| 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. | ||
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income