Investment Trends’ work is focused on helping clients answer three fundamental questions:|
1. How does the market currently work?
2. How is the market evolving?
3. How do I improve business outcomes?
Investment Trends’ clients include many of the leading banks, investment platform providers, online brokers, margin lenders, as well as industry regulators, leading dealer groups and financial planning software providers.
Investment Trends was started in Australia and is now a multi-national research organisation conducting research and servicing clients in Australia, Asia, Europe and the US.
Planners identify key software needs
Financial Observer, 21-Jul-14
Improvements in functionality, automation and processes have failed to lift financial planners’ satisfaction level with their planning software over the past three years, according to Investment Trends research. The “May 2014 Planner Technology” report, released last month, revealed the average planner satisfaction score out of six was 3.5 in 2014, the same average recorded for 2013 and 2012. “Even though planning software is becoming more efficient and software providers are delivering all these enhancements, planners’ average satisfaction with software providers has remained remarkably steady … over the past 11 years,” Investment Trends senior analyst Recep Peker said last week.
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