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Fintech developments from Apex, eMoney and many others are being unveiled at the T3 conference this week.
The start of 2024 brings the annual Technology Tools for Today, or T3, conference for financial advisors and other players in the independent wealth space, and with it, a slew of technology innovations and updates.
This year’s event, led by producer Joel Bruckenstein, marks T3′s 20th anniversary. It’s being held this week at the Cosmopolitan Resort & Hotel in Las Vegas. Speakers and participants include Josh Brown of Ritholtz Wealth Management, Natalie Wolfsen of Orion, Kunal Kapoor of Morningstar and Abby Salameh of CAIS.
Like at other tech-focused gatherings, participants at T3 will get an in-depth look at the latest in advisor-focused innovation — including software tools, platforms, applications and emerging technologies, such as those tied to artificial intelligence and machine learning.
Here’s a rundown of what’s been announced so far from technology and other firms at the January event, in alphabetical order. ThinkAdvisor will update this list as we become aware of new developments in the fintech space over the next 12 months:
Alphathena
The firm, a maker of an AI-powered direct indexing platform for RIAs, said it has secured a $4 million investment led by ETFS Capital, with Hyde Park Angels also participating. The technology is intended to help advisors build “greater personalization strategies for their clients leveraging direct indexing and tax-loss harvesting … [in order to] differentiate themselves in a competitive marketplace.”
Amplify
Amplify has updated its unified managed account, or UMA, trading capability, so that users can queue trades for uniform execution at a later point in time, for instance. “This means greater flexibility around both global and precision portfolio updates with the ability to adhere to fiduciary requirements for uniform execution across client accounts,” according to the firm.
Apex
Apex Advisor Solutions, which is part of Apex Fintech Solutions, has introduced Apex Astra, a new user interface, or UI. Apex Astra is designed for advisors “to take control of their innovation and client onboarding, data, and service,” according to the firm. It can be integrated with tools for rebalancing via fractional trading, digital client onboarding with automated account opening, and the use of AI through advanced third-party overlays.
eMoney
Enhancements are set to be rolled out to eMoney Advisor’s financial planning platform throughout 2024 to improve more collaborative planning between advisors and clients. T3 attendees can try out the redesigned client portal, which will “undergo a significant facelift — starting with the release of the My Advisor page in Q1,” the firm said in a statement.
(Image: Adobe Stock)
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