| 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. | ||
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
