T3

External IT Refreshes Its Interface With a Modern Look and Seamless Workflow Integration for Greater Advisor Productivity; The Latest Version Includes Improved Security and Workflow Features Such as Web App Single Sign On, Built In Token 2-Factor Authentication, Cutting Edge Auditing, Cybersecurity and Compliance Features; External IT Is Offered in Fidelity®'s New Wealthcentral® Technology Bundle

White Paper on Social Media and Digital Marketing Tools for Financial Advisors Unveiled at T3 Technology Conference

Copytalk, LLC, the leading provider of secure transcription services for financial advisors, offers the convenience of their Mobile Scribe service from any mobile device, with the Copytalk+ application. 

During its annual EXPLORE event last week, Charles Schwab CEO Walt Bettinger and head of Schwab Advisor Services Bernie Clark commended independent registered investment advisors (RIAs) for their thriving business mod

Schwab Intelligent Technologies™ announced today new participants in Schwab OpenView Gateway™ along with enhancements to the Schwab Advisor Services proprietary web trading platform to increase the depth and breadth of Schwab’s technology offerings for advisors and better facilitate day-to-day business activities with both Schwab and their clients.

Junxure, an industry-leading CRM solutions provider and practice improvement firm for financial advisors (www.junxure.com), today announced that June 11 will mark the official marketing launch for Junxure Cloud™, the Company’s cloud-based CRM solution for financial advisors, and kick off a series of live preview demos of Junxure C

In personalized wealth reporting, successfully and seamlessly sharing data among preferred third-party applications has been difficult. The proven resolution lies in providing simplicity and choice within a data-sharing framework. Watch this short video on Standardizing the Interoperability Framework by Gregg Klein, Director of Product Management, Albridge Solutions, Inc.

Cloud-based computing and mobile access are transforming both retail and B2B markets.The competitive retail market has benefited greatly from cloud-computing. However the transformational change has been much slower in B2B products, and in particular Technology for Finance where many legacy software applications are propped up with high licensing costs and clunky interfaces.

What do you need to know to be truly mobile and productive as financial advisor today? Kevin Paulsen of GreatLight Fee Only Advisors tells you exactly how he does just that in his article for the T3 Newsletter Community (May 2013 issue). T3 Newsletter subscribers receive timely content and great articles, like this one, each month. Not a T3 Newsletter subscriber?

Hemant More of Arcons Technology gives T3 newsletter subscribers a preview of what he'll share in his billPort article in the T3 Newsletter (May 2013 issue). Pssst … If you are not a T3 Newsletter subscriber, you ought to be!