Financial Planning 2012 TECH SURVEY

Why were their results so much poorer? One possibility: Of the groups mentioned above, the majority of CPA firms surveyed were managing $25Ă¢â‚¬â€°million or less; by comparison, 49% of independent RIAs manage $50 million or more. We suspect that most of our CPA respondents are solo practitioners, and hence cannot take full advantage of many CRM features (workflow, analytics, etc.) that can be so valuable to firms of a larger size.

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