Is there a list of financial planners who use Pralana in their practice?
So far, I think it's just me! I think it's partly a matter of PRC not being hugely marketed like the other stuff is. Most advisors/planners use private tools that aren't commercially available. They like that because it locks the clients into working with them, when needing updates, etc. I'm a big weird in the space because I don't believe in that. I use Pralana because I believe in teaching folks how to do it on their own, if they prefer to, and save money.
That said, I've used those very expensive power tools (Right Capital, eMoney Pro, Money Advisor Pro) and found them all lacking to Pralana in one way or another. We are *very* fortunate to have this affordable tool!
Bill
Troy,
Bill (Hines) is the advisor that I'm in contact with most often, but there are others. For the time being, though, I don't have a list of them.
Stuart