[ad_1]
The beginning of 2024 brings the annual Know-how Instruments for Immediately, or T3, convention for monetary advisors and different gamers within the unbiased wealth house, and with it, a slew of know-how improvements and updates.
This 12 months’s occasion, led by producer Joel Bruckenstein, marks T3′s twentieth anniversary. It’s being held this week at the Cosmopolitan Resort & Lodge in Las Vegas. Audio system and members embody Josh Brown of Ritholtz Wealth Administration, Natalie Wolfsen of Orion, Kunal Kapoor of Morningstar and Abby Salameh of CAIS.
Like at different tech-focused gatherings, members at T3 will get an in-depth take a look at the most recent in advisor-focused innovation — together with software program instruments, platforms, purposes and rising applied sciences, reminiscent of these tied to synthetic intelligence and machine studying.
Right here’s a rundown of what’s been introduced so removed from know-how and different companies on the January occasion, in alphabetical order. ThinkAdvisor will replace this listing as we grow to be conscious of recent developments within the fintech house over the following 12 months:
Alphathena
The agency, a maker of an AI-powered direct indexing platform for RIAs, mentioned it has secured a $4 million funding led by ETFS Capital, with Hyde Park Angels additionally taking part. The know-how is meant to assist advisors construct “larger personalization methods for his or her shoppers leveraging direct indexing and tax-loss harvesting … [in order to] differentiate themselves in a aggressive market.”
[ad_2]
