Family Wealth Report – March 2025

Advyzon, artificial intelligence, and shifts in fintech market share took center stage at the Technology Tools for Today (T3) Conference from March 3-6 in Dallas, the wealth management industry’s largest fintech showcase. For the first time, the 2025 T3/Inside Information Software Survey revealed 41% of advisors use AI, several fintech categories surpassed 50% market penetration, and Advyzon quadrupled its CRM market share, leading the “All-In-One” category with high user satisfaction.

Read the article: T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share

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