16 th Annual T3 Tech Conference in Texas Provides Launchpad for Multiple Fintech Announcements

Chalice CIO Christopher Giles Hosts T3 Conference Session on ‘Five Things You Can Do To Increase the Productivity of Your Business’

Chalice Financial Network™, a Software-as-a-Service (SaaS)-based member benefit organization for independent financial advisors, announced today that its Chief Information Officer, Christopher Giles, is hosting an in-depth and groundbreaking session on business productivity at the T3 Advisor Conference, held from Tuesday, Jan. 29 to Friday, Feb. 1, in Dallas, Texas. Mr. Giles, who has more than two decades of experience in financial technology strategy and development, operations and relationship management, is hosting “Five Things You Can Do to Increase the Productivity of Your Business.” The session explores how independent financial advisors running small to midsize practices can leverage scale, software and community to grow as entrepreneurs. Orion Bolts Out of the Gate in 2019 With Product Innovations Built to Address Advisors’ Top Challenges

Orion Advisor Services, a premier portfolio management solution provider for registered investment advisors, today at T3 Advisor Conference revealed a series of new product updates and integration enhancements planned to launch in the first half of 2019. These upgrades address major challenges facing independent advisors, from compliance obligations to the need for more proactive client communication, data security and lead generation capabilities.

RIA in a Box Launches Vendor Due Diligence Tool at T3 Advisor Conference

RIA in a Box, LLC, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today launched the Vendor Due Diligence Tool as part of the company’s industry-leading MyRIACompliance software platform. The new tool will be highlighted at the Technology Tools for Today (T3) Advisor Conference being held this week in Denton, Texas.

Private Client Resources (PCR) Integrates with Schwab OpenView Gateway®

Private Client Resources (PCR), a leading provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, and investment advisors, today announced it will deepen and evolve its integration with Schwab Advisor Services™ as a third-party participant in the Schwab OpenView Gateway® program. This strengthened integration will allow advisors to support clients with sophisticated portfolio needs, data protection and security through enhanced data aggregation solutions.

Daily Digest: Thursday, January 31, 2019 (afternoon edition)

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FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the client portal of Orion Advisor Services, LLC (“Orion”), a premier portfolio management solution provider for registered investment advisors. This easy and intuitive financial planning tool, powered by the FinMason analytics engine, enables advisors to quickly and efficiently share their clients’ five-minute financial plans directly inside the client portal, allowing clients to check-in any time and verify whether they are still on track. Clients can also test how various changes would affect their plans and view the possible outcomes in an understandable way, often prompting interaction with their advisor.

Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement assessment tool powered by NaviPlan during the 2019 T3 Advisor Conference. These two major releases–both scheduled for 2019–support a long-term vision for greater configurability provided to those leveraging the NaviPlan platform.

Presenting at the T3 Advisor Conference in Denton, Texas BNY Mellon’s Pershing (“Pershing”) called on advisory firms to re-think their business models and technology platform strategy in light of the industry shift from an investment-forward to an experience-forward mindset. To support this transition, Pershing is accelerating its investment in two core areas: hiring more specialized talent and designing advisor-led experiences.

London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model numerous dynamic spending strategies, the impact of asset allocation decisions, rebalancing, glidepaths and taxes. Advisors can produce a personalized withdrawal policy statement for their clients within minutes.