Every tool, best to worst
179 of 179 tools
| # | Tool | Category | Combined | T3 2026 | T3 share | Kitces 2025 | Kitces share | Kitces value | Since 2023 |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Panoramix1 survey | Portfolio Management | 9.60 | 9.6 | 1.9% | – | – | – | ▲ 0.4 |
| 2 |  Quivr1 survey | CRM | 9.47 | 9.5 | 1.2% | – | – | – | – |
| 3 |  Tolerisk1 survey | Risk Tolerance | 8.90 | 8.9 | 1.4% | – | – | – | ▲ 0.7 |
| 4 |  Clearnomics | Digital Marketing | 8.81 | 8.2 | 1.9% | 9.4 | 0.6% | 9.4 | ▼ 0.2 |
| 5 | Zoom Scheduler1 survey | Schedule Apps | 8.80 | – | – | 8.8 | 1.0% | 9.4 | – |
| 6 |  CurrentClient1 survey | Client Texting | 8.80 | 8.8 | 0.9% | – | – | – | – |
| 7 |  Holistiplan | Tax Planning | 8.73 | 8.9 | 38.9% | 8.6 | 51.7% | 8.3 | ▼ 0.4 |
| 8 |  DocuSign | E-Signature | 8.70 | 8.7 | 53.8% | 8.7 | 59.1% | 8.6 | ▼ 0.0 |
| 9 |  mili1 survey | Client Meeting Support | 8.69 | 8.7 | 1.2% | – | – | – | – |
| 10 |  Koyfin | Investment Data/Analytics | 8.66 | 8.3 | 2.7% | 9.0 | 1.5% | 9.0 | ▲ 0.5 |
| 11 |  Jump | Client Meeting Support | 8.63 | 8.6 | 22.7% | 8.7 | 9.7% | 8.4 | – |
| 12 |  Advyzon | Planning Light | 8.63 | 8.3 | 10.2% | 8.9 | 7.6% | 8.7 | ▼ 0.0 |
| 13 |  Income Conductor1 survey | Retirement Planning | 8.62 | 8.6 | 0.9% | – | – | – | ▲ 1.3 |
| 14 |  Google Workspace1 survey | Email & Office Suites | 8.60 | – | – | 8.6 | 7.1% | 9.0 | ▼ 0.3 |
| 15 |  StratiFi1 survey | Risk Tolerance | 8.58 | 8.6 | 1.1% | – | – | – | ▲ 0.3 |
| 16 |  RedBlack1 survey | Trading/Rebalancing | 8.56 | 8.6 | 0.6% | – | – | – | – |
| 17 |  Calendly | Schedule Apps | 8.55 | 8.4 | 26.9% | 8.7 | 41.1% | 8.7 | ▼ 0.2 |
| 18 |  Kwanti | Investment Data/Analytics | 8.52 | 8.1 | 4.1% | 8.9 | 5.0% | 8.7 | ▲ 0.0 |
| 19 | Dropbox | Client File Sharing | 8.51 | 8.5 | 4.5% | 8.5 | 5.3% | 8.8 | ▲ 0.2 |
| 20 |  Altruist | Custodial Platform | 8.50 | 8.3 | 6.3% | 8.7 | 3.6% | 9.1 | ▲ 0.1 |
| 21 |  RightCapital | Financial Planning | 8.50 | 8.4 | 21.4% | 8.6 | 25.4% | 8.7 | ▼ 0.3 |
| 22 |  XY Archive1 survey | Communications Archiving/Monitoring | 8.50 | – | – | 8.5 | 14.3% | 8.7 | – |
| 23 |  Libretto1 survey | Financial Planning | 8.50 | 8.5 | 1.2% | – | – | – | ▼ 0.6 |
| 24 | Vanguard Portfolio Analytics1 survey | Investment Data/Analytics | 8.50 | – | – | 8.5 | 1.0% | 9.3 | ▼ 0.3 |
