T3 Technology Tools for Today

T3’s Joel Bruckenstein will be a part of a general session at this conference focused on AI and practical applications for today’s financial advisor and financial services firms. ?? SAVE $325 IF A FINSERVE EXEC OR FINANCIAL ADVISOR WITH CODE: ?? MT3M2 Joel’s session is on the final day, October 10th: ??AI visionaries: innovating the future of wealth management In the rapidly evolving landscape of wealth management, AI has emerged as a transformative force. In this panel, speakers at the forefront of AI development and adoption will provide their insights on everything from opportunities and effective used cases to the ethical and practical challenges that exist when it comes to implementation of AI. ?? Joel’s fellow panelists include: Dani Fava Brian McLaughlin Sindhu Joseph

Don't miss T3's Joel Bruckenstein at Financial Planning's Advise AI conference in Las Vegas. The conference kicks off tomorrow and is a great opportunity to gain insights directly from the industry's top experts and innovation gurus when it comes to AI - Don't miss out!

In August, The Oasis Group launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on various service providers in the wealth management industry. The reports are designed to help wealth management firms become well-informed buyers when breaking away or looking for new wealthtech solutions. Get all the details in this news release on the T3 Technology Hub:

Advyzon Investment Management, LLC. (AIM), a turnkey asset management program under the umbrella of comprehensive technology platform Advyzon , was named the winner of the ‘Model Marketplaces’ award in the TAMPs category of the 2024 WealthManagement.com Industry Awards. Get all the details in this news release on the T3 Technology Hub:

T3’s fearless leader Joel Bruckenstein is speaking at Financial Planning's upcoming conference, Advise AI, taking place NEXT WEEK, October 9-10, in Las Vegas - and he still has 2?? ??% ?? tickets ?? to give away to any financial advisor or financial advisory firm staff member who wants to attend as his guest. It's the only wealth management event 100% focused on AI and its uses - and it’s going to be amazing! To join Joel and many other VIPs like Craig Iskowitz, Marie Swift, Dani Fava, and Michael Kitces, click here: https://lnkd.in/e_QuViZm And if you’re not already signed up… Don’t forget that Joel can get you in for FREE if you are an advisor or a team member at an advisory firm!

T3 friends John O'Connell, MBA of The Oasis Group, and Marie Swift of Impact Communications, Inc. - Marketing & PR talk about cybersecurity, custodian research, and AI in this interesting video chat. Check it out:

Kwanti, a portfolio analytics solution that helps financial advisors and investment managers with prospect conversion, client retention, model management, and more, won the 'Portfolio Analytics' award in the Technology Providers category at the 2024 WealthManagement.com Industry Awards. Get all the details in this news release on the T3 Technology Hub:

Most professionals in wealth management are just starting to test AI tools like automated notetakers and portfolio investment summaries. But there's far greater potential for AI in helping advisors manage and grow their businesses. T3’s Joel Bruckenstein is one of the thought leaders in tech who will soon be sharing impactful use cases at Financial Planning's ADVISE AI conference next month. The conference is just a few weeks away but there is still time to register for ADVISE AI October 9-10 at the Encore at Wynn Las Vegas. Use this code if you are an advisor or a financial services executive and save $325: MT3M2

Don’t miss T3 President Joel Bruckenstein at Financial Planning's Advise AI Conference in Las Vegas on October 9-10! If you're a financial advisor or financial service executive, you can save $325 on your ticket by using the code MT3M2. Register here: https://lnkd.in/gnrX8Rvv.