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  1. Surveys
  2. 2012
  3. October
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  5. Multi-Browser Survey

Multi-Browser Survey

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Hello,

LPL is investigating the interest in adapting Branchnet to be compatible with other web browsers and tablet computers and we are looking to gather your feedback through a short survey.

This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort.

The survey will close Friday October 12. Thank you in advance for helping to improve LPL’s technology.
 
 
 
* Please enter your RepID.
   
 
 
 
* Which of the following best describes your role?
 
Advisor
 
Assistant
 
OSJ
 
Other
 
 
 
 
* How important is the capability to access BranchNet from browsers other than Internet Explorer for you and your business? (Other browsers include Firefox, Safari, Chrome, etc.)
 
1 Not at all important
 
2 Somewhat important
 
3 Important
 
4 Very important
 
5 Extremely important
 
 
 
Which browsers do you want to use to access BranchNet? Select all that apply.
 
Safari
 
Chrome
 
Firefox
 
Other
 

 
 
 
* Which of the following reasons best describes why you want to access BranchNet on other browsers? Select all that apply.
 
I want to access BranchNet from a Mac computer at home.
 
I want to use a Mac computer at the office.
 
I prefer using other browsers than Internet Explorer while at home.
 
I prefer using other browsers than Internet Explorer at the office.
 
Other
 

 
 
 
* Which of the following best describes how you feel about accessing BranchNet on other browsers?
 
I would be interested in having access to some key BranchNet features on other browsers, even if not all features were available.
 
Accessing BranchNet on other browsers would only be valuable to me if all BranchNet features were available.
 
 
 
When accessing BranchNet from other browsers, which of the standard BranchNet features are most important to you? Please rank the top 10 in order of importance with 1 being the most important, 2 being the next most important, and so on.
Resource Center
Annuity Order Entry
Business Management Reports
Trade Review Reports
New Account Opening
Account Browse
Trading
Commissions
Notifications
Order Status
Account Transaction Log
Executions
Securities Tracker
Service Express
Statements
Advisory Account Review
Cash Management
OSJ Review Tool
 
 
 
When accessing BranchNet from other browsers, which of the following premium BranchNet features are most important to you? Please rank the following in order of importance with 1 being the most important, 2 being the next most important, and so on. If you do not have one of these premium features, please leave the box blank.
Portfolio Manager
Portfolio Review Tool
LPL Advisor Websites
iDoc
RebalanceNow!
ASI Rebalancing/Trade Import Tool
Account View
Salesforce
Advisor Square Websites
WealthVision
 
 
 
Regarding Resource Center, what are the top 5 items you would want to access on other browsers?
   
 
 
 
Is there anything else you can tell us about how or why you want to access BranchNet from other browsers?
   
 
 
 
How important is the capability to access BranchNet from tablet computers for you and your business? (For example Apple iPad, Samsung Galaxy, Motorola Xoom, etc.)
 
1 Not at all important
 
2 Somewhat important
 
3 Important
 
4 Very important
 
5 Extremely important
 
 
 
What type of tablet computer do you want to use to access BranchNet? Select all that apply.
 
Apple iPad
 
Android-based tablet like Samsung Galaxy or Motorola Xoom
 
Windows-based tablet like the Samsung or HP Slate
 
Amazon Kindle Fire
 
Other
 

 
 
 
Which of the following reasons best describes why you want to access BranchNet on a tablet computer? Select all that apply.
 
I use a tablet computer at home.
 
I want to use a tablet computer at the office.
 
I want to use a tablet computer while traveling.
 
I want to use a tablet to conduct client meetings outside the office.

 
 
 
Which of the following best describes how you feel about accessing BranchNet on a tablet computer?
 
I would be interested in having access to some key BranchNet features on my tablet, even if not all features were available.
 
Accessing BranchNet on my tablet would only be valuable to me if all BranchNet features were available.
 
 
 
When accessing BranchNet on a tablet computer, which of the standard BranchNet features are most important to you? Please rank the top 10 in order of importance with 1 being the most important, 2 being the next most important, and so on.
Resource Center
Annuity Order Entry
Business Management Reports
Trade Review Reports
New Account Opening
Account Browse
Trading
Commissions
Notifications
Order Status
Account Transaction Log
Executions
Securities Tracker
Service Express
Statements
Advisory Account Review
Cash Management
OSJ Review Tool
 
 
 
When accessing BranchNet on a tablet computer, which of the following premium BranchNet features are most important to you? Please rank the following in order of importance with 1 being the most important, 2 being the next most important, and so on. If you do not have one of these premium features, please leave the box blank.
Portfolio Manager
Portfolio Review Tool
LPL Advisor Websites
iDoc
RebalanceNow!
ASI Rebalancing/Trade Import Tool
Account View
Salesforce
Advisor Square Websites
WealthVision
 
 
 
Is there anything else you can tell us about how or why you want to access BranchNet on your tablet computer?
   
 
LPL Financial
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