| 25 | GReminders | Schedule Apps | 8.48 | 8.5 | 2.4% | 8.5 | 1.0% | 7.4 | – |
| 26 |  Greenboard1 survey | Communications Archiving/Monitoring | 8.43 | 8.4 | 1.4% | – | – | – | – |
| 27 | Google Voice1 survey | Phone & VoIP | 8.40 | – | – | 8.4 | 4.1% | 8.7 | – |
| 28 |  Moneytree | Financial Planning | 8.37 | 7.7 | 2.1% | 9.0 | 1.5% | 9.2 | ▲ 0.3 |
| 29 |  Box | Client File Sharing | 8.36 | 8.4 | 6.2% | 8.3 | 6.8% | 8.4 | ▼ 0.1 |
| 30 | Portfolio Visualizer | Investment Data/Analytics | 8.33 | 8.0 | 1.6% | 8.7 | 1.0% | 8.8 | ▼ 0.2 |
| 31 |  Income Lab | Retirement Planning | 8.30 | 8.2 | 9.1% | 8.4 | 7.3% | 8.3 | ▼ 0.1 |
| 32 |  AdvisorAssist1 survey | Compliance Consulting | 8.30 | – | – | 8.3 | 3.2% | 8.6 | – |
| 33 |  Jotform1 survey | Client Data Gathering | 8.30 | – | – | 8.3 | 2.8% | 8.9 | – |
| 34 |  Vega1 survey | AI Assistants/Agents | 8.30 | – | – | 8.3 | 1.2% | 8.3 | – |
| 35 | BlackRock Advisor Center1 survey | Investment Data/Analytics | 8.30 | – | – | 8.3 | 0.8% | 8.9 | ▲ 1.0 |
| 36 | RIA Compliance Technology | Compliance | 8.24 | 7.8 | 1.0% | 8.7 | 1.1% | 8.5 | – |
| 37 |  fpPathfinder | Advice Engagement | 8.23 | 7.9 | 12.2% | 8.6 | 2.3% | 8.3 | ▲ 0.0 |
| 38 |  Charles Schwab | Custodial Platform | 8.22 | 8.0 | 38.8% | 8.5 | 15.6% | 9.0 | ▲ 0.3 |
| 39 |  Fathom | Client Meeting Support | 8.21 | 8.1 | 1.9% | 8.3 | 1.8% | 8.5 | – |
| 40 |  YourStake1 survey | ESG/SRI | 8.21 | 8.2 | 1.1% | – | – | – | ▼ 0.2 |
| 41 |  Zoom Phone1 survey | Phone & VoIP | 8.20 | – | – | 8.2 | 13.7% | 8.3 | – |
| 42 |  Archive Intel1 survey | Communications Archiving/Monitoring | 8.19 | 8.2 | 1.1% | – | – | – | – |
| 43 | iRebal | Trading/Rebalancing | 8.18 | 8.1 | 11.8% | 8.3 | 5.2% | 8.6 | ▼ 0.3 |
| 44 |  Zocks | Client Data Gathering | 8.18 | 8.3 | 10.2% | 8.0 | 3.1% | 9.0 | – |
| 45 |  eMoney | Financial Planning | 8.17 | 8.1 | 35.6% | 8.2 | 31.1% | 8.4 | ▼ 0.2 |
| 46 |  Adobe Sign1 survey | E-Signature | 8.17 | 8.2 | 10.6% | – | – | – | ▲ 0.2 |
| 47 |  Wealthbox | CRM | 8.16 | 8.1 | 17.5% | 8.2 | 28.7% | 8.3 | ▲ 0.1 |
| 48 |  Hadrius1 survey | Compliance | 8.15 | 8.2 | 1.1% | – | – | – | – |
| 49 |  AdvicePay | Advisory Fee Billing | 8.14 | 8.2 | 15.5% | 8.1 | 16.8% | 8.1 | ▼ 0.2 |
| 50 | FP Alpha | Tax Planning | 8.10 | 7.9 | 4.8% | 8.3 | 4.5% | 8.0 | ▲ 0.2 |
| 51 |  Squarespace1 survey | Website Builders | 8.10 | – | – | 8.1 | 7.4% | 8.6 | – |
