Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful features. Even the most basic questions are being turned on their heads.

Once it seemed as if the more advanced CRM programs would be the integration hub of the technology stack. Now, with Fidelity WealthCentral and TD Ameritrade Institutional’s new VEO One, the custodians are bidding for that role.

Once it seemed that the client asset management software would become the key client portal solution. Now the success of eMoney’s portal suggests that the financial planning program may be a more appropriate option.

Download this special report now for an analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.

This survey was created to help advisors better understand today’s technology options, using real-world input from their professional peers. We asked members of the T3, Advisor Perspectives and Inside Information communities to tell us what tools and solutions they’re currently using, and we asked them to rate them on a scale of 1-10.

It was created with help and input from me, Joel Bruckenstein of T3, and the team at Advisor Perspectives/AP Viewpoint created the instrument itself. Bob Veres of Inside Information conducted the study’s design, and the analysis.

T3 Technology Hub subscribers are getting the first opportunity to download and benefit from the 2017 Software Survey.

While you are here, be sure to sign up for important other updates and the T3 monthly newsletter. Enter your name and email in the fields on the home page now.

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit

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