RIA Compliance and Practice Management Blog

2018 RIA Technology Landscape Infographic is Released

Posted by RIA in a Box

Jul 26, 2018 4:24:56 PM

Back by popular demand, we've officially released our updated 2018 RIA technology landscape infographic. In addition to the 100 featured technology vendors serving registered investment adviser ("RIA") firms, the infographic includes key findings from the 2017 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:

  • 46% of RIA firms utilize a customer relationship management ("CRM") system
  • 41% of RIA firms utilize a portfolio management / reporting system
  • 42% of RIA firms utilize financial planning software
  • The average advisory fee charged is 0.95%

 Download our 2018 RIA Technology Landscape Infographic

In addition to the survey results, this year’s infographic highlights software providers catering to the investment adviser industry in the following categories:

2017 RIA industry technology infographic for CRM, financial planning, and performance reporting

 

In 2015, our inaugural infographic featured 75 technology vendors across 9 categories serving the RIA industry. As the technology landscape for RIAs has evolved, so has our annual infographic. This year, the number of total vendors rounded out at 100 across 10 categories.  We hope that this infographic serves as a valuable starting point for RIA firms looking to evaluate technology options.

Download our 2018 RIA Technology Landscape Infographic

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 multiple technology systems tend to not only be faster-growing but also much more efficient and organized as it relates to regulatory compliance requirements

 

Topics: RIA Operations, RIA Technology

RIA in a Box LLC is not a law firm, investment advisory firm, or CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel if applicable.

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