If you regularly engage in comprehensive financial planning, odds are you gravitate to one of the three leading providers of comprehensive planning software: Advicent, eMoney or MoneyGuidePro.

If your advisory services are limited to retirement projections and education savings, however, or if you are dealing primarily with millennial clients who need help with budgeting, perhaps you are attracted to a planning lite application like Advizr, which specifically targets millennials.

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