CPA's Guide to Technology in a PFP Practice

Because personal financial firms vary greatly in size and in their business approach, it is important to understand that there is no "one size fits all" technology solution. On the contrary, the technology needs of a firm will be dictated by a wide variety of factors including the firm's business model, size, client profile and goals.  Use this guide to navigate the vast array of technology decisions for your practice.

The CPA’s Guide to Technology in a PFP Practice by technology expert, Joel Bruckenstein, navigates the vast array of technology decisions for your practice including general office hardware and software, document management systems, CRM applications, portfolio management and accounting software, financial planning software, custodial information, and cloud computing.