If you want to know what fintech financial planners are using, and what they think of it, there's one place to look. In this episode of FPA LIVE, we're joined by Bob Veres, one of the financial planning profession's most respected voices and co-author of the annual T3/Inside Information Software Survey, to break down the findings from the 2026 edition. With nearly 3,000 responses across more than 800 fintech solutions, this is the most comprehensive snapshot of the advisor technology landscape. Bob walks us through what's gaining ground, what's losing it, and what the explosive arrival of AI, from notetaking to generative language tools, is doing to the profession's tech stack in real time.
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