T3 Advisor Software Survey Results

25 Feb 2020

At the T3 Advisor Conference, Joel Bruckenstein and Bob Veres unveiled the results from their annual technology survey, and we're deeply honored by the trust that advisors place in the Risk Number®.

According to the survey, the Risk Tolerance category is "still dominated by one program," and Riskalyze tops the Economic Analysis and Stress Testing Tools category as well.

"Riskalyze’s Stats/Scenarios program, which was rolled out as we were conducting last year’s survey, has seen its market share go up, and it is now being used by roughly twice as many advisors as the next-most-popular tool...It is not surprising that the market leader—Riskalyze’s Stats/Scenarios program—also leads among the programs that advisors are considering."

 

 

The survey signals that our customer satisfaction numbers continue to rise year-over-year, and we owe that to the financial professionals we work with. We can't make a bad advisor look good, but we love helping the brilliance of amazing advisors shine through.

Read Full Survey Results

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