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Showing 1 - 3 of 3 results for "Adviser Technology Needs Report"

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... new users and gaining their loyalty," Vincent said. Despite this, Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth.

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... million. Member accounts also grew 5.8% over the quarter to 97,319. Investment Trends' latest Adviser Technology Needs Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed only 28% of advisers rated their overall satisfaction with their main platform as 'very good', down 2% on 2020 and maintaining ...
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