Search Results | Showing 11 - 20 of 27 results for "Planner Technology" |
| | ... with generational nuances that need to be addressed - and its findings are echoed in Investment Trends' 2015 Planner Technology Report, released today, which points to tablets as being a "key part of the advice process in the future." At the same time ... |
| | | ... mobile devices to access the internet over the past two years has doubled, and the Investment Trends May 2014 Planner Technology Report has shown 44% of planners intend to use tablets in their business. |
| | | ... preferences has fallen from 36% last year to 29% in 2014, according to the latest Investment Trends May 2014 Planner Technology report. At the same time, planners saying they are choosing platforms from any provider they wish has increased from 28% in ... |
| | | ... release after over 300 advice practices tested the program since June 2013. The Investment Trends May 2013 Planner Technology Report found that Midwinter's software currently holds a 7% of the market share but scores highest on user satisfaction. |
| | | ... is looking more and more like a one-horse race, according to research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market share to 51%, up from 39% in 2012. XPLAN's ... |
| | | ... deposits than increase their exposure," he said. The results are drawn from the Investment Trends April 2012 Planner Technology Report, released to Investment Trends' clients earlier this month. This report was based on a survey of 1,412 financial planners ... |
| | | ... dealer support, and admin fees," said Recep Peker, senior analyst at Investment Trends. Investment Trends' 2012 Planner Technology Report which surveyed 1,412 advisers found that platform relationships are in a state of flux, with large and rapid changes ... |
| | | The Investment Trends 2011 Planner Technology Report, which surveyed over 1,396 financial planners in July this year, found an overall improvement in satisfaction with planning software with 52% rating their software 'good' or 'very good'. Financial ... |
| | | ... Trends report, in a year when the group expanded to 15% market share. Released today, the Investment Trends 2011 Planner Technology Report asked 1,394 financial planners across Australia to rank financial planning software market. The results found Midwinter ... |
| | | ... independent developer wants to build itself up in this field after earning the top spot in Investment Trends 2010 Planner Technology Report for overall satisfaction. In related news, Midwinter will soon be releasing a self-managed super fund research ... |
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