Aligning Registered Investment Advisor Technology Use and Custodial Priorities

Advisor technology pain points are not being addressed by custodians and vendors.

Boston, February 25, 2020 – Custodians continue to focus on enhancing their long-term value proposition in an environment in which the economics of transactions, investment products, and advisory models are compressing. In the midst of this economic upheaval in wealth management, custodians and vendors are overlooking the immediate problems that advisors have with existing technology and how they are spending their time.

The analysis in this report leverages the Aite Group online survey of 400 U.S. financial advisors fielded in April through June 2019. Aite Group focused on registered investment advisors, excluding dually registered advisors. The survey questionnaire targeted a wide range of financial advisor attributes. This report is also supplemented with prior Aite Group findings as they relate to advisor technology.

This 27-page Impact Report contains 11 figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Addepar, BlackDiamond, BNY Mellon Pershing, Envestnet, Fidelity, InvestCloud, Orion, Salesforce, and TD Ameritrade.

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