Top Tech Rollouts, Trends From T3

From new cloud-based ventures to the latest software for estate planning and retirement tools, the conference highlighted best-in-class digital strategies. If you want to know what future technology tools and applications you and your custodian or broker-dealer will be using to help you deliver advice, there is no better place find out than at the…

Read more

Tapping the Cloud

Tishkevich, founder of FinanceLogix which was bought by Envestnet in 2015, started the conference off with a presentation on his second venture called Invent.us. Realizing broker-dealers can’t get to the cloud with all their encumbrances, he aims to bring the cloud to them.

Read more

T3: Riskalyze Cozies Up To Financial Planning, Invent.us Launches

The former CEO of Finance Logix officially launched a cloud-native software consulting firm, while Riskalyze debuted new Timeline feature. Kicking off the second day of new advisor technology, former Finance Logix CEO Oleg Tishkevich’s latest venture, an advisor-focused cloud-native software development firm called Invent.us, officially launched this morning at T3 in Denton, Texas.

Read more