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PFP2411
Results of the T3 Tech Survey
Date
June 4, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
This session will discuss the findings of the 2024 T3/Inside Information Technology Survey. The survey is widely used by financial professionals to select software for their unique business needs. Bruckenstein will share insights on how to best use the survey and share some key findings.
Learning Objectives
- Identify the software available to RIA businesses.
- Distinguish which software is suitable for a particular use case.
Speaker
President, Technology Tools for Today (T3)
Session Categories
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