Growth, page-186

FWIW it's actually a pretty good read however it's important to remember that Intiger is not trying to compete with XPLAN and COIN, the IAM solution is complementary to these types of platforms and dovetails with the client's own CRM (XPLAN etc) to process data and provide information.

https://www.netwealth.com.au/web/media/79070/0706-netwealth-mag-web.pdf

61% (not "nearly 70%") use XPLAN for their CRM. They have a relatively poor 3.1 out of 5 average satisfaction rating with their current provider.  That suggests to me there are major opportunities for new entrants to either replace existing platforms or improve the usability of the existing ones.

One of many interesting survey results in the report  is in the Fact Finding and Risk Profiling tool section. To the question "When will your business start using online self-service tools to capture client (or prospect) information, including their risk profile?" 23% report they already use them, 33% intend to within the next 12 months and 26% within 24 months.  To put it another way;  77% of advisors do not currently use online self service tools but 78% of those who currently don't use them intend to do so within the next 2 years. This again suggests we have/are entering a major period of disruption and adoption of new technologies and processes.