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Wednesday, June 2, 2004 Planners Want Better Technology The results of an online survey of 986 financial planners are clear: planners want better technology. The survey, called Technology and Internet Usage of Financial Professionals study, was conducted by the Financial Planning Association and Pyramid, a research firm. The respondent planners' biggest issue was with manual data entry for integrating client information across accounts. Although one out of three surveyed planners download data directly from their providers, a Pyramid researcher reports "many planners are unaware of the firms that offer this service," and suggests "For key relationships, wholesalers might consider helping planners in the download setup.”
FPA and Pyramid, a research firm, produced the study; AdvisorCentral, American Express Financial Advisors, Barclays Global Investors, Federated, Quicken, SEI Investments, and Wells Real Estate Funds sponsored the study. Printed from: MFWire.com/story.asp?s=7315 Copyright 2004, InvestmentWires, Inc. All Rights Reserved |