Financial Advisor Practices that Embrace Technology Surge in Productivity and Efficiency

Cerulli Report


Author: Funds Society, Miami

Cerulli’s research finds advisors considered heavy users of technology tend to outperform other practices in terms of new client growth rates and assets under management (AUM) growth rates

Nearly 30% of heavy technology users are identified as being higher-growth practices over the most recent three-year period, compared to just 9% of light users

Cerulli data finds heavy technology users average materially better performance than light users across practice productivity metrics