Ken, I use "Money Guide Pro". I have found this to be the most comprehensive planner out there. Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities. Hope this helps. Dan Chen
Professor Kotiloff has interesting software too ... http://www.esplanner.com/our-products
Caleb is a CFP Practitioner with more than a decade of experience in special needs planning and one of the creators of the Speical Needs Map software
05-08-2024 | 12:30 - 13:30 ET
From there, we look at a number of practice management articles, including one looking at the costs and challenges of starting up an independent advisory firm, another that includes an interesting discussion of whether the new training programs being rolled out by large firms will help to bring in the next generation of advisors or is more like rearranging deck chairs on a sinking wirehouse Titanic, a third providing a fantastic summary of the various rebalancing software platforms discussed at the Technology Tools for Today (T3) conference, and the last an interview with technology consultant Bill Winterberg
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For instance, you should know where they bank – based on either account aggregation software or their original onboarding documents – and if they’re affected by recent liquidity issues
Topics range from "What do you look for in a broker/dealer", or "When should you go RIA?” or "What software do you use for a CRM?”
Sophisticated financial planning and portfolio management software is available for on-demand use over the Internet, allowing you to simulate thousands of possible planning scenarios and rebalance client portfolios in a matter of minutes
I started my first business in 1993; a software consulting firm that specialized in financial modeling and financing applications for nuclear power plant bidding
I notice a new email that just came in. The software that we use puts out a regular newsletter, and the most recent one has just been released
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