The 2023 T3/Inside Information Software Survey is Now Available
The 2023 T3/Inside Information Software Survey is Now Available
Joel Bruckenstein of T3 and Bob Veres of Inside Information presented their initial observations and high-level findings related to the 2023 T3/Inside Information Software Survey. The much anticipated survey results were revealed during the last session of day as a main stage session at the T3 Technology Tools for Today Conference being held in Tampa. 3,309 advisors and planners took the time to contribute their thoughts.
Printed copies of the 76-page report were available immediately after the presentation concluded and were only available in the sponsoring companies’ booths. Many thanks go to SEI, Advyzon, FP Alpha and Orion for their support.
A PDF of the report is available at both www.BobVeres.com and www.T3TechnologyHub.com.
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 longest-running and most respected technology conference for independent advisors, wealth management teams, and enterprise technology buyers such as IBDs, insurance companies, banks, and national RIAs. Always the innovator, Bruckenstein was one of the first fintech consultants to see that cyber security is of the essence, so he rolled out T3 Cyber University as part of the T3 Conference agenda. As artificial intelligence (AI) and technology became more complex, he added increasingly sophisticated content modules and expert speakers to the T3 Conference line-up; in 2026 he established AI University as a special stand-alone educational experience for advisors and interested others seeking to understand generative AI, agentic AI, and more. 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 T3/Inside Information 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 www.JoelBruckenstein.com.
