What do you think of the various components of your software suite? This annual survey produced by Joel Bruckenstein and Bob Veres dives deep into the solutions advisors say they are using to run their practices, as well as their satisfaction levels with those solutions. Everything from CRM and Risk Tolerance tools to Custody and Broker Dealer platforms are typically covered in these surveys, as well as analysis of such questions as which tools advisors consider their most valuable software.
The T3 Software Survey is always valuable to us as it provides insight both into what we might be doing better as well as into which new solutions in the industry we should be integrating with (if we haven’t already). It is also valuable to advisors as they can see what other offices are using and happy with that may help them address challenges within their offices. You can see last year’s survey results here to gather a better idea of the depth and value of this survey.
We encourage you to take ten minutes at your convenience to complete this survey and express your opinions about the software solutions you use to run your business.