 Customer Relationship Management (CRM)
This first report, CRM technology will introduce you to many CRM technology vendors that focus specifically on the needs of the adviser. Through this research, we will help you to understand what you can expect out of an adviser focused CRM technology and how these CRM technology vendors stand up against one another across different aspects of their offers.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Did you know that most advisers using CRM have found it easy to use? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new CRM solution or are trying to get the most out of your existing solution, this report includes information that will help you make the best decisions you can about your technology.
 Financial Planning Software
This report on financial planning software, sponsored by TD AMERITRADE Institutional, will introduce you to many financial planning software vendors and provide a comprehensive overview and objective evaluation of the various features they offer. Through this research, we will help you to understand what you can expect from financial planning software and how these vendors stand up against one another across different aspects of their offers.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Did you know that more than three-fourths of advisers say they are satisfied with their financial planning software? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new financial planning software solution or are trying to get the most out of your existing software, this report includes information that will help you make the best decisions you can about your technology.
 Compliance Solutions
This report on compliance solutions, sponsored by TD AMERITRADE Institutional, covers adviser compliance issues, how to get the most benefit from using technology to assist with compliance needs, methods for approaching compliance solutions, and four vendor profiles.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $295.
Advisers surveyed report receiving a variety of benefits as a result of using compliance software or other software types for compliance purposes. In fact, 68 percent say it helps provide peace of mind, 64 percent say it improves their productivity or saves time, and 48 percent say it enables them to more effectively serve their clients. Learn more by downloading the report today!
 Portfolio Management System
This report highlights the key issues financial professionals face when dealing with portfolio management software and provides an unbiased review of 10 different software solutions.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Through comprehensive software, technology and business best-practices research, FPA and ActiFi identify which technologies are best for a specific type of practice, thus empowering advisers to make smart technology purchasing decisions. The FPA-ActiFi Compass scores each software solution on 9 different areas of functionality, such as data management and investment reporting, and 8 different benefit areas including price and customer services/support.
 Document Management System
This report includes an in-depth analysis of 8 different software solutions, insights on how to best leverage the software, and information on how fellow advisers use their solution.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Did you know that four out of five advisers surveyed who use document management software have experienced increased productivity for both themselves and their staff. Almost 80 percent of respondents report that having all client documents organized and electronically stored allows them to spend more time on creating value rather than on filing and retrieving documents to make sure they are providing the best services for their clients.
 Reporting Software
This report helps advisers better understand the available reporting solutions in the marketplace.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, contact us to get the report for free. Otherwise, you can purchase the report at the FPA Online Store for $295.
Did you know that 62% percent of respondents use software to generate reporting and most use a combination of software solutions to create the practice’s total reporting solution? The majority of advisers use financial planning software, portfolio management software and CRM software to generate reports for their practice and/or clients. The report also found that while advisers use different types of software for reporting purposes, only one in seven advisers use standalone report generation software.
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