The beginning of 2024 brings the annual Know-how Instruments for At present, or T3, convention for monetary advisors and different gamers within the unbiased wealth area, and with it, a slew of know-how improvements and updates.
This yr’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 contributors embrace 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, contributors at T3 will get an in-depth take a look at the most recent in advisor-focused innovation — together with software program instruments, platforms, functions and rising applied sciences, corresponding to 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 corporations on the January occasion, in alphabetical order. ThinkAdvisor will replace this record as we develop into conscious of latest developments within the fintech area over the subsequent 12 months:
Alphathena
The agency, a maker of an AI-powered direct indexing platform for RIAs, stated it has secured a $4 million funding led by ETFS Capital, with Hyde Park Angels additionally collaborating. The know-how is meant to assist advisors construct “better personalization methods for his or her purchasers leveraging direct indexing and tax-loss harvesting … [in order to] differentiate themselves in a aggressive market.”