Technology ROI trends in wealth management show remarkable consistency, with financial planning solutions maintaining their position as the top value driver at 51%, followed closely by portfolio management at 47%. Customer relationship management and client communication tools round out the top performers, though experiencing slight declines of 5% and 7% respectively in perceived ROI.

Among emerging trends, client attraction technologies saw a modest 3% increase in ROI perception, while tax and estate planning solutions each gained 2% in favorable ratings. These upticks may signal growing momentum in these categories, reflecting the expanding marketplace of specialized solutions and increased industry focus.

The ROI assessment patterns remain largely consistent between Innovators and Operators, with approximately half of both groups rating financial planning, portfolio management, and CRM as their top ROI drivers. Notably, Laggards showed the most significant shift, now aligning with industry peers in their top three ROI categories, though uniquely ranking portfolio management (43%) ahead of financial planning (40%) and CRM (37%).