FPA members have access to seven in-depth technology reports at no cost, sponsored by TD Ameritrade Institutional. This research includes extensive software testing, adviser feedback, and vendor interviews. The reports include:

• Customer Relationship Management (CRM) 
• Financial Planning Software 
• Compliance 
• Portfolio Management 
• Document Management 
• Report Generation 
• Portfolio Rebalancing

Simply click on the name of the report to access the full report and the corresponding articles.