Finding a good personal financial management software solution for advisers

11/21/2013 | Nerd's Eye View blog

Financial blogger Michael Kitces addresses what he sees as the lack of effective personal financial management software for financial advisers, based on his own firm's experience trying to find a tool to aggregate client financial information. He lays out his ideal features for PFM software, including a six-step information-gathering and integration work flow, and discusses the current offerings and the untapped business opportunities for a software solution.

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