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Tech Survey 2020: Advisors losing faith in planning software
Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
Ryan W. Neal
Is RightCapital the right fit?
By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.