Commission-Free insurance network for RIAs scores “outstanding marks” in the 2019 T3/Inside Information Software Survey of more than 5,500 advisors
LOUISVILLE, KY, February 20, 2019 /24-7PressRelease/ — DPL Financial Partners (“DPL”), the insurance network for registered investment advisors (“RIAs”), received the highest user satisfaction rating in its category in the 2019 T3/Inside Information Software Survey conducted by Bob Veres and Joel Bruckenstein. The comprehensive survey, now in its third year, seeks to help advisory firms evaluate advisor technology offerings across 20 different industry categories. Each offering was evaluated based on overall market penetration for the category and user satisfaction.
DPL Financial Partners was included in the ‘Miscellaneous Tools’ category, which covered a wide range of financial services technology. Within nine months of launching, DPL ranked in the middle of its peers for market share penetration and received the highest user satisfaction score in its category, with an average user rating of 8.13 out of 10. Only 11 platforms of the hundreds evaluated ranked higher, with the highest user satisfaction score in the survey being 8.75 for RBC Advisor Services’ BLACK platform in the ‘Broker-Dealer Platform’ category. The survey stated, “DPL Network, a commission-free insurance service for fee-only RIAs, gets outstanding marks from those who use it.”
“While products are important, we understand that technology and customer experience are equally important to RIAs,” said DPL Founder and CEO David Lau. “It’s rewarding to see that advisors are highly satisfied with our platform. We are just getting started and expect our scores to improve as we continue to develop tools for this audience.”
To download a complete copy of the T3/Inside Information Software Survey, visit https://bit.ly/2UMnBFk.
About DPL Financial Partners
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation’s top carriers to RIA practices. DPL insurance consultants are product and carrier agnostic. Our consultants work for RIAs, not an insurance carrier, and work to employ solutions that seek to optimize financial outcomes for RIA clients. DPL offers a full suite of life and annuity products. www.dplfp.com
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