Guest: Joel Bruckenstein

From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in this PFP Section podcast. Takeaways include:

The movement towards all in one solutions
How the pandemic has increased the speed of software adoption
Heightened attention to tools that improve the client experience
What financial planners consider their top three most valuable tools
The answers to the most essential and basic questions you have about technology

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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2020’s highest rated software for financial planners {PFP Section}

AICPA Personal Financial Planning (PFP)