Embrace the third wave of financial planning

Embrace the third wave of financial planning

Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support. Join industry-leading financial planning software provider Advicent for a closer look at how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors and clients alike.