United Planners' Financial Services of America
| CRM | 9.4 |
| Mobile apps | 9.2 |
| Account on-boarding process | 9.3 |
| Financial planning software | 9.3 |
| Portfolio management/ portfolio rebalancing | 9.2 |
| Document management | 9.4 |
| Account aggregation | 9.4 |
| Performance reporting | 9.3 |
| Integration of all of the above | 9.4 |
| Tech service and support | 9.4 |
| Client-facing platforms and tools | 9.4 |
| Overall rating | 9.3 |
| Methodology | 1=unacceptable, 10=outstanding |