Advisers Dissatisfied With Technology Incumbents

Financial advisers are demanding more from administration platforms, planning software and investment research vendors. This sentiment, reflected through adviser satisfaction, saw major incumbent providers rated poorly. With Adviser Ratings forecasting a significant acceleration of adviser movements and a continued shift into self-licensing, it opens the door to new players. Take a look at the rankings and satisfaction levels here.

Sign up to our weekly newsletter featuring articles and news to help you with your financial life