The financial services industry is rapidly evolving, especially when it comes to the development of top advisor technology. To keep tabs on the top tech tools for advisors, T3, Advisor Perspectives, and Inside Information conducted an in-depth survey to discover which software platforms advisors across the country find most useful in streamlining their practices today.
In the 2018 Software Survey, over 1,500 advisors were asked which technology platform they were most likely to adopt moving forward. Of the 17 platforms mentioned, RobustWealth came in as number two, solidifying our firm’s position among the top platforms utilized by financial advisors nationwide according to survey criteria.
Our platform was reviewed for a number of capabilities throughout the survey, including:
- All-in-one software program
- Portfolio management tools
- Trading/rebalancing tools
- Document management/document processing tools
It is an honor that advisors participating in the survey recognized the value of our state-of-the-art B2B digital wealth management platform, and look forward to continuing our mission to help them optimize and segment their businesses in 2018 and beyond.
We’d like to thank the survey organizers and sponsors for their thorough research. To view the full study, please click here.
Disclosure and Fine Print: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.