Financial advisors currently have access to more technology than ever and are faced with a changing ecosystem of tools. T3’s 2026 software survey, unveiled at the recent T3 Technology Conference, reveals which tools advisors use most and which emerging technologies they should give their attention. AI-powered notetakers have boomed in popularity, with total market penetration reaching nearly 43%. Beyond AI, CRMs were voted the most valued type of technology, and portfolio management also proved to be a category with plenty of movement.
Read the article: Take Note of FAs’ Top Tools for ’26
