Financial Planning Software (PDF | 7MB)

This report on financial planning software, sponsored by TD AMERITRADE Institutional, will introduce you to many financial planning software vendors and provide a comprehensive overview and objective evaluation of the various features they offer. Through this research, we will help you to understand what you can expect from financial planning software and how these vendors stand up against one another across different aspects of their offers.

Did you know that more than three-fourths of advisers say they are satisfied with their financial planning software? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new financial planning software solution or are trying to get the most out of your existing software, this report includes information that will help you make the best decisions you can about your technology.

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 Financial Planning Software report along with other great member benefits today.

Financial Planning Software Research Articles

Are You Getting the Most From Your Financial Planning Software?
Increase productivity, boost revenue and promote more effective client service by leveraging the findings revealed in this July/August Practice Management Solutions magazine article.

Find the Best Financial Planning Software
Make the most of your technology purchases when you follow these steps published in the May/June issue of Practice Management Solutions magazine. This article also includes a link to download FPA's Financial Planning Software Adoption Plan template.