first_imgOne quarter of financial advisors say that implementing a document management system is a top priority for them this year.  1000 independent brokers were asked to rank their priorities of CRM, document management, practice-management tools, financial planning tools, client self-service tools and compliance integration/simplification.Here are the rankings for which technologies were considered ‘very important’:38.7% said compliance tools38.2% said CRM31.7% said Portfolio Management26.9% said Document Management26.1% said Financial Planning tools21.7% said Practice-Management tools12.4% said Client self-service tools64% of those responding said that they’d be spending more on technology this year compared to last year.  About 45% plan to spend 3.9% of their revenues on technology, and another 45% plan to spend 4% to 8%, while 10% plan to spend more than 8% of their revenue on technology. Leave a Comment ‹ Cloud Computing: Goldman Sachs Sees Growth Records Management: Fast-Track Growth › Category: Document Mangement February 2nd, 2010 last_img

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