Filed Under:Your Practice, Brokerage

CRM app top among innovative advisory firms

Nearly all “innovative advisory firms
Nearly all “innovative advisory firms" have adopted customer relationship management (CRM) software.

Customer relationship management software is the most widely used software among top-performing financial advisory firms, according to new research.

So reports ByAllAccounts, which released these finding in “2013 Adviser Technology Study: Driving Efficiency, Profitability and Growth.” Produced in collaboration with InvestmentNews research, the survey examines the technology trends among top-performing advisors.

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Nichole Morford

Nichole Morford
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