| 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. | ||
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