Morningstar
Morningstar’s Guide to Holistic Financial Planning
Part 3: How Technology Enables the Vision
Emerging and evolving technologies make it easier than ever for advisors to provide holistic advice that helps generate better client outcomes. From financial planning and goal setting to data-gathering, portfolio optimization, communication, and more, technology can help advisors attract new clients and solidify existing relationships.
Morningstar’s Guide to 
Holistic Financial Planning
Download our new guide to learn how:
Technology can streamline and smooth out the client onboarding process
Data aggregation can help you collect client account information
You can use technology to set achievable goals for your clients
Mobile technology can attract younger investors
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