Financial Planning Tech Applications

Escrito 22 Mar 16

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?

Comentarios (1)

22 Mar 16

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