Powerful Software, Personal Touch

Hansch, Tom
June 1997
Journal of Financial Planning;Jun97, Vol. 10 Issue 3, p98
Academic Journal
This article provides information on how technology advancement has contributed in making a financial planner's job easier in the U.S. With the advancement of computer-aided planning and advanced Windows-based presentation programs, financial planners can now use graphs, colorful images and photographs, line charts and more to represent client planning strategies and savings goals. But no matter how advanced the presentation capabilities, they are nothing without an intelligent planner, adding "the personal touch." Embracing technology may also have several obstacles to perceive.


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