Advisor's Guide To The Best Financial Planning Software - Kitces
https://www.kitces.com/blog/best-financial-planning-software-reviews-financial-advisors-guide-on-how-to-choose/
WebMar 21, 2016 · Advicent’s Figlo itself is a goals-based financial planning software platform, that is built around the concept of a client’s “financial lifeline” – a visual timeline of the client from now until the projected end of life, that variously turns red, yellow, or green based on the success or failure of the client’s plan.
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