What is T3 Conference 2025?
In order to promote the use of technology, keep advisors up to date, and improve the
financial advising sector,
Joel Bruckenstein and David Drucker developed an idea in 2003: an in-person meeting of the top pioneers,
financial advisers, and technological developers.
Joel Bruckenstein and David Drucker developed an idea in 2003: an in-person meeting of the top pioneers,
financial advisers, and technological developers.
Twenty years later, T3 remains the biggest event of its kind that focuses only on technological solutions for
wealth management companies and financial advisers. Joel and his colleagues introduced an enterprise track
to assist financial services leaders in finding new solutions for their companies, enhancing their value offerings,
and gaining a competitive edge as advisor-tech usage increased.
wealth management companies and financial advisers. Joel and his colleagues introduced an enterprise track
to assist financial services leaders in finding new solutions for their companies, enhancing their value offerings,
and gaining a competitive edge as advisor-tech usage increased.
Who Will Be Attending?
What to Expect at Booth Number 706?
Groundbreaking work
Explore a live demo from the UREBAL team at SoftPak. Learn our easy-to-use portfolio management software to help you harness the full potential of your portfolio.
Industry insights
Discover how executives at 10 of the 50 top financial institutions are using UREBAL to drive efficient and optimal growth for their portfolio.
Inspiring luminaries
Hear from industry thought leaders CEO Naaz Scheik as they share insights around
trends impacting how we work.
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Demand Sessions
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management software UREBAL Hub.