What’s in your tech stack—and what could be better should you make a change? Wouldn’t it be great if you could see what your competitors and peers are using, thinking about using, and how they rate the software you’re using now? 🍀 Well, you’re in luck! The T3 / Inside Information annual Software Survey is available now at both of the following websites: ➡️ BobVeres.com ➡️ T3TechnologyHub.com
T3 Technology Tools for Today
Financial Services
Miami, FL 3,309 followers
The latest news plus in-depth reporting on financial services technology, plus special industry conferences
About us
Today's successful financial advisory firms have a big challenge: serving their clients well while keeping up-to-date with the newest and best technology and practice management tools. The financial services firms that support the financial advisors have similar challenges in that advisors are sometimes relying on the larger firm to provide the insights, support and solutions they need -- especially when it comes to technology and delivering high-quality services in a digital world. Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is proud to provide a newsletter (now renamed the T3 Tech Hub and reincarnated in digital form as an online destination for information, insights and news about technology in the financial services industry) as well as annual conferences and other special by-invitation-only events to help the professionals who serve investors and the general public meet the new challenges and benefit from an array of opportunities. Bruckenstein also provides technology and practice management consulting for financial service firms. He is a sought after conference speaker, writer and industry thought leader. His topic is always technology and practice management. Follow this page for news and announcements. Visit http://www.technologytoolsfortoday.com to learn more.
- Website
-
http://www.technologytoolsfortoday.com
External link for T3 Technology Tools for Today
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
- Specialties
- Technology for Financial Advisors, Practice Management for Financial Advisors, Technology for Financial Services Firms, and Insights for current an emerging eAdvisors
Locations
-
Primary
Get directions
Visit us online
Miami, FL 33027, US
Employees at T3 Technology Tools for Today
Updates
-
T3 Technology Tools for Today reposted this
Market penetration for #CRM programs has fallen more than 10 percentage points in the past two years, with roughly 86% of #financialadvisors now using them, according to the latest Advisor Software Survey from T3 Technology Tools for Today and Inside Information. Some feel the platforms are simply stagnating in terms of new features, Oasis Group founder John O'Connell, MBA told The Daily Upside: “Note-takers were all the rage in 2024, so why aren’t CRM vendors just building those AI capabilities into their software?” Read more: https://lnkd.in/g3WMfZpG #AI #wealthtech #fintech
-
News and announcements came out left and right last week while we were all in Dallas for #T32025. Here's a digest of all the news releases from Day #1 from Betterment, Orion, SoftPak Financial Systems, Inc, YCH Auto Advisors, Nebo Wealth, TaxStatus, and Libretto.
-
T3 Technology Tools for Today reposted this
Contributing reporter at Barron's Advisor; U.S. correspondent, Family Wealth Report, contributing writer, CityWire RIA
Big changes in the fintech market, driven by AI and challengers to legacy brands. Software companies “will bring products to market faster, be able to upgrade faster and integrate faster.” Advyzon Libretto Jump - Advisor AI AdvisorEngine Altruist Wealthbox RightCapital YourStake Panoramix Financial TradePMR Orion Redtail Technology SEI Envestnet Joel Bruckenstein Tom Burroughes Family Wealth Report #fintech #artificialintelligence #AI #software
-
Great coverage of #T32025 thanks to Charles "Chuck" Failla, CFP® of #goRIA powered by InvestmentNews
Founder + CEO Sovereign Financial Group, Inc. 🔹 Host of goRIA: Fueled by InvestmentNews 🔹 RIA Enthusiast
What an amazing (whirlwind) week! Covering conferences at both: T3 Technology Tools for Today ➕ Investment Adviser Association 🟰 👉 Great #RIA Content!!! Many thanks to all the industry leaders and SMEs who took the time to share their story with the goRIA.com audience: 🔹Tina Powell (Intention.ly) 🔹Sean Brown (YCharts) 🔹Jennifer Selliers (Renaissance Regulatory Services) 🔹Carlo di Florio (ACA Group) 🔹Connor Sung, CFP®, BFA™ (eMoney Advisor) 🔹Bridget Venus Grimes, CFP® (Equita Financial Network) 🔹Jeffery Coyle (Libretto) 🔹Robert Levitt (Levitt Capital Management) 🔹Kevin Knull, CFP® (TaxStatus) 🔹Ryan Stevenson (Hadrius) 🔹Steven Yadegari (FiSolve) 🔹Torie H. (Holistiplan) If you missed the LiveStreams.... the replays will soon be posted at goRIA.com in the "OnLocation" section... ========================= #goRIA: Fueled by InvestmentNews =========================
-
Interesting perspective from our friend Joshua Brown. What do you think? Chime in here.
