Every year, the wealthtech industry anxiously awaits the updated version of the T3 & Inside Information Advisor Software Survey. The annual survey put together by Bob Veres and Joel Bruckenstein covers market share and user rating information for more than 200 different software programs and services in 32 different categories.

In 2019, T3 made a decision to add the “Digital Marketing Services” category in response to the industry’s need for digital marketing tools. We were honored to be named the leader in the category with 11 percent market share and an impressive 7.50 in user satisfaction. 

A year later and we are thrilled to continue to be named the leading provider of digital marketing tools for financial advisors. This year, along with our sister companies MarketingPro and Twenty Over Ten our market share increased to a combined 23.07 percent, and collectively we earned a top spot across all digital marketing tools with a 22.63 average user rating.

“We are truly grateful to the advisors who put their trust in us everyday to deliver marketing solutions that fuel their businesses. Over the past year, we’ve taken significant steps to strengthen the industry we love so much, and we look forward to building on this momentum throughout 2021.” 

  • Scott White, CEO 


Every new feature we release is designed to help advisors save time, work smarter and become more efficient marketers. Here’s a look at some of our most recent improvements and what’s in store for 2021.

Latest Enhancements

  • Accessibility Lock is our automatic, AI accessibility widget to help advisors meet the latest web accessibility standards. 
  • Improved Redtail integration for faster loading of data and bug squashing.
  • Revamped weekly market insights include a fresh, updated design with tax and healthy living tips, weekly riddles and a photo of the week.
  • Canva integration makes it easier than ever to design eye-catching graphics to include with social media posts.
  • Customizable email sequences cover important topics including Client Relationship Nurturing and Educational Investing Insights, and can be quickly customized or scheduled as-is from the content library.
  • Curator is our AI-powered content tool that allows you to share articles to social media or email from top publications like Forbes, Golf Digest, and The Wall Street Journal.
  • New content type Downloadables include guides, templates, checklists, and ebooks to help advisors get their practice management and marketing in top shape.
  • Social share image uploader enables advisors to upload unique images when sharing on social media.

What’s Coming in 2021

  • Expanded lead generation capability to help advisors more effectively attract and capture fresh new leads on an ongoing basis. 
  • An easy way to discover and launch timely content on the go 
  • So much more!

We can’t spill the beans on everything that’s coming in 2021 😉 but trust us – there’s never been a better time to be a part of the FMG Suite family. Thank you to the more than 5,100 advisors who took the time to provide their input in this year’s T3 survey – especially our customers!