Advisers like technology but want more integration, survey finds

08/23/2011 | InvestmentNews (free registration)

Most financial advisers are pleased with the performance of their software tools, including client relationship and portfolio management technology, according to a survey by InvestmentNews. However, many respondents said they would like to see more integration among products. Advisers dislike having to enter the same client data more than once, Cerulli analyst Scott Smith says.

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