Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres ( and Joel Bruckenstein ( have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have conducted a software survey to ask the planning and advisor community to choose which program(s) they use in each software category, and also (in the same box) to rate the program on a scale of 1-10. Last year, more than 5,500 advisors completed the survey form, and the Veres/Bruckenstein duo compiled a detailed report on all the different software options, market share and user ratings. 

“The survey takes about ten minutes to complete,” Veres said. “We think you will find it very user-friendly. We’d be grateful if you’d take a few minutes to lend us your views.” 

“We will, of course, share the updated report with all of you when we finish compiling the numbers this year,” Bruckenstein said. “You can expect to see the report materialize in conjunction with the T3 Advisor conference happening February 17-19 in San Diego, where Bob and I will deliver our initial observations to those attending.”

“This annual software survey report has become a huge benefit to the planning community, and I think some of the benefit comes even as you fill out the survey,” continued Veres. “You see all the different programs that are available in each category, which invites you to think about what you could be adding to (or changing in) your software suite. Please take a few minutes to lend us your thoughts. There will be categories where you don’t use any program; please leave those blank.”

“Thanks—sincerely—in advance for helping all of us in the planning community see the software world more clearly,” Bruckenstein said. “And, while I’ve got you, be sure to check out the newest T3 Conference, called T3 Cyber University, and also consider registering for the 2020 T3 Technology Conference for Advisors before the Early Bird pricing expires on November 15, 2019!”

Click here to begin the survey now.

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