Concurrent Session Onsite and Online
PFP2411. Results of the T3 Tech Survey
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.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Computer Software & Applications
Level
Update
Prerequisites
For participants with a background in the subject area who desire to keep current
Advanced Preparation
None
