2011 MoneyOne adviser experience survey

2011 MoneyOne adviser experience survey




We would like to ask you just a few questions around your experience in using MoneyOne, our financial planning and web access tool.

Please be assured that the information from the survey will not be used for anything other than for our research purposes.

Could you please fill out the survey by COB [date]. It should take just a couple of minutes to complete.

Please start the survey here.


First name:
Surname:
Company:
Position:
Email:


Question 1


In your practice, do you use?



MoneyOne Office only
MoneyOne Online only
Both MoneyOne Office and Online
I do not use the MoneyOne systems (please tell us why in the comments section below)

Please add any comments



Question 2
How long have you been using MoneyOne in your practice?



Less than one year
Between one and three years
More than three years



Question 3
I mostly use MoneyOne for:



investor reporting
adviser / dealer reporting
obtaining product documents (PDSs and forms)
generating forms for investor transactions (applications, account maintenance, switches, reweights, etc.), STP requests and SoA/RoAs
share trading
other (please provide details in the comments section below)

Please add any comments



Question 4
In your experience, the MoneyOne systems provide the data that your practice requires to meet its needs in:



4A: Investor management (checking account balances and managing account details)
Yes
No

If no, what additional data do you require?


4B: Planning
Yes
No

If no, what additional data do you require?


4C: Reporting (adviser, investor and investment reporting)
Yes
No

If no, what additional data do you require?



Question 5
Are you confident that the data reported through MoneyOne is accurate?



Yes
No

If no, what additional data do you require?



Question 6
Are you confident that the data reported through or viewed through MoneyOne is up-to-date?



Yes
No

If no, please provide details.



Question 7
Are you confident that the calculations performed by MoneyOne are accurate?



Yes
No

If no, what are your areas of concern?



Question 8
When you contact the MoneyOne support team, it is most likely to:



request additional data
request that data reported through MoneyOne be checked or confirmed
request a password to access the system
request an update on a request submitted through MoneyOne
request assistance using the system
report a defect or system issue



Question 9
I would be most likely to attend (or send staff to) MoneyOne training on:



reporting and analysis using MoneyOne
creating forms using MoneyOne
compliant advice using MoneyOne
using MoneyOne to streamline and reduce workload
other (please provide details in the comments section below)




Question 10
The primary planning tool in my practice is:



MoneyOne
Xplan
Coin
Visiplan
MS Excel or Word-based tools
whiteboard or paper-based
other (please provide details in the comments section below)