Which Financial Planning Software is Right For You? This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL.
Moderator: Linda Brady, EnvestNet Panelists: I liked the composition of this particular panel. Two of the well-established vendors that dominate the market matched with two upstarts looking to innovate their way to the top. It made for a livelier discussion. What is your firm’s approach to financial planning? One of the goals of inStream Solutions is to amplify the ambitions of how software can help a wealth management firm, Murguia announced. The investment-centric approach is dying on the vine, Murguia proclaimed, since building model portfolios has become a commoditized business. The folks at Zywave believe that there is both an art and science to financial planning, Strachan asserted. Tishkevich believes that the future of advice is in mobile since it can deliver effective engagement and improves client communication.
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Advisor Technology Review: Money Tree Software Moves to the Cloud. Financial Planning Software Usage By Independent Financial Advisors; Results Of A Survey Of 2,019 Independent Advisors Shows MoneyGuide Pro Is No. 1. Which financial planning software is most popular with independent investment advisors serving high-net-worth individuals?
MoneyGuide Pro is the clear leader (29.8%) followed by NaviPlan Extended (7.9%), Money Tree Silver (5.8%), and e-Money (5.7%), according to a poll of members of Advisor4Advisors. This Website Is For Financial Professionals Only Seventy percent of A4A members are investment advisors with no broker-dealer (BD) affiliation—fee-only financial advisors—while 30% of those surveyed are licensed to sell securities and affiliated with a BD. MoneyGuide Pro’s success with this hard-to-please segment of the professional financial advice business is laudable. MoneyGuide Pro, in a survey of 1,100 advisors in 2002, was used by 5% of those polled, was one of seven planning apps we asked advisors about, and was one of only two Web-based planning apps available at that time.
Financial Planning Software: So Many Choices. There were lots of innovative products and services that financial advisors are looking over at this week’s annual Technology Tools for Todayconference (T3 Conference) in Miami (which ended Wednesday).
Indeed, the exhibitors’ hall was crowded with the latest in content management, CRM, and portfolio rebalancing. About 600 people—roughly equal measures of tech firms and advisors—were on hand. The top story in technology this past week was what’s happening with the advisors themselves, says advisor and tech writer Joel Bruckenstein, who with David Drucker, has sponsored the conference for eight years. “I think the biggest change is advisor mentality,” Bruckenstein says.
“Five years ago, even three years ago, most advisors just viewed technology as an expense. Finect: What’s causing FAs to feel differently about this? Financial Planning Software - MoneyGuidePro. Www.aicpa.org/interestareas/personalfinancialplanning/resources/practicecenter/technology/downloadabledocuments/dfinancialplanningsoftwaretechnology.pdf.