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Produced by T3 and Inside Information

A special note from Bob Veres and Joel Bruckenstein:

What do you think of the various components of your firm's tech stack? Most of the following questions (after we find out more about your firm) will allow you to rate the programs/services you use on a scale of 1-10, with 10 being the best score possible. You just click one rating box for each of the program(s) or services you use in each category and move on to the next category.

Since most people don't use most of the categories, this survey should take no more than 15-20 minutes to complete.  (Just quickly skip over categories that don't apply to you.)
 
Thank you—sincerely—for your participation and any guidance you can provide about today’s complex technology landscape. We’ll make the results and full analysis available to all participants through a presentation at the annual T3 Advisor Conference and through Inside Information.

Our thanks go out to this year's survey sponsors:
 
FP Alpha (Financial Planning Software, Retirement Distribution Planning Tools, Estate Planning Tools, Tax Planning Software and Digital Marketing Tools);
 
SEI (Portfolio Management & Reporting Tools, Trading/Rebalncing/Tax Loss Harvesting Tools, TAMP Service Providers, Online Portfolio Management Tools, Account Aggregation Tools and Custody Platforms);
 
Orion Advisor Technology (Financial Planning Software, Portfolio Management & Reporting Tools, All-in-one Software, Trading/Rebalancing Tools, Economic Analysis & Stress Testing Tools, TAMP Service Providers, Risk Tolerance Instruments, Digital Marketing, and Miscellaneous Tools); and
 
Advyzon (CRM Software, Portfolio Management & Reporting Tools, All-in-one Software, Trading/Rebalancing Tools and Enterprise Content/Document Management Tools).
 
Now let’s get to the questions:

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* 1. What is the annual revenue of your firm? Please choose only one. (Answer required)

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* 2. How many years have you been in this business? Please choose only one. (Answer required)

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* 3. What is your firm’s business model? Please choose only one. (Answer required)

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* 4. What is your estimated median client investible assets? Please choose only one. It’s okay to guess. (Answer required)

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* 5. Which membership organization(s) do you belong to?

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