Top Tech for Advisors: A Survey
It’s hard to imagine an advisory practice without modern technology, but which tech do advisors favor? Financial Planning magazine’s annual Tech Survey has answers.
The survey found that advisors see CRM and portfolio management software as providing the best return on investment in the tech sphere. Twenty-one percent of advisors said CRM is most effective for ROI, and 20% pointed to portfolio management software.
As planners begin to incorporate robo solutions, they’re turning most often to Betterment (28% of respondents), followed by Schwab Intelligent Portfolios (15% of respondents).