![]() ![]() They have one office in Radnor, Pennsylvania, and another in San Diego, California.ĮMoney Advisors was founded in 2000 by Edmond Walters, a financial advisor who specialized in high net-worth individuals and families. See Also: CountAbout Reviews | Guide | Online Budget Alternative to Quicken & MintĮMoney Advisor is a financial planning software firm that specializes in creating digital advisory software and platforms to financial advisors. We have highlighted some of the factors that allowed these financial planning software to score so high in our selection ranking. Please click here “ AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.ĭetailed Review-Top Ranking Best Financial Planning Software for Advisorsīelow, please find the detailed review of each best financial software on our list of financial planning software for advisors. What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists? ![]() Table: Top 5 Best Financial Planning Software | Above list is sorted alphabetically Web-based practice management financial softwareĮngineered specifically to control client data, documents, and correspondence Specializes in creating digital advisory software and platforms Top 5 Best Financial Planning Software for Advisors | Brief Comparison & Ranking List is sorted alphabetically (click any of the finance software names b elow to go directly to the detailed review section for that finance planning software): Take a look and see how upgrading your financial planning software may take you and your firm to the next level.ĪdvisoryHQ’s List of the Top 5 Best Financial Planning Software for Advisors It’s with these divergent needs in mind, among other factors, that we compiled our list of the top five best financial planning software for financial advisors. That super-high-powered piece of financial planning software that a multi-staffed advisory firm can afford will be off the table for many small firms or solo practices. The problem is that financial advisors–and the best financial advisor software–are much like their clients: They come in a variety of flavors, budgets, and needs. Software for financial advisors can do all of this, but it will be for nought if you shut your clients out of the goings-on with their accounts: you would be remiss to purchase, train, and implement any financial planning tools for advisors that don’t allow for an interactive client experience.Īdd in the fact that keeping clients involved in your processes maintains a certain level of transparency that can foster trust and long-term client relationships.Īll in all, you need the best financial planning software that money can buy. They may even hire you for portfolio management. Today’s financial planning clients may hire you to give them advice about their money. Your financial advisor software must be integrated and, consequently, as automated as possible. It must be fast, certainly fast enough to satisfy the nature of the transient, go-go clientele. The system you have in place as a financial advisor must be efficient. Some Key Features to Consider When Selecting a Top Financial Planning Software for Advisors ![]() This minutia drains away untold amounts of time that could otherwise be spent doing what all financial advisors would rather do: directly consult with clients.Īward Emblem: Top 5 Best Financial Advisor Software Without the proper financial advisor software, however, financial advisors can wind up getting dragged through labor-intensive minutia. Intro-Finding the Best Financial Planning Software for Financial AdvisorsĬash flow analysis, net worth analysis, college and education funding, multigenerational wealth transfer, estate planning, retirement planning-you name it, and enterprising financial advisors and advisory firms will service it in the name of comprehensive planning. 2017 RANKING & REVIEWS TOP RANKING FINANCIAL PLANNING SOFTWARE FOR ADVISORS ![]()
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