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T3 - Technology Tools for Today

T3 - Technology Tools for Today was founded by David Drucker and Joel Bruckenstein in 2003. Learn more: http://www.technologytoolsfortoday.com

tual Office Tools for For a High Margin Practice (2002). For many years, Drucker and Bruckenstein produced the T3 Technology newsletter, the first of its kind in the financial services industry. They also began to host the industry's leading conference on technology as it directly relates to practice management and building a profitable business -- currently dubbed the T3 Advisor Conference, which takes place in February every year (somewhere warm). In 2013, a second conference was added to the slate of events -- the T3 Enterprise Conference, which takes place in November and is co-hosted by industry insightful Bill Winterberg. In March 2016, the new T3 Tech Hub was revealed (www.T3TechnologyHub.com). Watch for new and exciting developments in 2016. As a side note, David Drucker retired in the spring of 2015, but we will always be grateful for his sacrifices and contributions to the industry.

16/07/2025

Registration Now Open for T3 Technology Tools for Today 2026!

Artificial intelligence is reshaping the financial industry at a rapid pace, revolutionizing the way we approach wealth technology and driving a new era of innovation, while facing an overwhelming array of solutions. Are you unsure which technology will give your firm the competitive edge? Then join us at T3 - Technology Tools for Today 2026: From Noise to Knowledge — The FinTech Playbook for 2026!

Discover cutting-edge AI and fintech trends shaping tomorrow’s financial services.

Network directly with industry visionaries and top vendors to get the answers you need.

Access exclusive, actionable insights to help you make smarter, future-ready tech decisions.

Unlock the early bird discount and secure your spot today! Don’t miss this one-of-a-kind event designed to help you future-proof your firm.

Seats fill fast—register today and take the first step toward transforming your tech strategy.

05/05/2025

Mark your calendars for the T3 Technology Conference 2026, taking place from March 9–12, 2026, at the Hyatt Regency New Orleans, LA.

T3 is where independent financial advisors, fintech providers, and industry leaders come together to explore what’s next in wealthtech. Whether you want to stay current on advisor tech trends, connect with peers, or discover tools to streamline your practice, we’ll see you at .

Learn more at https://t3conferences.com/

03/04/2025

What makes the T3 Conference so worthwhile for wealth management professionals?

Beth Rubinoff of WealthManagement.com reflects on , saying, “While T3 is most well-known for its annual tech survey, what I appreciate most is the interaction it encourages between partners. There is no substitute for spending time in person with your peers, and it is certainly more fun.”

Read the full here:
https://t3conferences.com/t32025-a-forward-thinking-event-says-beth-rubinoff-of-wealthmanagement-com/

02/04/2025

Attendees at shared advice for advisors looking to unlock organic growth in this WealthManagement.com video with Shannon Rosic.

Hear powerful takeaways to help you grow smarter, what’s working, and what’s next for financial advisors from Reed Colley of Orion WealthTech, Bridget Grimes of Equita Financial Network, Darren Tedesco of Advisor360, Patric Glassell of Kwanti, Danny Lohrfink of Wealth.com, Jeff Coyle of Libretto, and Henry Zelikovsky of Softlab 360.

Watch here:

At the 2024 T3 Conference, top wealthtech leaders shared one key piece of advice for advisors looking to unlock organic growth.

31/03/2025

Curious about AI notetakers and GenAI tools for your financial advisory practice?

Both Jump and Zocks were recently rated by financial advisors as preferred providers in the inaugural "search or generative AI tools" category in the 2025 T3/Inside Information Software Survey, the results of which were announced earlier this month at the Technology Tools for Today (T3) Conference in Dallas.

Many thanks to Financial Planning Magazine reporter Rob Burgess for this great coverage.

Jump and Zocks have both recently collaborated with independent broker-dealer Osaic and seen growth in their user bases.

24/03/2025

Why do tenured finserve and fintech professionals like Kevin Knull, CFP®, continue to make the pilgrimage to attend T3 conferences? Knull, who is now the CEO of TaxStatus, says this:

"After 13 years of fantastic T3 events, I have to say: This one was the best. There are a handful of conferences each year that are a “must-see” and T3 continues to be right at the top. This was one of the best I’ve ever attended: well organized, well attended, a great lineup of speakers and thought leaders, and phenomenal conversations."

Read the full here: https://t3conferences.com/taxstatus-says-t32025-was-best-yet/

20/03/2025

What's it like to be at a T3 conference?

Matt Morris, CEO of EncorEstate Plans, says this: "T3 this year was just wow: it hit all the high notes from the speaker lineup to overall energy to conversations all around. If you haven't been before, I highly recommend attending T3 next year. It's always a 'must-attend' in my book."

Read the full here:
https://t3conferences.com/encorestate-plans-raves-about-being-at-t32025/

19/03/2025

Who were the winners of the awards, recognizing excellence in leadership, technology, and emerging innovation?

AllocateRite, Robb Baldwin, and Brian Edelman all took home a little something extra: our applause, hearty congratulations, and some pretty cool-looking commemorative awards.

Get the details here: https://t3technologyhub.com/annual-awards-announced-at-t3-technology-conference-for-financial-professionals-2/

18/03/2025

Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2025 T3/Inside Information Software Survey during their conference session on Tuesday, March 4, 2025.

The survey provides key insights into the ever-evolving fintech marketplace. The 2,128 survey participants, comprised exclusively of financial planning and investment advisory community members, provided answers to questions about 45 categories of fintech solutions. The results are a robust data set determining the most popular programs in each category, market share for each solution, and ratings for how well users like or don’t like the solutions they are using.

Learn more and download a PDF of the complete survey report: https://t3technologyhub.com/joel-bruckenstein-and-bob-veres-present-key-findings-from-2025-t3-inside-information-software-survey-at-2025-t3-conference/

17/03/2025

We’re lucky you're part of the 🍀 Wishing you a happy St. Patrick's Day!

See you next year at in New Orleans, LA, on March 9-12, 2026.

14/03/2025

The YCharts, Zocks, and Advyzon announcements wrapped up as we concluded with a fantastic closing night party on the 26th floor of the Hyatt Regency Dallas last week.

Read the Day #4 news and announcements here:

13/03/2025

Day #3 of the Conference in Dallas last week did not disappoint. EncorEstate Plans, Zeplyn, Osaic, Zocks, and BetaNXT all made exciting announcements.

Find the news from day #3 here:

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T3 - Technology Tools for Today was founded in 2003 by financial services experts (and former financial advisors) David Drucker and Joel Bruckenstein. Together they are the authors of three books: Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (2013); Tools and Techniques of Practice Management (2013) and Virtual Office Tools for For a High Margin Practice (2002). For many years, Drucker and Bruckenstein produced the T3 Technology newsletter, the first of its kind in the financial services industry. They also began to host the industry's leading conference on technology as it directly relates to practice management and building a profitable business for financial advisors -- currently dubbed the T3 Advisor Conference, which takes place in January or February every year (somewhere warm). In 2013, a second conference was added to the slate of events -- the T3 Enterprise Conference, a smaller gathering for financial services executives, which takes place in October or November each year. Conference information is constantly being updated and can be seen at www.TechnologyToolsForToday.com. In March 2016, the new T3 Tech Hub was revealed (www.T3TechnologyHub.com). Sign up for a free subscription and learn about other T3 / Bruckenstein offers. As a side note, David Drucker retired in the spring of 2015, but we will always be grateful for his sacrifices and contributions to the industry.