Standalone Financial Planning Systems, 2021 Market and Vendor Landscape
This report discusses the key trends in the wealth market that are impacting financial planning systems in the standalone solutions market. First and foremost, the financial planning solution is a collaborative tool for advisors and clients, and in the right hands it can be used to build client trust. Vendor solutions typically support the planning-process spectrum, from highly detailed reviews to addressing a simple analyses.
Contains 1 FinTech Quadrant.
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