Showing posts with label Tech Conference. Show all posts
Showing posts with label Tech Conference. Show all posts

Wednesday, March 30, 2011

T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012

FORT LAUDERDALE, Fla., March 30, 2011 -- David Drucker and Joel Bruckenstein, producers of the T3 Technology Tools for Today™ newsletter and annual conference, today released additional statistics and comments about the sixth annual T3 conference, held at the Grand Hyatt Weston in Florida February 16–19th, 2011. In addition, the conference organizers have now announced the dates and location for T3 2012.

Read news release on Yahoo! Finance now.

Friday, March 12, 2010

B-Ready: the virtual, back-office outsourcing services to the professional investment advisor community



B-Ready Outsourcing Solutions, Inc. (B-Ready) provides virtual, back-office outsourcing services to the professional investment advisor community. They use PortfolioCenter®, Schwab Performance Technologies'® portfolio management and accounting system - a scalable and flexible platform to efficiently work with multiple custodians - to manage their clients' data.

B-Ready Outsourcing (B-Ready) provides a turn-key solution for the data management and performance reporting related to the advisor's investment clients. The typical advisor process involves the daily posting and reconciliation of investment data, a monthly capture of outside asset accounts not covered by electronic downloads, and a quarterly and year-end reporting process for account statements and advisor billing. B-Ready Outsourcing designs the process to fit the advisor's needs.

Visit www.b-readysolutions.com to learn more.

Friday, February 19, 2010

TradeWarrior Gives Progress Report at T3 Show 2010


TradeWarrior has released TradeWarrior Express Beta II on the FinFolio platform.

TradeWarrior Express is the demo version of TradeWarrior that will ship with the FinFolio portfolio management system to help meet the rebalancing needs of advisors today. The first beta release of TradeWarrior Express occurred on June 11, 2009.

The second beta release includes improved architectural enhancements in the rebalancing engine, increased stability, added features, and the ability to run the program through a web browser.

Learn more by watching the video above or visit: http://ninemilesoftware.com/blog

Dow Jones Adviser - Aggregated News Service at T3 2010


Dow Jones Adviser helps financial advisers improve client communications, market awareness and business development. People are buzzing at the T3 Show in San Diego.

Watch short video above or visit:
http://www.thestreet.com/story/10660504/dow-jones-adviser-helps-financial-advisers-improve-client-communications-market-awareness-and-business-development.html

Sunday, April 26, 2009

OneVoice RIA - Video Clip - T3 Conference Dallas 2009

Gobind Daryanani talks about a new public awareness campaign called OneVoice RIA while at the T3 Technology Tools for Today conference in Dallas 2009.



Learn more at www.onevoiceria.com.

Portfolio Director & Scottrade - Video Clip - T3 Conference Dallas 2009

Portfolio Director founder Bob Yacobucci talks about how advisors can find an affordable, cutting-edge application for portfolio management. He is joined by Brian Davis of Scottrade's Institutional division. And while the camera was turned sideways - sorry - their comments and advice sure isn't!



Scottrade and Portfolio Director - proud
sponsors of T3 Technology conference
Dallas 2009.

Learn more at www.portfoliodirector.com
and www.scottradeadvisor.com.

B.O.S.S. - Back Office Service Solutions - Video Clip - T3 Conference Dallas 2009

Hear what Karyn Davenport of B.O.S.S. says about how advisors can outsource their back office head aches to streamline their practices and be more profitable.



Proud sponsor of:
T3 Technology Conference
Dallas 2009

Learn more at www.thebackoffice.biz.

Albridge - Video Clip - T3 Conference Dallas

Interested in portfolio management and data management solutions? Watch this video for a taste of what Aldridge provides.


Proud Sponsor of:
T3 Technology Conference
Dallas 2009

Learn more at www.albridge.com.

Saturday, April 25, 2009

iRebal - Video Clip - T3 Conference Dallas

Gobind Daryanani, CFP, Ph.D., founder of iRebal, talks about technology and rebalancing portfolios at the T3 Conference.


Proud Sponsor of:
T3 Technology Conference
Dallas 2009


Visit
www.iRebal.com to learn more!

Friday, February 20, 2009

T3 Mission Control.

This year, you will find a table either at the entrance to the exhibit hall or near the registration desk that we are calling "T3 Mission Control."

Visit this table for information on pre-registration for next year's T3 (both attendees and sponsors) and other opportunities - such as video interviews, photo ops with industry influentials and T3 peers, guest blogging and guest Twitter invitations and more.