Top 5 CRM products used
| Rank |
CRM product |
Usage |
| 1 |
Junxure (CRM Software Inc.) |
21.2% |
| 2 |
Redtail Technology |
18.1% |
| 3 |
Salesforce.com |
7.5% |
| 4 |
Microsoft Dynamics CRM (Microsoft Corp.) |
3.8% |
| 5 |
ProTracker |
3.3% |
| |
*None |
15.4% |
Based on 897 responses to this question. 3.5% of respondents wrote in Microsoft Outlook. However, it is not a CRM product.
|
Top 5 financial applications used
| Rank |
Financial application |
Usage |
| 1 |
MoneyGuidePro (PIE Technologies Inc.) |
26.5% |
| 2 |
Money Tree (MoneyTree Software Inc.) |
26.0% |
| 3 |
eMoney360 (eMoney Advisor) |
9.0% |
| 4 |
Advisor Workstation (Morningstar Inc.) |
8.1% |
| 5 |
NaviPlan (Emerging Information Systems Inc.) |
7.5% |
| |
*None |
14.8% |
| Based on 877 responses to this question. |
Top 5 portfolio management products used
| Rank |
Portfolio management product |
Usage |
| 1 |
Portfolio Center (Schwab Performance Technologies) |
21.1% |
| 2 |
Albridge Solutions |
14.9% |
| 3 |
Advisor Workstation (Morningstar Inc.) |
11.8% |
| 4 |
Advent Axys (Advent Software Inc.) |
7.3% |
| 5 |
Principia CAMS (Morningstar Inc.) |
6.4% |
| |
*None |
20.0% |
| Based on 874 responses to this question. |
Top 5 portfolio re-balancing software used
| Rank |
Portfolio re-balancing software |
Usage |
| 1 |
Tamarac Inc. |
8.2% |
| 2 |
ASI (Advisor Software Inc.) |
3.4% |
| 3 |
Adviser created |
3.4% |
| 4 |
iRebal (ThinkTech Inc., an affiliate of TD Ameritrade Inc.) |
3.1% |
| 5 |
Fidelity Wealth Central |
1.3% |
| |
Rebalance Express (RedBlack Software LLC) |
1.3% |
| |
*None |
70.7% |
| Based on 870 responses to this question. |
Top 5 document management applications used
| Rank |
Document management application |
|
| 1 |
Redtail Technology Inc. |
8.3% |
| 2 |
PaperportOmnipage (Nuance Inc.) |
7.2% |
| 3 |
Microsoft Office Document Imaging in combination with Microsoft Office SharePoint Server (Microsoft Corp.) |
6.1% |
| 4 |
Worldox (World Software Corp.) |
5.2% |
| 5 |
Docupace Technologies |
3.5% |
| |
*None |
47.8% |
| Based on 859 responses to this question. |
Top 3 compliance technologies used
| Rank |
Compliance technology |
Usage |
| 1 |
ComplianceMAX (National Regulatory Services) |
7.2% |
| 2 |
ProTracker Software Inc. |
3.1% |
| 3 |
Protegent Surveillance (SunGard Data Systems Inc.) |
2.9% |
| |
*None |
69.0% |
| Based on 848 responses to this question. |
Top 3 account aggregation products used
| Rank |
Account aggregation product |
Usage |
| 1 |
ByAllAccounts Inc. |
13.3% |
| 2 |
AllData Advisor (CashEdge Inc.) |
5.7% |
| 3 |
Advent Custodial Data (Advent Software Inc.) |
3.2% |
| 3 |
Albridge |
3.2% |
| |
*None |
65.4% |
| Based on 845 responses to this question. |
In July, InvestmentNews surveyed financial planners, RIAs and broker-dealers on technology vendor usage and satisfaction. More than 900 responses were received. For additional information, contact Denise Southwood at 212-210-0735 / [email protected] or Michelisa Lanche at 212-210-0484 / [email protected].
Source: InvestmentNews
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