Financial Planning

Source: CPA Wealth Provider

Financial planning does not end with the plan. Systems that help advisors with continual client maintenance and communication should include:

·    An organizer that maintains all your client’s records in one place.

·    Automatic notification of important changes or events, such as a decline below a set value, the occurrence of a birthday, etc.

·    The ability to collaborate using a Web site..

·    On-line storage of important documents.

·    Aggregation of all your client’s accounts on the system daily.

·    Easily accessible and simple reports.

For the complete article, see CPA Wealth Provider, January 2005, Thomson Media, 800-221-1809.