TechSURVeY
The readers of Financial Planning evaluate the
software, hardware, mobile devices and advisory
platforms that planners use most.
By Joel Bruckenstein
Ask smarter questions, get smarter answers. This year’s Financial Plan- ning Tech Survey was the most scientifically accurate version the maga- zine has ever done — and it gave us new insights into advisors’ changing relationship with the technology they use each day.
Overall, advisors seem more focused on technology issues than they were a few
years ago, and their willingness to adopt relatively new technologies has increased.
Only 4% of respondents told us that they plan to shrink their technology budgets
in 2013, versus 36% who expect it to grow.
