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Produced by T3 and Inside Information

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) 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 helping us evaluate this 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.

Please join us in thanking this year's sponsors:

Jump (AI Client MeetingTranscription and Prospect/Client Meeting Preparation categories)

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

SEI (Independent Custodians, Portfolio Management & Reporting, Trading/Rebalancing/Tax Loss Harvesting, TAMP Services, and Online Portfolio Management).

FP Alpha (Financial Planning, Estate Planning, Tax Planning, Retirement Distribution Planning, and Digital Marketing/Lead Generation).



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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