Advisor Insights Survey

To better understand Asset-Map customers, and the industry trends impacting their day-to-day work, we recently surveyed 175 advisors, collecting responses about the state of the wealth management industry and the role technology is playing as the industry continues to evolve, among other trends.

For example, 71% of respondents expressed a desire to include more holistic services in order to attract and retain clients. Insights such as this are key to our mission, as we continue to build Asset-Map to – first and foremost – serve the modern needs of financial professionals.