With so many options on the market, it can be difficult to determine which financial planning technology is worth investing in and which options to skip. In this recent ThinkAdvisor article, Joe Elsasser, CFP®, offers financial advisors tips for choosing the right software for their financial planning practice.
"Remember, good software can and should make financial planning easier. While every software won’t work for every advisor, one of the best ways to see if a tool will work for you is by reading reviews from other financial planners and by testing the software out for yourself. Many software companies offer free trials. Take the time to sift through the different tech options and find the right software for your financial planning practice."