The May Kitces Software Showcase will feature demos from 4 Estate Planning Software vendors that equip advisors with the tools they need to manage their clients’ estate planning: MoneyGuide Wealth Studios, Vanilla, Yourefolio, and FP Alpha. Representatives from each software company will provide a tour of their software, and then answer advisor questions live! You'll gain insights into:
- The core functionalities of each software
- Unique features that set them apart
- Integration capabilities with other tech tools
- Pricing options for each software
- And answers to whatever other questions you may have!
