Tech Survey 2016: Which advisor tech delivers the best ROI?

ByJoel Bruckenstein

December 8, 2016 1:06 PM

Automation of wealth management

The future is here and advisors are embracing it. Whether it is robo advisors, portfolio management software or social media, these tools are quickly being adopted into the wealth management business.

Financial Planning’s annual Tech Survey gives us a glimpse into how advisors are utilizing the latest technology to expand their business and which tech firm is leading in the game.

Flip through our slideshow to learn more.

Read more: Future ready: Seismic moves for digital wealth management

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Joel Bruckenstein

Co-creator, Technology Tools for Today

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Investment technology

Client strategies

Practice management

Fidelity Investments

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