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HOW TO CHOOSE THE BEST FINANCIAL PLANNING SOFTWARE

HOW TO CHOOSE THE BEST FINANCIAL PLANNING SOFTWARE

The evolution of FinTech has created the need for a more bespoke and modernized long-term financial planning strategy, thus requiring the all important financial planning software. There are many factors that play into selecting the right software, but ease of use and utilization is one of the most important.

Kane Polakoff, national practice leader of client accounting advisory services explained the importance of selecting software that is intuitive and easy to use for your clients and employees to learn and utilize.

Access the full article published by US News and World Report, here.

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