Numbers Game

Where tech dollars at advisory firms are being spent

The amount, tools and software categories chosen by advisers were captured in the 2017 InvestmentNews Adviser Technology Study

Apr 16, 2017 @ 12:01 am

By IN Research and Ellie Zhu

Average technology spending per firm and spending growth, 2013-17
*Projected
Total technology spending by category, 2015-17
Core software product usage, 2013-17
Core software product usage, projected
Firms that offer a client portal
Percentage of firms using fully digital account opening and client-onboarding processes
Percentage of firms using eSignature software
Percentage of firms offering robo-advice

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