| 52 |  YCharts | Investment Data/Analytics | 8.09 | 8.3 | 14.4% | 7.9 | 11.3% | 7.7 | ▼ 0.3 |
| 53 |  EncorEstate Plans | Estate Planning | 8.09 | 8.2 | 3.9% | 8.0 | 3.8% | 8.0 | ▼ 0.2 |
| 54 |  PayForED1 survey | Education Planning | 8.08 | 8.1 | 0.8% | – | – | – | ▲ 1.6 |
| 55 | Arch1 survey | Account Aggregation | 8.07 | 8.1 | 0.5% | – | – | – | – |
| 56 |  RegEd1 survey | Compliance | 8.04 | 8.0 | 2.3% | – | – | – | ▲ 0.1 |
| 57 |  Egnyte | Client File Sharing | 8.03 | 8.9 | 3.4% | 7.2 | 4.7% | 7.4 | ▲ 0.3 |
| 58 |  Savvy Social Security Planning1 survey | Retirement Planning | 8.00 | – | – | 8.0 | 2.5% | 7.9 | ▼ 0.4 |
| 59 | Buckler1 survey | Cybersecurity | 8.00 | 8.0 | 0.6% | – | – | – | – |
| 60 | Fi360 | Investment Data/Analytics | 7.99 | 7.9 | 4.6% | 8.1 | 1.4% | 8.4 | ▲ 0.1 |
| 61 |  Income Solver | Retirement Planning | 7.98 | 7.9 | 1.2% | 8.1 | 0.7% | 8.3 | ▲ 0.7 |
| 62 |  Estate Guru1 survey | Outsourced Estate Document Preparation | 7.98 | 8.0 | 1.6% | – | – | – | – |
| 63 |  Bloomberg Terminal | Investment Data/Analytics | 7.97 | 8.5 | 3.3% | 7.4 | 2.0% | 7.1 | ▼ 0.7 |
| 64 |  Acuity Scheduling | Schedule Apps | 7.96 | 8.0 | 1.5% | 7.9 | 2.6% | 8.7 | ▼ 0.3 |
| 65 |  Addepar1 survey | Performance Reporting | 7.96 | 8.0 | 1.6% | – | – | – | ▲ 0.3 |
| 66 |  Wealth.com | Tax Planning | 7.95 | 8.4 | 13.7% | 7.5 | 6.4% | 7.3 | – |
| 67 |  Raymond James1 survey | Custodial Platform | 7.95 | 8.0 | 1.3% | – | – | – | ▲ 0.5 |
| 68 |  College Aid Pro | Education Planning | 7.94 | 8.1 | 1.5% | 7.8 | 3.0% | 7.6 | ▼ 0.3 |
| 69 |  ShareFile1 survey | Client File Sharing | 7.90 | – | – | 7.9 | 15.5% | 8.1 | – |
| 70 |  Monarch1 survey | Account Aggregation | 7.90 | – | – | 7.9 | 5.3% | 8.0 | – |
| 71 |  Dropbox Sign | E-Signature | 7.88 | 7.5 | 1.8% | 8.3 | 2.0% | 8.5 | – |
| 72 | FactSet | Investment Data/Analytics | 7.88 | 8.0 | 2.8% | 7.8 | 1.5% | 7.5 | ▼ 0.3 |
| 73 |  Wealthscape (Fidelity) | Custodial Platform | 7.87 | 7.7 | 17.1% | 8.0 | 1.4% | 8.8 | 0.0 |
| 74 | MyComplianceOffice (MCO) | Compliance | 7.86 | 7.8 | 2.9% | 7.9 | 1.6% | 7.6 | – |
| 75 |  TradePMR1 survey | Custodial Platform | 7.86 | 7.9 | 1.1% | – | – | – | ▼ 0.5 |
| 76 |  Trust & Will | Estate Planning | 7.86 | 7.4 | 6.6% | 8.3 | 3.5% | 8.5 | ▲ 0.8 |
| 77 |  OnceHub | Schedule Apps | 7.83 | 7.9 | 5.4% | 7.8 | 8.1% | 7.9 | – |
