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Financial Advisors Attending T3 Conference in Dallas In For A Few Surprises


Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

T3 Technology Conference for Financial Advisors Celebrates Tenth Anniversary


Technology Solutions Providers to Reveal Latest and Greatest Innovations at “Granddaddy” Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker are encouraging financial advisors nationwide to attend the tenth annual T3 Technology Conference for financial advisory firms of all sizes. The conference, which is being held at the Hilton Anatole in Dallas, February 12-14, 2015, is designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions.

Orion and Riskalyze Announce New Products to Deliver a One-Click Online Business Model for Independent Advisors


Two new products form one integrated solution enabling advisors to build a sustainable competitive advantage over online-only investing services

Orion Advisor Services, LLC (Orion) and Riskalyze today announced an expanded partnership with the coming launch of two new products: Orion Discover and Riskalyze Autopilot. Together these new products form an integrated solution that empowers independent advisors to build a sustainable, competitive advantage over online-only investing and robo-advisor services.

Riskalyze Adds 140,000 New Investment Assets to Risk Engineering Platform


A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.

TradeWarrior and Riskalyze Announce Integrated Partnership


TradeWarrior and Riskalyze announced an integration between the two firms today. The partnership provides advisors with the ability to export their model portfolio data from TradeWarrior into Riskaylze's risk analytics software. This will allow for greater efficiency and time savings for advisory firms.

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