Other Technology Considerations 

    Although we have highlighted the major technological building blocks of a modern PFP practice, there are many other tools you will want to consider. These include communications/collaboration tools such as podcasts, video clips, video conferences, and online collaboration tools. Other optional tools include survey software, account aggregation tools, website design, desktop publishing and human resource tools. Finally, do not overlook opportunities to outsource. As an alternative to purchasing and operating the software discussed above, you can often find a firm to operate and maintain the software for you.

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