| 78 |  CAIS1 survey | Alternatives Marketplace | 7.83 | 7.8 | 5.4% | – | – | – | – |
| 79 |  Zoom1 survey | Video Meetings & Messaging | 7.80 | – | – | 7.8 | 5.8% | 8.1 | – |
| 80 | Asana1 survey | Project Management | 7.80 | – | – | 7.8 | 1.3% | 8.0 | ▼ 1.1 |
| 81 |  Everplans1 survey | Legacy Planning | 7.80 | 7.8 | 0.5% | – | – | – | ▲ 0.7 |
| 82 | SS&C Black Diamond | Portfolio Management | 7.78 | 8.1 | 7.5% | 7.5 | 8.5% | 7.5 | ▼ 0.0 |
| 83 |  MyRepChat | Client Texting | 7.78 | 7.8 | 19.1% | 7.8 | 15.1% | 8.3 | ▼ 0.3 |
| 84 |  Asset-Map | Planning Light | 7.75 | 7.3 | 4.5% | 8.2 | 1.3% | 8.2 | ▼ 0.6 |
| 85 |  FMG (FMG Suite)1 survey | Digital Marketing | 7.75 | 7.8 | 14.8% | – | – | – | ▼ 0.1 |
| 86 |  HubSpot | CRM | 7.75 | 8.4 | 1.2% | 7.1 | 3.6% | 6.8 | ▲ 0.1 |
| 87 |  TaxStatus1 survey | Client Data Gathering | 7.74 | 7.7 | 9.2% | – | – | – | – |
| 88 |  Salesforce | CRM | 7.71 | 7.7 | 9.6% | 7.7 | 11.9% | 7.9 | ▼ 0.1 |
| 89 |  Message Watcher | Communications Archiving/Monitoring | 7.70 | 8.0 | 1.0% | 7.4 | 2.7% | 7.8 | ▼ 0.1 |
| 90 |  Billfin1 survey | Advisory Fee Billing | 7.70 | – | – | 7.7 | 4.0% | 7.7 | ▼ 0.8 |
| 91 |  RightSignature1 survey | E-Signature | 7.70 | – | – | 7.7 | 1.1% | 8.3 | – |
| 92 |  iCapital1 survey | Alternatives Marketplace | 7.68 | 7.7 | 10.2% | – | – | – | – |
| 93 |  Wealthtender1 survey | Advisor Lead Gen | 7.68 | 7.7 | 1.2% | – | – | – | ▼ 0.5 |
| 94 |  Retirement Analyzer1 survey | Planning Light | 7.66 | 7.7 | 4.2% | – | – | – | – |
| 95 |  Orion | Performance Reporting | 7.64 | 7.7 | 18.6% | 7.6 | 18.4% | 7.4 | ▼ 0.1 |
| 96 |  Laser App Software1 survey | Document Management | 7.64 | 7.6 | 4.0% | – | – | – | ▼ 0.2 |
| 97 |  Zacks Advisor Tools1 survey | Investment Data/Analytics | 7.63 | 7.6 | 1.4% | – | – | – | ▼ 0.3 |
| 98 |  Absolute Engagement1 survey | Workflow Templates | 7.63 | 7.6 | 0.6% | – | – | – | ▲ 0.2 |
| 99 | Advisor Websites1 survey | Website Design | 7.60 | – | – | 7.6 | 2.7% | 7.6 | – |
| 100 |  myStockOptions.com1 survey | Equity Compensation | 7.60 | – | – | 7.6 | 1.9% | 7.9 | – |
| 101 |  RIA Registrar1 survey | Compliance Consulting | 7.60 | – | – | 7.6 | 1.8% | 7.6 | – |
| 102 |  AdvisorCRM1 survey | CRM | 7.60 | 7.6 | 0.7% | – | – | – | – |
| 103 |  PreciseFP | Client Data Gathering | 7.60 | 7.7 | 6.1% | 7.5 | 11.4% | 7.5 | – |
