Advisers Report Benefits from Financial Planning Software

Ritchlin, Lance
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, Special section p10
Academic Journal
The article discusses the implementation and use of financial planning software for financial planners in the U.S. According to a technology report by the Financial Planning Association (FPA), most advisers who used the software claimed that they were satisfied by the programs offered by the software and benefits them in various ways including client satisfaction, effective communication with client and staff, and ability to accommodate more clients.


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