Financial planning, portfolio management, CRM, and client communication tools consistently provide the best ROI. This year, financial planning solutions remain top at 50%, down from 59% last year. CRM and portfolio management tools tie for second at 46%, with portfolio management down from 49%.

Laggards deviate in their top-three ROI choices and show decreased satisfaction with their tech ROI over time, unlike Innovators and Operators, who report increasing satisfaction.