In July 2012, more than 1,000 advisers responded to an InvestmentNews survey on their technology usage and satisfaction. The results below show the most popular mobile applications and tablets used by advisers.
Also, in case you missed this...
Most popular industry apps used by advisers
|Rank||Application||% of advisers using|
|2||Fidelity Wealth Central||12.7%|
|7||Vanguard – Advisors for iPad||7.8%|
Based on 448 respondents; multiple responses allowed. In case of a tie, applications are listed in alphabetical order. *Percentage of respondents who do not use any of the applications in the original list of answer options.
Frequently used tablets by advisers
|Rank||Tablets used||% of advisers using|
|3||Amazon Kindle Fire||3.3%|
|Based on 459 respondents.|
- • 49% of advisers do NOT use a tablet device.
- • More than 70% of advisers managing $250M+ in assets use a tablet device compared with less than half of advisers managing <$250M in assets.
- • The majority of advisers using a tablet device for professional purposes use Apple's iPad.
- • Custodial applications are popular with advisers. Fidelity Wealth Central, Pershing's NetX360 and TD Ameritrade's VeoMobile are among the most frequently used industry apps.
Source: InvestmentNews Data