T3 Technology Conference 2026

March 9-12, 2026 · New Orleans, LA

T3 is the advisor technology conference. Where other events treat fintech as one track, T3 is entirely about the tools advisory firms run on — and its annual Advisor Technology Survey, produced with Inside Information, is the most widely referenced dataset on what firms actually use and how satisfied they are with it.

Who attends T3

Advisors and firm principals evaluating technology, the operations and technology leaders who implement it, and effectively every vendor in the advisor fintech market. The vendor density is the point: T3 is where firms can compare their entire shortlist in one place, and where product roadmaps get announced.

What's on the agenda

• The Advisor Technology Survey results and adoption trends

• CRM, portfolio management, planning and reporting platform sessions

• Integration architecture and how systems actually connect

• AI tooling in advisory workflows

• Product announcements and live demonstrations

Why integration is the recurring theme at T3

The survey data year after year shows the same thing: firms are broadly satisfied with individual applications and broadly dissatisfied with how those applications work together. Most advisor technology was built to be excellent at one job, and the connective tissue between them was left as an exercise for the firm. That gap is why the integration sessions consistently draw the biggest rooms.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on architecture that is vendor-agnostic and AI-ready.

T3 2027

The next T3 Technology Conference is scheduled for March 22-25, 2027 in Las Vegas, NV.

Talk to us about your firm's data layer