Updated Thursday, July 10, 2014 as of 12:07 PM ET
Practice - Technology
Fiserv Has Software to Help the Independent Advisor
Saturday, September 1, 2012
Partner Insights

For an independent advisory firm, worthy proposal generation software can be a linchpin of growth because it can help an advisor make the case for why a client should move assets to a firm. In general terms, such software helps clients understand how their assets are deployed and how the advisor would improve that deployment.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

FP50 2014: Fastest-Growing IBDs

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

Already a subscriber? Log in here