I can still feel the pulse of innovation racing from #T32026. If I had to sum up the energy in one word, it would be: URGENCY

This wasn’t just another tech event. There was a palpable shift this year. A pleasant surprise in the form of an elevated appetite for evolution. We saw larger RIAs and IBDs showing up in force, bringing more team members than ever before. It’s clear that the industry isn’t just curious about the future anymore; it’s already building it.

Here are my biggest highlights and takeaways from a fantastic week:

🎓 The AI learning curve is scaling fast:

The “AI University” sessions were a standout. Whether it was technical staff or business ops, the rooms were packed with people eager to move past the hype and into practical application. I was particularly proud of AdvisorEngine’s CIO Raj Madan, whose session turned a complex topic into something advisors could actually implement the Monday after the conference. From the early adoption of AI notetakers to foundational firm evolution, the desire to learn was at an all-time high.

📈 High marks for a unified vision:

One of the most rewarding parts of T3 is hearing directly from our clients. We’re obsessed with continuously enhancing our platform’s capabilities and overall experience, and the industry’s feedback confirmed we’re on the right track.
In the annual T3/Inside Information Software Survey, AdvisorEngine’s wealth platform reached the all star status in client satisfaction + our evolving CRM is approaching an all-star standard in the rankings. These aren’t just numbers to us; they are validation that our focus on both people and technology is delivering real value and helping firms scale more effectively.

🚀 Meeting the urgency for change w/ the debut of AdvisorEngine Portfolio Solutions (AEPS):

The buzz surrounding AdvisorEngine’s new affiliate, AdvisorEngine Portfolio Solutions was incredible. Between the industry consultants, media reps, and advisors, the consensus was clear: the market is hungry for a modern investment management experience that solves old pain points of using dated technology.

💡 The bottom line:

To drive growth, advisory firms must achieve operational excellence to facilitate a re-allocation of capital and future resources to marketing and client relationship development. This change will drive both new client growth, doing more with existing clients, as well as better serve the next generation of clients.

For me, this urgency to change was the primary theme of T3 2026. At AdvisorEngine, we’re more energized than ever to be the partner that helps Advisors meet the moment.

Thank you to Joel Bruckenstein and the entire T3 Technology Tools for Today team for another world-class event.

Rich Cancro
Chief Executive Officer
AdvisorEngine