2010 FPA-ActiFi Adviser Technology Series

From 2010-2011, ActiFi, partnering with the Financial Planning Association will release a total of seven in-depth technology reports, sponsored by TD Ameritrade Institutional. This research includes extensive software testing, adviser feedback, and vendor interviews. This is the schedu

• Customer Relationship Management (CRM) - Q1 2010
• Financial Planning Software - Q2 2010
• Compliance - Q3 2010
• Portfolio Management - Q1 2011
• Document Management - Q2 2011
• Report Generation - Q3 2011
• Portfolio Rebalancing - Q4 2011

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, click here to download 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.