Advyzon Tops T3 Advisor Software Survey for 9th Year

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, earned industry-leading client satisfaction ratings across multiple categories of the 2026 T3 / Inside Information Software Survey – one of the most respected studies in the wealthtech industry.

CONSISTENT LEADERSHIP ACROSS CORE ADVISOR TECHNOLOGY

Advyzon was recognized as a ‘Software All-Star’ – achieving top satisfaction ratings and meaningful market share across five categories: All-In-One Programs, CRM, Portfolio Management Tools, Trading/Rebalancing, and Account Aggregation. The survey also identified Advyzon as one of the platforms advisors are most likely to switch to across every category in which it appeared.

Another important milestone this year – Advyzon Investment Management (AIM), the firm’s unified investment management platform – earned  ‘Software All-Star’ recognition in two categories in its first year in the survey: Portfolio Design Solutions and TAMP Service Providers.

“Earning ‘Software All-Star’ recognition in both categories in our first year validates what AIM has built,” said Lee Andreatta, CEO of AIM. “Advisors want an investment platform that is truly unified with their technology ecosystem, and AIM delivers exactly that – natively built portfolio design and investment solutions within the broader Advyzon platform. These results reflect the hard work of our team and the confidence our clients have placed in us.”

“Being recognized as the top-rated All-In-One Solution for the ninth consecutive year is incredibly meaningful,” said John Mackowiak, Chief Revenue Officer of Advyzon. “Advyzon wasn’t built by stitching together integrations. We built one global, cohesive system from the ground up – CRM, portfolio management, trading, billing, reporting, and business insights all operating from a single database with the built-in support for multi-currencies and multi-languages. Advisors feel that difference and see much more value every day, and these results confirm our approach is resonating.”

The results were unveiled live in New Orleans at the 2026 T3 Technology Conference by the authors of the report, Joel Bruckenstein of T3 Technology Tools for Today and Bob Veres of Inside Information.

REDEFINING WHAT ‘ALL-IN-ONE’ REALLY MEANS

The survey authors highlighted Advyzon’s differentiated strategy, noting that while many firms claim to be all-in-one, “Advyzon was built entirely internally, with the integrations as part of the construction process.”

Ratings above 8.0 are classified as “extraordinary”. Across Advyzon and AIM, that threshold was exceeded in eight combined categories.

Key highlights:

• All-In-One Software: Highest user rating (8.63) for the ninth consecutive year, with the second highest total market share (9.50%), earning ‘Software All Star’ distinction.
• CRM: Highest satisfaction rating (8.35) among firms with more than 2% market share, and third-highest market share (10.19%).
• Portfolio Management / Reporting: Second-highest satisfaction rating (8.44) among providers with more than 2% of market share, with strong momentum as one of the “most likely for advisors to switch to.”
• Trading / Rebalancing: Second-highest client satisfaction rating (8.11) among firms with more than 3% of market share, alongside steady market share growth.
• Account Aggregation Tools: Standout debut with the highest satisfaction rating (8.24) among firms with more than 3% market share.
• Document Management: Second-highest satisfaction rating (8.56), recognized for delivering document management natively within a broader advisor platform.

AIM EARNS “SOFTWARE ALL-STAR” RECOGNITION IN DEBUT SURVEY APPEARANCE

In its first year included in the survey, AIM posted top tier results in both evaluated categories:

• Portfolio Design Solutions: Highest satisfaction rating (8.20) among firms with more than 1% market share.
• TAMP Service Providers: Highest satisfaction rating (8.29) among firms with more than 0.25% market share.

To view the full T3 / Inside Information Software Survey results, with additional insights and analysis from Bob Veres and Joel Bruckenstein, please click here.

A SNEAK PEAK AT ADVYZON’S NEW FINANCIAL PLANNING CAPABILITIES

During a main stage presentation at the T3 Conference, Kevin Hughes, President of Financial Planning, unveiled Advyzon’s upcoming goals-based financial planning capabilities, launching in 2026.

“We believe in creating an all-in-one ecosystem that truly is a ‘greatest hits’ experience,” said Hughes. “It’s part of our DNA. Advisors should be able to work in a completely unified environment rather than stitching together the best-of-breed model the industry has chased for the last 20 years.”

To learn more about Advyzon’s Financial Planning capabilities, please click here.

ADVYZON RECOGNIZED IN PROMINENT INDUSTRY AWARDS PROGRAMS

In addition to its survey performance, Advyzon and AIM have recently been recognized across multiple industry award programs, including:

• 2026 WealthTech Americas Awards by WealthBriefing: Winner of the Client / Consolidated Reporting Award in the 2026 WealthTech Americas Awards.
• 2026 Family Wealth Report Awards by WealthBriefing: Finalist in consolidated Reporting, CRM System, and Portfolio Management in the 2026 Family Wealth Report Awards – driven by the launch of Auria, Advyzon Institutional’s platform tailored for UHNW clients and family offices.
• 2026 BISA Technology Innovation Award: Winner of the BISA Technology Innovation Award for Advyzon Enterprise Solutions.
• 2025 ThinkAdvisor Luminaries Awards: Lee Andreatta named CEO of the Year in Investment Management in the 2025 ThinkAdvisor Luminaries Awards.
• 2025 InvestmentNews Hot List: Brian Huckstep, Chief Investment Officer of AIM, and Kartik Srinivasan, President of Advyzon Institutional named to 2025 InvestmentNews Hot List of Top Wealth Professionals.