The Technology Tools for Today (T3) conference started Wednesday, with more than 600 data scientists, tech experts and advisors gathering in Ft. Lauderdale, Florida, to learn about the current state of wealth management technology and where it’s going next.
With 79 fintech companies in the exhibit hall, T3 founder Joel Bruckenstein called it the “only true tech conference for RIAs in the industry.”
Last year, eMoney Advisor founder and former-CEO Edmond Walters used his T3 to reveal the first look at its new emX Select dashboard. This year, eMoney’s executive vice president and head of sales Drew DiMarino, is expected to reveal a major update to its client portal. With features like self-registration and an automated onboarding process, DiMarino said the update enhances the client experience, fosters collaboration between the advisor and client, and helps advisors deliver a more personalized, client-centric approach.
“There are a growing number of forces putting pressure on you and your clients,” DiMarino said in a statement. “A shifting regulatory environment, disruptive technology, an increasingly competitive landscape and the need to differentiate.”
The update will roll out later this month, and DiMarino will also preview other eMoney initiatives, such as a new prospecting tool, management analytics and integration with brokerage accounts.
Fidelity Investments is also expected to share details a new technology platform for home offices, advisors and investors. AdvisorTech companies like Morningstar, MoneyGuidePro and Riskalyze have used T3 in the past to debut new technologies, and all are scheduled to give keynote presentations on Wednesday.
Vanare | NestEgg is scheduled to share details about a new partnership with WorthFM to build a new online investment service tailored for women, and Folio Institutional’s president, Greg Vigrass, will talk about robo advisors and something he’s calling the “non-millennial millennial.”
Phil Wilson will discuss how the fintech world has evolved since he founded AdvisoryWorld in 1987, and Niko Karvounis, the co-founder of Quovo, will host a session on how data aggregation can lead to the end of held-away accounts.
T3 will also have inspiration sessions from Jay Jay French, a founding member of the hair metal group Twisted Sister, and Ed Saxon, the Academy Award-winning producer of “The Silence of the Lambs.”
“I could not have imagined 11 years ago where we could be today, and the sad thing is we’re still not where we want to be,” Bruckenstein said on the state of advisor technology. “But I’m confident we’re going to be very soon.”
