The FPA-ActiFi Adviser Technology Reports -
Financial Planning Software Edition
Introducing the Most In-Depth Research Ever conducted on Advisor Technology
This report on financial planning software 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.
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.
Available to FPA Members and advisors who custodian with TD AMERITRADE INSTITUTIONAL. To download your free copy of this comprehensive report, please register* below. Otherwise, you can purchase the report at the FPA Online Store for $495.
| Register to Download the Report |
|
|
*By registering you are also opting-in to the ActiFi newsletter list. You can of course opt-out at any time by clicking on the opt-out link in email messages you receive from ActiFi.
