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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 […]