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Advanced Personal Financial Planning Conference 2016

27 - Financial Planning Software - The Key to Your Future Success

Jan 19, 2016 11:05am ‐ Jan 19, 2016 12:20pm


As investment planning becomes commoditized, firms are increasingly looking for ways to differentiate themselves from robo-advisers and other competitors.  Top financial-planning-software providers can help you provide a superior client experience and make you the go-to person for all your clients’ financial needs. Technology Expert Joel Bruckenstein will lead a panel discussion of your peers, as they demonstrate how they have incorporated their favorite financial planning application into their business, and the positive impact it has had on their client relationships.


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