Building on the popularity of our January Kitces Software Showcase featuring some of the most popular financial planning software vendors, the March Kitces Software Showcase will feature demos from four additional financial planning software vendors that may be a little less known to financial advisors: Voyant, TIFIN Wealth, WealthTec, and NaviPlan.
At this Kitces Software Showcase, representatives from each financial planning software 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!
