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.