![]() ![]() ![]() Is Your Practice Goals Based or Cash-flow Based? A client-facing portal or document vault can give them a greater sense of control of the process, but it only works if they’re willing to use it. You’ll want to ensure that any software you choose will fit how your clients prefer to communicate and share information. How Do You Communicate?ĭo your clients need a hands-on, in-person approach? Or are they comfortable with digital tools? But on the other hand, as your clients’ situations get more complex, you’ll want software that can accommodate their needs. Not every client needs every bell and whistle a particular software might offer. Who Are Your Clients?ĭo you work with individual millennial and Gen Z clients who are just starting their financial journey? Or do you work with large families who have multiple homes or a family business? ![]() Here are four factors to think about before you look at specific options: 1. Like most things in life, financial planning software isn’t one size fits all. Consider Your Clients’ Needs-and Your Own ![]()
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