Financial Planning – January 2024

Joel Bruckenstein and Bob Veres took the stage at the 2024 Technology Tools for Today (T3) conference in Las Vegas to unveil the much-awaited results of their annual software survey. Based on responses from 2,917 members of the financial planning/investment advisory community, the survey covered more than 800 tools and services across 38 categories. The 78-page 2024 T3/Inside Information Advisor Software Survey compares data across the past three years and includes statistics on market penetration and user satisfaction ratings.

Read the article by Cat Auer: A ‘buyer’s guide’ for advisor tools and tech.

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