high-quality financial guidance. Chadd is being recognized for the third consecutive year, while Starkey celebrates his twelfth appearance on the list.

Clients Blackbox Releases Case Study with MDRN Capital on RIA Growth

2/14/2025

Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, recently released a case study explaining how their innovative marketing strategies helped optimize marketing efforts and enabled sustainable growth for MDRN Capital, a full-service virtual firm dedicated to providing a complete and personalized retirement planning experience.

Investment Strategies for Americans Abroad: Levitt Capital Management Announces Upcoming Events

2/12/2025

Levitt Capital Management (LCM) is pleased to announce two upcoming events aimed at providing valuable insights into investment strategies for Americans residing in Europe. Both of these events are designed to address the unique financial challenges faced by U.S. citizens/dual citizens living overseas, and both will feature Robert Levitt, founder of Levitt Capital Management. His expertise will provide those who attend with practical strategies to better manage their investments while also navigating the complexities of international financial regulations.

Advyzon Partners with StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform

2/12/2025

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a partnership with the Correspondent Clearing division of StoneX Financial Inc., a wholly owned subsidiary of StoneX Group Inc. (“StoneX”; NASDAQ: SNEX). StoneX is an institutional-grade financial services firm that provides global market access, clearing and execution, trading platforms, and more, serving more than 54,000 commercial, institutional, and global payments clients and over 400,000 retail accounts from more than 80 offices across five continents.

StoneX’s Correspondent Clearing division, which provides comprehensive custody and clearing solutions for broker-dealers, investment advisers, and foreign financial institutions, is partnering with Advyzon Enterprise Solutions to bring Advyzon’s full, all-in-one wealthtech platform to StoneX’s introducing broker-dealers and financial advisors.

ClientWise Appoints Tim Whiting as Chief Growth Officer to Lead Strategic Account Growth Strategy

2/11/2025

ClientWise announced that financial services veteran executive Tim Whiting has joined the firm to serve as Chief Growth Officer.

In this role, Whiting will be responsible for the continued growth of ClientWise’s professional coaching and consulting services – functioning as a vital strategic bridge between sales and marketing. He will also oversee key account management, business development, relationship management, and further enterprise adoption of the ClientWise Business Builders AcademyTM and the new ClientWise Valuation service offering.

Whiting brings with him over 20 years of experience in the financial services and advisory profession.

FTSE Russell Indices Added to Syntax Direct Platform

2/4/2025

Syntax Data announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax Direct custom index creation platform. The collaboration empowers financial advisors to customize major industry benchmarks to meet the specific needs and preferences of clients across mass affluent market segment.

The integration of FTSE Russell indices into the Syntax Direct platform enables advisors to leverage major recognized benchmarks as a foundation for creating custom indices that focus on key performance drivers, such as quantitative and fundamental factors, as well as emerging investment themes. The Syntax Direct platform provides advisors with the ability to tailor personalized portfolios at scale, allowing them to serve more clients at a reduced cost.

SSS from VenturEd Solutions Revolutionizes Financial Aid Application Processing with Industry-Leading IRS Integration powered by TaxStatus

1/23/2025

VenturEd Solutions, a leading provider of cloud-based admissions, financial aid, student lifecycle, and payment solutions for schools, announced a significant enhancement to its financial aid product, School and Student Services® (SSS). Through an innovative partnership with TaxStatus, a fintech company revolutionizing financial services with frictionless IRS account monitoring and consent-based access to IRS tax records, SSS will streamline financial aid applications by securely retrieving family and business tax records. This breakthrough eliminates the need for manual completion of IRS forms and document uploads, ensuring faster, more accurate, and secure processing.

With TaxStatus’ advanced IRS integration, SSS provides schools with immediate access to verified financial data while safeguarding families through secure identity verification methods, including ID.me. This enhancement reduces application barriers for families and enables schools to make timely financial aid decisions without relying on manual or outdated methods.

Bogart Wealth Closes on Minority Investment from Constellation Wealth Capital While Remaining Independent

1/22/2025

Bogart Wealth announced that it has closed on a minority, long-duration investment from Constellation Wealth Capital (CWC), a long-term strategic investor that provides capital solutions exclusively to wealth management businesses and multi-family offices.

This minority investment in Bogart Wealth will be used to further enhance the firm’s client services, technology solutions, recruitment initiatives, marketing activities, and more. Bogart Wealth remains a proudly independent registered investment adviser (RIA), with employees being the overwhelming majority owners of the business.

