CPA/PFS Perspectives on Using Technology in a PFP Practice

If you provide personal financial planning services, technology can be one of your most valuable tools. Today's more robust hardware and software can have a huge impact on productivity and client satisfaction. The challenge is to find the right mix of technology and learn how to deploy and use...

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Bibliographic Details
Published inThe Planner p. 10
Main Author Minker, Marc
Format Trade Publication Article
LanguageEnglish
Published New York American Institute of Certified Public Accountants 01.03.2014
Subjects
Automation
Cost control
Customization
Document management
Financial planning
Information technology
Portable computers
Portfolio management
Smartphones
Social networks
Software
Storage area networks
Technological planning
Technology adoption
Websites
United States > US
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Summary:If you provide personal financial planning services, technology can be one of your most valuable tools. Today's more robust hardware and software can have a huge impact on productivity and client satisfaction. The challenge is to find the right mix of technology and learn how to deploy and use those systems to meet the needs of your clients and your practice. The options can be exciting and a bit daunting. Hardware includes more than desktop computers and laptops; today, people carry a number of portable devices, including tablets and smartphones. Business software applications continue to expand to handle cloud-based document management, email and other types of messaging, and even client relationships. More specifically for planners, a growing set of software solutions include financial planning systems and software for custodians, financial analytics and portfolio rebalancing.
ISSN:0895-3570