Next Generation Practice Management and Client Communication Tool for Financial Advisors Being Announced at T3 Technology Conference
Wealthminder, a provider of financial planning and investment advice software, is partnering with Sheryl Garrett, CFP®, AIF®, founder of the Garrett Planning Network and a well-known advocate for mainstream Americans, to create a new practice management and client communication solution for financial advisors. This new offering – which builds on Wealthminder’s existing suite of tools – focuses on providing targeted needs-based financial plans. The solution equips advisors and clients with real-time visibility to both the plan and it’s implementation.
