From 2010-2011, FPA and ActiFi will release a total of seven in-depth technology reports, sponsored by TD Ameritrade Institutional.

Customer Relationship Management (CRM) - Available Now!

This comprehensive report includes extensive software testing, vendor interviews, custodian interviews and both qualitative and quantitative research among advisers. Click on the link about to learn more about the institutional report package.

Financial Planning Software - Available Now!

This comprehensive report includes extensive software testing, vendor interviews, custodian interviews and both qualitative and quantitative research among advisers. Click on the link about to learn more about the institutional report package.

Questions

Please contact your relationship manager:
Relationship Manager, Suzie Black, 800.322.4237 x7146 or Suzie.Black@FPAnet.org
Manager, Major Accounts: Victoria Hamilton, 800.322.4237 x7144 or Victoria.Hamilton@FPAnet.org
Relationship Manager, Kelly O'Connor, 800.322.4237 x7162 or Kelly.O'Connor@FPAnet.org