T3 Advisor Conference

Folio Institutional’s Greg Vigrass to Discuss Adding Value in a Digital World At 2016 T3 Advisor Conference


Vigrass will address the need for advisors to shift their attention away from the hype surrounding digital advisors and focus instead on the new rules of service, value, and client engagement, as well as the key to understanding millennial investors.

Laserfiche Connector “Makes FinTech Integrations a Breeze”


During a panel discussion on “What’s New in Enterprise Content Management Software” at the T3 Advisor Conference, Laserfiche will discuss its newest release: Laserfiche Connector, a simple, code-free way to integrate other applications with Laserfiche.

Joel Bruckenstein, Founder and Publisher of Technology Tools for Today, said, “Laserfiche Connector is perhaps the most important enhancement that Laserfiche has ever made available to financial advisors. It allows you to pull up all Laserfiche information in another application with one click. No coding is required, which makes FinTech integrations a breeze. This is perfect for CRM integration, but its potential uses extend well beyond that. This could be a real game changer for both existing Laserfiche customers, as well as other advisors who are looking for a robust ECM provider.”

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.

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