Professionals in the finance and investment management space are invited to take part in a short unmoderated online study about advisor workflows and digital tools. This is a quick opportunity to share insights that help shape the future of investment management software.
Study Details:
- Type: Unmoderated Task
- Topic: Advisor Investment Management Workflows
- Pay: $50
- Gender: Male & Female
- Age: 18+
- Location: Nationwide
- Study Date: 12/24
- Duration: 22 minutes
- Date Uploaded: 10/26/2025
Purpose:
This study seeks feedback from professionals who use investment platforms, advisory dashboards, or portfolio management systems. Your experience will help improve workflow efficiency, usability, and data visualization toolsfor the financial sector.
No meetings, no interviews — complete it on your own schedule.