Software Review

Wealth Management Today is published by Ezra Group, a management consulting firm. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. Check back every week for new content and sign up here to get the latest in your inbox.

iPad App Review: goalGetter

This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor.  It

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