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April 28, 2005 The Forrester Wave™: Financial Planning Software, Q2 2005Evaluation Of Top Financial Planning Software For Advisors Across 92 Criteriaby Tom Watson with Bill Doyle, Adele Sage |
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Executive Summary
When Baby Boomers hit retirement, trillions of dollars will be in play. Most financial services firms understand that financial plans will be key to winning control of these assets. What are the best tools for financial planning? In our detailed evaluation of the planning software market, three vendors lead the pack. AdviceAmerica makes comprehensive planning easy for advisors. EISI's powerful, enterprise-friendly app accommodates advisors at all levels of sophistication. And PIE Technologies' MoneyGuidePro uses what-if scenarios and collaborative capabilities that enable clients to maintain a "living" financial plan.
TABLE OF CONTENTS
- Financial Planning Software: The Key To The "Living" Financial Plan
- Financial Planning Software Evaluation Overview
- Three Vendors Lead — All With Different Strengths
- Profiling The Remaining Vendors
- Which Tool For Which Needs?
- Supplemental Material
- Related Research Documents
Features
Forrester Wave™: Financial Planning Software, Q2 '05
Forrester Wave™: Financial Planning Software, Q2 '05
This is an excerpt
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