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Albridge Update: Enhancing Financial Planning Software Integration

Explore new client dashboard feature, responsive layouts, and improved navigation in Albridge. Gain insights from advisors who successfully integrated Financial Planning Software, learn their tool selection process and ROI assessment.

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Albridge Update: Enhancing Financial Planning Software Integration

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  1. Albridge Update • Responsive layouts across devices • Improved navigation • Created new client dashboard feature

  2. Objectives • Gain insight from advisors who have successfully integrated Financial Planning Software into their practice.  • Learn how they discerned which tool was right for them so you can follow the same process for your practice.

  3. On the Call Tom Ulmer Retirement Income Planning, LLC Faddy Chaccour My Advisors Group Scott Weir Weir Financial

  4. Questions to Consider • What were they key reasons for choosing your financial planning software? • What makes this financial planning tool unique (Why did you pick it?) • Was it easy to learn? • How much time does it cost? • Do you feel like you have got a return on your investment?

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