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JAS21
20:52 el 22 marzo 2016

Financial Planning Tech Applications

There are many softwares that are available, and I would like to know which ones are the best to use for an integration package with a smaller RIA firm?

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What are the most important qualities in a Finacial Planning software to you? Customization?Price?  Compatability with the CRM you are already using?

 

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Financial Planning Tech Applications
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