Clients want more than a financial recommendation. They want a plan.


Account Aggregation

Whitepaper | The financial plan: The new lifeline of your practice

The financial advice business is undergoing a transformation. This whitepaper, developed in partnership with InvestmentNews, will identify the forces that are making financial planning the core of the advisory business, and illustrate how financial planning software has penetrated the advisory business and why advisors believe it is important using findings from the InvestmentNews 2017 Technology Study.

Download our whitepaper to learn about how holistic financial planning can help satisfy client and compliance expectations.