How to Get Reporting Functionality From Other Software

King, Rebecca
September 2011
Journal of Financial Planning;Sep/Oct2011 Practice Management Sol, p29
Academic Journal
The article offers information on how financial planners identify the type of software that typically provides the reporting functionality they are looking for. It suggests using customer relationship management (CRM) software for workflow reporting to create basic tasks lists displayed on the user interface. It also notes the need to use financial planning software for financial plan reporting which renders custom reports, disclosures, online presentations and plan assumptions.


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