Tech Survey

Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

Advisors report what they love — and hate — about tech at companies holding client assets.

These tools could save months of time — are they worth the investment?

Advisors are craving mobile solutions, and vendors are looking to satisfy.

From CRMs to robo advisors, planners share what's in their toolkit.