Top Tech Rollouts, Trends From T3

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 T3 Advisor Conference, which took place Jan. 29-Feb 1 near Dallas.

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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.

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