The survey report ranks, by market share, the leading software solutions in advisory-firm tech stacks in 35 different categories. It also offers the average user rating for every product and service. They also included market share and user ranking changes from last year and how many advisors are thinking about moving or switching to each product in ranked order.
The results of this much-anticipated survey were presented live at the T3 Technology Conference in Denton, TX. Slide 19 shows the “Software All-Stars” and slide 20 shows something new this year, the “Mighty Mites.”