Cloud Computing and the PFP: The Next Technology Frontier

Date
January 11, 2011

Speakers

Speaker Image for Joel Bruckenstein
President, Technology Tools for Today (T3)

Related Products

Thumbnail for Building a Tax and Financial Planning Advisory Business Workshop - Day 2
Building a Tax and Financial Planning Advisory Business Workshop - Day 2
*This 1.5-day workshop is not included in the All Access Pass. Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await…
Thumbnail for PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going?
PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going?
With more than 500 different profession-specific software products to choose from in at least 30 different categories, building your tech stack is more complicated than ever…
Thumbnail for Building a Tax and Financial Planning Advisory Business Workshop - Day 2
Building a Tax and Financial Planning Advisory Business Workshop - Day 2
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this…
Thumbnail for Financial Planning Software
Financial Planning Software
There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.