Bob Veres and Joel Bruckenstein recently shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. Per their report on this year’s survey, in regard to the CRM Tools Category:

“Redtail has to be considered the dominant program in the most dominant category of the survey.”

With 4,495 respondents in their survey this year, we’re honored to have achieved the #1 market share in the CRM Tools Category with an average rating from those users of 8.17 and the #3 market share in the Document Management Category with an 8.28 average rating from users. We understand that you as advisors have many tech options from which to choose in this space and we are humbled and appreciative once again at the love you pour out each year toward Redtail’s solutions.

You can read the report in its entirety here.

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Bob Veres and Joel Bruckenstein have now shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. We’re excited and honored by this year’s results. Per their report on the survey:

“Redtail continues to lead the category by a wide margin and its satisfaction score [8.06] continues to be outstanding. Is it possible that Redtail owns well over half [61.86%] of the CRM market share? Or are Redtail users more enthusiastic about providing their (mostly positive) feedback on their CRM experience?”

With 5,255 respondents in their survey this year, we’re happy either way: enthusiastic subscribers to Redtail solutions are what we aim for! As the authors state in their Introduction and Methodology section of the report, “We believe that any rating of 7.0 or above represents a high degree of user satisfaction, and any figure above 8.0 should be considered remarkable. ” Creating raving fans is a huge part of our mission, so to average an 8.06 satisfaction score from so many respondents truly encourages us in our ongoing quest to provide both excellent solutions and an outstanding experience for Redtail subscribers.

You can read their intro to the report here — or, read the report in its entirety here.

What do you think of the various components of your software suite? This annual survey produced by Joel Bruckenstein and Bob Veres dives deep into the solutions advisors say they are using to run their practices, as well as their satisfaction levels with those solutions. Everything from CRM and Risk Tolerance tools to Custody and Broker Dealer platforms are typically covered in these surveys, as well as analysis of such questions as which tools advisors consider their most valuable software.

The T3 Software Survey is always valuable to us as it provides insight both into what we might be doing better as well as into which new solutions in the industry we should be integrating with (if we haven’t already). It is also valuable to advisors as they can see what other offices are using and happy with that may help them address challenges within their offices. You can see last year’s survey results here to gather a better idea of the depth and value of this survey.

We encourage you to take ten minutes at your convenience to complete this survey and express your opinions about the software solutions you use to run your business.

Last week at the T3 Technology Conference for Advisors, Bob Veres and Joel Bruckenstein shared the results from their annual survey of the software advisors are using along with their satisfaction levels with those technologies. We’re thrilled and honored by this year’s results. Per their report on the survey:

“In our survey results, Redtail continues to build on its market share dominance. Our 2020 numbers give the program a dominant 62% market share in the CRM space. With a sparkling user rating of 8.10 (up from 8.07 last year) it’s clear that Redtail users are more than satisfied with what they’re getting from the program.”

As the authors flesh out in their Introduction and Methodology section of the report, “any figure above 8.0 represents a user base made up of raving fans.” Since creating raving fans is a huge part of our mission, we are particularly excited about this year’s results.

Rest assured these findings won’t for a moment slow down our drive to provide advisors with new and better solutions to meet their everyday challenges – instead, this type of recognition fuels us forward!

Bob Veres talks briefly about the survey results in a short video available here.