This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of 1-10.  If survey respondents don’t use a particular category of software, just skip over that category, which greatly shortens the time required to complete the survey.

Bob Veres and I hope that all financial advisors will take the time to participate. And, of course, we’ll make the ratings and rankings available in a comprehensive report early next year, when the final data has been collected.

Thank you sincerely for your participation.

Here’s the link where financial advisors can express their views on the components of their tech stack: Take the s 2023 Survey Here.