These products make it easier to get your work done across programs and platforms.
SmartPlanner is an easy-to-use financial planning tool that fills many of the roles touted by so-called robo-advisors.
It convinces prospects that you will offer a new and better experience than your competitors.
Every advisory firm should have one that is periodically revised.
With so many technology choices, advisors need a specific checklist to evaluate them.
Many advisors are embracing the idea that shorter financial planning reports are better.
Smartphone apps for advisors are getting better and better.
New players have powerful offerings to take work off your hands.
Consider the costs vs. educational benefits.
Three platforms help advisors with unique needs.
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