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CFO News Room
DECEMBER 26, 2022
Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.
Onplan
NOVEMBER 30, 2022
Our FP&A software list consists of the top 10 platforms in the space, each offering unique sets of features as well as particular advantages and drawbacks to be aware of. Customer success — The service levels available and how convenient the implementation process is. Customers success. Customers success.
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