Curating a well-suited tech stack is a daunting task for many advisors. With the numerous solutions available, it can be incredibly time consuming to review websites and marketing materials, request and schedule and attend demos, and try to evaluate which unique features of each vendor are most capable of suiting the advisor’s preferences.
To make this process easier for advisors who are considering implementing a new financial planning software program, the January Kitces Software Showcase will highlight four popular financial planning software vendors, side by side, for 15-20 minutes each, so that advisors can get a time-efficient comparison of their key features, making it easier to narrow down the choices to the final 1-2 that they may want to vet further in the future.
The January Kitces Software Showcase will feature demos from eMoney, MoneyGuide, Moneytree, and RightCapital. At this Kitces Software Showcase, representatives from each company will provide a tour of their software, and then answer advisor questions. At this event, advisors will learn:
- The core functionalities of each financial planning software solution
- The unique and differentiated features offered by each software solution
- How the software integrates with other tech
- What the pricing is for individual advisors and firms
- Plus whatever questions you may have!
