Iamleah Strong Blog Choosing Financial Planning Software

Choosing Financial Planning Software

March 4, 2023March 4, 2023| iamleahstriamleahstr| 0 Comment | 10:56 am
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Financial Planning Software is a comprehensive platform that can bring together all of your clients’ finances from credit cards, loans, investment accounts, college expenses, Social Security and more. It also allows you to create accurate budgets, create forecasts and make informed investment recommendations.

What are the 7 steps of financial planning?

The most important criteria for choosing a financial planning software are the ability to keep your clients’ financial data safe and organized, ease of use and being compatible with multiple devices. There are several types of software that you can choose from including eMoney Plus, AdvisorEngine, and MoneyGuide Pro.

Client Portals

Financial planning software should be intuitive and easy to use and offer a client portal where clients can view their financial plans and other information online. This will help you to build a strong relationship with your clients and create a better overall experience. More info

Aggregated Accounts

The most important aspect of planning software is the ability to aggregate a range of accounts into a single hub of financial information that will allow you to create plans and goals that are meaningful to your clients. This is especially important when it comes to planning for retirement.

Goal-setting features that tie goals directly to funding plans, which are essential for determining how realistic each goal is and whether or not it will be achieved.

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