Skip to main content
search

© 2021 Excellerate. All Rights Reserved

T3 Advisor Conference

Meet us at the T3 Advisor Conference to discuss solutions in customized portfolio management optimization, test automation, rebalancing & direct indexing.

T3 Advisor Conference

May 2 - 4, 2022 | Denton, TX

We are excited to join financial advisors, finTech developers and architects to discuss the latest developments in technology and tools for financial advisors at the T3 advisor conference in Denton, Texas.

Meet our team at our booth to discuss the latest in customized portfolio management optimization, test automation frameworks, file management, rebalancing solutions.

If you have burning questions on FinTech experts will be happy to schedule you a free technical consultation with you at the conference.

Session: Optimizing Your Portfolio Management Workflow

Our team will also present a session at the T3 conference on Portfolio Management Workflow Optimization. Learn how to optimize your portfolio management workflow through customized solutions and tools for rebalancing, reconciliation and file management.

We share insights on how you can highly customize:

  • Integrating portfolio management, rebalancing, file management, and other business critical applications with cloud platforms
  • Overlaying custom dashboards on top of your current suite of advisor tools to facilitate enhanced decision support, data analytics, and optimized reporting
  • Onboarding and streamlining configuration and setup of new clients
  • Migrating your client base along with historical account data from one platform to another
  • Efficiently extracting, normalizing, formatting, and reporting account and portfolio data

 

Meet Us at the T3 Conference

Meet Our FinTech Experts

Jim Sloan
James Sloan, CIO & EVP, Financial Services at Excellarate

James has extensive experience in leading technology organizations by fostering product innovation, operational excellence and financial responsibility. He has specific expertise in business strategy and analysis, product development, system architecture and application design and development in the financial services industry. He has served in executive roles at several . Fortune 500 & 1000 companies including Newscorp/Dow Jones, McGraw Hill/S&P, and CME Group.

You May Also Like

AutomationFintechInsurtech
June 1, 2022

Automating loan origination for faster decision making and better operational value

Madhura Gaikwad
Artificial IntelligenceAutomationBig DataBlockchainCloud ArchitecturesEnterprise TechFintechHealthtechInsightsInsurtechMachine Learning
February 7, 2022

Top 4 Technology Trends for 2022

Madhura Gaikwad 0
AnalyticsArtificial IntelligenceFintechMachine Learning
June 28, 2021

How Fintech is Disrupting Traditional Banking and Trends for 2021

Madhura Gaikwad 0

“Excellarate brings a good mix of results-oriented industry experts together with offshore staffing to focus on a business problem. The end result being able to quickly deliver results in a cost-effective way.”

Jonathan GelhausChief Information Officer, Time Investment

“They seamlessly integrate with our team. We started seeing results within the first sprint. And due to the team's responsiveness, we were able to get our product to the sales cycle within 7 months.”

Jim NalleyWHZRT

“The team ramps up fast, is technically competent and therefore understands complex product requirements faster. With them, Tangoe has reduced cost by 2:1.”

Mike WatsonTangoe Wireless

“They are different because of the quality of their leadership, efficient team and clearly set methodologies. Studer gets high level of confidence from them along with significant cost advantage of almost 50%.”

Wayne HydeStuder Group

“The team is undoubtedly the 3rd generation of engineers, experts in agile programming and mobile technologies, who focus on processes and timelines, but never compromise on Quality. They have played a vital role in our scaling up and was a perfect partner in terms of cost, efficiency, and schedules.”

Herman SpencerQuickoffice

“They make the time zone differences work FOR the customer, enabling a positive experience for us. Seeing is believing, so we decided to give it a shot and the project was very successful.”

Ron WatsonCentric Software

“Partnering with them has helped ExamSoft considerably on reducing cost and has given the advantage of 24x7 development cycles.”

Mark HaneyExamSoft

“Their agile processes and daily scrums were very valuable, made communication and time zone issues work out successfully.”

Ed HerreraPDX, Inc

Talk to Us

Ask us a question or talk to one of our experts. Email us or call us at +1.469.374.0500.

Get Started