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Why do advisors use financial planning software?

To stay competitive, advisors often use sophisticated financial planning applications. Whether you have a new, small firm or a larger firm looking to upgrade to a complex, highly capable analytics platform, there is a financial planning software tool best suited for you and your clients.

What is financial planning software?

Financial planning software enables advisors to present complex financial scenarios in visually engaging ways, fostering deeper client understanding and collaboration. Financial advisors have various platforms and apps for use in their practices. Here are some of the more widely used:

What software do financial advisors need?

Every financial advisor will be best suited for software that meshes well with their client's needs. Some advisors are better suited with simpler, less expensive solutions that can more easily explain client portfolios. Others require heavier analytical capabilities or more robust management tools.

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