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AICPA ENGAGE 2019

PFP1915 - Annual Technology Survey (Advisor Technology Trends)


Jun 10, 2019 3:50pm ‐ Jun 10, 2019 5:05pm


Standard: $49.00

Description

Technology Tools for Today (T3) and Inside Information recently surveyed over 5,500 advisors about their use of technology. This session will discuss the most popular software in each of roughly 20 categories, advisor satisfaction with each product, as well as trends in financial software that attendees need to understand.

Learning Objectives:

  1. Understand leading trends in advisor software. 
  2. Learn what application your colleagues find the best in each category. 
  3. Understand what software is essential for running a successful PFP business.

Speaker(s):

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