Cambridge Investment Research
| CRM | Inc. |
| Mobile apps | 8.9 |
| Account on-boarding process | 8.4 |
| Financial planning software | 8.6 |
| Portfolio management/ portfolio rebalancing | 8.4 |
| Document management | 8.5 |
| Account aggregation | 8.9 |
| Performance reporting | 8.8 |
| Integration of all of the above | 8.6 |
| Tech service and support | 8.6 |
| Client-facing platforms and tools | 9.1 |
| Overall rating | 8.5 |
| Methodology | 8.8 |