What do you think of the components of your firm's tech stack? This is your chance to rate the programs/services you use on a scale of 1-10. You just click one rating box for each of the program(s), platforms or solutions 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 helping us evaluate this complex technology landscape. We’ll make the results and full analysis available to all participants at the annual T3 Advisor Conference and through Inside Information.

Please join us in thanking this year's sponsors:

Jump (AI Notetaking Solutions).

Orion (CRM, Financial Planning, Portfolio Management/Reporting, Rebalancing/Tax Loss Harvesting, Portfolio Design, Economic Analysis and All-In-One Software categories).

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) (Required.)

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

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

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

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

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6. How many client-facing advisors work at your firm?

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7. What is your firm's total headcount?

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8. Which membership organization(s) do you belong to? (Required.)

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9. What are you currently using AI tools/platforms for in your firm. (Please check all that apply)

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