The May Kitces Software Showcase will feature demos from 4 Advice Engagement software vendors that help advisors take clients further into and engage clients (and sometimes, prospects!) more deeply with the ongoing financial planning process: Asset-Map, fpPathfinder, Lumiant, and Elements.
At this Kitces Software Showcase, representatives from each advice engagement software company will provide a tour of their software, and then answer advisor questions live! At this event, advisors will learn:
- The core functionalities of each advice engagement solution
- The unique and differentiating features offered by each software
- How the solution integrates with other tech
- The pricing for individual advisors and firms
- And answers to whatever other questions you may have!
