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Snappy Kraken Integrates With Redtail

Snappy Kraken Integrates With Redtail

​​​​​​​​​​Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced its integration with Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms.  “We know how important a…

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset management solution enabling advisors and institutions to optimally service their clients, announced today that…

Snappy Kraken Earns Spot on List of 2019 Best Places to Work in Financial Technology

Snappy Kraken Earns Spot on List of 2019  Best Places to Work in Financial Technology

​​​In its latest accolade, Snappy Kraken was named to the 2019 List of “Best Places to Work in Financial Technology.”  Snappy Kraken is a MarTech company that helps financial professionals automate their marketing and business processes. Snappy Kraken ranked 14th…

TradePMR Named One of the Best Places to Work in Financial Technology in 2019

TradePMR Named One of the Best Places to Work in Financial Technology in 2019

TradePMR, a technology and custodial services provider, has earned another accolade in 2019. Today, the firm announced they have earned a spot among some of the industry’s best-ranked companies, earning a spot on the 2019 Best Places to Work in…

Oranj Named to 2019 List of Best Places to Work in Financial Technology

Oranj Named to 2019 List of Best Places to Work in Financial Technology

Oranj, the industry’s first free, end-to-end wealth management software, has been named as one of 2019’s best places to work in financial technology. This annual survey and awards program, presented by SourceMedia and Best Companies Group, is designed to identify,…

Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary

Chicagoland's Financial Elements Inc. Celebrates 10th Anniversary

Brenda Knox, CFP®, founder of Financial Elements Inc., is celebrating the firm’s tenth year of guiding clients on their financial journeys. “Having been a financial advisor since the mid ‘90s, I started my firm ten years ago in order to…

Strategy & Resources LLC Announces Expansion

Strategy & Resources LLC Announces Expansion

Strategy & Resources LLC (S&R), the strategy consulting firm founded by Matt Lynch, has announced the expansion of its core capabilities, the addition of new principals to the firm and the opening of a satellite office in New York City.…

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob…

TradePMR Mentors CFP Students and Student Tech Talent With 'Big Reveal' Slated for Jan. 31, 2019

TradePMR Mentors CFP Students and Student Tech Talent With 'Big Reveal' Slated for Jan. 31, 2019

​TradePMR, a brokerage and custodian services provider, is supporting a team of four University of South Florida students at this year’s T3 Technology Conference for financial advisors happening Jan. 29–Feb. 1, 2019, in Denton, Texas. The competition dubbed “T3 Mash…

North Capital Launches REITless Impact Income Strategies

North Capital Launches REITless Impact Income Strategies

North Capital Investment Technology Inc. recently launched a new investment vehicle, REITless Impact Income Strategies (REITless), focused on lending and strategic debt investments to primarily single- and multi-family real estate development and redevelopment projects that aim to produce positive social…

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation

Archie Ponce, Executive Vice President at Dallas wealth management and financial planning firm Optima Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance…

TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees, it…

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial advisors who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced a webcast titled Secrets of the ACP: A Financial Advisor's Roadmap to Success &…

Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors

Snappy Kraken Kills Canned Content, Launches Exclusive Content Rights for Advisors

​The days of advisors pushing out the same monotonous canned content as the advisor down the street are over. Today, Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced the launch of…

Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine

​​​​Fidato Wealth, a Middleburg Heights, Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s Top RIA Rankings for the second year in a row. The 2018 list was recently published by this respected financial services industry magazine. Founded…

AdvisorClarity Powers Up Business Intelligence Platform, Infuses FinMason's Robust Investment Analytics

AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced today that the firm has selected FinMason to power its investment analytics. FinMason, a rapidly growing fintech firm operating one of the largest investment analytics…

cleverDome's New President Shares Plans for Continued Growth Path, Makes Announcements at the 2018 T3 Enterprise Conference

cleverDome Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “Under the Dome”TM (i.e., secure and off the open Internet), while at the T3 Technology Conference 2018 for financial services enterprises in Las…

ATA RiskStation™ Launches Enterprise Compliance Risk Dashboard

Today at the T3 Enterprise Conference, ATA RiskStation kicked off the conference from the main stage by announcing the launch of their much-anticipated enterprise compliance dashboard. Leadership from broker-dealers, banks, and large advisory firms can now set proximity risk tolerances…

Alliance of Comprehensive Planners Announces New Options for Becoming an ACP Member

The Alliance of Comprehensive Planners (ACP), a community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only retainer basis, has announced new membership options for new members. Student Membership, Associate Membership and Certified Membership…

InterGen Data to Provide 'Predictive Life Event' Capabilities on Orion Advisor Platform

InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur – including what that event could be and how much of a financial impact…

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