Today, we released our 2015 RIA technology landscape infographic. In addition to the 105 featured technology vendors serving registered investment adviser (RIA) firms, the infographic includes key findings from the 2015 RIA in a Box investment adviser technology and operations survey of over 1,000 firms.
Key findings from the survey highlighted in the infographic include:
- Adoption rate of portfolio management and reporting systems
- Adoption rate of customer relationship management (CRM) systems
- Adoption rate of financial planning software systems
- The impact of technology adoption on the growth of an RIA firm
In addition to the survey results, this year’s infographic highlights software providers catering to the investment adviser industry in the following categories:
- Financial Planning
- Automated Portfolio Management
- Portfolio Risk
- Portfolio Management / Reporting
- Customer Relationship Management (CRM)
- Document Management / Storage
- Marketing / Lead Generation
- Data Aggregators
- Workflow Management
- Online Client Engagement
- Electronic Signature
Last year, our inaugural infographic featured 75 technology vendors across 9 categories serving the RIA industry. This year the number of vendors has increased dramatically to total 105 across 12 categories. Never before has there been so much great technology available to RIA firms of all sizes at affordable prices. However, the rapid introduction of new solutions and technology categories has proven quite overwhelming to many RIA firms. We hope that this infographic is a valuable starting point for RIA firms looking to evaluate technology options.
As RIA compliance consultants, we are happy to further discuss how to transform your firm's CRM and other technology systems into effective investment adviser compliance tools. In our experiences, investment advisory firms that successfully implement an integrated technology system tend to not only be faster-growing but also much more efficient and organized as it relates to regulatory compliance requirements.