![]() ![]() Our data suggest that these two brands are likely to maintain their category dominance for quite some time. eMoney remains the runner up, as it has been since 2010. ![]() If there is one lesson that small firms should take away from these data, it is that they should invest in this application sooner rather than later.Īmong the offerings on the market, MoneyGuidePro remains the top choice of respondents, as it has been every year since we began conducting this survey in 2008. Last year, nearly a fourth of survey takers (23%) said that they still weren’t using planning software, and in 2013, almost a third (31%) said that they weren’t making use of the software.įirms with less than $25 million in assets under management were less likely than average to use planning software, while firms with more than $25 million in AUM were more likely. Still, the trend toward adoption is rising. READ MORE: What Will Define the Digital Advisor Space in 2016? If planning software yields such high returns, one could argue that everyone should be deploying it, but 20% of respondents aren’t.
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