Remove Estate Planning Remove Risk Analysis Remove Wealth Management
article thumbnail

Why Banks Are Turning to Planning Tech to Boost Client Engagement

eMoney Advisor

3 A platform that can seamlessly snap into your tech stack through integrations with CRM systems, risk analysis software, and other fintech providers can streamline your processes. This would allow the client to store and share all documents connected to their financial plan, including estate plans , with their advisor.

Banking 74
article thumbnail

How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

CFP 52
article thumbnail

Diversification is SO Back

Wealth Management

Zephyr , is an award-winning asset and wealth management software that offers portfolio construction, proposal generation, advanced analytics, asset allocation, manager screening, risk analysis, portfolio performance and more, transforming multifaceted data into digestible intel.

130
130