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• W294524279 abstract "EXECUTIVE SUMMARY * TECHNOLOGY TOOLS CAN HELP personal financial planners provide reliable cost-effective services to clients. This article presents a range of useful personal financial planning (PFP) software as well as Web sites with calculators and education suitable to the public. * MANY VENDORS OFFER FREE demonstrations and free trials via the Web. Most software vendors now use downloads from the Internet to transmit their products to buyers, which gives planners easy access to helpful products. * BECAUSE OF CONSOLIDATIONS soma familiar software may migrate to a vendor that's not its original parent. Support for the adopted software may dwindle. Find out whether the new owner will support the product. * BROWSER-BASED SOFTWARE that's accessible online now is available from well-respected vendors. It permits mobility, and more than one person can work from separate locations on a client file at the same time. * IT'S GOOD INSURANCE TO KEEP HARD-COPY files of client records. Despite technology's advantages, one practitioner says question whether the results make sense and, if necessary, verify. * SOFTWARE IS ONLY A TOOL. Integrity and caring about the client, the personal touch and an ability to coach the client to take action are the most important attributes of a PFP. Financial planners are in the business of education and communication, and clients want advisers they can relate to. The technology tools listed in this article can help personal financial planners provide reliable cost-effective services to clients. The planners interviewed gave good grades to the PFP software here for ease of gathering information, developing alternative scenarios and generating presentations for clients. The listed Web sites offer useful links and calculators as well as timely, insightful information at a level of sophistication suitable to the public. These PFP products and sites are strategic for showing clients a report that compares what will happen if they do nothing with the results of implementing financial planning recommendations, says Randi K. Grant, CPA/PFS, a director of Berkowitz, Dick, Pollack & Brant, CPAs, LLP and Provenance Wealth Advisors LLC in Fort Lauderdale, Florida. Not included in this roundup are highly specific tools for tasks such as profiling clients' psychological attitudes toward money; managing money (a regulated sector requiring financial planners to carry licenses and comply with securities laws; see Improve the Quality of Investment Advice, JofA, Jan. 04, page 37); or screening potential mutual fund investments. WHAT PLANNERS LIKE When asked What's your favorite PFP software and why? Mike Trank, CPA/PFS, a partner in Wertz & Co., a 30-CPA, full-service firm located in Irvine, California, picked NumberCruncher for testing estate planning calculations (see exhibit one, page 48) and PlanningStation because it updates client data daily (see exhibit two, page 51). The latter is an application service provider (ASP) software that resides on the Web and is accessible to him from his office, a client's office of a hotel. (ASP products, nonexistent five years ago, are available from well known vendors, but few are geared to PFP.) NaviPlan, another browser-based package (exhibit two), was a close runner-up when Trank was winnowing about 15 potential software packages. He says PlanningStation's input functions are similar to his office's tax programs, making it easier for staff accountants to adapt when he delegates work to them. Trank believes in keeping hardcopy files of client records in his office as backup. He says: can't ever totally rely on software. You still have to ask, 'Do the results I'm seeing here make sense?' He sometimes builds his own Excel spreadsheets to verify commercial software's results. NumberCruncher is the favorite software pick of Dean Mioli, CPA/PFS, director of financial planning at eMoney Advisor Inc. …" @default.
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• W294524279 date "2004-04-01" @default.
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• W294524279 title "A Tech Tools Sampler for PFP: Planning Tools Aren't Pencils and Calculators Anymore" @default.
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