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Resources > Financial Planning Software Evaluator
 
Financial Planning
Software Evaluator

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FP Software Checklist
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This online calculator lets you do a side by side comparison of three financial planning software packages. You rate each program on ten categories and the calculator gives a total score for each program.

It is best used in conjuction with AdvisorTek.com's Financial Planning Software Checklist which provides a detailed breakdown of each of the ten categories.

Financial Planning Software Evaluator
 

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