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The 2020 T3/Inside Information Advisor Software Survey Results are in!

Category: Awards/Recognition, Survey
T3 results

Last week at the T3 Technology Conference for Advisors, Bob Veres and Joel Bruckenstein shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. We’re thrilled and honored by this year’s results. Per their report on the survey:

“In our survey results, Redtail continues to build on its market share dominance. Our 2020 numbers give the program a dominant 62% market share in the CRM space. With a sparkling user rating of 8.10 (up from 8.07 last year) it’s clear that Redtail users are more than satisfied with what they’re getting from the program.”

As the authors flesh out in their Introduction and Methodology section of the report, “any figure above 8.0 represents a user base made up of raving fans.” Since creating raving fans is a huge part of our mission, we are particularly excited about this year’s results.

Rest assured these findings won’t for a moment slow down our drive to provide advisors with new and better solutions to meet their everyday challenges – instead, this type of recognition fuels us forward!

Bob Veres talks briefly about the survey results in a short video available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.