The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

Friday, February 24, 2012 12:56
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The Most Popular Professional Applications Used By RIAs; Advisors4Advisors Technology Survey

Tags: CRM | Financial Planning Apps | Portfolio Management Software | practice management | RIAs

Advisors4Advisors, a practice management website for investment advisors, recently released a series of reports on the most popular portfolio management, financial planning, and CRM applications used by financial advice professionals.
 
A4A has about 4,500 members and nearly half of them have told us which apps they use to run their firms.   Seventy percent of A4A’s members are not affiliated with a broker/dealer, while 14% are registered reps and 16% are dually-registered. Ninety-five percent of A4A members are owners, partners, or financial advice professionals, while 5% are support staff.

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