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Financial Planning Software of the Past, Present, and Future: Calculation, Collaboration and Continuous Planning
Michael Kitces in Nerd's Eye View Link to more items from this source
June 22, 2015
"Imagine a holistic personal financial management (PFM) solution for clients, that simultaneously operates as financial planning software for the advisor, all continuously updated from external data flows, making it feasible for the advisor and client to see the milestones and recommendations that have already been accomplished, and whether the client is on track in progressing towards goals of the future."

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