T3 Technology Conference 2027

March 22-25, 2027 · The Cosmopolitan of Las Vegas, Las Vegas, NV

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

Who attends T3

Advisors and firm principals actively evaluating technology, the operations and technology leaders who implement it, and effectively every vendor in the advisor fintech market. That vendor density is the draw: T3 is the one place a firm can see its entire shortlist in a single trip, and where most 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 and agent frameworks in advisory workflows

• Product announcements and live demonstrations

How to get the most out of it

Come with a shortlist and a set of specific questions rather than a general interest in seeing what is new. The vendors worth your time are the ones who can answer how their product gets data in and out, not just what it does once the data is there.

Why integration is the recurring theme at T3

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

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