Wealth Management Performance Reporting Technology Landscape, Ranked

Sep 30, 2021

We’ve all seen the industry “ecosystem maps.” You can find one that illustrates just about any industry’s technology providers. With a compilation of all of the possible tools in one place, advisors can identify the players as they begin to research new solutions for their firms. But, we thought, wouldn’t it be great if the map provided more information than just a logo so that you could really narrow down who you wanted to know more about, quickly? 

That’s where F2 Strategy comes in. We work with these tools every day, so we decided to next level the traditional ecosystem map. 

In this post, we took our knowledge of five popular performance reporting tools wealth management firms are using today and ranked their performance in four categories: ease of user adoption, customize vs control, how innovative it is after you buy it and client experience. We aren’t identifying the best all around performance reporting tool on the market, but rather helping you determine the best one for your needs. This ranking should reduce some of the time advisors spend on initial due diligence because we’ve already done some of the research for you. 

Use our helpful tool as you begin your performance reporting journey, and reach out if we can help you navigate the implementation process further. (And, if you’re looking for more rankings, see our CRM ranking.)

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