Archive for Financial Planning Software
Financial Planning Technology Survey 2010 Released
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The fourth annual Financial Planning's Technology Survey, written by Joel Bruckenstein, was released this past week on the Financial Planning website. View the entire article here. The annual article is always informative, particularly to see which software is being used more or less than the previous year by advisory firms. This year, a number of thought-provoking points were revealed in ...
Conversation with Spectrum Input, LLC
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I recently spoke with Don Whalen and Sebastian Skwarek of Spectrum Input, LLC and had the opportunity to get a personal demonstration of their products, Precise FP™ and CECreditsForFree.com. Precise FP™, a web-based, client-facing software application allows clients to complete an information data-gathering questionnaire which can then be viewed and used by the advisor. The software additionally includes ...
