Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Technology > Marketing Technology

Thanks to You

Your article was successfully shared with the contacts you provided.

We reviewed IDS along with Investigo in our usual way. I invited a group of advisors to join a Web-based demonstration and conference call led by the PMS vendors and they spent about two hours showing us their features and answering questions. After the demos, I circulated a Web-based survey asking the advisors what they liked and disliked. I also interviewed the participants.

Doing these reviews with the help of a diverse group of advisor users is the best and fairest way to report on independent advisor technology. Advisors are so different from each other in their needs, capabilities, and opinions about how to do things right that no one person can see all the angles. I am grateful to the advisors who over the past four months have generously given their time and opinions to me so that our readers can benefit.–Andrew Gluck


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.