Comparing Software Vendors

Schulaka, Carly
September 2010
Journal of Financial Planning;Sep/Oct2010 Practice Management, p24
Academic Journal
The article focuses on the use of FPA-ActiFi Adviser Technology Series to compare vendors with the software solutions. It reveals that the series, sponsored by TD AMERITRADE Institutional, will include seven in-depth reports on a variety of software products, including Customer Relationship Management (CRM) software and financial planning software. It also notes that each report features functionality compasses and benefit compasses designed to help in comparing software products side-by-side.


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