 Customer Relationship Management (CRM)
This first report, CRM technology will introduce you to many CRM technology vendors that focus specifically on the needs of the adviser. Through this research, we will help you to understand what you can expect out of an adviser focused CRM technology and how these CRM technology vendors stand up against one another across different aspects of their offers.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, click here to download the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Did you know that most advisers using CRM have found it easy to use? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new CRM solution or are trying to get the most out of your existing solution, this report includes information that will help you make the best decisions you can about your technology.
 Financial Planning Software
This report on financial planning software, sponsored by TD AMERITRADE Institutional, will introduce you to many financial planning software vendors and provide a comprehensive overview and objective evaluation of the various features they offer. Through this research, we will help you to understand what you can expect from financial planning software and how these vendors stand up against one another across different aspects of their offers.
If you are an FPA Member or advisor who custody with TD AMERITRADE INSTITUTIONAL, click here to download the report for free. Otherwise, you can purchase the report at the FPA Online Store for $495.
Did you know that more than three-fourths of advisers say they are satisfied with their financial planning software? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new financial planning software solution or are trying to get the most out of your existing software, this report includes information that will help you make the best decisions you can about your technology.
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