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How to Choose the Best Financial Planning Software

06/17/2021

"Financial planning software is fundamentally a collection of calculators that work in concert as an engine to solve household needs," says John Amore, executive vice president of wealth management at Austin, Texas-based Kestra Financial. Just as you choose a car with the right engine for the type of driving you do, you should choose the best financial planning software for the planning experience you and your clients want.

U.S. News & World Report, June 17, 2021

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