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. |
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. |
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. |
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
It's the mega-RIA firm's third $1B+ acquisition in just three months.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.