Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future.  But I wanted to get this […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

Financial Planning in 10 Minutes or Less with goalgamiPro

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to […]