SurveyMonkey Powered Online Survey

Wealth management technology is of major importance to the financial services industry and continually helps financial advisors evolve their practices to serve clients. Wealth Professional is researching which technology platforms and providers are of the greatest use to the profession at large.

Tell us about your technology experiences, which platform would you recommend? Do they work as well as your expectations? Then let us do the analysis for you.

This survey should take only 2-3 minutes to complete and your input will be invaluable.

The 2021 5-Star Wealth Tech special report will be published on the Wealth Professional website and as part of the magazine which is set to publish in October 2021.

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* 1. When choosing software/technology which of the following are the most important to you? Where 1 is not important and 5 is very important

	5 (very important)	4	3	2	1 (not important)
Ease of use for advisors	Ease of use for advisors 5 (very important)	Ease of use for advisors 4	Ease of use for advisors 3	Ease of use for advisors 2	Ease of use for advisors 1 (not important)
Ease of implementation	Ease of implementation 5 (very important)	Ease of implementation 4	Ease of implementation 3	Ease of implementation 2	Ease of implementation 1 (not important)
Value added to your practice (i.e. time saving, client reports etc.)	Value added to your practice (i.e. time saving, client reports etc.) 5 (very important)	Value added to your practice (i.e. time saving, client reports etc.) 4	Value added to your practice (i.e. time saving, client reports etc.) 3	Value added to your practice (i.e. time saving, client reports etc.) 2	Value added to your practice (i.e. time saving, client reports etc.) 1 (not important)
Value for investment	Value for investment 5 (very important)	Value for investment 4	Value for investment 3	Value for investment 2	Value for investment 1 (not important)
Customer support	Customer support 5 (very important)	Customer support 4	Customer support 3	Customer support 2	Customer support 1 (not important)

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* 2. What technology/software platform would you recommend for the following? Please enter the full name of the software/technology you recommend.

Financial planning software

Digital marketing

Portfolio management

Back office support

Financial tools or dashboards

Others (please specify)

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* 3. Based on the software you have nominated above, how would you rate its overall performance? Where 1 is poor and 5 is excellent.

	Financial planning software	Digital marketing	Portfolio management	Back office support	Financial tools or dashboards	Other
Ease of use for advisors	Ease of use for advisors Financial planning software menu	Ease of use for advisors Digital marketing menu	Ease of use for advisors Portfolio management menu	Ease of use for advisors Back office support menu	Ease of use for advisors Financial tools or dashboards menu	Ease of use for advisors Other menu
Ease of implementation	Ease of implementation Financial planning software menu	Ease of implementation Digital marketing menu	Ease of implementation Portfolio management menu	Ease of implementation Back office support menu	Ease of implementation Financial tools or dashboards menu	Ease of implementation Other menu
Value added to your practice (i.e. time saving, client reports etc.)	Value added to your practice (i.e. time saving, client reports etc.) Financial planning software menu	Value added to your practice (i.e. time saving, client reports etc.) Digital marketing menu	Value added to your practice (i.e. time saving, client reports etc.) Portfolio management menu	Value added to your practice (i.e. time saving, client reports etc.) Back office support menu	Value added to your practice (i.e. time saving, client reports etc.) Financial tools or dashboards menu	Value added to your practice (i.e. time saving, client reports etc.) Other menu
Value for investment	Value for investment Financial planning software menu	Value for investment Digital marketing menu	Value for investment Portfolio management menu	Value for investment Back office support menu	Value for investment Financial tools or dashboards menu	Value for investment Other menu
Customer support	Customer support Financial planning software menu	Customer support Digital marketing menu	Customer support Portfolio management menu	Customer support Back office support menu	Customer support Financial tools or dashboards menu	Customer support Other menu

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* 4. What types of technologies have emerged in the past 12 months that have helped the financial planning profession for the better?

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* 5. What would you like to see more of from WealthTech providers which may currently be underserved?

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* 6. THANK you for taking the time to fill in this survey. The answers and ratings you provide in this survey will be completely anonymous and will be used as collective figures and trends across our industry special report. Your details:

Name

Company

State/Province

Email Address

Phone Number