Skip survey header

Adviser Needs Survey (New Zealand)

Background

With the significant regulatory changes happening in the market, it is a good time to review the common needs of advisers and see how technology can benefit you as an adviser.
2. What CRM (Customer Relationship Management) system/s do you currently use? *This question is required.
Space Cell Xplan(AA) Advisor AssistantAdviser CRMSales ForceTAPTrailExcelOther
My CRM/s are.
3. How many clients do you currently manage? *This question is required.
Space Cell 1-5051-100101-500501-10001000+
Existing Clients
4. Do you have an assistant? *This question is required.
YesNoOutsourced
5. Would you like a copy of the consolidated results of this survey when available?