According to the results of the 2026 T3 / Inside Information Software Survey that were presented at the 2026 T3 Technology Conference in New Orleans, financial technology solutions for customer relationship management (CRM) are valued the most of all fintech capabilities by advisory firms. The survey findings also showed an increased number of firms making investments in artificial intelligence and software programs for financial planning and portfolio management.
Read the article: CRM Software Top of Mind Among Advisers’ Tech Options
