Are you frustrated with outputs from multiple sources 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. Providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business.
Watch Joe Elsasser, CFP®, discuss how a deeply-integrated tech stack can make a huge difference for your practice.