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Research you can use

How are your peers setting technology priorities? 150 RIAs have spoken.

Learn more in our on-demand webinar!

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Learn more about how your RIA peers are using technology to acquire and serve clients.

Research you can use:

 

AdvisorEngine and Franklin Templeton partnered with Institutional Investor to survey over 150 RIAs on their use of financial technologies. Broad enthusiasm for new technology among investment advisors abounds – especially for solutions that help with acquiring and managing complex, diverse client accounts.

Topics include:

  • Technology adoption and massive wealth transfer
  • RIA firms seek growth among current clientele
  • Clients' digital experience is a source of competitive advantage
  • RIAs call for client-centric technology
  • The technology investment decision
Key findings from the survey

89%

of RIAs agree that a high-quality digital experience is an important competitive differentiator.

79%

of RIAs agree that an RIA firm’s digital infrastructure is increasingly important in hiring and retaining first-rate professional talent.

71%

of RIAs plan to make a moderate or aggressive investment in client on-boarding and account holdings data management technology over the next two years.

85%

of RIAs see a critical or moderate need for technology to improve day-to-day client service activities and communication.

Join the discussion

 

Hear actionable findings from the custom research report including where RIAs are seeing the most need for technology, the importance of providing clients a great digital experience and items to consider when evaluating new technology.

Discussion led by Jonathan Kingery [Head of Private Wealth & RIA, Franklin Templeton], with Sam Knox [Managing Director, Institutional Investor] alongside George Tamer [Head of Sales, AdvisorEngine].

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Let's talk about how technology can help your practice

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