Using technology for better financial planning

August 2009
Money Marketing;8/27/2009, p22
In this article the author discusses his sentiments on the use of software for financial professionals. He says that the majority of software available for advisers has one major failing as it provides for their needs but not the client. He emphasizes that the problem associated with technology is that it can take away the personal touch. He stresses that the right system can create a compelling proposition for clients.


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