💻 Tech Tuesday: Essential Tools Every Financial Planner Should Know
In today's fast-moving financial world, staying competitive means staying connected — and that includes knowing which tech tools can make your work smarter, faster, and more client-centered.
Here are a few top tools and platforms every financial planner should be familiar with (some of which you may have encountered during your studies at the College for Financial Planning):
📊 Portfolio Management & Financial Planning Tools
- eMoney Advisor – Used in several of our advanced coursework, this platform helps advisors build holistic plans, model scenarios, and collaborate with clients.
- MoneyGuidePro – Focuses on goal-based planning and is popular for its easy-to-understand visuals for client conversations.
- Morningstar Advisor Workstation – Great for investment research, risk assessment, and performance analytics.
💬 Client Communication & Relationship Management
- Redtail CRM – A widely-used CRM tool designed specifically for financial professionals. Helps track client interactions, compliance records, and more.
- Zoom / Calendly / Loom – Virtual meetings and video updates are here to stay. These platforms help maintain personal connections no matter where you or your clients are located.
📚 Continuing Education & Certification Support
- Kaplan Financial Education – Many of our students use Kaplan’s CE platform to complete Insurance CE or CFP® certification prep.
- College for Financial Planning Learning Hub – Our own online platform offers access to your course materials, CE tracking, and learning tools in one place.
🔍 Want to level up your tech game?
Try exploring a new tool each month, or ask your mentor or peers which tech they swear by. The right software can save time, improve client relationships, and keep you focused on what matters most.
💬 What tools do YOU use and love? Share your favorites below and let’s build a Tech Toolbox together!
