What would be the ideal software suite for the financial planning Subject Matter Expert to use, or as a tool to tie it all together as the Trusted Advisor? We're looking at either MoneyGuidePro or eMoney Advisor 360 Pro.

Article ID: 458

Last updated: 20 Nov, 2019

We don't have an opinion about which financial planning software to use. This is the job of your financial planning Subject Matter Expert and we don't believe you should be involved in making this decision. The "ideal" financial planning Subject Matter Expert does not need, or want, your help in making this decision any more than the ideal pilot needs you to tell them how to fly the plane. You will know you are truly dealing with experts when they don't need your help or guidance in their area of expertise.

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