The Cost of Technology for Financial Planners

August 9, 2022

“Technology is an integral part of our lives and a necessary cost for any financial advisory practice. It streamlines your processes and improves communication with your clients. However, it often comes with a hefty price tag. Between portfolio performance management and reporting, a customizable client portal, a CRM system, streamlined billing features, IT, a financial planning software subscription, etc., costs add up quickly.”

In our latest article for Advisor Perspectives, we take a closer look at the functionalities and costs of various technologies for financial planners.

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