So with perfect timing, the T3/Inside Information Advisor Software Survey for 2026 just came out!
I have them all here if you’re interested in viewing this year vs. past years:
…And gave me the chance to review all the survey results against the list of tech I had prepared… nothing changed really - the data mostly supported everything I had chosen :)
Originally, I wasn’t going to publish all my recommendations publicly - just have them in the book, but the book was stuck… and I decided to just start writing up “The Ultimate Stack” and ended up with a 3-part series…
Which has helped tremendously for thinking through my overall goal for the book — alongside the actual tech I’ll be recommending… and get this book outline moving.
Back to that “on being stuck” part… Here’s a fantastic video about working with “the Muse” to create stuff… it doesn’t always cooperate.
On Pricing:
So Cornelius Graubner suggested I add in pricing info to the stack, which led me to creating this Google doc:
which then led me to adding in my Real Tech Stacks data…
and recording the Loom at the top of this post.
Part III - Additional Tools
Let’s be honest, this stack is already too big, and we’re only halfway there…
But advisors solve a lot of different problems for their clients… and that has—up ‘til now—required specialized tools for each problem.
Here’s the rest of the stack:
I’ll be explaining more why I chose each of these specifically in the book, but for now… at least you’ve got a list.
Sure, there are 10-20 categories of tools I haven’t picked one for, but after seeing one firm literally pick a tool in just about every one of the 36 categories, I realized… there’s got to be a better way.
You don’t need a tool in every category!
The fewer the better, IMO.
Alright, now… FOR REAL… I’ma write this book.
Cheers,
Joe
DISCLAIMER: This is not tech stack advice. Consult with your advisortech professional or fractional COO before demoing or purchasing any advisortech.
Especially if it claims to be an “AI Operating System”… most of them are some sort of Vaporware. A lot of artificial… not much intelligence. :)
