Among other features, eMoney Advisor provides goal-based planning focusing on each client's individual needs, aggregated accounts, advanced planning, cash flow management, retirement planning and estate planning. It was created in 2000 by a financial advisor who wanted to create a single practice management tool that made financial advisory that much more efficient.
These applications provide a useful way to make the right choice by simplifying the decision-making process and by drawing a diagram that helps you to make a better decision. This is financial planning software that specializes in the creation of digital advisory software and platforms for financial advisors. Decision Making tools are software applications that help you to map out all the possible alternatives to your decision, its cost, as well as chances of success or failure.
In this article, we are going to be looking at the top 5 financial planning software that the top financial advisors use. While most people will hire a financial advisor to help them in this regard, it is important to note that thee financial advisors have to employ the services of financial planning software to keep track of all the necessary components of successful financial planning. From estate management, college and education planning, generational wealth transfer to retirement planning, each aspect of life requires quite a bit of financial planning. Financial planning is an essential for nearly every aspect of your life.
