Research you can use

How are your peers setting technology priorities? 150 RIAs have spoken.

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Learn more about how your RIA peers are using technology to acquire and serve clients.

Research you can use:

AdvisorEngine and Franklin Templeton partnered with Institutional Investor to survey over 150 RIAs on their use of financial technologies. Broad enthusiasm for new technology among investment advisors abounds – especially for solutions that help with acquiring and managing complex, diverse client accounts.

Topics include:

Technology adoption and massive wealth transfer
RIA firms seek growth among current clientele
Clients' digital experience is a source of competitive advantage
RIAs call for client-centric technology
The technology investment decision

Key findings from the survey

89%

of RIAs agree that a high-quality digital experience is an important competitive differentiator.

79%

of RIAs agree that an RIA firm’s digital infrastructure is increasingly important in hiring and retaining first-rate professional talent.

71%

of RIAs plan to make a moderate or aggressive investment in client on-boarding and account holdings data management technology over the next two years.

85%

of RIAs see a critical or moderate need for technology to improve day-to-day client service activities and communication.

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Join the discussion

Hear actionable findings from the custom research report including where RIAs are seeing the most need for technology, the importance of providing clients a great digital experience and items to consider when evaluating new technology.

Discussion led by Jonathan Kingery [Head of Private Wealth & RIA, Franklin Templeton], with Sam Knox [Managing Director, Institutional Investor] alongside George Tamer [Head of Sales, AdvisorEngine].

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