With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.
This years survey provides insights into advisors changing relationship with the technology they use each day. To improve the accuracy of results, single-use links to thousands of readers were implemented making the survey the most scientifically accurate version the magazine has ever done.
Financial advisors looking to save costs, improve productivity and meet compliance standards recognize the importance of an effective document management application that goes above beyond Adobe Acrobat but thus far the options remain fairly limited.