Every new technology brings intended and unintended consequences. Some unintended consequences are a bonus like personal financial portals.
My firm, Life Planning Partners, began using eMoney Advisor 15 months ago. We wanted cash flow-based financial planning software, and our old software had switched to a web-based application that we found unsatisfactory. In addition, we loved the idea that we could truly help clients track spending with a portal, and that this information would result in more realistic financial plans.
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