Area of Focus Sessions
PFP2507. Financial Planning Technology: How To Maximize Your Tech Stack
This session will discuss the findings of the 2025 T3/Inside Information Technology Survey. The survey is widely used by financial professionals to select software for their unique business needs. Bruckenstein will share insights on how to best use the survey and share some key findings.
Learning Objectives:
- Identify the software available to RIA businesses.
- Distinguish which software is suitable for a particular use case.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Computer Software & Applications
Level
Update - (for participants with a background in the subject area who desire to keep current)
Prerequisites
For participants with a background in the subject area who desire to keep current
