From 2010-2011, FPA members will receive a total of seven in-depth technology reports at no cost, sponsored by TD Ameritrade Institutional. This research includes extensive software testing, adviser feedback, and vendor interviews. You can expect to access these reports on this schedule:
- Customer Relationship Management (CRM) - Available now!
- Financial Planning Software - Available now!
- Compliance - Q3 2010
- Portfolio Management - Q1 2011
- Document Management - Q2 2011
- Report Generation - Q3 2011
- Portfolio Rebalancing - Q4 2011
Simply click on the name of the report to access the full report and the corresponding articles.
Member login required to download. Not a member? You can purchase the report at the FPA Online Store for $495 or become a member and get the CRM and Financial Planning Software reports along with other great member benefits today.
