Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2026 T3 / Inside Information Software Survey in front of a live audience during their late afternoon conference session on Tuesday, March 10, 2026. Financial services professionals from across the country are at the Hyatt Regency in New Orleans, Louisiana, attending T3’s 22nd annual fintech conference happening March 9-12, 2026.
 
To download a PDF of the complete survey report, visit www.T3TechnologyHub.com.
 
With 2,906 responses explicitly from members of the financial planning and investment advisory community, the 2026 survey yet again shines as one of the most comprehensive data sets in the wealthtech marketplace. Participants provided input across 70 different categories, revealing market share trends, advisor preferences, and average user satisfaction ratings.
In all, more than 800 different programs, services, and solutions are covered in the report. The data is provided through 153 charts and graphs, each organized to deliver what they believe to be helpful information in every relevant category.

Originally posted on Business Wire on March 10, 2026. Read the full article here.

The 22nd annual T3 Technology Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for technology and innovation for the financial planning, investment and wealth management professions, today announced the winners of its 2026 awards in a mid-day presentation at the T3 event happening in New Orleans, recognizing excellence in leadership, technology, and emerging innovation.
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With a premier lineup of workshops, presentations, and sessions, including T3’s all-new AI University, advisors will confidently leave this year’s conference not only equipped with new skills, but also having the direction and clarity to implement them. These awards distinguish those who are already flourishing in this always-evolving technological landscape.

Originally posted on Business Wire on March 10, 2026. Read the full article here.

Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple new features to its award-winning portfolio analytics platform that bring significant capabilities to how advisors model cash flow and monitor portfolios.

Kwanti’s new Cash Flow Scenarios feature enables advisors to run historical simulations showing how a portfolio would have responded to systematic cash flows over time.

Kwanti also recently released Watchlist, a dedicated workspace that gives advisors a single place to monitor securities, track opportunities, and stay on top of market movement without jumping between tools.

Originally posted on Business Wire on March 10, 2026. Read the full article here.

​Libretto, a “total wealth” advice platform for financial advisors and family offices, announced new AI features designed to streamline planning, asset allocation, and risk management. Chief among these features is Libretto’s AI-automated data entry tool, which populates new client strategies from scratch using uploaded client data files.

The AI-automated data entry tool is designed to help advisors scale sophisticated advice across their full client base. When creating a new client strategy, advisors can upload multiple client data files – including an eMoney report, custom survey, and other sources of client data – and Libretto will populate the strategy automatically.

Originally posted on Business Wire on March 3, 2026. Read the full article here.

​The artificial intelligence (AI) industry is entering a pivotal phase, driven by a small group of private firms that dominate the development of foundation models, the core technology behind generative AI applications. The implications are significant: the emergence of publicly traded AI foundation model firms could reshape technology investment strategies, introduce new valuation benchmarks, and accelerate competitive dynamics across the broader AI ecosystem. While AI is in its relative infancy, it is coalescing around a small group of private firms and some well known giants as they battle to define the next era of computing.

The analysis of Anthropic's peer landscape by Syntax Data and PM Insights reveals that the AI ecosystem is not a simple competitive field but a complex web of interrelatedness. While Anthropic, as a leading private foundation model provider, defines the frontier of technology, many of the world’s largest technology firms are simultaneously partners, investors, and formidable direct competitors. Their strategies for engaging with foundation model providers differ significantly. Microsoft, Amazon, and Nvidia primarily leverage partnerships to drive demand for their core cloud and semiconductor businesses. Alphabet and Meta focus more on internal development to maintain a proprietary, full-stack advantage in their consumer and ad-driven product lines.

​Originally published by Syntax Data on February 18, 2026. Read full article here.

BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF portfolios designed to align with client risk profiles and deliver risk-adjusted performance.

The BX models are available directly within subscribing advisors’ Nitrogen accounts and span four risk levels: moderately conservative, moderate, moderately aggressive, and aggressive

​The inclusion of stock-and-ETF blended models is a unique offering within the Nitrogen Partner Store. The “nonproprietary” open‑architecture models help advisors demonstrate objectivity, reduce product-driven conflicts of interest, and often improve cost and fit for clients compared with proprietary fund/ETF lineups.

​Originally posted on Business Wire on February 17, 2026. Read the full article here.

​StraightLine Group LLC (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, announced it is integrating financial wellness education with its traditional financial planning and investment advisory services. StraightLine has built this offering in collaboration with Financial Wellness Labs, Inc., the parent company of Questis, an evidence-based financial wellness platform that combines technology with access to “Certified Financial Coaches”. 

“We’re excited about our relationship with StraightLine, which exemplifies how our financial wellness platform can be integrated with fiduciary advisory services to make a real difference,” said Lynn Raynault, CEO & Co-Founder of Financial Wellness Labs. “We believe StraightLine’s approach represents a best practice for driving engagement, helping participants manage day-to-day financial stresses while preparing for longer-term goals such as retirement.”

Originally posted on Yahoo Finance on February 11, 2026. Read the full article here.

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy Decision’, sponsored by Practifi, a CRM built specifically for the wealth management industry.

The white paper reframes CRM decisions for financial advisory firms around implementation timeframes, workflow alignment, and long-term data architecture, rather than relying on feature checklists alone. It highlights how CRM selection in wealth management has evolved beyond the traditional build-versus-buy debate into three distinct paths: generic enterprise platforms, niche wealth management CRMs, and purpose-built solutions that aim to combine the strengths of both.​

Originally posted on Business Wire on February 11, 2026. Read the full article here.