| 104 |  SSAnalyzer | Retirement Planning | 7.57 | 7.6 | 7.0% | 7.5 | 9.4% | 7.8 | ▼ 0.6 |
| 105 |  Envestnet MoneyGuide | Financial Planning | 7.51 | 7.6 | 24.2% | 7.4 | 18.6% | 7.9 | ▼ 0.4 |
| 106 | Smarsh | Communications Archiving/Monitoring | 7.50 | 7.9 | 11.7% | 7.1 | 10.1% | 7.0 | – |
| 107 |  Hubly1 survey | Workflow Support | 7.50 | – | – | 7.5 | 3.3% | 6.9 | ▼ 0.7 |
| 108 |  Advisor3601 survey | Portfolio Management | 7.49 | 7.5 | 2.5% | – | – | – | – |
| 109 |  Envestnet Tamarac | Performance Reporting | 7.45 | 7.4 | 9.1% | 7.5 | 9.1% | 7.9 | ▼ 0.4 |
| 110 |  BILL1 survey | Advisory Fee Billing | 7.43 | 7.4 | 2.2% | – | – | – | – |
| 111 |  SEI1 survey | Custodial Platform | 7.41 | 7.4 | 5.6% | – | – | – | ▲ 0.1 |
| 112 |  AssetMark1 survey | Custodial Platform | 7.41 | 7.4 | 5.2% | – | – | – | ▲ 0.0 |
| 113 | Microsoft Teams1 survey | Video Meetings & Messaging | 7.40 | – | – | 7.4 | 4.4% | 7.6 | – |
| 114 |  DataPoints1 survey | Risk Tolerance | 7.40 | – | – | 7.4 | 1.4% | 7.9 | ▼ 1.1 |
| 115 |  Knudge1 survey | Advice Engagement | 7.40 | 7.4 | 0.9% | – | – | – | ▲ 1.0 |
| 116 |  Microsoft Bookings | Schedule Apps | 7.38 | 7.3 | 3.1% | 7.5 | 3.1% | 8.4 | ▲ 0.3 |
| 117 |  Morningstar | Investment Data/Analytics | 7.37 | 7.5 | 19.3% | 7.2 | 22.5% | 7.4 | ▼ 0.2 |
| 118 |  Betterment Advisor Solutions1 survey | Custodial Platform | 7.33 | 7.3 | 1.6% | – | – | – | – |
| 119 |  SmartRIA | Compliance | 7.31 | 7.2 | 4.2% | 7.4 | 12.1% | 7.8 | – |
| 120 |  Levitate | Digital Marketing | 7.30 | 8.0 | 2.3% | 6.6 | 1.3% | 6.5 | – |
| 121 |  Nitrogen | Proposal Generation/Sales Enablement | 7.29 | 7.9 | 15.7% | 6.7 | 12.5% | 6.7 | ▼ 0.4 |
| 122 |  Redtail | CRM | 7.28 | 7.3 | 42.5% | 7.2 | 20.3% | 7.7 | ▼ 0.6 |
| 123 |  Chaikin Analytics1 survey | Investment Data/Analytics | 7.20 | 7.2 | 0.5% | – | – | – | ▲ 0.3 |
| 124 | Fee-Only Network | Advisor Lead Gen | 7.15 | 7.5 | 2.3% | 6.8 | 0.8% | 7.0 | – |
| 125 |  Maximize My Social Security | Retirement Planning | 7.15 | 7.8 | 2.2% | 6.5 | 3.6% | 7.3 | ▼ 0.5 |
| 126 |  Visory1 survey | Cybersecurity | 7.15 | 7.2 | 1.6% | – | – | – | ▼ 1.1 |
| 127 |  Global Relay | Communications Archiving/Monitoring | 7.13 | 7.4 | 5.9% | 6.9 | 8.0% | 6.9 | ▼ 1.0 |
| 128 |  Snappy Kraken | Digital Marketing | 7.13 | 6.9 | 4.1% | 7.4 | 1.7% | 7.1 | ▲ 0.1 |
