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The Case for and Against Financial Projections
Asset management software was created for an industry focused on product sales. Is technology keeping pace now the value prop is changing?
On this episode of the Elementality podcast, Reese and Matt discuss why traditional planning software is good at projections, but why something new is also needed to provide indicators for ongoing financial health.
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By Jordan Haines, CFP®
4.8
3535 ratings
Asset management software was created for an industry focused on product sales. Is technology keeping pace now the value prop is changing?
On this episode of the Elementality podcast, Reese and Matt discuss why traditional planning software is good at projections, but why something new is also needed to provide indicators for ongoing financial health.
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