Special Report

Advisers and technology: The products advisers use most

The results of an exclusive InvestmentNews survey reveal the most popular technology and software products with financial advisers.

The top 20 technology products used by advisers

The most popular products, overall, according to an InvestmentNews survey.

The most popular tech products by type

Rankings of the most frequently used software and technology products, according to an InvestmentNews survey.

Key findings

The following report highlights several key findings from this survey, as well as comparisons between technology usage among "large" advisers (those managing at least $250M) and that among "small" advisers (those managing less than $250M).

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