January 2016: Experts, gurus, and planners share their favorite software, apps and tech tips.
Technology moves fast. It can be hard to keep up. Planners are looking for advice on the best software and apps to make their practices more efficient and to enhance the client experience. To fill this need, we reached out to technology gurus, heads of leading fintech firms, and tech-savvy planners. We asked, and they answered. To share your favorite software, app, and tech tips, visit the All Member Forum at FPA Connect (Connect.OneFPA.org) and look for the discussion on the best technology for planners.
—Ana Trujillo and Carly Schulaka