Real adoption data from 200+ firms
Every CRM vendor claims high adoption rates. We surveyed 200+ firms to see what advisors actually use daily and what sits ignored.
What they don't show you in sales presentations
Sales demos look great. Implementation is different. Here's what portfolio management platforms don't tell you upfront.
When your tech stack doesn't talk to itself
Every vendor promises seamless integration. Reality is messier. Here's how successful firms handle the gaps.
Performance reports versus performance theater
Beautiful reports don't matter if clients ignore them. Here's what makes clients engage with performance reporting.
