2020 InvestmentNews Adviser Technology Study


The 2020 InvestmentNews Adviser Technology Study provides an overview of what independent advisory firms are doing to optimize their technology strategy, investments and operations, as well as actionable takeaways to help drive profitability, efficiency and growth. Highlights of the report include:

  • Insights revealing how top-performing firms are leveraging technology and maximizing the digital client experience to drive growth.
  • Overall technology spending and specific allocations, broken out by firm size and type.
  • Trending data to show ways in which advisory firm technology usage has changed in recent years.
  • Detailed appendix data that permits benchmarking against the competition.
IN Research benchmarking study purchases are intended for individual use. For information about multi-user licenses or questions about data included in the report, please contact INResearch@investmentnews.com