Financial #AdvisorTech at Kitces.com: Elements and the Growing Demand for Advice

Announcement, Software

Welcome to the February 2023 issue of the Latest News in Financial #AdvisorTech

Traditionally, financial planning software was designed around building “The Plan”: Advisors would gather data from the client, run it through the software’s calculators, and produce a voluminous financial plan assessing the client’s ability to reach each of their various financial goals.

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Articles

Jeff Morgan

Financial #AdvisorTech at Kitces.com: Elements and the Growing Demand for Advice

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