Chapter 2
The Future of Financial Planning Software
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. ...
Get Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
