Tech Survey

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

New solutions offer plenty of features but lack focus.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Financial planners need to embrace robo advising technology to "live long and prosper."

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

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.

As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.

The annual report showed several big technology shifts this year. Here are a few of the highlights.

This year’s 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.

The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.

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.

Whether you're a sophisticated early adopter or a newbie to all the latest technology available to you and your firm, these stories should bring you up to speed about everything any financial advisor or firm needs to know about information technology to improve productivity and increase assets under management.

Microsoft Outlook moved down to second place — overtaken by Redtail — in the CRM software category for advisors this year. It was the first time in the history of Financial Planning’s annual tech survey that Outlook was not in first place.

Tablets have fundamentally changed the way financial advisors do their work and there’s every reason to believe they will continue to be the dominant tool of choice in the advisory community for years to come.