Checklist to Choosing the Best Financial Adviser Planning Software for Your Firm

Choosing adviser software is less about comparing pricing and technical spec and more about the suitability of the solutions for your unique business needs. Different tools and platforms will be better suited to certain firms, depending on their size, client base, existing systems and budgets, plus other factors.

The comprehensive checklist will help you:

• Judge suitability
• Ask prospective solution providers the right questions about key things that advisers should be aware of when looking for new financial planning software
• Reveal red flags early on, ease any concerns, or reinforce confidence 
• Consider features, benefits and factors such as compliance considerations, pricing models, the onboarding process and more

“With the growing industry demands, regulatory requirements and increased competition, you need to implement financial planning software that keeps you at the cutting edge of the market.”  - EV