TITLE

Advisers Report Benefits from Financial Planning Software

AUTHOR(S)
Ritchlin, Lance
PUB. DATE
December 2010
SOURCE
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, Special section p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
55781790

 

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