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Delivering Value

Some technology solutions deliver more bang for the buck than others. The technology solutions believed to deliver the best return on investment (ROI) remained the same over time: financial planning, portfolio management, customer relationship management (CRM), and client communication tools.

Respondent satisfaction with the overall ROI from their current tech stack has remained stable over time, with approximately a third “very satisfied” and most “somewhat satisfied.” By firm category, however, advisor satisfaction with tech ROI varies significantly.

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Technology Solutions Offering the Best ROI

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