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Preferred tech tools of RIA in client communication in the U.S. in 2020

In the United States in 2020, more and more registered investment advisors (RIAs) are embracing video-conferencing and secure texting. Among the respondents, 36 percent said that they were currently using video-conferencing as a tool in client communication and 31 percent said that they were exploring this tool for 2020.

Technology tools used in client communication by registered investment advisors (RIAs) in the United States in 2020

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Release date

January 2020


United States

Survey time period

November 22 to December 1, 2019

Number of respondents

301 respondents

Special properties

Independent registered investment advisors (RIAs)

Method of interview

Email survey

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