 Although there have historically been some good reasons for using customized Excel reports instead of a financial planning program, the advantages now available in the premier software packages outweigh the drawbacks. This is especially true as technology continues to advance.”Brian Leitner, senior vice president of practice management, Mariner Wealth Advisors.
|
Summary: It is very difficult to provide advice without the right technology. Interestingly enough, according to the most recent Financial Planning Technology Survey, approximately 25% of the respondents were not using financial planning software. And, in the prior year survey, almost a third were not using planning software. So why the disconnect?
Be the first to comment on this Article
