Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech stack that includes different tools from a number of software vendors. Creating structural integrity in your financial plans is imperative, and providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business.
Recently, President and Founder of Covisum, Joe Elsasser, CFP®, hosted a webinar about combatting conflicts in your tech stack. Watch the webinar on-demand when and where it's convenient for you.
The most common conflicts that occur in integrated financial planning tech stacks
Key integrated-related questions to ask vendors
Emerging trends in advisor tech stack construction
Our new retirement planning platform, Income InSight®, will replace multiple tools in your tech stack and provides the structure for a systematic, scalable financial planning process. Use the software to understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Additionally, when you subscribe you get an entire support team to help you answer client and software questions.