We're gearing up for #T32026, and we couldn’t be more excited to share what we have in store.
Learn about our upcoming releases during our mainstage presentation on March 11, and catch live demos of our latest and greatest solutions, including the highly anticipated CoPlanner, which generates high-quality financial plans in seconds.
If you are attending @t3techhub, don't forget to stop by booth 200.
#financialplanningsoftware #financialplanningsolutions
Ahead of #T32026 next week, we’re excited to announce that in 2027, the @t3techhub Conference is headed back to Las Vegas!
#T32027 will set the stage for the next era of advisor technology and growth.Bright lights. Bold ideas. Big wins for #WealthManagement – only in Las Vegas
Bill Crager Joins iAltA Holdings Founding Team to Lead the Convergence of Wealth, Solutions, and Technology | t3 Technology Hub https://t.co/yE3KYah5hD
Syntax Launches Transparent and Structured Market Share Data to Power Better Insights and Decisions for Investing and Research | t3 Technology Hub https://t.co/osn5amkHuw
Bob Curtis is back to financial planning • Future Capital and Pontera score $15-billion AUM • Advisor360 is out to conquer Salesforce and Needham • Batnick repurposes Ritholtz charts into standalone venture for RIAs https://t.co/zUV2teGJml
📢 We're excited to participate in the @t3techhub conference in Dallas, TX!
☺️ Stop by booth 610 to discuss our new Premium Client Portal with our team. We can't wait to meet you there!
#T32025#wealthmanagement