Nearly 800 financial advisors, fintech innovators and industry consultants gathered in San Diego this month for the 17th annual T3 Advisor Conference, where they discussed trends in the financial advisory profession and how technology can support the creation of a more profitable and enjoyable business for the advisor and a better experience for the client. Acceleration and the pace of change were recurring themes throughout the event.

Over 100 companies set up booths in the exhibit hall and made presentations at the conference. Many big announcements were made, including:

Timeline Announces Livetrack Feature

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with retirement income software, announced Livetrack, the first in a series of features that the firm will announce this year.

MaxMyInterest Integrates With Orion

MaxMyInterest announced an integration with Orion Advisor Tech, a division of Orion Advisor Solutions, which is a portfolio accounting service provider for advisors.

Orion Advisor Tech Announces Updates To Integration With Salesforce AppExchange

Orion announced it has updated the Orion Connect integration on Salesforce AppExchange, which may enable advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors options for data mapping, faster data syncs, and supportive error message prompting. Built on the Salesforce Platform, Orion is currently available on AppExchange.

StockOpter Adds 10b5-1 Trading Plan Tracking, an application for equity compensation valuation and risk analysis, has added capabilities to track client 10b5-1 trading plans. These trading plans established under SEC Rule 10b5-1 provide defense against charges of insider trading because they are setup before the employee knows information that may affect the company’s stock price. This allows trades to be executed when stock price targets are met, even during blackout periods.

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