Hi folks, Davis Janowski, technology reporter with InvestmentNews here. We have created a short, simple survey for advisers in order to determine how many of you use which products and vendors and gauge your level of satisfaction with them. This will not only help me with my stories and columns but give you, the advisers, a sense of the popularity and market share they have.
Here is the link:
InvestmentNews Survey
I helped build it and our data folks even made me drop several questions in order to keep it short and sweet and not take up much of your time. I've gone through it myself and a person at your firm that is knowledgeable about what technology the firm uses can finish it in less than five minutes. It is also anonymous.
In the spirit of honesty I'm also informing you that more than one vendor has notified me that they have sent it to their user base of advisers urging them to complete it. Having heard this, I'm sure that many more than this has probably done the same. So I'm urging all of you independent-minded advisers to complete it on your own and to be honest in your assessments --- again it is anonymous.
A good weekend to all.