March 6, 2025

Kwanti Earns High Customer Satisfaction Ratings in 2025 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently achieved high client satisfaction ratings […]
March 6, 2025

Advyzon Named Best All-In-One Software Solution for 8th Consecutive Year in 2025 Advisor Software Survey from T3 and Inside Information

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ratings and significantly increased market […]
March 4, 2025

Joel Bruckenstein and Bob Veres Present Key Findings from 2025 T3/Inside Information Software Survey at 2025 T3 Conference

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during […]
February 28, 2025

The 2025 T3 / Inside Information Software Survey to be Revealed Tuesday at T3 Conference

Once again, Bob Veres and Joel Bruckenstein will reveal the results of the annual technology survey at 5:20 p.m. CT on Tuesday, March 4, 2025 during […]
February 13, 2024

Kwanti Named Wealthtech Firm of the Year in Wealth Solutions Report and Earns High Ratings in Advisor Software Survey

Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]
February 1, 2024

Advyzon Shines as Best All-In-One Software Solution for 7th Consecutive Year

Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
January 24, 2024

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion […]
January 23, 2024

Joel Bruckenstein and Bob Veres Present Key Findings from 2024 T3 / Inside Information Software Survey at 2024 T3 Conference

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2024 T3 / Inside Information Software […]
September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
June 1, 2022

T3 Observations from Bob Veres

A Note from Joel Bruckenstein: For those of you who do not know him, Bob Veres is the dean of financial advisory journalists, and one of […]