Let’s hear it for Microsoft Excel: the spreadsheet just celebrated its 30th birthday. For a computer program, that’s some impressive longevity, and a testament to its influence.
For decades, the wealth management industry has relied on it — and it’s still used to manually manage the vast majority of the $120 trillion in global personal wealth. But, speaking from a design perspective, Excel is purpose-agnostic: the platform doesn’t care if you use it to plan your retirement or make a grocery list.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access