Each month, in an exclusive survey with Incisive Research, Real Adviser canvasses a broad panel of advisers for their views on a wide range of different topics. This time we are exploring the issue of reporting tools. Many providers are bringing out more sophisticated reporting tools, recognising that they can be an invaluable addition to an advisory business. We wanted to find out how many advisers used these tools and how useful they found them. Which did they find the most useful aspects of these tools? We also wanted to know what advisers would like to get from these tools that they are...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
