Once again, Bob Veres and Joel Bruckenstein are conducting the annual technology survey, asking what programs and services you’re using in the fintech universe, and what you think of them. They’re hoping to get 5,000 responses this year.

The ratings and rankings will be available in a comprehensive report early next year, when the final data has been collected. As always, the results and writeup will be made available for free to all respondents and the community at large.  The survey is a great resource; and taking the survey provides an education into what’s new and what’s out there these days—including some of the new AI applications.

Bob and Joel are hoping you’ll take a few minutes to tell them what you’re using and what you think of the elements of your tech stack. Those who attend the T3 Advisor Conference in Dallas, TX March 3-6, 2025 will be the first to know what the survey says – it’s always a highlight at the T3 Conference.

You’re invited to participate on behalf of your firm. Please rate the products/solutions that you use in your office on a scale of 1-10.  If you don’t use a particular category of software, just skip over that category, which greatly shortens the time required to complete the survey. Thank you for your participation.