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What’s on an Advisor's Tech Wish List?What’s on an Advisor's Tech Wish List?

Attendees at the T3 conference detail what they truly want from their tech stack.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

March 28, 2023

Whether it’s scalability, easy integration or automation, advisors have high expectations when they invest in technology to help make their practices more productive. Hear directly from attendees at the 2023 T3 conference on what they truly want from their tech.

 

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About the Author

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.  She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.