The Shift Back to All-in-One PlatformsThe Shift Back to All-in-One Platforms

The wealth management industry is seeing a resurgence of all-in-one platforms, but not all are created equal. Joel Bruckenstein, President of T3 Technology Tools for Today, shares how Advyzon stands out in this single-tech-stack approach by eliminating the integration challenges of systems built through M&A. This streamlined infrastructure enables a seamless experience and allows for automation, helping advisors optimize their workflows and focus on client growth. In addition, Bruckenstein shares highlights to look forward to at the 2025 T3 Technology Conference in Dallas.