Which financial planning software are you using in your practice? Are you using ACP Core Tools? Have you purchased, or are you considering purchasing, professional software? Please join this BrainTrust Seminar as we discuss this important practice management topic. This will be a panel discussion:
John Einberger—ACP Core Tools Judy McNary—MoneyGuidePro Steve Swicegood—eMoney This will NOT be a demo of the tools or software. Each panelist will address the following: * At what point in your practice did you consider professional planning software? * If you are using professional software, what other products did you investigate? If still using Core Tools, what is your reason for not switching to professional software? * Which features are important to your practice? * Which features do you wish your software had? * Pricing * Integration with other systems in your practice * If you had to do it all over again… Each panelist will present for 10 to 15 minutes with plenty of time for Q&A at the end. Please join us.
To register for this webinar, please click here.