Last year’s post on stochastic forecasting tools generated quite a bit of commentary both online and off and, as conversation, not content, is now king (thank you, cluetrain), I’m going to attempt to start another round of debate by writing about the current state of the adviser financial planning tools market!
DISCLAIMER: Fincision is actively involved [...]
Tag Archives: salesforce.com
Crunch time in the tools market too…
Back to the future…?
The March 2008 edition of Money Management has a 5-page feature by Geordie Clarke on adviser back office systems entitled “CRM of the crop”; how utterly inappropriate is that particular title?!
None of the current back office offerings have anything approaching a decent CRM capability when compared to true CRM systems such as SAP, Siebel or [...]
