57.5% of commission-based advisors do not use financial planning software

Yesterday, I was reading an issue of Financial Planning Magazine (a magazine for financial planners). This particular issue was the 2013 technology survey and went through the different technology trends as it relates to financial planners and the top technologies they are using in their practices today, like portfolio management software, CRM (customer relationship management), and financial planning software.

Financial PlanningPhillip R. ChristensonSeptember 19, 2017broker/dealer, fee-only, fee-only financial advisors