Signator Investors
| CRM | Inc. |
| Mobile apps | 8 |
| Account on-boarding process | 7.8 |
| Financial planning software | 8 |
| Portfolio management/ portfolio rebalancing | 7.7 |
| Document management | 7.9 |
| Account aggregation | 7.4 |
| Performance reporting | 7.8 |
| Integration of all of the above | 7.9 |
| Tech service and support | 7.7 |
| Client-facing platforms and tools | 7.7 |
| Overall rating | 7.6 |
| Methodology | 7.8 |