As the financial planning industry matures and evolves, so does the technology it relies upon. You might be surprised to find that software systems you once found tangential to the success of your practice are gradually becoming essential. Thus is the evolutionary process.
In the early days of financial planning, advisors mainly needed software just for financial planning itself. However, in those early days, the industry hadn't evolved to the point it has now. Financial planning was about selling products, and financial planning software was designed to support that effort. As the industry has moved toward true planning-the analysis of clients' financial affairs in order to apply strategies for success-financial planning software has kept up with the need for intelligent solutions to client problems by moving beyond a product emphasis to one of problem-solving.
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