One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem. In many ways, it does, though a close look shows the product is still rough around the edges.
Balance Financial Professional Suite is a web-based software platform that "helps CPAs, bookkeepers and financial advisors better service and engage with their clients," according to Devin Miller, the company's chief executive. It provides a suite of tools, including account aggregation, a client portal, custom reporting, full-featured bill payment, "bank-level security" and mobile apps.
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