Research.net Powered Online Survey

We are excited to announce the upcoming InvestmentNews' 5-Star Technology Report, which will highlight the most beneficial technology and software introduced in the last 24 months for financial advisors and the financial management industry.

We invite vendors to complete the form below in the category most relevant to your organization or product. This is your opportunity to showcase what makes your technology stand out in the financial services industry.

Winners of the InvestmentNews' awards will gain significant recognition on our award-winning global media platform, with profiles featured in front of prospective clients. Additionally, winners will receive exclusive marketing collateral to highlight their unique value propositions and enhance their industry reputation.

The results of the survey will be published on our website in September. Please note that entries close on Friday, 16 May.

For more information, please contact aprille.doma@keymedia.com.

Question Title

* 1. What is the name of your organization and/or product?

Organization

Product

Product URL

Question Title

* 2. When was this product or technology introduced to the market?

Please enter a valid date.

Date

Question Title

* 3. Your details:

Name:

Job title:

Company:

Email address:

Phone number:

State:

Question Title

* 4. What solutions does your organization provide to financial advisors or the financial management industry?

Financial planning software

Digital marketing

Portfolio management

Back office support (compliance software, risk management, etc.)

Behavior assessment

Financial tools or dashboards

Client data gathering

Compliance software

Client file sharing

CRM

Education for advisors

Investment data/analytics

Online wills

Risk tolerance

Specialized planning (estate, retirement, Social Security, annuities, and others)

Stress testing

Others

Please specify if you have selected Others

Please provide relevant information regarding each of the following:

Question Title

* 1. What is the name of your organization and/or product?

Question Title

* 2. When was this product or technology introduced to the market?

Question Title

* 3. Your details:

Question Title

* 4. What solutions does your organization provide to financial advisors or the financial management industry?

Question Title

* 5. Business/product overview (max. 500 words).

Question Title

* 6. Value proposition/point of difference (max 500 words).

Question Title

* 7. Statistics on sales/client growth for the last 12 months (max 250 words).

Question Title

* 8. Client testimonials and any other relevant information/accolades in the past 12 months.