A Buyer's Journey
A ThinkAdvisor article series by Mike Patton of Integrity Wealth Management, LLC 

In Search of the Best Financial Planning Software

This case study follows the process Financial Planner, Mike Patton, CFP®, went through in search of the best technology solution to meet the needs of his growing business.

  • Financial Planning Software Options
  • How I Came to My Decision
  • Process of Integrations
  • A Road Block Along the Way
  • Why I'm Excited About My Newest Tech Purchase
  • Getting the Right Tools for Financial Planning, Asset Management

Comparing financial planning software options, Patton took advantage of online demos and free trials to ensure he was getting the complete experience offered by each tool. 

Download this case study to see how carefully going through a process and understanding how a technology solution fits your business' goals can benefit you in the long run.

 

 

 

BuyersJourneyBooklet