I have begun to compile my sense of using it throughout the councilors industry. For this column, I have referred three different surveys. The latest is the 2025 version of the annual T3 information software survey, located together by Joel Bruckenstein and Bob Veres, who came out this week at the T3 Conference.
I will start with the most general generating one and work on some specific tools and categories of industry.
Like the world in general, councilors have received the use of available light, free, online generators to conduct research and conduct general research. 2025 T3 survey discovered that the seven most popular of these had a total market penetration of just less than 42% of councilors.
We do not know from the survey how they are using it or what or if they have a guard, but almost 36% of councilors reported using chatgt and gave very good satisfaction results. Following immediately behind it were Microsoft Copilot (which uses chatgpt under the hood) at 12% and Google Gemini at almost 7%, though the last two got just a little better than the average satisfaction results.
The T3 survey is based on answers from 2.128 advisers. Almost 70% of councilors were from firms only for tariffs, and just less than 28% were double -registered advisers with an IBD affiliation. Less than 3% were intermediaries or by wire.
The third annual survey of he and Orion Wealthtech Orion
For a sense of medium size for larger firms in general, I will bring some results from The last survey of Orion's advisers, who was Administered in December to 585 councilors (285 respondents came from Orion's internal databases, while 300 were chosen by an independent sample of third parties).
In this study, 68% of councilors reported to use some kind of technology. As I complained to a last columnWhile interesting, this covers a lot of ground and can refer to everything from the free generator from Openai or Google on an expensive portfolio analytical package.
However, I found this point from Orion's survey regarding interesting technology investments: 43% of councilors planned to increase their investments in powerful tools in 2025 versus 24% who planned to spend the same as last year. Also interesting was that it was the only category of nine where firms expected to increase their costs above 2024.
He and the councilor360 ° 2025 the asset report associated
The third survey I mentioned is that of the provider of the Advisor Technology Platform360 ° (Registration is required), which surveyed 300 financial advisers in enterprise management firms in the fourth quarter of 2024. They were from firms with an average aum of $ 103 billion and an average number of 902 councilors.
Among these very large firms, we find that 76% of councilors already use the generating in their daily business. In just one year, there has been a rapid shift from skepticism to adoption. This year, 85% of councilors agreed that the generating can help their practice, while only 52% shared that opinion last year.
And the fear of the generating is widely intercepted according to the counselor's survey360 °; Only 8% of councilors believe it is a possible threat to the profession, a 21% reduction that called it a threat a year ago.
Advisor360 ° survey also revealed that 82% of respondents' firms now have specific policies for the use of it in the country, compared to 47% in the previous survey.
Finally, among those who reported using it in these large firms, 91% are using a type of assistant activated with him, with the prediction of customer behavior as the most quoted use. The three uses of the three genera one of the councilors in the advisory poll360 ° are predictive analytics, marketing and summary of meeting notes.
And this is a good division to talk about the annual T3 survey and some specific products.
Dance, zeplyn and zocks
While it was the first year Jump appeared in T3 survey, I'm covering it And some other startups with the one empowered with close promises for some time.
At the beginning of February, Jump announced a round of 20m series A 20m led by Battery Ventures, bringing the total capital raised to $ 24.6 million. This week alone, the firm announced that it has become one of Osaic (formerly adviser) officials.
In its first year that appeared in the T3 survey, Jump captured just over 8%of the market in the category of transcription/text capture services, which is interesting because, both Brukenstein and Summer Note, the beginning has grown before the other dear products have remained small for several years (Copytallk 3%, Otterpil. 2%). It was also, so far, with 108 councilors who choose it, the highest program in this category that “respondents were considering” (next line was Copytalk with 28).
For those unknown, Jump can do some things and has built an assistant to him for financial advisers who can mainly automate the recording of customer conversations, transcribe them and produce notes, task lists, compilations and compliance records. It has integration with Zoom, Microsoft, Google, Salesforce and popular applications of specific CRM Redtail and Wealthbox advisers, among other things.
Go was also staged in the generation of board/proposal, grabbing a market share over 5% behind the honorable non-Aire precisefp product, which had nearly 7%. In both categories that were listed, Jump also had very high average satisfaction results, as well as two other energy products he, Zeplyn and Zocks.
I have written one Several times about ZeplynFinally in February, as Industry veteran Kabir Sethi joined her board. She does many of the same things Jump she does, and this week announced a new suite of practice management skills, including a new center of councilors, advanced traits of preparing meetings for meetings and summaries after meeting and creating preliminary posts, among many other new features.
While Jump has a head start when watching T3 Market Customer Market on board and proposal proposal tools, Zeplyn made the list this year with 0.23%, and both CEO Era Jain and Kabir Seth are in the Conference County, including sessions in T3. I suspect that she and some others, like ZOCKs, can make up a lot of ground next year, and it will be interesting to see how they and others do in various prices of industry prices and conference races.
For example, in June, Jump won the best in show out of 11 competitive firms and applications during asset technology demonstrations Competition, part of the Edge Property Management Conference. In September, it took home even three Assemblyamagamant.com Industry awards In the categories of technology discriminator, new innovative applications and advisory selection technologies. It also won the start of the Wealthtech of the year from the Datos Insights Research and Consulting Firm (formerly Aite-Novarica).