For eBusiness & Channel Strategy Professionals

How US Online Investors Rate Their Firms On Retirement Planning

Edward Jones, Independent Advisors, And Vanguard Rank Highest

by Bill Doyle, Peter Wannemacher, April 3, 2009

More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward Jones, independent financial advisors, and Vanguard lead . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Technographics Financial Services Online Survey, Q2 2008  (354 KB PPT)

by Jacqueline Anderson, September 29, 2008

This highlight deck reviews the key findings from the Q2 2008 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

For eBusiness & Channel Strategy Professionals

The Online Tools And Functionality European Investors Want

And The Tools eBusiness Executives Need To Prioritize

by Alyson Clarke, July 30, 2008

Online investment functionality like portfolio trackers, stock selection, and retirement planning tools equip investors with the support they need to make investment decisions themselves. To help eBusiness executives decide what investment tools to spend . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Technographics Financial Services Affluent Online Survey, Q2 2008  (324 KB PPT)

by Jacqueline Anderson, June 12, 2008

This highlight deck reviews the key findings from the North American Affluent Online Survey, Q2 2008. This survey covered questions given to US adults with investable assets of $1 million or greater.

For Consumer Market Research Professionals

North American Technographics Financial Services Online Survey, Q2 2008

North American Consumer Technographics Technographics Survey, May 29, 2008

For Consumer Market Research Professionals

North American Technographics Financial Services Affluent Online Survey, Q2 2008

North American Consumer Technographics Technographics Survey, April 30, 2008

For Consumer Market Research Professionals

How European Seniors Research Financial Decisions

by Reineke Reitsma, January 4, 2008

The senior segment in Europe currently represents a third of the total population and is expected to grow in the coming years. European seniors are an attractive target group, as they tend to have more financial assets than any other segment of the population. . . .

For Consumer Market Research Professionals

Technographics® Survey Highlights: North American Financial Services Online Survey, Q3 2007  (348 KB PPT)

by Jacqueline Anderson, December 5, 2007

This highlight deck reviews the key findings from the Q3 2007 Financial Services Online Survey. This survey covered questions given to US adults around financial products and habits.

For Consumer Market Research Professionals

Technographics Survey Highlights: North America Affluent Online Survey, Q2 2007  (276 KB PPT)

by Jacqueline Anderson, November 21, 2007

This highlight deck reviews the key findings from the North America Affluent Online Survey, Q2 2007. This survey covered questions given to US adults with investable assets of $1 million or greater.

For Consumer Market Research Professionals

Technographics Insight: Use Of Financial Advisors By Online Affluent Consumers  (198 KB PPT)

by Jacqueline Anderson, November 20, 2007

Behaviors and attitudes of online affluent individuals towards the use of financial advisors.

SunGard Ranks Among The Leaders In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

SunGard's global experience in working with large financial services institutions plays out in its financial planning software. The firm's PlanningStation software is a good all-round solution, best suited to large institutions with a broad range of advisors . . .

EISI's Profiles Is A Strong Performer In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

Profiles almost qualifies for the Leader category, making significant headway under EISI's reign since our evaluation in 2005. The product has a solid offering of analysis tools and functionality that will appeal to firms that are serving clients who . . .

EISI's NaviPlan Is One Of The Leading Financial Planning Software Solutions

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

EISI's NaviPlan is a powerful enterprise application, with strong analysis tools and management reporting capabilities. Client-facing functionality is currently absent, although EISI has confirmed that work is underway to provide this by early 2008. NaviPlan . . .

eMoney Advisor Is A Leader In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

eMoney Advisor has a clear vision to help firms with high-net worth-clients strengthen their relationships and grow their business. The firm does this with sophisticated cash-flow planning tools, strong client-facing tools that even include mobile access . . .

AdviceAmerica Is A Leader In Financial Planning Software

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

AdviceAmerica is a clear industry leader, scoring a perfect 5.00 on many criteria, including client access, scenario comparison capabilities, and executive vision. The firm's AdvisorVision software is a powerful tool, with strong enterprise functionality . . .

Financeware's Financial Planning Software Is A Strong Performer

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

Financeware's Wealthcare uses a goal-based approach that simplifies financial planning. The firm believes that there are contradictions within every step of traditional financial advising — and that clients shouldn't have to make tradeoffs as part of . . .

PIE Technologies' Financial Planning Software Is A Leading Client-Focused Solution

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

PIE Technologies' sophisticated goal-based approach will appeal to firms looking for a client-focused alternative to pure cash-flow-based planning. The product is easy to use, with good client access functionality and strong scenario comparison capabilities. . . .

Money Tree Software's Financial Planning Software Is A Strong Contender

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

Money Tree Software's more comprehensive planning software, TOTAL Planning System, is a good all-round planning solution. The product has all of the basic functionality and many of the advanced planning capabilities that independent financial planners . . .

For eBusiness & Channel Strategy Professionals

The Forrester Wave™: Financial Planning Software, Q3 2007

eMoney Advisor And AdviceAmerica Lead, With SunGard And EISI Close Behind

by Alyson Clarke, September 21, 2007

Due to popular demand, Forrester has updated its Q2 2005 financial planning software Forrester Wave. We conducted a hands-on evaluation of nine popular Web-based solutions from eight North American vendors across 124 criteria and found that eMoney Advisor, . . .

Impact Technologies Group's Financial Planning Software Is A Strong Performer

The Forrester Wave™ Vendor Summary, Q3 2007

by Alyson Clarke, September 21, 2007

Impact Technologies Group's PlanLab software is a good all-round suite. The product has a broad range of functionality, including solid management reporting, good analysis tools, basic CRM capabilities, and the ability to share plans with internal or . . .

For Consumer Market Research Professionals

North American Technographics® Financial Services Online Survey, Q3 2007

North American Consumer Technographics Technographics Survey, July 1, 2007

For eBusiness & Channel Strategy Professionals

Millionaires With Advisors Buy More Financial Products

by Eric M. Dolan, Bill Doyle, June 19, 2007

Affluent online consumers who use a financial advisor are different from those with no advisor: They are more likely to have long-term financial plans in place, they own more financial products, and they are more likely to purchase additional products . . .

For eBusiness & Channel Strategy Professionals

Who's Willing To Pay The Most For A Financial Plan?

by Eric M. Dolan, Bill Doyle, May 11, 2007

Many consumers realize they cannot develop a sound investment plan on their own. But are they willing to pay to have the plan developed for them? We found that Validators — investors who gather their own information and make their own decisions but actively . . .

For Vendor Strategy Professionals

Australia's Financial Planning Software Market Consolidates

And It's Bad For Advisors And Risky For The Resulting Market Leader

by Alyson Clarke, May 3, 2007

IRESS Market Technology's purchase of IWL's VisiPlan has created a duopoly in Australia's financial planning software market. This is bad news for advisors: While advisors have always had only a handful of solutions to choose from, IRESS' acquisition . . .

For eBusiness & Channel Strategy Professionals

Attracting The Retirement Dollars Of Australian Baby Boomers

The Online Experience Of Australia's Retirement Income Providers

by Alyson Clarke, April 27, 2007

For Australia's wealth management firms, Australia's baby boomers represent a key and lucrative market thanks to their sheer numbers and the fact that they own half of the nation's total household wealth. Baby boomers love to use the Internet to manage . . .