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AdvisorTechBook ratings

Buy, renew, switch or cancel.

Like a buy/sell/hold rating for a stock, each piece of advisortech gets one of five ratings. They're on every AdvisorTech page on Advicer.bio.

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The five ratings

  1. Buy Now01The very best advisortech. If it's not in your stack, it should be. Automatic when advisor satisfaction is 8.5 or more out of 10.
  2. Buy / Renew02Great tech. Renew if it's in your stack, buy if it's not. Automatic when advisor satisfaction is 8 to 8.5 out of 10.
  3. Switch03The tech is OK, but there's a better option. Automatic when advisor satisfaction is 7 to 8 out of 10.
  4. Cancel04Unnecessary tech, or bad tech. Automatic when advisor satisfaction is 6 to 7 out of 10.
  5. ⚠ Cancel Immediately05It has a negative ROI. It's actively hurting your brand, your ops people, and your Oura ring sleep score. Automatic when advisor satisfaction is under 6 out of 10.

How each tool is rated

01

Your stack

What your firm lists on Advicer.bio: Buy Now for the very best you don't have yet, Renew for great tools you already run.

02

Advisor satisfaction

T3/Inside Information and Kitces AdvisorTech survey scores, combined.

03

CFP Reddit sentiment

How CFPs on r/CFP talk about the product. Coming soon.

04

Joe's take

What Joe Moss has seen and heard about the company, in his own words.

Every tool the surveys rate starts with an automatic rating from its combined T3 and Kitces satisfaction score (see the full rankings). Once r/CFP sentiment is live, a tool with 5 or more mentions moves up or down by as much as half a point. Joe can set a rating himself, and his call always wins. Newer tools the surveys haven't covered yet are unrated until he does. Sponsors can't buy a rating.

Get your stack rated