2019 T3 Software Survey Report

The 2019 T3 Software Survey Report collected responses from 5,508 advisors to evaluate the advisor tech marketplace. This special report analyzes the market share and user satisfaction of financial planning and investment advisor software to inform advisors which technology is most popular for their areas of business.


In this report, you will:
  • Learn what software is working best for your peers
  • Evaluate your tech stack to see how it compares to your competitors
  • Determine if it is time to make a change in your technology for success
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