Technology, Internet and Marketing Usage of Fee-Based Registered Investment Advisors
| Executive Summary | 4 |
| Financial Planning Software | 4 |
| Portfolio Management Software | 4 |
| Account Aggregation and Integration | 5 |
| Product Differences | 5 |
| Contact Management | 6 |
| Digital Document Storage-Paperless Office | 6 |
| Product Evaluation Websites and Other Resources | 7 |
| Product Supplier Websites | 8 |
| Interactions and Relationships with Product Suppliers | 8 |
| 9 | |
| Clients | 9 |
| Receiving | 10 |
| Marketing | 10 |
| Strategies | 10 |
| Websites Used | 11 |
| Market Segments | 11 |
| Advisor Websites | 12 |
| Financial Planning Process and Fees | 13 |
| Financial Planning Information and Education | 13 |
| Recommendations | 14 |
| Report of Discussion | 17 |
| Financial Planning Software | 17 |
| Portfolio Management Software | 19 |
| Account Aggregation and Integration | 20 |
| SMA's | 21 |
| 529s | 22 |
| Contact Management | 23 |
| Digital Document Storage-Paperless Office | 25 |
| Product Evaluation Websites | 25 |
| Other Websites and Sources Used | 28 |
| Product Supplier Websites | 29 |
| Interactions and Relationships with Service Providers | 32 |
| 35 | |
| Marketing | 41 |
| Websites | 43 |
| Segmentation | 44 |
| Advisor Websites | 45 |
| Financial Planning Process | 48 |
| Financial Planning Fees Charged | 51 |
| Financial Planning Information and Education | 53 |
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