Advisors: Using this quiet moment between T3 Technology Tools for Today and Future Proof Citywide to let you in on a little secret with massive implications for your business. No one else will ever tell you this stuff, but I got you - There are only two questions you need to ask before implementing a startup's software in your practice: 1. Is the company well-capitalized and financially able to execute its roadmap? 2. Do the custodians have anything to lose by ripping out the cord that connects its API? If the answer to either of these questions is "No" then that's that. Nothing else matters. Don't worry about demos, don't worry about slides. Everybody's got a dope demo. All the slides are pretty. Question 1: Ask the founder how much they've raised and from whom. The average fintech software engineer in Manhattan makes $162,000, according to ZipRecruiter. So figure the national average outside of NYC, SF and LA is more like $115,000 (AVERAGE, RELAX!). Is the dollar amount the founder tells you they've raised sufficient to maintain four or five of those salaries plus pay themselves for the next 12 months? If not, are they raising right now? Remember, they're going to have to add some salary + bonus salespeople too. No funding, no onboarding, that's my rule. They've got money? Good. First hurdle cleared. Then I want you to call the highest ranking person at Fidelity and Schwab you have access to and repeat after me: "How many firms on your platform are using ____ and would they be upset if you cut the API?" Do this on Zoom, not over the phone, so you can look the person in the eye. They will deflect and say "There's ABSOLUTELY no plans to sever that connection at the moment, don't be silly" because that's their job (or maybe they don't know), so I want you pay attention not just to the words but to the facial expression and the degree of incredulity at the question. If they're thinking "NO WAY WOULD WE EVER CUT OUT ADDEPAR! OH MY GOD CAN YOU IMAGINE THE UPROAR!" it will show up in the way they respond. Watch whether or not their eyes look up and to the right - this is what it looks like when someone is subconsciously attempting to access the creative side of the brain aka the Lie Factory. You can have the best wealthtech software product ever devised in the history of the RIA industry. You win all the awards, speak on all the stages, make all the lists. But if the custodians don't want to maintain the API or, worse, see you as competition for some shit they're trying to build in-house - you're dead. Especially if there's no revenue attached to it. No revenue means no rabbi inside the building sticking up for you. Your job as a prospective purchaser of this software is to make sure your most important provider - the brokerage custodian - has something to lose by kicking it out. Once satisfied on the answers to these two questions, you have my permission to proceed with the experiment. Hope this helps.
-
Each year, Ian McKenna brings a certain international flare to the #T3Conference and #T32025 is no different. He stopped by the #T3SocialCam to chat about why he travels thousands of miles to see who Joel Bruckenstein's brought together... plus the new AI-for-advisors map he's created at AdviserSoftware.com to help folks figure out what technology exists, what it does, and who it's for.
-
T3 Technology Tools for Today reposted this
Coming out of last week's T3 Technology Tools for Today Conference, we've received some fantastic coverage of Libretto thanks to the new features we recently introduced, as well as our stellar survey scores in the latest Advisor Software Survey from T3's Joel Bruckenstein and Bob Veres of Inside Information. Financial Planning featured our new white-label client letters in this recap of #T32025 "announcements that wealth managers should know": https://lnkd.in/eA5rud7F Citywire / Citywire RIA highlighted Libretto as a 'Might Mite' that received 'extraordinary scores' from our users in the survey ("a rare 9.00+ rating that you don’t often see in the [Financial Planning] category”): https://lnkd.in/eTKwbkWw Family Wealth Report noted that Libretto was a “notable newcomer” in the Financial Planning category and increased market share: https://lnkd.in/ewa_qNVf InvestmentNews interviewed our founder Jeff Coyle on the goRIA Podcast to hear about the new features and how we offer a "very different concept of organizing a financial plan": https://lnkd.in/e8j5n5Zy Learn more and access the full survey results here: https://lnkd.in/gw8Kb_bC
-
T3 Technology Tools for Today reposted this
A special edition of Action! Magazine, produced by AdvisorEngine, was distributed at the T3 Technology Tools for Today Conference last week - featuring a bylined article from Kevin Knull, CFP® on 'Why complete IRS data is key to effective tax planning'. The insightful article builds on Kevin's sessions at the conference, where he highlighted the need for #financialadvisors to have comprehensive data in order to provide their clients with customzied tax strategies and personalized #financialadvice. If you weren't at #T32025 or didn't grab a printed copy, you can read the full article here (page 12): https://lnkd.in/eBvc7RKU #wealthtech #fintech #wealthmanagement #taxplanning #financialplanning #ActionMagazine
-
-
Does this sound familiar? 🤔 You love your tech stack, but it doesn't have that *one* feature you really want. What do you do? ➡️ You might be able to switch providers... but there are few things that are more disruptive than overhauling a #TechStack. ➡️ You could buy additional tech just to get that feature... but now you're ending up with duplicate functionality, and learning a new system. ⭐ What you may not know is there's a third option. ⭐ Softlab360 - Engineering Ideas Since 2000's CEO Henry Zelikovsky stopped by the #T3SocialCam at #T32025 to talk about how bespoke solutions—like bringing in a firm to add a single new feature to your current lineup—can be the best option for your team, your clients... and your sanity.