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UHY IN THE NEWS: HOW TO CHOOSE THE BEST FINANCIAL PLANNING SOFTWARE

UHY IN THE NEWS: HOW TO CHOOSE THE BEST FINANCIAL PLANNING SOFTWARE

Technology is changing the way individuals and businesses do many previously manual tasks, including financial planning. With so many options out there, it is important that you choose the best financial planning software for your needs and the needs of your clients.

Kane Polakoff noted that he tells advisors to look for "an intuitive system that's easy for (your) clients to learn and utilize."

Kane recommends looking for a software with "strict security protocols to protect client information," such as two-factor authentication. He also suggests asking software providers about their security policies and procedures: How often are they reviewed and updated? What security testing and assessments do they run? How is data stored, backed up and encrypted, and who has access to it?

The full article can be viewed here.

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