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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 2

The Future of Financial Planning Software

Robert D. Curtis

Founder, President, and CEO of PIEtech, Inc. and Designer of MoneyGuidePro

The rapid advances being made in financial planning technology will cause fundamental changes in the future delivery of financial advice. The purpose of this chapter is to look at what those changes are likely to be and how they might affect the future of your practice. But since major changes always have their genesis in what came earlier, we need to begin our discussion in the distant past (which, in our business, is only about 25 years ago).

The Distant Past

The evolution of the financial planning profession has been significantly influenced by the evolution of the software available to support it. ...

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