| 129 |  Vanilla | Estate Planning | 7.11 | 7.1 | 3.4% | 7.1 | 1.8% | 7.4 | ▲ 0.7 |
| 130 | Docupace | Document Management | 7.10 | 7.1 | 4.1% | 7.1 | 1.7% | 7.6 | ▲ 0.6 |
| 131 |  Mailchimp1 survey | Digital Marketing | 7.10 | – | – | 7.1 | 3.4% | 7.3 | ▼ 1.4 |
| 132 |  StockOpter | Equity Compensation | 7.08 | 6.5 | 0.7% | 7.7 | 2.8% | 8.1 | – |
| 133 |  GeoWealth1 survey | TAMP | 7.06 | 7.1 | 0.6% | – | – | – | ▼ 0.1 |
| 134 |  Copytalk1 survey | Client Meeting Support | 7.02 | 7.0 | 2.8% | – | – | – | ▼ 0.8 |
| 135 | Wix1 survey | Website Builders | 7.00 | – | – | 7.0 | 4.9% | 7.6 | – |
| 136 | AdvisorStream1 survey | Digital Marketing | 7.00 | – | – | 7.0 | 2.6% | 7.3 | ▼ 0.2 |
| 137 | ActiveCampaign1 survey | Other | 7.00 | – | – | 7.0 | 1.1% | 8.4 | ▼ 0.7 |
| 138 |  Fireflies.ai1 survey | Client Meeting Support | 6.98 | 7.0 | 1.8% | – | – | – | – |
| 139 |  Laserfiche1 survey | Document Management | 6.98 | 7.0 | 1.6% | – | – | – | ▼ 0.5 |
| 140 |  DPL Financial Partners1 survey | Outsourced Life Insurance/LTC/Annuities Solutions | 6.94 | 6.9 | 6.2% | – | – | – | ▼ 0.1 |
| 141 |  Bento Engine1 survey | Advice Engagement | 6.91 | 6.9 | 0.8% | – | – | – | – |
| 142 | Constant Contact1 survey | Email Newsletters | 6.90 | – | – | 6.9 | 3.6% | 7.7 | ▼ 0.7 |
| 143 |  Planner CS1 survey | Tax Planning | 6.88 | 6.9 | 0.6% | – | – | – | ▼ 0.6 |
| 144 | Orion Risk Intelligence | Stress Testing | 6.85 | 7.3 | 4.7% | 6.4 | 4.1% | 6.9 | ▲ 0.5 |
| 145 |  Pontera | Held-Away Assets | 6.83 | 6.9 | 5.1% | 6.8 | 16.0% | 6.5 | ▼ 0.8 |
| 146 |  Practifi | CRM | 6.82 | 7.7 | 1.3% | 5.9 | 1.8% | 6.1 | ▲ 0.9 |
| 147 | MirrorWeb1 survey | Communications Archiving/Monitoring | 6.80 | – | – | 6.8 | 2.2% | 6.8 | – |
| 148 |  BizEquity1 survey | Business Valuation | 6.80 | – | – | 6.8 | 1.9% | 7.0 | – |
| 149 |  Capitaliz1 survey | Business Valuation | 6.80 | – | – | 6.8 | 1.6% | 6.8 | – |
| 150 | Blueleaf | Portfolio Management | 6.77 | 7.6 | 0.6% | 5.9 | 1.3% | 6.1 | ▼ 0.2 |
| 151 |  Envestnet1 survey | Portfolio Management | 6.72 | 6.7 | 5.0% | – | – | – | ▼ 0.5 |
| 152 | FMG Suite1 survey | Other | 6.70 | – | – | 6.7 | 17.3% | 7.1 | – |
| 153 |  GoDaddy Website Builder1 survey | Website Builders | 6.70 | – | – | 6.7 | 5.5% | 7.4 | – |
| 154 |  Datalign Advisory1 survey | Advisor Lead Gen | 6.70 | – | – | 6.7 | 0.8% | 6.8 | – |
