The 2026 Advisor Software Survey from Bob Veres of Inside Information and Joel Bruckenstein of T3 is out now! With 2,906 responses explicitly from members of the financial planning and investment advisory community, the 2026 survey yet again shines as one of the most comprehensive data sets in the wealthtech marketplace. Participants provided input across 70 different categories, revealing market share trends, advisor preferences, and average user satisfaction ratings.

In all, more than 800 different programs, services, and solutions are covered in the report. The data is provided through 153 charts and graphs, each organized to deliver what they believe to be helpful information in every relevant category.

Click here to learn more and to download the full report for free.