This free survey is powered by QUESTIONPRO.COM
  1. Surveys
  2. 2010
  3. September
  4. T
  5. Technology Satisfaction Survey Sept 2010

Technology Satisfaction Survey Sept 2010

 
 
Name
   
Rep ID
   
 
 
 
What is your primary Branch Office role?

 
OSJ
 
Advisor
 
Other
 
 
 
On a scale of 0 to 10, based on your overall experience how likely would you be to recommend LPL Financial Technologies to a friend or colleague? (0 being not likely at all and 10 being extremely likely)


0 - Extremely Unlikely 1 2 3 4 5 - Neutral 6 7 8 9 10 - Extremely Likely
Technologies (overall)
 
 
Please rank your experience in the following categories of LPL Financial Technologies in general.

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Features & Functionality
Ease of Use
Technical Performance
Training / Education
Pricing
 
 
 
Imagine you have $100 to spend on technology enhancements. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

New Features & Functionality
Improving Ease of Use of Existing Features
Technical Performance
Training / Education
0
Values must add up to 100
 
 
Please rank your experience in the following categories.

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
BranchNet (overall)
New Accounts
Account Browse
Business Management Reports
Mutual Fund Trading
Equity Trading
Fixed Income Trading
Annuity Order Entry
Resource Center
 
 
 
Imagine you have $100 to spend on technology enhancements. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

New Accounts
Account Browse
Business Management Reports
Mutual Fund Trading
Equity Trading
Fixed Income Trading
Annuity Order Entry
Resource Center
0
Values must add up to 100
 
 
Please rank your experience in the following categories. (Use N/A if you do not subscribe to a product.)

Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied N/A
Account View
Advisor Square Websites
LPL Advisor Websites
iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
WealthVision
 
 
 
Imagine you have $100 to spend on technology enhancements. Using a scale from 0 – 100, please indicate how much you would spend on enhancing each item below. (Use 0 for items that do not need enhancing or are unimportant to you at this time.)

Account View
Advisor Square Websites
LPL Advisor Websites
iDoc (document imaging service)
Portfolio Manager
Portfolio Review Tool
RebalanceNow!
WealthVision
0
Values must add up to 100
 
 
 
Please use the following area to write additional comments (optional).
   
 
LPL Financial
Survey Software Powered by QuestionPro Survey Software