AI Transforms Advisor Tech at T3 Conference Event
I’ve attended many a T3 conference, and I always come away with far more in the way of valuable insights delivered than I’m allotted ink, words, or electrons to pass along.
Simply put, the pace of development acceleration and new players appears to have achieved Mach speed, thanks in large measure to the innovation supported by AI technology. And advisors are feeling the strain of trying to keep up. (If you are as well, take heart that you are far from alone).
I sat at one of the round conference tables at the hotel breakfast with Janise Brooks, president of San Antonio, Texas-based PAX Financial Group, and Manju George, chief compliance officer and director of operations for San Francisco-based Griffin Black. Both are seasoned veterans in their respective roles; each has been with their full-service wealth management firms for over a decade, and each shared their enthusiasm for the industry’s pace of change.
“It’s exciting, it’s potentially transformational, and frankly, a bit intimidating trying to follow it all and not feel like you could be falling behind,” said Brooks.
“You don’t want to get too far ahead, though,” quipped George, whose statements echoed what many advisors I’ve spoken with here. They want to embrace the efficiency, or potential promised efficiency gains, being tossed out by vendors, but at the same time are considering a more conservative approach, awaiting additional guidance or AI-related regulations from the SEC.
The tenor of the overall conference was a mix of awe, cautious optimism and “What is coming next?”
Advyzon’s Goals-Based Planning Addition
Those advisors attending T3 who missed Advyzon’s recent conference saw a demo of what the popular all-in-one technology platform’s initial goal-based planning component would look like, including many of its AI-driven features.
Kevin Hughes, the former longtime Envestnet | MoneyGuidePro (who was there prior to its acquisition) executive who joined Advyzon eight months ago to lead efforts at building out the software, began his demo in classic Beatles regalia (echoing the days of Bob Curtis and the robot suit/robo advisor fear-mongering session introduction at the 2014 T3). Suffice to say that the Beatles reference reflected the firm’s hope that the goals component and future roadmap components would all be hits, as were the songs on the album shown.
“You shouldn’t need four or five different specialized [financial] planning vendors; we want to be your single financial planning vendor,” Hughes said, adding that given how many advisors had already experienced the power and efficiency gains AI has exhibited for those using AI-notetaker products, which he referred to as point solutions. “How about if it is running across every piece of data on your clients and every one of the components on our platform?”
It was clear during the demo that developers and designers had made good use of Hughes’ and strategic advisor Tony Leal’s (MoneyGuide’s co-founder, who also joined eight months ago in this role) extensive experience in planning software design.
The interface was thoughtfully laid out in a way that the firm hopes will be most efficient for advisors who have a range of clients, and giving advisors easy access to “Quick Controls” for common aspects of planning, “Goal Controls” for more granular tools and dropdowns and all of it within easy sidebar on a page organized by “client households.”
There was even a rollout of credit card support, which many advisors had asked for who prefer billing for planning on an à la carte rather than a fee-based basis.
He said that some 2,600 advisory firms were now using Advyzon and indeed, T3 founder Joel Bruckenstein and the venerable Bob Veres, who continued their tradition of presenting the annual results of their joint T3/Inside Information Software Survey, lauded the firm for moving up to second place in terms of its 9.5% market share among all-in-one platform providers, behind only Orion with 9.7%.
When it comes to market share, it is also worth noting the gains made by both Advisor360 and AdvisorEngine (each with just under 2% market share), which, in this year’s survey, are behind No. 3, Envestnet (just under 5%).
To be sure, the financial planning hill will be a steep one for Advyzon, given eMoney and MoneyGuidPro’s ubiquity across the industry.
eMoney Launches CoPlanner
eMoney led the market share in this year’s survey among the general-purpose accumulation-phase financial planning providers with 35.6%, followed by Envestnet | MoneyGuidePro’s 24% and RightCapital at 21% (Orion Financial Planning was a distant third with just under 6% for comparison).
For its part, eMoney Advisor announced and demonstrated its eMoney CoPlanner, a feature that enables financial advisors to generate financial plans in seconds. However, Connor Sung, the company’s director of financial planning, who presented it, reiterated throughout that advisors remain fully in control of recommendations.
More than 2,000 eMoney users had access to CoPlanner during beta testing, which launched in March 2025; it will be available across all eMoney planning packages on March 25.
More specifically, CoPlanner evaluates client data and generates personalized planning actions to achieve an advisor-defined probability of success. It also assesses not only income and assets but tax considerations, retirement timing and spending, and then surfaces multiple structured strategies for review.
According to eMoney, results from a beta group study indicated that CoPlanner reduced plan-building time by up to 48% based on complexity.
Jump Expands Beyond Meeting Notes
The popular platform Jump, known to most advisors as an AI-powered meeting notetaker and automated communications platform, announced a major expansion here at T3.
The company launched what it calls its AI Operating System for Advisors, which includes three products—Meet, Grow and Operate—built on a unified platform designed to manage client lifecycles.
Keep in mind that, having recently raised $80 million in capital and with 27,000 advisors currently using the technology, it can afford to expand, and its advisors will be clamoring for new features. I say that because more than one advisor I spoke with at the conference looked at the announcement as a pivot.
However, its Meeting component, Meet, its original product, remains, and the rest is additive—in the case of putting down agentic foundations, a significant one.
So, in simplest terms, Meet is all about meeting-related work and building workflows for it, plus integrations and all, while adhering to compliance and archiving standards and the like.
Grow is meant to identify best practices from top advisors within a firm and provide insights, as well as referrals, signals, playbooks and performance scorecards.
“You can kind of liken it to having the best advisor in the firm doing a ride-along with you,” said Parker Ence, Jump’s co-founder and CEO, during a conversation we had at the conference. He added that he foresees it being used to set goals for advisors and coach them.
Finally, Operate is meant to streamline intake, email and document workflows with system syncing that converts activity into structured data.
“It’s more about intelligent automation for the modern back office,” he said.
“Taking all your firm’s intake forms and bringing them and their data into the AI, and letting the AI read it all and bring it all in as data and able to share it where it needs to be shared,” Ence said, referring to the rest of an advisor’s tech stack.
The AI Operating System includes 30-plus integrations, unified client profiles, task management and workflow orchestration.
Keep in mind that this is only the second year that these types of tools were included in the T3 survey, but Jump has a clear lead with more than 22% market share in the “AI Notetaking Solutions” category, followed by Zocks at slightly more than 10%, with the more generalist tool from Zoom at just over 6%. GReminders is at 2%, with several more at 1% or more and six at less than 1%.
There is a lot more to unpack from T3, which I’ll do in my next column, focusing on the best insights I took away from individual folks, many of whom I’ve known for years.