Services

Today's successful financial advisory firms have a big challenge: serving their clients well while keeping up-to-date with the newest and best technology and practice management tools. If you have ever felt like you needed a trusted guide to help you make better decisions and reduce the brain drain that proper analysis takes, then you will be happy to know about Joel Bruckenstein and T3's consulting services. Joel and his strategic partners work with firms of all sizes, including major broker/dealers, insurance companies and software developers. They also work with boutique RIA firms and solo practitioners, helping them evaluate and implement technology tools. In addition, they consult on workflow management and outsourcing. They are available to consult on financial planning software, portfolio management software solutions, document management, software integration, custodial platforms and other advisor related products as well.

Consulting fees available upon request.

T3 also hosts an annual technology conference for advisors and publishes a technology newsletter that is read by many of the industry's most tech-savvy individuals. When it's time to get a little advice, you want to hire someone like Joel. Not only has he "walked a mile in your moccasins" taking care of his own investor clients on a day-to-day basis, but he is also a leading authority on today's technology options, cybersecurity resources, and workflow systems.

Learn more at: www.TechnologyToolsForToday.com