If you've ever wondered “Are other firms dealing with the same bottlenecks we are?” - this study has your answers. It gives you hard numbers on how firms are really working today, so you can see where you’re ahead, where you’re behind, and where change will actually move the needle.
Use the results to benchmark your firm - and to bring hard numbers into your next “We REALLY need to change this” discussion.
51% of firms reported handling on average 1-2 beneficiary inquiries per file per month, and 45% of those questions are about distribution timing and status. Most updates still happen through one-off emails. The study gives you the data to show why better visibility, standardized reporting, and clearer workflows aren't “nice to have” they're essential to keeping clients and beneficiaries on side.
42% of respondents said they could save at up to 5 hours a month by automating key workflows like bank recs, distributions, and investment data entry. The study highlights which tasks firms ranked as “most impactful to automate,” so you're not guessing where to invest next - you're using industry data to prioritize your roadmap.
In this on-demand session, Estateably’s founders (Ari & Alex) walk through the biggest takeaways, what validated what we already knew, and where firms can get time back fast. Plus a quick look at what Estateably handles today and what’s coming next.