The tools financial advisors moved to since 2020: who gained the most advisors, the newcomers, and where the share went when the big names lost it. From the T3/Inside Information Software Survey's market share, year by year through 2026.
Presented byYour company here · Sponsor this pageThe other side of the tools advisors left. This shows each tool's share of the advisors answering the T3 survey, not how the companies are doing.
For each category with one of the biggest falls, the tools in the same category that gained the most over the same years. Advisors can use more than one tool, so the gains and losses don't have to add up.
Share of advisors using each tool at its low since 2020 and in 2026, in points: the biggest gains first. Only tools still rising.
| Tool | Category | 2020–2026 | Low | 2026 | Gained |
|---|---|---|---|---|---|
| Holistiplan | Tax Planning | 8% (2021) | 39% | +31 pts | |
| Schwab Includes TD Ameritrade's advisors, moved to Schwab after the acquisition (the conversion finished in 2023). | Custodial Platforms | 17% (2020) | 39% | +22 pts | |
| Calendly | Scheduling Apps | 9% (2020) | 27% | +18 pts | |
| MyRepChat | Social Media/Text Archiving | 3% (2020) | 19% | +16 pts | |
| RightCapital | Financial Planning | 10% (2021) | 21% | +12 pts | |
| Wealthbox | CRM | 7% (2020) | 17% | +11 pts | |
| RightCapital Module | College Planning | 3% (2020) | 13% | +10 pts | |
| YCharts | Investment Data/Analytics | 5% (2020) | 14% | +9 pts | |
| Advyzon | Portfolio Management | 1% (2020) | 10% | +9 pts | |
| Income Lab | Retirement Distribution Planning | 1% (2022) | 9% | +8 pts | |
| AdvicePay | Billing/Payment | 8% (2021) | 16% | +8 pts | |
| Tax Status | Tax Planning | 1% (2025) | 9% | +8 pts | |
| Orion Advisor Services | Portfolio Management | 12% (2020) | 19% | +6 pts | |
| Wealth.com | Estate Planning | 8% (2025) | 14% | +6 pts | |
| Adobe Sign | Document Processing | 5% (2022) | 11% | +6 pts | |
| Altruist | Custodial Platforms | 1% (2021) | 6% | +5 pts |
Tools that weren't in the survey in 2020 and have 3% of advisors or more now (in categories the survey already covered, and not counting modules of tools it already listed).
| Tool | Category | First in the survey | 2026 |
|---|---|---|---|
| Holistiplan | Tax Planning | 2021 | 39% |
| Wealth.com | Estate Planning | 2025 | 14% |
| fpPathfinder | Miscellaneous | 2022 | 12% |
| RightCapital | Account Aggregation | 2022 | 11% |
| Adobe Sign | Document Processing | 2022 | 11% |
| Orion | All-in-One | 2022 | 10% |
| Tax Status | Tax Planning | 2025 | 9% |
| Advyzon | Workflow | 2025 | 8% |
| Altruist | Custodial Platforms | 2021 | 6% |
| Orion Financial Planning | Financial Planning | 2021 | 6% |
| OnceHub | Scheduling Apps | 2025 | 5% |
| Advyzon | Trading/Rebalancing | 2023 | 5% |
Market share is the T3/Inside Information Software Survey's: the share of advisors answering who use each tool, in its category, each year from 2020. Gains are in percentage points. Surveys change their categories and who answers, so a gain can be partly the survey's. Redtail's 2025 share is left out: the survey link wasn't in Redtail's software that year, so its users were undercounted. The line runs straight from 2024 to 2026. Financial planning starts in 2021: every major planning tool jumped between the 2020 and 2021 surveys (eMoney 22% to 36%, MoneyGuidePro 26% to 37%), which looks like a change in how the survey counted rather than advisors moving. Think a number's wrong? Email joe@advisortechbook.com and we'll check it and correct it. See also the tools advisors left and AdvisorTech satisfaction.