This article from InvestmentNews covers trends and takeaways from the 2026 T3/Inside Information Software Survey, which found notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground. AI is reshaping advisor workflows, and the latest T3 survey of fintech use by advisory firms shows the technology moving from experiment to everyday toolkits, even as other parts of the stack shift more slowly.
Read the article: AI moves from novelty to backbone as advisors reshape their fintech stacks
