On March 13, 2023, Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The much anticipated survey results were revealed during the last session of day as a main stage session at the T3 Technology Tools for Today Conference being held in Tampa. 3,309 advisors and planners took the time to contribute their thoughts.
Printed copies of the 76-page report were available immediately after the presentation concluded and were only available in the sponsoring companies’ booths. Many thanks go to SEI, Advyzon, FP Alpha and Orion for their support.
A PDF of the report is available at both www.BobVeres.com and www.T3TechnologyHub.com.