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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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. [..]

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