Software satisfaction at new high

Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey.

The Investment Trends 2012 Planner Technology Report found the increase in satisfaction was mostly attributed to the development work around many features undertaken over the past 12-18 months.

AdviserNETgain achieved particularly strong ratings for user interface, integration with platforms and production of client review reports.

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"As an industry, planning software providers increased satisfaction fastest, with integration with platforms, the production of comprehensive financial plans and ease of use … playing major roles," said Investment Trends senior analyst Recep Peker.

Macquarie Bank-owned Coin Software saw the fastest increase in overall satisfaction from 2011, with notable gains to ratings within the production of comprehensive financial plans, ease of use and integration with platforms.

Meanwhile, XPLAN remains the leader in terms of market share, with 37 per cent of financial planners using it as a main provider - up from 34 per cent in 2011.

COIN holds approximately 23 per cent of market share, followed by Midwinter (7 per cent), AdviserCentral (6 per cent) and AdviserNETgain (4 per cent).




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