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.

Click here to download 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 www.JoelBruckenstein.com.

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