2011 MoneyOne adviser experience survey

2011 MoneyOne adviser experience survey

We would like to ask you just a few questions around your experience in using MoneyOne, our financial planning and web access tool.

Please be assured that the information from the survey will not be used for anything other than for our research purposes.

Could you please fill out the survey by COB [date]. It should take just a couple of minutes to complete.


Please start the survey here.



First name
Last name
Company
Position
Email


Question 1
In your practice, do you use?




Please add any comments



Question 2
How long have you been using MoneyOne in your practice?






Question 3
I mostly use MoneyOne for:




Please add any comments



Question 4
In your experience, the MoneyOne systems provide the data that your practice requires to meet its needs in:



4A: Investor management (checking account balances and managing account details)

If no, what additional data do you require?


4B: Planning

If no, what additional data do you require?


4C: Reporting (adviser, investor and investment reporting)

If no, what additional data do you require?



Question 5
Are you confident that the data reported through MoneyOne is accurate?




If no, what are your areas of concern?



Question 6
Are you confident that the data reported through or viewed through MoneyOne is up-to-date?




If no, please provide details



Question 7
Are you confident that the calculations performed by MoneyOne are accurate?




If no, what are your areas of concern?



Question 8
When you contact the MoneyOne support team, it is most likely to:






Question 9
I would be most likely to attend (or send staff to) MoneyOne training on:







Question 10
The primary planning tool in my practice is: