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eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Posted by on Feb 4, 2015 in Financial Planning, Software Review

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Orion Advisor Services Pumps Up Financial Planning with ASI Integration

Posted by on Apr 7, 2014 in Financial Planning, Software Review

I have been writing for a while about the trend of advisors moving away from stand-alone investment advice and more towards a household-level, holistic approach to managing client wealth.   Of course, the right tools must be available to them for this approach to work and they must be able to scale with their business.  […]

Why Don’t Advisors Have Tools to Provide Holistic Advice?

Why Don’t Advisors Have Tools to Provide Holistic Advice?

 “It’s not what you look at that matters, it’s what you see.” — Henry David Thoreau According to a recent survey by Certified Financial Planner Board of Standards, Inc., 91% of consumers expect that the advice they receive from a financial advisor will take into account their total financial situation.  Yet, many advisors are still myopically focused […]

7 Questions to Help Pivot Your Practice Towards Retirement

7 Questions to Help Pivot Your Practice Towards Retirement

Posted by on Nov 12, 2013 in Financial Planning

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Ron Fiske, Managing Director, Strategic Partnerships, Envestnet Panelists: Mary Deatherage, Managing Director, Wealth Management Advisor, Morgan Stanley Samuel M. Kiefer, Director of Wealth Management, Partner, Risk Paradigm Group, LLC […]

Financial Planning in 10 Minutes or Less with goalgamiPro

Financial Planning in 10 Minutes or Less with goalgamiPro

Posted by on Sep 4, 2013 in Financial Planning

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to […]

Which Financial Planning Software is Right for You?  Fiserv AdvisorVision Response

Which Financial Planning Software is Right for You? Fiserv AdvisorVision Response

Posted by on Mar 4, 2013 in Financial Planning

I recently posted a summary of the Financial Planning Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami last month.  The responses from the four vendors were quite enlightening and I thought it would be interesting to hear from a few other vendors who couldn’t be part of the panel. The […]

Which Financial Planning Software is Right For You?

Which Financial Planning Software is Right For You?

Posted by on Feb 21, 2013 in Financial Planning

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Linda Brady, Senior VP, EnvestNet Panelists: Bob Curtis, CEO, PIETech – makers of MoneyGuide Pro Dr. Linda Strachan, Zywave – makers of NaviPlan Dr. Alex Murguia, CEO, inStream Solutions Oleg Tishkevich, Founder […]