The results of the 2025 T3/Inside Information Software Survey were announced at the Technology Tools for Today (T3) Conference in Dallas on Tuesday, March 4th. The survey which features responses from 2,128 advisors and provides data on over 300 programs and technology tools shows a general dissatisfaction with CRMs and the increased usage of AI.
Read the article: Fewer advisors using CRM software this year: T3 survey