The 2020 T3/Inside Information Software Survey Report collected responses from 5,175 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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