Advyzon CEO Hailin Li Wins ThinkAdvisor 2024 Luminaries Award for Fintech Executive of the Year

12/17/2024

Hailin Li, founder and CEO of Advyzon was named the winner of the Executive of the Year award among Technology Platforms, Products and Services in the ThinkAdvisor 2024 Luminaries Awards.

The Luminaries Awards celebrate the trailblazers redefining excellence in financial services. Now in its fourth year, this prestigious program recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession. The 2024 winners were announced at the Luminaries Awards Ceremony held at the Fontainebleau Las Vegas on December 11th, 2024.

Advyzon Announces Partnership with iCapital® to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

12/10/2024

Advyzon announced a robust new integration with iCapital. The partnership will initially include data and fund activity integration from iCapital’s curated menu of alternative investment strategies into Advyzon’s portfolio reporting platform, as well as a seamless single sign-on (SSO) experience from Advyzon to iCapital.

Future enhancements will incorporate iCapital’s user-friendly Document Center into Advyzon’s document vault, allowing Advyzon to surface alerts and tasks such as capital calls or subscription updates that appear in Advyzon’s CRM and dashboard.

The integration between Advyzon and iCapital will also be available in Auria, the new offering from Advyzon Institutional for family offices and UHNW clients, announced last month and launching in Q1 2025.

Apex Fintech Solutions and Advyzon Expand Strategic Partnership with Advyzon Investment Management (AIM)

12/5/2024

Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an investment solution provider under the Advyzon umbrella.

Through this partnership, advisors can leverage the straight through processing that Apex provides and utilize AIM’s Nucleus model marketplace and rebalancing solutions to streamline investment management processes. For clients, this new integration between Apex and AIM gives advisors the option to outsource or make better use of technology to handle day-to-day investment management operations helping modern advisory firms spend more time on the goals they have for their businesses.

End-of-Year Tax Tips from ClientFirst

11/21/2024

ClientFirst Wealth, Legacy, Estate Planning (ClientFirst) has as a public service put together seven financial and tax planning strategies to consider before December 31st. As the year draws to a close, taxpayers have a window of opportunity to take strategic steps to significantly reduce their 2024 tax liability.

“Yearend is fast approaching,” said Ed Mahaffy, founder and President of ClientFirst. “Taking time to plan the most tax-efficient conclusion for 2024 can be well worth it, as various strategies can mitigate your 2024 tax bill. With the proper planning, these tactics could make a substantial difference. By taking action now, taxpayers can optimize their current financial position and set the stage for long-term tax efficiency.”

Advyzon Announces Auria, New Product Offering for Family Offices and UHNW Clients

11/18/2024

Advyzon announced a new product offering from Advyzon Institutional called Auria.

Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients and unites essential capabilities – portfolio management, performance reporting, and CRM – into a single, seamless interface, while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.

“We’re so excited to finally unveil Auria – an initiative that we’ve been working on since I joined Advyzon earlier this year,” said Kartik Srinivasan, President of Advyzon Institutional.

Kwanti Introduces Risk Profiling and PDF Statement Extraction to Portfolio Analytics Platform

11/12/2024

Kwanti announced two new enhancements to their platform: Risk Profiling, which enables advisors to send risk profiling questionnaires, compare client risk profiles with portfolio risk scores, and generate personalized investment policy statements, as well as xPDF, a document extraction feature that allows advisors to effortlessly upload PDF statements directly into Kwanti, which automatically extracts position details and creates a portfolio for efficient analysis, saving users countless hours.

Risk Profiling is a set of new features designed to enhance the way advisors manage client risk, starting with the introduction of a dedicated Client section in Kwanti. A Client in Kwanti is designed to help advisors better organize their clients’ data, making it easy to manage everything from risk assessments to portfolio reviews. Each Client acts as a hub for managing questionnaires, portfolios, and more, ensuring that client-specific data is organized and accessible.

Bogart Wealth Listed as Top RIA Firm in Virginia in Forbes, CEO James Bogart Named a Barron’s Top 100 Independent Financial Advisor

11/7/2024

Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the last few months. This recognition was highlighted by the firm being named to Forbes’ 2024 list of America’s Top RIA Firms and CEO James Bogart, CFP®, ChFC® being selected as one of Barron’s Top 100 Independent Financial Advisors.

In Forbes’ 2024 list of America’s Top RIA Firms, Bogart Wealth was ranked #23 nationally and was listed as the top overall firm in Virginia. Bogart Wealth has been featured in the Top RIA Firms ranking since the list’s inception in 2022, and James Bogart and Senior Vice President Nell Cordick, CFP® have both been previously featured in various individual advisor rankings.

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