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2012
January
T
Tools Survey
Tools Survey
inStream Tools Survey
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Name
Firm Name
What Portfolio Management System do you use?
Orion
Portfolio Center
Albridge
Morningstar Office
Envestnet
None
Other
What CRM Do you use?
Redtail
Outlook
Junxure
Salesforce
ACT!
None
Other
Have you used any other Financial Planning tools in the past?
MoneyGuide Pro
eMoney
Money Tree
FinanceWare
Naviplan
None
Other
Are you an RIA or do you work with a B/D?
RIA
Work with a B/D
Dual Registration
Who is your Primary Custodian?
What B/D do you work with?
What is your firm's approximate AUM/AUA?
Approximately how many clients does your firm work with?
Would you recommend inStream to another advisor?
Absolutely Not
Not Really
If They Ask
Already Do
Anything Else that you want to tell us?
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