| 155 |  Comply | Communications Archiving/Monitoring | 6.67 | 6.8 | 2.0% | 6.5 | 6.3% | 6.4 | – |
| 156 |  Estately1 survey | Outsourced Estate Document Preparation | 6.67 | 6.7 | 0.7% | – | – | – | – |
| 157 |  NaviPlan (Advicent) | Financial Planning | 6.64 | 6.8 | 1.0% | 6.5 | 1.7% | 7.2 | ▲ 0.1 |
| 158 |  Capitect | Portfolio Management | 6.56 | 6.8 | 0.6% | 6.3 | 2.3% | 7.1 | ▼ 0.1 |
| 159 | Investorcom1 survey | Rollover Compliance | 6.50 | – | – | 6.5 | 1.6% | 7.3 | – |
| 160 | Broadridge | All-in-One Marketing | 6.47 | 7.5 | 3.8% | 5.5 | 2.5% | 6.1 | ▲ 0.2 |
| 161 |  AdvisorEngine | CRM | 6.46 | 7.7 | 6.9% | 5.2 | 2.6% | 6.7 | ▼ 0.4 |
| 162 |  Interactive Brokers1 survey | Custodial Platform | 6.45 | 6.5 | 1.4% | – | – | – | ▲ 0.7 |
| 163 |  SmartOffice (Ebix) | CRM | 6.43 | 6.6 | 0.6% | 6.3 | 1.0% | 6.3 | ▲ 0.8 |
| 164 |  Ramsey1 survey | Advisor Lead Gen | 6.40 | – | – | 6.4 | 2.0% | 6.7 | ▲ 0.5 |
| 165 |  ProConnect1 survey | Tax Planning | 6.40 | – | – | 6.4 | 1.3% | 7.3 | – |
| 166 |  NetDocuments | Document Management | 6.37 | 7.1 | 1.3% | 5.6 | 1.7% | 6.7 | ▼ 1.7 |
| 167 | Quickbooks1 survey | Accounting & Bookkeeping | 6.30 | – | – | 6.3 | 3.8% | 6.6 | ▼ 1.6 |
| 168 |  RBC1 survey | Custodial Platform | 6.27 | 6.3 | 0.5% | – | – | – | ▼ 2.0 |
| 169 | Nexa Insights1 survey | Client Feedback | 6.20 | – | – | 6.2 | 1.2% | 6.6 | – |
| 170 | SS&C Advent1 survey | Portfolio Management | 6.20 | – | – | 6.2 | 0.8% | 6.5 | – |
| 171 | WiserAdvisor1 survey | Advisor Lead Gen | 6.20 | – | – | 6.2 | – | 6.4 | ▼ 1.3 |
| 172 |  Goldman Sachs1 survey | Custodial Platform | 6.13 | 6.1 | 1.0% | – | – | – | ▲ 0.5 |
| 173 | SmartAsset1 survey | Advisor Lead Gen | 6.10 | – | – | 6.1 | 3.8% | 6.2 | ▲ 1.1 |
| 174 |  Yodlee1 survey | Account Aggregation | 5.80 | – | – | 5.8 | 4.4% | 6.6 | ▼ 0.8 |
| 175 |  Presults1 survey | Communications Archiving/Monitoring | 5.80 | – | – | 5.8 | 0.9% | 6.8 | – |
| 176 |  Plaid | Account Aggregation | 5.69 | 6.1 | 2.1% | 5.3 | 1.4% | 6.1 | ▼ 0.3 |
| 177 |  Elements1 survey | Proposal Generation/Sales Enablement | 5.53 | 5.5 | 0.7% | – | – | – | ▼ 1.5 |
| 178 |  ByAllAccounts1 survey | Account Aggregation | 5.40 | – | – | 5.4 | 12.1% | 6.1 | ▼ 0.3 |
| 179 |  Microsoft Dynamics 3651 survey | CRM | 3.60 | – | – | 3.6 | 1.6% | 5.1 | ▼ 2.2 |