WEALTH REPORTING SOFTWARE APPLICATIONS

Module 10 focuses mostly on a session whereby software applications available to assist in the activities of a PWFO practitioner will be discussed. This Module also presents a discussion on financial technology (FINTECH)

By the end of this module and after having completed the Essential Reading, the candidate should be able to:
• Explain the meaning of software applications.
• Explain the purpose of using Wealth Management Reporting Software.
• Explain the benefits of using a Wealth Management Reporting Software.
• Understand the properties and specifications of WINNER.
• Understand the properties and specifications of CLEARVISION.
• Understand the properties and specifications of ATRIUM.
• Understand the properties and specifications of financial planning software.
• Understand the relevance of FinTech for a PWFO.