Find the Best Financial Planning Software

Segal, Spenser
May 2010
Journal of Financial Planning;May/Jun2010 Practice Management, p14
Academic Journal
The article focuses on how to find the best software for financial planning. However, it mentions that there are also some specialized considerations that need to be evaluated for specific type of software. Meanwhile, there are fundamental questions that are essentials for customer relationships management software including the type of business objectives, the expectation of gain from using financial planning software, and the functionality that is essential for the software in order to gain the benefits that are wanted. On the other hand, specialized questions such as the type of reporting that is best suited for clients, the ability to deliver the plan online through a client portal, and methodology that is most closely aligned with the planning philosophy and style are also discussed.


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