One of the half-dozen participants in last year’s inaugural round, Sora Financial, was honored last week with the T3 Emerging Technology Award.

Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.

Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.

Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion.

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the...