Jul 11 (edited) in General discussion
Financial Planning Features
For those of you who have now or are considering a Financial Planning product, such as eMoney, RightCapital, or one of the many others, what features/functions would you look for to aid you in making a decision?
Here is a list of some in no particular order:
- Budgeting/Expense tracking tools
- Data Aggregation with retail banks
- Data Aggregation with brokers/custodial institutions
- Data Aggregation with common consumer debt (Mortgages, Student Loans, HELOC's, etc.)
- Investment Tracking
- Net worth reporting
- Goal Setting
- Monte Carlo Simulations
- Back testing
- Roth Conversion Logic
- Social Security Optimization
- Insurance Planning
- Risk Assessment
- Behavioral Analysis Tools
- Mobile Apps
- Client Portal
- Tax Planning
- CRM Integration
- Document Management
- Multi-currency support
Which of these do or do not resonate with you? And what would you add to this list?
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Financial Planning Features
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